Challenger Wealth Management as of March 31, 2026
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 | 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 | 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 | 5.1k | 337.95 | |
| Visa Com Cl A (V) | 1.3 | $1.6M | 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 | 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 | 4.4k | 244.20 | |
| Wal-Mart Stores (WMT) | 0.8 | $1.0M | 8.3k | 124.28 | |
| Automatic Data Processing (ADP) | 0.7 | $927k | 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 | 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 | 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 | 5.6k | 90.38 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $503k | 770.00 | 653.61 | |
| Williams Companies (WMB) | 0.4 | $502k | 6.9k | 72.78 | |
| MetLife (MET) | 0.4 | $493k | 7.0k | 70.72 | |
| International Business Machines (IBM) | 0.3 | $427k | 1.8k | 242.33 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $409k | 1.4k | 286.82 | |
| Ftai Aviation SHS (FTAI) | 0.3 | $378k | 1.5k | 245.00 | |
| Enterprise Products Partners (EPD) | 0.3 | $359k | 9.5k | 37.84 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $359k | 730.00 | 491.27 | |
| Canadian Natural Resources (CNQ) | 0.3 | $347k | 7.1k | 48.73 | |
| Meta Platforms Cl A (META) | 0.3 | $338k | 590.00 | 572.23 | |
| Verizon Communications (VZ) | 0.3 | $331k | 6.6k | 50.20 | |
| McDonald's Corporation (MCD) | 0.3 | $327k | 1.1k | 310.71 | |
| Welltower Inc Com reit (WELL) | 0.2 | $301k | 1.5k | 197.73 | |
| Entergy Corporation (ETR) | 0.2 | $265k | 2.4k | 112.35 | |
| Micron Technology (MU) | 0.2 | $256k | 759.00 | 337.67 | |
| Eli Lilly & Co. (LLY) | 0.2 | $256k | 279.00 | 918.28 | |
| Chubb (CB) | 0.2 | $246k | 756.00 | 325.74 |
