Channel Wealth LLC - Q42025 Holdings

Channel Wealth LLC holds 172 stocks with a total portfolio value of $ 395.01M as of Q42025. In Q42025, Channel Wealth LLC added 11 new positions, increased stakes in 68 stocks, reduced 72 holdings, and fully exited 13 positions. The largest holding is Angel Oak Funds Trust (CARY), representing 6.08% of the total portfolio.