Channel Wealth LLC
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$412.8M
Holdings
172
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: New position (3.99M shares)
6.1%
02
$CARY
ANGEL OAK FUNDS TRUST
Held since at least Q1 2024
6.0%
03
$TXUE
THORNBURG ETF TR
Held since at least Q1 2024
4.3%
04
$GOOG
ALPHABET INC
Q1 2026: New position (1.22M shares)
3.2%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (7.20M shares)
3.1%
06
$MSFT
MICROSOFT CORP
Q1 2026: New position (2.47M shares)
3.0%
07
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: New position (118.8k shares)
2.4%
08
$JSI
JANUS DETROIT STR TR
Held since at least Q1 2024
2.3%
09
$LLY
ELI LILLY & CO
Q1 2026: New position (156.4k shares)
2.2%
10
$ACWI
ISHARES TR
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:31 UTC.