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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 7 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 QUAL ISHARES TR 1,919.0 $368K 0.09% +357.0 +22.9% $191.81 +12.6%
122 VYM VANGUARD WHITEHALL FDS 2,460.0 $364K 0.09% -409.0 -14.3% $148.10 +6.8%
123 NFLX NETFLIX INC. Communication Services 3,717.0 $357K 0.09% +427.0 +13.0% $96.15 -19.5%
124 DUK DUKE ENERGY CORP NEW Utilities 2,708.0 $355K 0.09% $130.96 -5.4%
125 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 6,648.0 $351K 0.09% +100.0 +1.5% $52.76 -7.5%
126 SPGI S&P GLOBAL INC Financial Services 807.0 $343K 0.08% NEW $425.34 -3.4%
127 IVV ISHARES TR 525.0 $343K 0.08% -46.0 -8.1% $653.21 +14.8%
128 T AT&T INC Communication Services 11,609.0 $337K 0.08% -262.0 -2.2% $28.99 -24.1%
129 FIRST TR EXCHANGE TRADED FD 14,368.0 $330K 0.08% -1K -7.4% $22.95
130 VZ VERIZON COMMUNICATIONS INC Communication Services 6,548.0 $329K 0.08% -123.0 -1.8% $50.20 -9.6%
131 MPC MARATHON PETE CORP Energy 1,341.0 $327K 0.08% -44.0 -3.2% $244.18 -0.5%
132 NVO NOVO-NORDISK A S Healthcare 8,881.0 $326K 0.08% -297.0 -3.2% $36.75 +17.5%
133 TGT TARGET CORP Consumer Defensive 2,568.0 $311K 0.07% -285.0 -10.0% $121.20 +7.9%
134 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 11,753.0 $304K 0.07% +371.0 +3.3% $25.88 +4.2%
135 RSP INVESCO EXCHANGE TRADED FD T 1,577.0 $303K 0.07% +459.0 +41.1% $191.88 +9.4%
136 INTC INTEL CORP Technology 6,784.0 $299K 0.07% $44.13 +203.6%
137 SBUX STARBUCKS CORP Consumer Cyclical 3,337.0 $299K 0.07% $89.60 +12.3%
138 FSLR FIRST SOLAR INC Energy 1,479.0 $292K 0.07% $197.26 +30.6%
139 MGK VANGUARD WORLD FD 787.0 $289K 0.07% -69.0 -8.1% $367.44 -75.9%
140 BUFF INNOVATOR ETFS TRUST 5,800.0 $287K 0.07% -200.0 -3.3% $49.41 +6.4%
Page 7 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%