Challenger Wealth Management Portfolio Holdings

Challenger Wealth Management

  • $126 Billion
  • Q1 2025

Challenger Wealth Management has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 109 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 $16.1B, Capital Group Growth ETF Shs C with a value of $13.4B, Capital Group Core Equity ETF with a value of $8.45B, Ares Capital Corp with a value of $5.27B, and Apple Inc. with a value of $4.97B.

Examining the 13F form we can see an increase of $10.1B in the current position value, from $116B to 126B.

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 $126 Billion
ETFs: $31.4 Billion
Technology: $16.7 Billion
Financial Services: $16.5 Billion
Industrials: $10.8 Billion
Consumer Cyclical: $10.5 Billion
Energy: $10.3 Billion
Consumer Defensive: $7.39 Billion
Communication Services: $5.72 Billion
Other: $4.55 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.1 Billion 12.79% of portfolio
452,840
Q1 2025 Added 43.24%
$0
$13.4 Billion 10.59% of portfolio
390,123
Q1 2025 Added 89.05%
$0
$8.45 Billion 6.69% of portfolio
252,860
Q1 2025 Added 41.37%
$0
$5.27 Billion 4.18% of portfolio
237,939
Q1 2025 Added 9.65%
$3.23T
$4.97 Billion 3.94% of portfolio
22,371
Q1 2025 Reduced 0.56%
Capital Group Core Balanced
-
$3.6 Billion 2.86% of portfolio
-
Q1 2025 Added 13.65%
$1.09T
$3.61 Billion 2.86% of portfolio
13,935
Q1 2025 Reduced 5.2%
$3.43T
$3.6 Billion 2.85% of portfolio
9,581
Q1 2025 Reduced 13.47%
$268B
$3.44 Billion 2.73% of portfolio
20,591
Q1 2025 Added 5.22%
$426B
$3.41 Billion 2.7% of portfolio
28,666
Q1 2025 Added 15.16%
$2.09T
$2.68 Billion 2.12% of portfolio
14,087
Q1 2025 Reduced 0.09%
$460B
$2.4 Billion 1.9% of portfolio
2,536
Q1 2025 Reduced 0.24%
$403B
$2.35 Billion 1.87% of portfolio
13,815
Q1 2025 Reduced 2.6%
$597B
$2.17 Billion 1.72% of portfolio
6,190
Q1 2025 Added 3.2%
$1.03T
$1.79 Billion 1.42% of portfolio
11,589
Q1 2025 Added 2.7%
$337B
$1.8 Billion 1.42% of portfolio
16,562
Q1 2025 Added 3.82%
$135B
$1.6 Billion 1.26% of portfolio
5,223
Q1 2025 Added 0.46%
$559B
$1.5 Billion 1.19% of portfolio
2,732
Q1 2025 Reduced 0.07%
$377B
$1.45 Billion 1.15% of portfolio
3,947
Q1 2025 Added 3.14%
$126B
$1.39 Billion 1.1% of portfolio
3,121
Q1 2025 Reduced 7.88%
$0
$1.37 Billion 1.09% of portfolio
10,239
Q1 2025 Added 6.71%
$147B
$1.25 Billion 0.99% of portfolio
10,227
Q1 2025 Added 0.02%
$90.6B
$1.2 Billion 0.95% of portfolio
9,843
Q1 2025 Reduced 8.75%
$774B
$1.09 Billion 0.87% of portfolio
4,463
Q1 2025 Added 13.42%
$99.7B
$1.08 Billion 0.85% of portfolio
3,193
Q1 2025 Reduced 0.37%
$656B
$1.02 Billion 0.81% of portfolio
1,909
Q1 2025 Reduced 1.34%
$23B
$996 Million 0.79% of portfolio
4,848
Q1 2025 Added 0.14%
$282B
$811 Million 0.64% of portfolio
1,549
Q1 2025 Reduced 11.28%
$41.3B
$812 Million 0.64% of portfolio
6,567
Q1 2025 Added 0.31%
$36.1B
$813 Million 0.64% of portfolio
8,189
Q1 2025 Reduced 1.92%
$200B
$794 Million 0.63% of portfolio
2,543
Q1 2025 Reduced 3.56%
$268B
$781 Million 0.62% of portfolio
8,892
Q1 2025 Reduced 0.06%
$293B
$766 Million 0.61% of portfolio
1,156
Q4 2024 New
$109B
$717 Million 0.57% of portfolio
2,075
Q1 2025 Reduced 13.14%
$80.1B
$718 Million 0.57% of portfolio
4,928
Q1 2025 Reduced 7.84%
$1T
$707 Million 0.56% of portfolio
4,262
Q1 2025 Added 20.63%
$74.6B
$699 Million 0.55% of portfolio
1,365
Q1 2025 Added 3.64%
$312B
$681 Million 0.54% of portfolio
9,503
Q1 2025 Reduced 13.65%
$1.46T
$688 Million 0.54% of portfolio
1,193
Q1 2025 Added 39.37%
$193B
$659 Million 0.52% of portfolio
1,718
Q1 2025 Reduced 1.38%
$62.7B
$615 Million 0.49% of portfolio
7,663
Q1 2025 Added 0.47%
$98B
$587 Million 0.46% of portfolio
3,504
Q1 2025 Added 1.3%
$123B
$547 Million 0.43% of portfolio
1,813
Q1 2025 Reduced 7.12%
$184B
$528 Million 0.42% of portfolio
1,600
Q1 2025 Added 60.0%
$73.7B
$501 Million 0.4% of portfolio
8,389
Q1 2025 Added 0.18%
$0
$492 Million 0.39% of portfolio
875
Q1 2025 Added 0.34%
$56.9B
$483 Million 0.38% of portfolio
3,128
Q1 2025 Added 0.42%
$109B
$463 Million 0.37% of portfolio
7,715
Q1 2025 Reduced 8.32%
$153B
$469 Million 0.37% of portfolio
1,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $126 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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