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Home > Institutional Investor > Channel Wealth Llc > Profile

Instuitional Investor - Channel Wealth Llc

Fund Profile
Filing Period:
Fund Name: Channel Wealth Llc
Portfolio Value $463,923,602
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Angel Oak Funds Trust - INCOME ETF
 1,404,230 $28,253,105 6.09%
2.
Nvidia Corp
 NVDA 99,494 $22,722,408 4.9%
3.
Thornburg Etf Tr - INTL EQUITY ETF
 605,605 $21,026,606 4.53%
4.
Microsoft Corp
 MSFT 40,098 $20,566,381 4.43%
5.
Apple Inc.
 AAPL 59,001 $19,648,678 4.24%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.