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Portfolio (Quarterly) Guide ↗

CHANNEL WEALTH LLC

· CIK 0001975550
13F Portfolio $413M AUM 175 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 54 Added 69 Reduced 17 Exited
Page 6 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BAC BANK AMERICA CORP Financial Services 9,424.0 $459K 0.11% -130.0 -1.4% $48.75 +15.3%
102 DLR DIGITAL RLTY TR INC Real Estate 2,529.0 $456K 0.11% -105.0 -4.0% $180.21 +4.4%
103 VO VANGUARD INDEX FDS 1,555.0 $447K 0.11% -137.0 -8.1% $287.21 -72.1%
104 GS GOLDMAN SACHS GROUP INC Financial Services 523.0 $442K 0.11% $845.99 +29.6%
105 VHT VANGUARD WORLD FD 1,571.0 $428K 0.10% $272.33 +3.0%
106 GLD SPDR GOLD TR Financial Services 994.0 $428K 0.10% -1K -57.8% $430.29 -10.0%
107 QYLD GLOBAL X FDS 24,571.0 $421K 0.10% -6K -19.7% $17.15 +8.0%
108 CSCO CISCO SYS INC Technology 5,414.0 $420K 0.10% $77.59 +54.1%
109 EPD ENTERPRISE PRODS PARTNERS L Energy 11,091.0 $420K 0.10% -593.0 -5.1% $37.84 -3.3%
110 FNDX SCHWAB STRATEGIC TR 15,062.0 $419K 0.10% $27.85 +11.5%
111 EMR EMERSON ELEC CO Industrials 3,183.0 $417K 0.10% $131.02 +15.0%
112 AEP AMERICAN ELEC PWR CO INC Utilities 3,135.0 $411K 0.10% +23.0 +0.7% $131.09 -2.6%
113 HON HONEYWELL INTL INC Industrials 1,817.0 $411K 0.10% $226.03 +1.3%
114 BLUE OWL CAPITAL CORPORATION 36,708.0 $406K 0.10% $11.06
115 CALF PACER FDS TR 9,038.0 $406K 0.10% -873.0 -8.8% $44.87 +9.7%
116 IGM ISHARES TR 3,380.0 $401K 0.10% -37.0 -1.1% $118.51 +38.9%
117 O REALTY INCOME CORP Real Estate 6,485.0 $397K 0.10% -8K -54.0% $61.18 -1.5%
118 UNP UNION PAC CORP Industrials 1,617.0 $392K 0.10% $242.62 +5.9%
119 PFE PFIZER INC Healthcare 13,469.0 $378K 0.09% -822.0 -5.8% $28.08 -10.2%
120 APEI AMERICAN PUB ED INC Consumer Defensive 6,548.0 $372K 0.09% -5K -43.8% $56.88 -7.3%
Page 6 of 9  ·  174 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.6%
Financial Services 17.1%
Healthcare 15.9%
Communication Services 9.2%
Consumer Cyclical 7.8%
Consumer Defensive 3.8%
Industrials 2.2%
Energy 1.7%
Basic Materials 1.6%
Utilities 0.7%