CHANNEL WEALTH LLC - Portfolio Stock Holdings

CHANNEL WEALTH LLC disclosed 206 stock positions in a recent SEC 13F filing. $463,516,953 of stock holdings were filed, with the largest holdings including CARY, NVDA, and TXUE. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $850,851,480 and has 17 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.