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William H. Speacht

Channel Wealth Llc

Assets Managed
$412.819M
Holdings
173
Last Quarter
2026 - Q1
Filed Date
9d ago
Growth Rate
4.51%(2Q avg: 5.09%)
Sustained Growth
12 quarters

Portfolio positions

This chart displays the top 10 holdings in Channel Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 173 positions.

Assets under management

The assets under management (AUM) of Channel Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 12 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 412.819M in assets, with a quarterly growth rate of 4.51% and a 2-quarter average growth rate of 5.09%. The portfolio is managed by William H. Speacht, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 56.17%
6.12%
$25.233M
99,426 shares@ $253.8 avg price
CARY
Angel Oak Income Etf
Recent Activity
Increased 3.91%
6.03%
$24.885M
1.198M shares@ $20.78 avg price
TXUE
Thornburg Interntin Eqty Etf
Recent Activity
Increased 18.3%
4.3%
$17.729M
550,775 shares@ $32.19 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 4.97%
3.23%
$13.3M
46,363 shares@ $286.86 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.8%
3.15%
$12.986M
74,459 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 16.6%
3.03%
$12.494M
33,753 shares@ $370.18 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 9.56%
2.4%
$9.869M
20,594 shares@ $479.21 avg price
JSI
Jh Securitized Income Etf
Recent Activity
Increased 31.16%
2.28%
$9.384M
182,044 shares@ $51.55 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 5.53%
2.19%
$9M
9,785 shares@ $919.82 avg price
ACWI
Ishares Msci Acwi Etf
Recent Activity
Decreased -5.88%
2.18%
$8.971M
64,832 shares@ $138.38 avg price

1-10 of 173