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, TSLA, and represent 47.63% of Challenger Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: CGGR, CGDV, CGBL, TSLA, LLY, FTAI, MU, AVGO, NVDA, TJX.
- Started 3 new stock positions in LLY, FTAI, MU.
- Reduced shares in these 10 stocks: , ROP, KMB, , XOM, PG, CVX, ADBE, UNH, LMT.
- Sold out of its positions in T, KMB, ROP, PHYS.
- Challenger Wealth Management was a net buyer of stock by $1.4M.
- Challenger Wealth Management has $131M in assets under management (AUM), dropping by 2.50%.
- Central Index Key (CIK): 0002057602
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Portfolio Holdings for Challenger Wealth Management
Challenger Wealth Management holds 63 positions in its portfolio as reported in the December 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) | 16.2 | $21M | 486k | 43.64 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 15.0 | $20M | +2% | 443k | 44.47 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 8.2 | $11M | 267k | 40.23 |
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| Apple (AAPL) | 4.3 | $5.7M | 21k | 271.86 |
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| Tesla Motors (TSLA) | 3.9 | $5.2M | +6% | 12k | 449.72 |
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| Ares Capital Corporation (ARCC) | 3.8 | $5.0M | 246k | 20.23 |
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| Capital Group Core Balanced SHS (CGBL) | 3.4 | $4.5M | +7% | 126k | 35.33 |
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| Microsoft Corporation (MSFT) | 3.2 | $4.2M | 8.6k | 483.62 |
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| Amazon (AMZN) | 3.1 | $4.1M | +2% | 18k | 230.82 |
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| NVIDIA Corporation (NVDA) | 3.0 | $4.0M | +4% | 21k | 186.50 |
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| Exxon Mobil Corporation (XOM) | 2.6 | $3.5M | -5% | 29k | 120.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $3.1M | 9.8k | 313.01 |
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| Chevron Corporation (CVX) | 2.2 | $2.9M | -3% | 19k | 152.41 |
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| Broadcom (AVGO) | 1.9 | $2.4M | +8% | 7.0k | 346.11 |
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| Costco Wholesale Corporation (COST) | 1.6 | $2.0M | +5% | 2.4k | 862.16 |
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| Visa Com Cl A (V) | 1.4 | $1.9M | 5.4k | 350.71 |
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| Procter & Gamble Company (PG) | 1.2 | $1.6M | -6% | 11k | 143.31 |
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| TJX Companies (TJX) | 1.1 | $1.4M | +9% | 9.3k | 153.62 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.1 | $1.4M | +6% | 4.7k | 303.89 |
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| Ishares Tr Select Divid Etf (DVY) | 1.1 | $1.4M | 9.9k | 141.14 |
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| Automatic Data Processing (ADP) | 1.0 | $1.3M | +3% | 5.1k | 257.24 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $1.3M | 4.0k | 322.19 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $1.3M | 2.2k | 570.99 |
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| Home Depot (HD) | 0.9 | $1.2M | +3% | 3.4k | 344.11 |
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| Lockheed Martin Corporation (LMT) | 0.9 | $1.2M | -4% | 2.4k | 483.57 |
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| Trane Technologies SHS (TT) | 0.9 | $1.2M | 3.0k | 389.20 |
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| Metropcs Communications (TMUS) | 0.9 | $1.1M | +2% | 5.6k | 203.03 |
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| Cintas Corporation (CTAS) | 0.7 | $978k | 5.2k | 188.05 |
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| Wal-Mart Stores (WMT) | 0.7 | $955k | 8.6k | 111.41 |
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| Hca Holdings (HCA) | 0.7 | $896k | 1.9k | 466.88 |
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| Duke Energy Corp Com New (DUK) | 0.6 | $791k | 6.7k | 117.21 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $762k | -5% | 712.00 | 1069.86 |
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| Marathon Petroleum Corp (MPC) | 0.6 | $738k | 4.5k | 162.64 |
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| Quanta Services (PWR) | 0.5 | $713k | 1.7k | 421.96 |
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| Hartford Financial Services (HIG) | 0.5 | $656k | 4.8k | 137.80 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $634k | 1.3k | 502.65 |
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| MetLife (MET) | 0.4 | $582k | 7.4k | 78.94 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $565k | 642.00 | 879.29 |
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| International Business Machines (IBM) | 0.4 | $541k | 1.8k | 296.15 |
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| Coca-Cola Company (KO) | 0.4 | $533k | 7.6k | 69.91 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $526k | 768.00 | 685.28 |
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| Oneok (OKE) | 0.4 | $520k | -6% | 7.1k | 73.50 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $509k | -3% | 893.00 | 570.02 |
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| Altria (MO) | 0.4 | $470k | 8.2k | 57.66 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $435k | +8% | 1.4k | 313.69 |
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| Williams Companies (WMB) | 0.3 | $434k | -5% | 7.2k | 60.11 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $434k | 748.00 | 579.61 |
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| Meta Platforms Cl A (META) | 0.3 | $381k | +6% | 577.00 | 659.78 |
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| McDonald's Corporation (MCD) | 0.3 | $360k | 1.2k | 305.60 |
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| Enterprise Products Partners (EPD) | 0.2 | $303k | 9.5k | 32.06 |
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| Eli Lilly & Co. (LLY) | 0.2 | $295k | NEW | 274.00 | 1075.45 |
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| Welltower Inc Com reit (WELL) | 0.2 | $279k | 1.5k | 185.59 |
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| Ftai Aviation SHS (FTAI) | 0.2 | $272k | NEW | 1.4k | 196.85 |
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| Canadian Natural Resources (CNQ) | 0.2 | $269k | -4% | 7.9k | 33.85 |
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| Verizon Communications (VZ) | 0.2 | $265k | -12% | 6.5k | 40.73 |
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| Chubb (CB) | 0.2 | $257k | 823.00 | 312.17 |
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| Paychex (PAYX) | 0.2 | $241k | 2.1k | 112.18 |
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| Applovin Corp Com Cl A (APP) | 0.2 | $239k | +12% | 354.00 | 673.82 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $231k | -20% | 661.00 | 349.99 |
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| Entergy Corporation (ETR) | 0.2 | $225k | 2.4k | 92.44 |
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| International Paper Company (IP) | 0.2 | $221k | -4% | 5.6k | 39.39 |
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| UnitedHealth (UNH) | 0.2 | $209k | -21% | 633.00 | 329.92 |
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| Micron Technology (MU) | 0.2 | $205k | NEW | 717.00 | 285.24 |
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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 Q4 filed Feb. 17, 2026
- 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