Challenger Wealth Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Challenger Wealth Management held in its portfolio 63 assets valued at $131,091,389 (i.e. $131.09M).
The most valuable assets in the portfolio included: CAPITAL GROUP DIVIDEND VALUE ($21.19M), CAPITAL GROUP GROWTH ETF ($19.69M), and CAPITAL GROUP CORE EQUITY ET ($10.72M).
The chart below shows the top 10 valuable assets, and the table below shows the top 63 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Challenger Wealth Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE | 485589 | 21191117 | SHS CREATION UNI |
| CAPITAL GROUP GROWTH ETF | 442679 | 19685951 | SHS CREATION UNI |
| CAPITAL GROUP CORE EQUITY ET | 266468 | 10720007 | SHS CREATION UNI |
| APPLE INC | 20941 | 5692972 | COM |
| TESLA INC | 11460 | 5153791 | COM |
| ARES CAPITAL CORP | 245791 | 4972346 | COM |
| CAPITAL GROUP CORE BALANCED | 126126 | 4456042 | SHS |
| MICROSOFT CORP | 8588 | 4153323 | COM |
| AMAZON COM INC | 17662 | 4076743 | COM |
| NVIDIA CORPORATION | 21196 | 3952966 | COM |
| EXXON MOBIL CORP | 28772 | 3462479 | COM |
| ALPHABET INC | 9847 | 3082226 | CAP STK CL A |
| CHEVRON CORP NEW | 18817 | 2867838 | COM |
| BROADCOM INC | 7049 | 2439754 | COM |
| COSTCO WHSL CORP NEW | 2358 | 2032970 | COM |
| VISA INC | 5371 | 1883653 | COM CL A |
| PROCTER AND GAMBLE CO | 11034 | 1581231 | COM |
| TJX COS INC NEW | 9349 | 1436176 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 4682 | 1422813 | SPONSORED ADS |
| ISHARES TR | 9884 | 1395028 | SELECT DIVID ETF |
| AUTOMATIC DATA PROCESSING IN | 5050 | 1299063 | COM |
| JPMORGAN CHASE & CO. | 4001 | 1289083 | COM |
| MASTERCARD INCORPORATED | 2249 | 1284148 | CL A |
| HOME DEPOT INC | 3403 | 1170999 | COM |
| LOCKHEED MARTIN CORP | 2415 | 1167829 | COM |
| TRANE TECHNOLOGIES PLC | 2987 | 1162540 | SHS |
| T-MOBILE US INC | 5612 | 1139414 | COM |
| CINTAS CORP | 5200 | 977872 | COM |
| WALMART INC | 8568 | 954603 | COM |
| HCA HEALTHCARE INC | 1919 | 895949 | COM |
| DUKE ENERGY CORP NEW | 6745 | 790589 | COM NEW |
| ASML HOLDING N V | 712 | 761740 | N Y REGISTRY SHS |
| MARATHON PETE CORP | 4535 | 737557 | COM |
| QUANTA SVCS INC | 1690 | 713116 | COM |
| HARTFORD INSURANCE GROUP INC | 4763 | 656327 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1261 | 633842 | CL B NEW |
| METLIFE INC | 7368 | 581648 | COM |
| PARKER-HANNIFIN CORP | 642 | 564507 | COM |
| INTERNATIONAL BUSINESS MACHS | 1827 | 541064 | COM |
| COCA COLA CO | 7625 | 533077 | COM |
| ISHARES TR | 768 | 526294 | CORE S&P500 ETF |
| ONEOK INC NEW | 7075 | 520025 | COM |
| NORTHROP GRUMMAN CORP | 893 | 509028 | COM |
| ALTRIA GROUP INC | 8156 | 470250 | COM |
| ALPHABET INC | 1386 | 434779 | CAP STK CL C |
| WILLIAMS COS INC | 7218 | 433886 | COM |
| THERMO FISHER SCIENTIFIC INC | 748 | 433549 | COM |
| META PLATFORMS INC | 577 | 380694 | CL A |
| MCDONALDS CORP | 1177 | 359690 | COM |
| ENTERPRISE PRODS PARTNERS L | 9464 | 303400 | COM |
| ELI LILLY & CO | 274 | 294674 | COM |
| WELLTOWER INC | 1502 | 278761 | COM |
| FTAI AVIATION LTD | 1382 | 272047 | SHS |
| CANADIAN NAT RES LTD | 7945 | 268938 | COM |
| VERIZON COMMUNICATIONS INC | 6501 | 264767 | COM |
| CHUBB LIMITED | 823 | 256915 | COM |
| PAYCHEX INC | 2145 | 240622 | COM |
| APPLOVIN CORP | 354 | 238532 | COM CL A |
| ADOBE INC | 661 | 231343 | COM |
| ENTERGY CORP NEW | 2431 | 224728 | COM |
| INTERNATIONAL PAPER CO | 5603 | 220718 | COM |
| UNITEDHEALTH GROUP INC | 633 | 208842 | COM |
| MICRON TECHNOLOGY INC | 717 | 204514 | COM |
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