SEC Form 13F · Q1 2026

CHANNEL WEALTH LLC

Institutional Holdings Report

13F-HRCA
$412.8M
Portfolio Value
175
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
CHANNEL WEALTH LLC
CIK
1975550
Accession No.
0001975550-26-000003
Location
SANTA BARBARA, CA
Form Type
13F-HR
Portfolio Value
$412.8M
Holdings Reported
175
Reporting Period
Q1 2026
Filed
May 12, 2026

About this Filing

CHANNEL WEALTH LLC is an institutional investment manager based in SANTA BARBARA, CA reporting approximately $412.8M in 13(f) securities across 175 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.