Challenger Wealth Management has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $144 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 $19.1B, Capital Group Growth ETF Shs C with a value of $17.6B, Capital Group Core Equity ETF with a value of $10.1B, Ares Capital Corp with a value of $5.48B, and Apple Inc. with a value of $4.8B.
Examining the 13F form we can see an increase of $18B in the current position value, from $126B to 144B.
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
$144 Billion
ETFs: $38.5 Billion
Technology: $21.4 Billion
Financial Services: $16.5 Billion
Consumer Cyclical: $12.9 Billion
Industrials: $12.8 Billion
Energy: $9.79 Billion
Consumer Defensive: $7.14 Billion
Communication Services: $6.52 Billion
Other: $4.36 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
