Challenger Wealth Management 13F Holdings

CIK 0002057602 · ALISO VIEJO, CA

As of Sep 30, 2025, Challenger Wealth Management reported 64 positions worth 27.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CAPITAL GROUP DIVIDEND VALUE ETFCGDV—477,301$20.1M15.69%
CAPITAL GROUP GROWTH ETFCGGR—431,778 9.0M14.83%
CAPITAL GROUP CORE EQUITY ETFCGUS—265,284 0.5M8.20%
APPLE INCAAPLTechnology21,083$5.4M4.20%
ARES CAPITAL CORPARCCFinancial Services242,354$4.9M3.87%
TESLA INCTSLAConsumer Cyclical10,759$4.8M3.74%
MICROSOFT CORPMSFTTechnology8,626$4.5M3.49%
CAPITAL GROUP CORE BALANCED ETFCGBL—116,992$4.1M3.18%
NVIDIA CORPNVDATechnology20,305$3.8M2.96%
AMAZON.COM INCAMZNEquity17,165$3.8M2.95%
EXXON MOBIL CORPXOMEnergy30,459$3.4M2.69%
CHEVRON CORPCHVEnergy19,400$3.0M2.36%
ALPHABET INCGOOGLEquity9,868$2.4M1.88%
BROADCOM INCAVGOTechnology6,498$2.1M1.68%
COSTCO WHOLESALE CORPCOSTConsumer Defensive2,228$2.1M1.61%
VISA INC-CLASS A SHARESVFinancial Services5,367 .8M1.43%
PROCTER & GAMBLE COPGConsumer Defensive11,857 .8M1.42%
AUTOMATIC DATA PROCESSING INCADPIndustrials4,866 .4M1.12%
ISHARES SELECT DIVIDEND ETFDVY—9,884 .4M1.10%
HOME DEPOT INCHDConsumer Cyclical3,278 .3M1.04%
T-MOBILE US INCTMUSCommunication Services5,492 .3M1.03%
MASTERCARD INCMAFinancial Services2,252 .3M1.00%
JPMORGAN CHASE & COJPMFinancial Services4,001 .3M0.99%
LOCKHEED MARTIN CORPLMTIndustrials2,519 .3M0.98%
TRANE TECHNOLOGIES PLCTTBasic Materials2,979 .3M0.98%