Institutions / Challenger Wealth Management
Challenger Wealth Management
CIK 2057602 · Institution · as of Dec 31, 2025
Portfolio value
$131.09M
Positions
63
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 63 →
| Company | Value | % of portfolio |
|---|---|---|
| Capital Group Dividend Value | $21.19M | 16.2% |
| Capital Group Growth ETF | $19.69M | 15.0% |
| Capital Group Core Equity Et | $10.72M | 8.2% |
| Apple Inc. | $5.69M | 4.3% |
| Tesla Inc | $5.15M | 3.9% |
| Ares Capital CorpARCC | $4.97M | 3.8% |
| Capital Group Core Balanced | $4.46M | 3.4% |
| Microsoft Corp | $4.15M | 3.2% |
| Amazon.com Inc | $4.08M | 3.1% |
| NVIDIA Corp | $3.95M | 3.0% |
| Exxon Mobil Corp | $3.46M | 2.6% |
| Alphabet Inc. | $3.08M | 2.4% |
| Chevron Corp | $2.87M | 2.2% |
| Broadcom Inc. | $2.44M | 1.9% |
| Costco Wholesale Corp /New | $2.03M | 1.6% |
| Visa Inc | $1.88M | 1.4% |
| PROCTER & GAMBLE Co | $1.58M | 1.2% |
| TJX Cos Inc/The | $1.44M | 1.1% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $1.42M | 1.1% |
| iShares Tr | $1.40M | 1.1% |
| Automatic Data Processing Inc | $1.30M | 1.0% |
| JPMorgan Chase & Co | $1.29M | 1.0% |
| Mastercard Inc | $1.28M | 1.0% |
| Home Depot, Inc. | $1.17M | 0.9% |
| Lockheed Martin Corp | $1.17M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.