Challenger Wealth Management Portfolio Holdings

Challenger Wealth Management

  • $128 Billion
  • Q3 2025

Challenger Wealth Management has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $20.1B, Capital Group Growth ETF Shs C with a value of $19B, Capital Group Core Equity ETF with a value of $10.5B, Apple Inc. with a value of $5.37B, and Ares Capital Corp with a value of $4.95B.

Examining the 13F form we can see an decrease of $16.3B in the current position value, from $144B to 128B.

Challenger Wealth Management is based out at Aliso Viejo, CA

Below you can find more details about Challenger Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $128 Billion
ETFs: $40.9 Billion
Technology: $18.8 Billion
Financial Services: $11.9 Billion
Consumer Cyclical: $11.7 Billion
Energy: $8.92 Billion
Industrials: $7.27 Billion
Consumer Defensive: $6.04 Billion
Communication Services: $4.98 Billion
Other: $2.79 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.1 Billion 15.69% of portfolio
477,301
Q3 2025 Reduced 1.13%
$0
$19 Billion 14.83% of portfolio
431,778
Q3 2025 Reduced 0.45%
$0
$10.5 Billion 8.2% of portfolio
265,284
Q3 2025 Reduced 2.68%
$4.3T
$5.37 Billion 4.2% of portfolio
21,083
Q3 2025 Reduced 9.92%
$0
$4.95 Billion 3.87% of portfolio
242,354
Q3 2025 Reduced 2.93%
$1.29T
$4.78 Billion 3.74% of portfolio
10,759
Q3 2025 Reduced 23.32%
$3.78T
$4.47 Billion 3.49% of portfolio
8,626
Q3 2025 Reduced 8.03%
Capital Group Core Balanced
-
$4.06 Billion 3.18% of portfolio
-
Q3 2025 Added 7.08%
$465B
$3.79 Billion 2.96% of portfolio
20,305
Q3 2025 Reduced 16.25%
$2.39T
$3.77 Billion 2.95% of portfolio
17,165
Q3 2025 Reduced 7.45%
$490B
$3.43 Billion 2.69% of portfolio
30,459
Q3 2025 Reduced 3.31%
$303B
$3.01 Billion 2.36% of portfolio
19,400
Q3 2025 Reduced 9.7%
$1.65T
$2.4 Billion 1.88% of portfolio
9,868
Q3 2025 Reduced 20.79%
$139B
$2.14 Billion 1.68% of portfolio
6,498
Q3 2025 Reduced 21.43%
$404B
$2.06 Billion 1.61% of portfolio
2,228
Q3 2025 Reduced 18.39%
$533B
$1.83 Billion 1.43% of portfolio
5,367
Q3 2025 Reduced 18.3%
$104B
$1.43 Billion 1.12% of portfolio
4,866
Q3 2025 Reduced 17.47%
$0
$1.4 Billion 1.1% of portfolio
9,884
Q2 2025 Reduced 3.47%
$367B
$1.33 Billion 1.04% of portfolio
3,278
Q3 2025 Reduced 18.01%
$269B
$1.31 Billion 1.03% of portfolio
5,492
Q3 2025 Reduced 21.36%
$512B
$1.28 Billion 1.0% of portfolio
2,252
Q3 2025 Reduced 17.3%
$881B
$1.26 Billion 0.99% of portfolio
4,001
Q3 2025 Reduced 10.17%
$123B
$1.26 Billion 0.98% of portfolio
2,519
Q3 2025 Reduced 19.5%
$96.9B
$1.26 Billion 0.98% of portfolio
2,979
Q3 2025 Reduced 18.89%
$170B
$1.23 Billion 0.96% of portfolio
8,527
Q3 2025 Reduced 17.64%
$1.46T
$1.22 Billion 0.96% of portfolio
4,382
Q3 2025 Reduced 23.55%
$19B
$1.06 Billion 0.83% of portfolio
5,175
Q3 2025 Added 3.56%
$279B
$884 Million 0.69% of portfolio
8,573
Q3 2025 Reduced 1.28%
$99.7B
$876 Million 0.68% of portfolio
4,544
Q3 2025 Reduced 2.11%
$96.4B
$832 Million 0.65% of portfolio
6,725
Q3 2025 Reduced 31.98%
$136B
$819 Million 0.64% of portfolio
1,921
Q3 2025 Reduced 7.64%
$405B
$729 Million 0.57% of portfolio
753
Q3 2025 Reduced 7.38%
$61.4B
$702 Million 0.55% of portfolio
1,694
Q3 2025 Reduced 3.53%
$42.6B
$640 Million 0.5% of portfolio
4,797
Q3 2025 Reduced 27.36%
$662B
$643 Million 0.5% of portfolio
1,279
Q3 2025 Reduced 32.29%
$62.7B
$604 Million 0.47% of portfolio
7,333
Q3 2025 Added 1.57%
$86.7B
$566 Million 0.44% of portfolio
928
Q3 2025 Reduced 35.2%
$31.5B
$553 Million 0.43% of portfolio
7,585
Q3 2025 Reduced 8.03%
$104B
$539 Million 0.42% of portfolio
8,155
Q3 2025 Added 5.46%
$266B
$516 Million 0.4% of portfolio
1,830
Q3 2025 Added 0.94%
$0
$512 Million 0.4% of portfolio
766
Q3 2025 Reduced 2.67%
$306B
$502 Million 0.39% of portfolio
7,562
Q3 2025 Reduced 20.34%
$74.3B
$483 Million 0.38% of portfolio
7,623
Q3 2025 Reduced 7.76%
$107B
$486 Million 0.38% of portfolio
641
Q3 2025 Reduced 6.15%
$0
$461 Million 0.36% of portfolio
15,573
Q1 2025 Reduced 6.03%
$1.37T
$397 Million 0.31% of portfolio
540
Q3 2025 Reduced 55.7%
$222B
$363 Million 0.28% of portfolio
748
Q3 2025 Added 1.77%
$224B
$356 Million 0.28% of portfolio
1,171
Q3 2025 Reduced 6.17%
$172B
$328 Million 0.26% of portfolio
7,460
Q3 2025 Added 3.47%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $128 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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