Challenger Wealth Management

Est. AUM

$125.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$20.2M	473825	16.11%	SOLE
2	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$17.9M	444185	14.26%	SOLE
3	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$10.2M	264588	8.12%	SOLE
4	APPLE INC	COM	$5.2M	20550	4.17%	SOLE
5	EXXON MOBIL CORP	COM	$4.8M	28202	3.82%	SOLE
6	TESLA INC	COM	$4.3M	11508	3.42%	SOLE
7	CAPITAL GROUP CORE BALANCED	SHS	$4.3M	124296	3.42%	SOLE
8	ARES CAPITAL CORP	COM	$4.1M	225180	3.24%	SOLE
9	CHEVRON CORPORATION	COM	$3.9M	18825	3.11%	SOLE
10	NVIDIA CORPORATION	COM	$3.7M	21427	2.99%	SOLE
11	AMAZON COM INC	COM	$3.6M	17440	2.90%	SOLE
12	MICROSOFT CORP	COM	$3.1M	8417	2.49%	SOLE
13	ALPHABET INC	CAP STK CL A	$2.8M	9676	2.22%	SOLE
14	COSTCO WHOLESALE CORPORATION	COM	$2.4M	2393	1.90%	SOLE
15	BROADCOM INC	COM	$2.2M	7105	1.76%	SOLE
16	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.7M	5107	1.38%	SOLE
17	VISA INC	COM CL A	$1.6M	5257	1.27%	SOLE
18	ISHARES TR	SELECT DIVID ETF	$1.5M	9884	1.20%	SOLE
19	TJX COS INC NEW	COM	$1.5M	9346	1.19%	SOLE
20	LOCKHEED MARTIN CORP	COM	$1.5M	2427	1.17%	SOLE
21	PROCTER & GAMBLE CO	COM	$1.4M	9551	1.10%	SOLE
22	TRANE TECHNOLOGIES PLC	SHS	$1.2M	2937	0.98%	SOLE
23	JPMORGAN CHASE & CO	COM	$1.2M	3991	0.94%	SOLE
24	T-MOBILE US INC	COM	$1.2M	5533	0.93%	SOLE
25	HOME DEPOT INC	COM	$1.1M	3463	0.91%	SOLE
26	MASTERCARD INCORPORATED	CL A	$1.1M	2229	0.89%	SOLE
27	MARATHON PETE CORP	COM	$1.1M	4437	0.87%	SOLE
28	WALMART INC	COM	$1.0M	8281	0.82%	SOLE
29	AUTOMATIC DATA PROCESSING IN	COM	$927K	4562	0.74%	SOLE
30	QUANTA SVCS INC	COM	$925K	1685	0.74%	SOLE
31	HCA HEALTHCARE INC	COM	$912K	1928	0.73%	SOLE
32	ASML HLDG NV	N Y REGISTRY SHS	$901K	682	0.72%	SOLE
33	CINTAS CORP	COM	$876K	5179	0.70%	SOLE
34	DUKE ENERGY CORP NEW	COM NEW	$874K	6673	0.70%	SOLE
35	HARTFORD INSURANCE GROUP INC	COM	$646K	4781	0.52%	SOLE
36	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$599K	1250	0.48%	SOLE
37	NORTHROP GRUMMAN CORP	COM	$590K	865	0.47%	SOLE
38	PARKER-HANNIFIN CORP	COM	$576K	643	0.46%	SOLE
39	COCA COLA CO	COM	$575K	7563	0.46%	SOLE
40	ALTRIA GROUP INC	COM	$537K	8137	0.43%	SOLE
41	ONEOK INC NEW	COM	$508K	5626	0.41%	SOLE
42	ISHARES TR	CORE S&P500 ETF	$503K	770	0.40%	SOLE
43	WILLIAMS COS INC	COM	$502K	6894	0.40%	SOLE
44	METLIFE INC	COM	$493K	6967	0.39%	SOLE
45	INTERNATIONAL BUSINESS MACHS	COM	$426K	1760	0.34%	SOLE
46	ALPHABET INC	CAP STK CL C	$409K	1427	0.33%	SOLE
47	FTAI AVIATION LTD	SHS	$378K	1542	0.30%	SOLE
48	THERMO FISHER SCIENTIFIC INC	COM	$359K	730	0.29%	SOLE
49	ENTERPRISE PRODS PARTNERS L	COM	$359K	9486	0.29%	SOLE
50	CANADIAN NAT RES LTD MED TER	COM	$347K	7116	0.28%	SOLE

1–50 of 58

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.