Challenger Wealth Management

Challenger Wealth Management as of Dec. 31, 2025

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
Capital Group Growth Etf Shs Creation Uni (CGGR) 15.0 $20M 443k 44.47
Capital Group Core Equity Et Shs Creation Uni (CGUS) 8.2 $11M 267k 40.23
Apple (AAPL) 4.3 $5.7M 21k 271.86
Tesla Motors (TSLA) 3.9 $5.2M 12k 449.72
Ares Capital Corporation (ARCC) 3.8 $5.0M 246k 20.23
Capital Group Core Balanced SHS (CGBL) 3.4 $4.5M 126k 35.33
Microsoft Corporation (MSFT) 3.2 $4.2M 8.6k 483.62
Amazon (AMZN) 3.1 $4.1M 18k 230.82
NVIDIA Corporation (NVDA) 3.0 $4.0M 21k 186.50
Exxon Mobil Corporation (XOM) 2.6 $3.5M 29k 120.34
Alphabet Cap Stk Cl A (GOOGL) 2.4 $3.1M 9.8k 313.01
Chevron Corporation (CVX) 2.2 $2.9M 19k 152.41
Broadcom (AVGO) 1.9 $2.4M 7.0k 346.11
Costco Wholesale Corporation (COST) 1.6 $2.0M 2.4k 862.16
Visa Com Cl A (V) 1.4 $1.9M 5.4k 350.71
Procter & Gamble Company (PG) 1.2 $1.6M 11k 143.31
TJX Companies (TJX) 1.1 $1.4M 9.3k 153.62
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.1 $1.4M 4.7k 303.89
Ishares Tr Select Divid Etf (DVY) 1.1 $1.4M 9.9k 141.14
Automatic Data Processing (ADP) 1.0 $1.3M 5.1k 257.24
JPMorgan Chase & Co. (JPM) 1.0 $1.3M 4.0k 322.19
Mastercard Incorporated Cl A (MA) 1.0 $1.3M 2.2k 570.99
Home Depot (HD) 0.9 $1.2M 3.4k 344.11
Lockheed Martin Corporation (LMT) 0.9 $1.2M 2.4k 483.57
Trane Technologies SHS (TT) 0.9 $1.2M 3.0k 389.20
Metropcs Communications (TMUS) 0.9 $1.1M 5.6k 203.03
Cintas Corporation (CTAS) 0.7 $978k 5.2k 188.05
Wal-Mart Stores (WMT) 0.7 $955k 8.6k 111.41
Hca Holdings (HCA) 0.7 $896k 1.9k 466.88
Duke Energy Corp Com New (DUK) 0.6 $791k 6.7k 117.21
Asml Holding N V N Y Registry Shs (ASML) 0.6 $762k 712.00 1069.86
Marathon Petroleum Corp (MPC) 0.6 $738k 4.5k 162.64
Quanta Services (PWR) 0.5 $713k 1.7k 421.96
Hartford Financial Services (HIG) 0.5 $656k 4.8k 137.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $634k 1.3k 502.65
MetLife (MET) 0.4 $582k 7.4k 78.94
Parker-Hannifin Corporation (PH) 0.4 $565k 642.00 879.29
International Business Machines (IBM) 0.4 $541k 1.8k 296.15
Coca-Cola Company (KO) 0.4 $533k 7.6k 69.91
Ishares Tr Core S&p500 Etf (IVV) 0.4 $526k 768.00 685.28
Oneok (OKE) 0.4 $520k 7.1k 73.50
Northrop Grumman Corporation (NOC) 0.4 $509k 893.00 570.02
Altria (MO) 0.4 $470k 8.2k 57.66
Alphabet Cap Stk Cl C (GOOG) 0.3 $435k 1.4k 313.69
Williams Companies (WMB) 0.3 $434k 7.2k 60.11
Thermo Fisher Scientific (TMO) 0.3 $434k 748.00 579.61
Meta Platforms Cl A (META) 0.3 $381k 577.00 659.78
McDonald's Corporation (MCD) 0.3 $360k 1.2k 305.60
Enterprise Products Partners (EPD) 0.2 $303k 9.5k 32.06
Eli Lilly & Co. (LLY) 0.2 $295k 274.00 1075.45
Welltower Inc Com reit (WELL) 0.2 $279k 1.5k 185.59
Ftai Aviation SHS (FTAI) 0.2 $272k 1.4k 196.85
Canadian Natural Resources (CNQ) 0.2 $269k 7.9k 33.85
Verizon Communications (VZ) 0.2 $265k 6.5k 40.73
Chubb (CB) 0.2 $257k 823.00 312.17
Paychex (PAYX) 0.2 $241k 2.1k 112.18
Applovin Corp Com Cl A (APP) 0.2 $239k 354.00 673.82
Adobe Systems Incorporated (ADBE) 0.2 $231k 661.00 349.99
Entergy Corporation (ETR) 0.2 $225k 2.4k 92.44
International Paper Company (IP) 0.2 $221k 5.6k 39.39
UnitedHealth (UNH) 0.2 $209k 633.00 329.92
Micron Technology (MU) 0.2 $205k 717.00 285.24