CHANNEL WEALTH LLC Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$395.0M

Holdings

172

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (172 positions)

#StockSharesValue% PortfolioType
101
OBDCBLUE OWL CAPITAL CORPORATION
36,644$455K0.12%
102
VHTVANGUARD WORLD FD
1,571$452K0.11%
103
GBTCGRAYSCALE BITCOIN TRUST ETF
6,548$447K0.11%
104
SHYGISHARES TR
10,415$446K0.11%
105
IGMISHARES TR
3,417$441K0.11%
106
51AAMERICAN PUB ED INC
11,648$440K0.11%
107
CALFPACER FDS TR
9,911$439K0.11%
108
EMREMERSON ELEC CO
3,182$422K0.11%
109
CSCOCISCO SYS INC
5,405$416K0.11%
110
VYMVANGUARD WHITEHALL FDS
2,869$411K0.10%
111
FNDXSCHWAB STRATEGIC TR
15,059$409K0.10%
112
FQIDIGITAL RLTY TR INC
2,634$407K0.10%
113
IVVISHARES TR
571$391K0.10%
114
IBMINTERNATIONAL BUSINESS MACHS
1,314$389K0.10%
115
BXBLACKSTONE INC
2,530$389K0.10%
116
FSLRFIRST SOLAR INC
1,479$386K0.10%
117
INTUINTUIT
574$380K0.10%
118
EPDENTERPRISE PRODS PARTNERS L
11,684$374K0.09%
119
UNPUNION PAC CORP
1,616$373K0.09%
120
FTHIFIRST TR EXCHANGE TRADED FD
15,516$366K0.09%
121
AEPAMERICAN ELEC PWR CO INC
3,112$358K0.09%
122
TLHISHARES TR
3,505$356K0.09%
123
PFEPFIZER INC
14,291$355K0.09%
124
HONHONEYWELL INTL INC
1,815$354K0.09%
125
MGKVANGUARD WORLD FD
856$353K0.09%
126
FTQIFIRST TR EXCHANGE TRADED FD
15,971$332K0.08%
127
EPIWISDOMTREE TR
7,067$327K0.08%
128
DUKDUKE ENERGY CORP NEW
2,699$316K0.08%
129
QUALISHARES TR
1,562$310K0.08%
130
NFLXNETFLIX INC
3,290$308K0.08%
131
ESGUISHARES TR
2,053$305K0.08%
132
BUFFINNOVATOR ETFS TRUST
6,000$299K0.08%
133
TAT&T INC
11,871$294K0.07%
134
AVTRAVANTOR INC
25,510$292K0.07%
135
MAMASTERCARD INCORPORATED
511$291K0.07%
136
USBUS BANCORP DEL
5,382$287K0.07%
137
SBUXSTARBUCKS CORP
3,349$282K0.07%
138
DYHTARGET CORP
2,853$278K0.07%
139
UTFCOHEN & STEERS INFRASTRUCTUR
11,382$274K0.07%
140
SHOPSHOPIFY INC
1,703$274K0.07%
141
DWDMORGAN STANLEY
1,542$273K0.07%
142
BACVERIZON COMMUNICATIONS INC
6,671$271K0.07%
143
FSCOFS CREDIT OPPORTUNITIES CORP
42,666$268K0.07%
144
SNASNAP ON INC
775$267K0.07%
145
VTVVANGUARD INDEX FDS
1,391$265K0.07%
146
IJRISHARES TR
2,188$262K0.07%
147
CAIQCALAMOS ETF TR
9,998$256K0.06%
148
FNDFSCHWAB STRATEGIC TR
5,666$256K0.06%
149
PLTRPALANTIR TECHNOLOGIES INC
1,440$255K0.06%
150
VOOGVANGUARD ADMIRAL FDS INC
568$252K0.06%
151
VFHVANGUARD WORLD FD
1,890$252K0.06%
152
INTCINTEL CORP
6,776$250K0.06%
153
EFGISHARES TR
2,162$246K0.06%
154
FASTFASTENAL CO
5,920$237K0.06%
155
VGTVANGUARD WORLD FD
314$236K0.06%
156
AMDADVANCED MICRO DEVICES INC
1,103$236K0.06%
157
IWFISHARES TR
478$226K0.06%
158
CWBCCOMMUNITY WEST BANCSHARES NE
10,056$226K0.06%
159
MPCMARATHON PETE CORP
1,385$225K0.06%
160
TMOTHERMO FISHER SCIENTIFIC INC
388$224K0.06%
161
VBKVANGUARD INDEX FDS
715$216K0.05%
162
TEVATEVA PHARMACEUTICAL INDS LTD
6,900$215K0.05%
163
RSPINVESCO EXCHANGE TRADED FD T
1,118$214K0.05%
164
IBITISHARES BITCOIN TRUST ETF
4,293$213K0.05%
165
WMBWILLIAMS COS INC
3,533$212K0.05%
166
XLFISELECT SECTOR SPDR TR
2,636$204K0.05%
167
MDLZMONDELEZ INTL INC
3,782$203K0.05%
168
SRISTONERIDGE INC
31,800$184K0.05%
169
RIVRIVERNORTH OPPORTUNITIES FD
11,621$136K0.03%
170
RQICOHEN & STEERS QUALITY INCOM
11,363$129K0.03%
171
ATOMATOMERA INC
46,850$103K0.03%
172
HFROHIGHLAND OPPS & INCOME FD
14,216$85K0.02%
PreviousPage 2 of 2