account_balance
Investment manager · 13F filer · SEC CIK 1975550
Channel Wealth LLC
Reported value$464Mas of Sep 30, 2026
Positions189 18 new, 17 sold out
Top 10 weight38.8%CARY alone is 6%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CARYAngel Oak Funds Trust
6.1%Added +5%
NVDANVIDIA Corp
4.9%Added +21%
TXUEThornburg ETF Tr
4.5%Added +2%
MSFTMicrosoft Corp
4.4%
AAPLApple Inc.
4.2%Trimmed −7%
ACWIiShares Tr
4.0%Added +3%
GOOGAlphabet Inc.
3.6%Added +4%
LLYELI Lilly & Co
2.7%Trimmed −4%
SPYSPDR S&P 500 ETF Trust
2.2%Added +3%
AUSFGlobal X FDS
2.1%Added +4%
BRK-BBerkshire Hathaway Inc
1.9%Trimmed −9%
AMZNAmazon.com Inc
1.9%Added +3%
CARYAngel Oak Funds Trust
6.1%Added +5%
NVDANVIDIA Corp
4.9%Added +21%
TXUEThornburg ETF Tr
4.5%Added +2%
MSFTMicrosoft Corp
4.4%
AAPLApple Inc.
4.2%Trimmed −7%
ACWIiShares Tr
4.0%
GOOGAlphabet Inc.
3.6%
LLYELI Lilly & Co
2.7%
SPYSPDR S&P 500 ETF Trust
2.2%
AUSF2.1%
BRK-B1.9%AMZN1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CARY Angel Oak Funds Trust 6.1% Added +5%
NVDA NVIDIA Corp 4.9% Added +21%TXUE Thornburg ETF Tr 4.5% Added +2%
MSFT Microsoft Corp 4.4% HeldAAPL Apple Inc. 4.2% Trimmed −7%ACWI iShares Tr 4.0% Added +3%
GOOG Alphabet Inc. 3.6% Added +4%LLY ELI Lilly & Co 2.7% Trimmed −4%SPY SPDR S&P 500 ETF Trust 2.2% Added +3%AUSF Global X FDS 2.1% Added +4%
BRK-B Berkshire Hathaway Inc 1.9% Trimmed −9%AMZN Amazon.com Inc 1.9% Added +3%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.