Long-term investor
Channel Wealth LLC @channelwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001975550).
Record
- Tracked since 2025-06-30 (441 days), 182 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +10.8% · all +10.8%
- Max drawdown n/a · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CARY · 6.2% · long · since 2025-06-30
- TXUE · 4.6% · long · since 2025-06-30
- AAPL · 4.1% · long · since 2025-06-30
- ACWI · 4.0% · long · since 2025-09-30
- GOOG · 3.8% · long · since 2025-06-30
- NVDA · 3.7% · long · since 2025-06-30
- MSFT · 3.3% · long · since 2025-06-30
- LLY · 3.0% · long · since 2025-06-30
- BRK-B · 2.2% · long · since 2025-06-30
- SPY · 2.2% · long · since 2025-06-30
- AUSF · 2.1% · long · since 2025-06-30
- AMZN · 1.8% · long · since 2025-06-30