CHANNEL WEALTH LLC
All 13F Filings
- Location
- Santa Barbara, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 463,924
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/6/2026 | 189 | 463,924 | 13F-HR | CHANNEL WEALTH LLC |
| Q2 2026 | 8/4/2026 | 188 | 445,886 | 13F-HR | CHANNEL WEALTH LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 248.8 K | 53.6% | 0 | 1.065 K | -1.065 K |
| ETFs | 215.1 K | 46.4% | 19.1 K | 0 | 19.1 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
11/6/2026
Total value ($000)
463,924
Holdings
189
QoQ value change ($000)
18,038
(4.0%)
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.