CHANNEL WEALTH LLC
Top Portfolio Positions
108 positions ·
$212,494,259 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
99,426 | $25,233,324 | 11.87% | |
| NVDA |
Nvidia Corp
Technology
|
74,459 | $12,985,649 | 6.11% | |
| MSFT |
Microsoft Corp
Technology
|
33,753 | $12,494,348 | 5.88% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
20,594 | $9,868,644 | 4.64% | |
| LLY |
ELI LILLY & Co
Healthcare
|
9,785 | $8,999,949 | 4.24% | |
| SPY |
Spdr S&P 500 ETF Trust
|
13,785 | $8,964,936 | 4.22% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
20,804 | $6,119,704 | 2.88% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,140 | $5,852,605 | 2.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
26,892 | $5,600,796 | 2.64% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
3,183 | $5,503,470 | 2.59% |
Portfolio Trend
13 quarters · across all stocks
Holdings in SRI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $234,979 | 48,650 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $184,122 | 31,800 | Shares | Sole | 2026-02-03 | |
| No 13F history on record for this holder in this stock. | ||||||