CHANNEL WEALTH LLC
All 13F Filings
- Location
- Santa Barbara, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 395,009
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 328.5 K | 83.2% | 15.41 K | 0 | 15.41 K |
| ETFs | 65.06 K | 16.5% | 5.782 K | 0 | 5.782 K |
| Debt | 1.468 K | 0.4% | 0 | 63 | -63 |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
395,009
Holdings
172
QoQ value change ($000)
21,138
(5.7%)
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.