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, XOM, and represent 46.48% of Challenger Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: TSM, CGGR, NVDA, FTAI, COST, HD, TSLA, AVGO, MU, GOOG.
- Reduced shares in these 10 stocks: CGDV, ARCC, PAYX, APP, , IP, PG, , OKE, AAPL.
- Sold out of its positions in ADBE, APP, IP, PAYX, UNH.
- Challenger Wealth Management was a net seller of stock by $-2.9M.
- Challenger Wealth Management has $125M in assets under management (AUM), dropping by -4.53%.
- Central Index Key (CIK): 0002057602
Tip: Access up to 7 years of quarterly data
Positions held by Challenger Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Challenger Wealth Management
Challenger Wealth Management holds 58 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 16.1 | $20M | -2% | 474k | 42.54 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 14.3 | $18M | 444k | 40.19 |
|
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 8.1 | $10M | 265k | 38.42 |
|
|
| Apple (AAPL) | 4.2 | $5.2M | 21k | 253.79 |
|
|
| Exxon Mobil Corporation (XOM) | 3.8 | $4.8M | 28k | 169.66 |
|
|
| Tesla Motors (TSLA) | 3.4 | $4.3M | 12k | 371.75 |
|
|
| Capital Group Core Balanced SHS (CGBL) | 3.4 | $4.3M | 124k | 34.41 |
|
|
| Ares Capital Corporation (ARCC) | 3.2 | $4.1M | -8% | 225k | 18.02 |
|
| Chevron Corporation (CVX) | 3.1 | $3.9M | 19k | 206.90 |
|
|
| NVIDIA Corporation (NVDA) | 3.0 | $3.7M | 21k | 174.40 |
|
|
| Amazon (AMZN) | 2.9 | $3.6M | 17k | 208.27 |
|
|
| Microsoft Corporation (MSFT) | 2.5 | $3.1M | 8.4k | 370.18 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $2.8M | 9.7k | 287.57 |
|
|
| Costco Wholesale Corporation (COST) | 1.9 | $2.4M | 2.4k | 996.38 |
|
|
| Broadcom (AVGO) | 1.8 | $2.2M | 7.1k | 309.50 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.4 | $1.7M | +9% | 5.1k | 337.95 |
|
| Visa Com Cl A (V) | 1.3 | $1.6M | -2% | 5.3k | 302.24 |
|
| Ishares Tr Select Divid Etf (DVY) | 1.2 | $1.5M | 9.9k | 151.41 |
|
|
| TJX Companies (TJX) | 1.2 | $1.5M | 9.3k | 159.69 |
|
|
| Lockheed Martin Corporation (LMT) | 1.2 | $1.5M | 2.4k | 604.39 |
|
|
| Procter & Gamble Company (PG) | 1.1 | $1.4M | -13% | 9.6k | 144.44 |
|
| Trane Technologies SHS (TT) | 1.0 | $1.2M | 2.9k | 416.74 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $1.2M | 4.0k | 294.20 |
|
|
| Metropcs Communications (TMUS) | 0.9 | $1.2M | 5.5k | 210.04 |
|
|
| Home Depot (HD) | 0.9 | $1.1M | 3.5k | 328.90 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $1.1M | 2.2k | 499.70 |
|
|
| Marathon Petroleum Corp (MPC) | 0.9 | $1.1M | -2% | 4.4k | 244.20 |
|
| Wal-Mart Stores (WMT) | 0.8 | $1.0M | -3% | 8.3k | 124.28 |
|
| Automatic Data Processing (ADP) | 0.7 | $927k | -9% | 4.6k | 203.18 |
|
| Quanta Services (PWR) | 0.7 | $925k | 1.7k | 548.99 |
|
|
| Hca Holdings (HCA) | 0.7 | $912k | 1.9k | 473.24 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.7 | $901k | -4% | 682.00 | 1320.83 |
|
| Cintas Corporation (CTAS) | 0.7 | $876k | 5.2k | 169.13 |
|
|
| Duke Energy Corp Com New (DUK) | 0.7 | $874k | 6.7k | 130.94 |
|
|
| Hartford Financial Services (HIG) | 0.5 | $647k | 4.8k | 135.22 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $599k | 1.3k | 479.20 |
|
|
| Northrop Grumman Corporation (NOC) | 0.5 | $590k | -3% | 865.00 | 682.18 |
|
| Parker-Hannifin Corporation (PH) | 0.5 | $576k | 643.00 | 895.46 |
|
|
| Coca-Cola Company (KO) | 0.5 | $575k | 7.6k | 76.05 |
|
|
| Altria (MO) | 0.4 | $537k | 8.1k | 65.99 |
|
|
| Oneok (OKE) | 0.4 | $509k | -20% | 5.6k | 90.38 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $503k | 770.00 | 653.61 |
|
|
| Williams Companies (WMB) | 0.4 | $502k | -4% | 6.9k | 72.78 |
|
| MetLife (MET) | 0.4 | $493k | -5% | 7.0k | 70.72 |
|
| International Business Machines (IBM) | 0.3 | $427k | -3% | 1.8k | 242.33 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $409k | +2% | 1.4k | 286.82 |
|
| Ftai Aviation SHS (FTAI) | 0.3 | $378k | +11% | 1.5k | 245.00 |
|
| Enterprise Products Partners (EPD) | 0.3 | $359k | 9.5k | 37.84 |
|
|
| Thermo Fisher Scientific (TMO) | 0.3 | $359k | -2% | 730.00 | 491.27 |
|
| Canadian Natural Resources (CNQ) | 0.3 | $347k | -10% | 7.1k | 48.73 |
|
| Meta Platforms Cl A (META) | 0.3 | $338k | +2% | 590.00 | 572.23 |
|
| Verizon Communications (VZ) | 0.3 | $331k | 6.6k | 50.20 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $327k | -10% | 1.1k | 310.71 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $301k | 1.5k | 197.73 |
|
|
| Entergy Corporation (ETR) | 0.2 | $265k | -3% | 2.4k | 112.35 |
|
| Micron Technology (MU) | 0.2 | $256k | +5% | 759.00 | 337.67 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $256k | 279.00 | 918.28 |
|
|
| Chubb (CB) | 0.2 | $246k | -8% | 756.00 | 325.74 |
|
Past Filings by Challenger Wealth Management
SEC 13F filings are viewable for Challenger Wealth Management going back to 2025
- Challenger Wealth Management 2026 Q1 filed May 28, 2026
- 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