Challenger Wealth Management
CIK: 0002057602SEC EDGAR →
Portfolio Value
$131.1M
Holdings
63
As of
Q4 2025
New Positions
2
Closed Positions
47
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL GROUP DIVIDEND VALUE | 485,589 | $21.2M | 16.17% |
| 2 | CAPITAL GROUP GROWTH ETF | 442,679 | $19.7M | 15.02% |
| 3 | CAPITAL GROUP CORE EQUITY ET | 266,468 | $10.7M | 8.18% |
| 4 | APPLE INC | 20,941 | $5.7M | 4.34% |
| 5 | TESLA INC | 11,460 | $5.2M | 3.93% |
| 6 | ARES CAPITAL CORP | 245,791 | $5.0M | 3.79% |
| 7 | CAPITAL GROUP CORE BALANCED | 126,126 | $4.5M | 3.40% |
| 8 | MICROSOFT CORP | 8,588 | $4.2M | 3.17% |
| 9 | AMAZON COM INC | 17,662 | $4.1M | 3.11% |
| 10 | NVIDIA CORPORATION | 21,196 | $4.0M | 3.01% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 13 | $67.8M | 51.7% |
| Technology | 10 | $19.6M | 15.0% |
| Consumer Cyclical | 6 | $12.4M | 9.5% |
| Energy | 7 | $8.6M | 6.6% |
| Industrials | 8 | $5.9M | 4.5% |
| Consumer Defensive | 5 | $5.6M | 4.3% |
| Communication Services | 4 | $5.0M | 3.8% |
| Unknown | 3 | $3.0M | 2.3% |
| Healthcare | 4 | $1.8M | 1.4% |
| Utilities | 2 | $1.0M | 0.8% |
| Real Estate | 1 | $278K | 0.2% |