CHANNEL WEALTH LLC
All 13F Filings
- Location
- Santa Barbara, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 412,819
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 174 | 412,819 | 13F-HR | CHANNEL WEALTH LLC |
| Q4 2025 | 2/3/2026 | 172 | 395,009 | 13F-HR | CHANNEL WEALTH LLC |
| Q3 2025 | 10/7/2025 | 174 | 373,871 | 13F-HR | CHANNEL WEALTH LLC |
| Q2 2025 | 7/9/2025 | 175 | 353,631 | 13F-HR | CHANNEL WEALTH LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
10
(0.0% of total reported value)
· QoQ Δ:
+10
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 248.3 K | 60.2% | 0 | 80.14 K | -80.14 K |
| ETFs | 163.1 K | 39.5% | 98.03 K | 0 | 98.03 K |
| Debt | 1.38 K | 0.3% | 0 | 88 | -88 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
412,819
Holdings
174
QoQ value change ($000)
17,810
(4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.