Challenger Wealth Management
Latest statistics and disclosures from Challenger Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CGDV, CGGR, CGUS, AAPL, ARCC, and represent 46.78% of Challenger Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: CGBL, ETR, APP, CTAS, EPD, MO, VZ, MET, TMO, IBM.
- Started 2 new stock positions in ETR, APP.
- Reduced shares in these 10 stocks: TSLA, NVDA, GOOGL, CAT, AAPL, AVGO, DE, META, COST, ING.
- Sold out of its positions in AFRM, APD, AIG, AMAT, ANET, AIZ, AVA, BA, BURL, COF.
- Challenger Wealth Management was a net seller of stock by $-26M.
- Challenger Wealth Management has $128M in assets under management (AUM), dropping by -11.30%.
- Central Index Key (CIK): 0002057602
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Portfolio Holdings for Challenger Wealth Management
Challenger Wealth Management holds 64 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 15.7 | $20M | 477k | 42.03 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 14.8 | $19M | 432k | 43.92 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 8.2 | $11M | -2% | 265k | 39.54 |
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| Apple (AAPL) | 4.2 | $5.4M | -9% | 21k | 254.63 |
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| Ares Capital Corporation (ARCC) | 3.9 | $4.9M | -2% | 242k | 20.41 |
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| Tesla Motors (TSLA) | 3.7 | $4.8M | -23% | 11k | 444.72 |
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| Microsoft Corporation (MSFT) | 3.5 | $4.5M | -8% | 8.6k | 517.95 |
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| Capital Group Core Balanced SHS (CGBL) | 3.2 | $4.1M | +7% | 117k | 34.72 |
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| NVIDIA Corporation (NVDA) | 3.0 | $3.8M | -16% | 20k | 186.58 |
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| Amazon (AMZN) | 2.9 | $3.8M | -7% | 17k | 219.57 |
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| Exxon Mobil Corporation (XOM) | 2.7 | $3.4M | -3% | 31k | 112.75 |
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| Chevron Corporation (CVX) | 2.4 | $3.0M | -9% | 19k | 155.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $2.4M | -20% | 9.9k | 243.11 |
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| Broadcom (AVGO) | 1.7 | $2.1M | -21% | 6.5k | 329.91 |
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| Costco Wholesale Corporation (COST) | 1.6 | $2.1M | -18% | 2.2k | 925.60 |
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| Visa Com Cl A (V) | 1.4 | $1.8M | -18% | 5.4k | 341.35 |
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| Procter & Gamble Company (PG) | 1.4 | $1.8M | -13% | 12k | 153.65 |
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| Automatic Data Processing (ADP) | 1.1 | $1.4M | -17% | 4.9k | 293.49 |
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| Ishares Tr Select Divid Etf (DVY) | 1.1 | $1.4M | 9.9k | 142.10 |
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| Home Depot (HD) | 1.0 | $1.3M | -18% | 3.3k | 405.20 |
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| Metropcs Communications (TMUS) | 1.0 | $1.3M | -21% | 5.5k | 239.36 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $1.3M | -17% | 2.3k | 568.81 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $1.3M | -10% | 4.0k | 315.45 |
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| Lockheed Martin Corporation (LMT) | 1.0 | $1.3M | -19% | 2.5k | 499.24 |
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| Trane Technologies SHS (TT) | 1.0 | $1.3M | -18% | 3.0k | 421.96 |
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| TJX Companies (TJX) | 1.0 | $1.2M | -17% | 8.5k | 144.54 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $1.2M | -23% | 4.4k | 279.29 |
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| Cintas Corporation (CTAS) | 0.8 | $1.1M | +3% | 5.2k | 205.27 |
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| Wal-Mart Stores (WMT) | 0.7 | $884k | 8.6k | 103.06 |
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| Marathon Petroleum Corp (MPC) | 0.7 | $876k | -2% | 4.5k | 192.75 |
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| Duke Energy Corp Com New (DUK) | 0.7 | $832k | -31% | 6.7k | 123.75 |
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| Hca Holdings (HCA) | 0.6 | $819k | -7% | 1.9k | 426.30 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $729k | -7% | 753.00 | 968.09 |
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| Quanta Services (PWR) | 0.5 | $702k | -3% | 1.7k | 414.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $643k | -32% | 1.3k | 502.74 |
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| Hartford Financial Services (HIG) | 0.5 | $640k | -27% | 4.8k | 133.39 |
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| MetLife (MET) | 0.5 | $604k | 7.3k | 82.38 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $566k | -35% | 928.00 | 609.47 |
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| Oneok (OKE) | 0.4 | $554k | -8% | 7.6k | 72.97 |
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| Altria (MO) | 0.4 | $539k | +5% | 8.2k | 66.06 |
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| International Business Machines (IBM) | 0.4 | $516k | 1.8k | 282.10 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $513k | -2% | 766.00 | 669.02 |
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| Coca-Cola Company (KO) | 0.4 | $502k | -20% | 7.6k | 66.32 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $486k | -6% | 641.00 | 758.51 |
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| Williams Companies (WMB) | 0.4 | $483k | -7% | 7.6k | 63.35 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.4 | $461k | 16k | 29.62 |
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| Meta Platforms Cl A (META) | 0.3 | $397k | -55% | 540.00 | 734.96 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $363k | 748.00 | 484.85 |
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| McDonald's Corporation (MCD) | 0.3 | $356k | -6% | 1.2k | 303.76 |
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| Verizon Communications (VZ) | 0.3 | $328k | +3% | 7.5k | 43.95 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $312k | -4% | 1.3k | 243.60 |
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| Enterprise Products Partners (EPD) | 0.2 | $295k | +12% | 9.4k | 31.27 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $295k | -43% | 836.00 | 352.75 |
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| UnitedHealth (UNH) | 0.2 | $277k | -46% | 802.00 | 345.11 |
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| International Paper Company (IP) | 0.2 | $273k | 5.9k | 46.40 |
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| Paychex (PAYX) | 0.2 | $273k | -31% | 2.2k | 126.76 |
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| Canadian Natural Resources (CNQ) | 0.2 | $267k | -39% | 8.3k | 31.96 |
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| Welltower Inc Com reit (WELL) | 0.2 | $267k | 1.5k | 178.18 |
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| Roper Industries (ROP) | 0.2 | $241k | -20% | 483.00 | 498.33 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $235k | -12% | 1.9k | 124.33 |
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| Chubb (CB) | 0.2 | $233k | -56% | 825.00 | 282.40 |
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| Entergy Corporation (ETR) | 0.2 | $228k | NEW | 2.4k | 93.18 |
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| Applovin Corp Com Cl A (APP) | 0.2 | $227k | NEW | 316.00 | 718.54 |
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| At&t (T) | 0.2 | $226k | 8.0k | 28.24 |
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Past Filings by Challenger Wealth Management
SEC 13F filings are viewable for Challenger Wealth Management going back to 2025
- Challenger Wealth Management 2025 Q3 filed Nov. 14, 2025
- Challenger Wealth Management 2025 Q2 filed Aug. 14, 2025
- Challenger Wealth Management 2025 Q1 filed May 16, 2025