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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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