Challenger Wealth Management Portfolio Holdings

Challenger Wealth Management

  • $144 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.1 Billion 13.22% of portfolio
482,775
Q2 2025 Added 6.61%
$0
$17.6 Billion 12.23% of portfolio
433,728
Q2 2025 Added 11.18%
$0
$10.1 Billion 6.98% of portfolio
272,601
Q2 2025 Added 7.81%
$0
$5.48 Billion 3.8% of portfolio
249,678
Q2 2025 Added 4.93%
$4.32T
$4.8 Billion 3.33% of portfolio
23,405
Q2 2025 Added 4.62%
$3.85T
$4.67 Billion 3.24% of portfolio
9,379
Q2 2025 Reduced 2.11%
$1.48T
$4.46 Billion 3.09% of portfolio
14,031
Q2 2025 Added 0.69%
$2.59T
$4.07 Billion 2.82% of portfolio
18,546
Q2 2025 Added 31.65%
$516B
$3.83 Billion 2.66% of portfolio
24,245
Q2 2025 Added 46.39%
Capital Group Core Balanced
-
$3.65 Billion 2.53% of portfolio
-
Q2 2025 Reduced 6.08%
$474B
$3.4 Billion 2.36% of portfolio
31,503
Q2 2025 Added 9.9%
$302B
$3.08 Billion 2.13% of portfolio
21,485
Q2 2025 Added 4.34%
$411B
$2.7 Billion 1.87% of portfolio
2,730
Q2 2025 Added 7.65%
$551B
$2.33 Billion 1.62% of portfolio
6,569
Q2 2025 Added 6.12%
$147B
$2.28 Billion 1.58% of portfolio
8,270
Q2 2025 Added 136.02%
$1.68T
$2.2 Billion 1.52% of portfolio
12,458
Q2 2025 Added 7.5%
$107B
$1.82 Billion 1.26% of portfolio
5,896
Q2 2025 Added 12.89%
$253B
$1.66 Billion 1.15% of portfolio
6,984
Q2 2025 Added 8.01%
$103B
$1.61 Billion 1.11% of portfolio
3,673
Q2 2025 Added 15.03%
$519B
$1.53 Billion 1.06% of portfolio
2,723
Q2 2025 Reduced 0.33%
$387B
$1.47 Billion 1.02% of portfolio
3,998
Q2 2025 Added 1.29%
$128B
$1.45 Billion 1.0% of portfolio
3,129
Q2 2025 Added 0.26%
$0
$1.31 Billion 0.91% of portfolio
9,884
Q2 2025 Reduced 3.47%
$1.58T
$1.3 Billion 0.9% of portfolio
5,732
Q2 2025 Added 34.49%
$907B
$1.29 Billion 0.9% of portfolio
4,454
Q2 2025 Reduced 0.2%
$163B
$1.28 Billion 0.89% of portfolio
10,353
Q2 2025 Added 1.23%
$95.2B
$1.17 Billion 0.81% of portfolio
9,887
Q2 2025 Added 0.45%
$18.5B
$1.11 Billion 0.77% of portfolio
4,997
Q2 2025 Added 3.07%
$621B
$918 Million 0.64% of portfolio
1,889
Q2 2025 Reduced 1.05%
$1.46T
$900 Million 0.62% of portfolio
1,219
Q2 2025 Added 2.18%
$276B
$849 Million 0.59% of portfolio
8,684
Q2 2025 Reduced 2.34%
$39.5B
$838 Million 0.58% of portfolio
6,604
Q2 2025 Added 0.56%
$132B
$797 Million 0.55% of portfolio
2,080
Q2 2025 Added 0.24%
$97.6B
$771 Million 0.53% of portfolio
4,642
Q2 2025 Reduced 5.8%
$88.6B
$716 Million 0.5% of portfolio
1,432
Q2 2025 Added 4.91%
$29.2B
$673 Million 0.47% of portfolio
8,247
Q2 2025 Added 0.71%
$294B
$672 Million 0.47% of portfolio
9,493
Q2 2025 Reduced 0.11%
$64.5B
$664 Million 0.46% of portfolio
1,756
Q2 2025 Reduced 2.28%
$424B
$652 Million 0.45% of portfolio
813
Q2 2025 Reduced 29.67%
$301B
$624 Million 0.43% of portfolio
1,607
Q2 2025 Added 0.44%
$63.2B
$581 Million 0.4% of portfolio
7,220
Q2 2025 Reduced 5.78%
$157B
$571 Million 0.4% of portfolio
1,477
Q2 2025 Reduced 14.03%
$115B
$555 Million 0.38% of portfolio
1,915
Q2 2025 Added 5.63%
$273B
$535 Million 0.37% of portfolio
1,813
Q2 2025 Added 0.33%
$71.9B
$519 Million 0.36% of portfolio
8,264
Q2 2025 Reduced 1.49%
$139B
$508 Million 0.35% of portfolio
1,000
Q4 2024 New
$0
$489 Million 0.34% of portfolio
787
Q2 2025 Reduced 10.06%
$99.2B
$477 Million 0.33% of portfolio
683
Q2 2025 Reduced 0.44%
$95.2B
$459 Million 0.32% of portfolio
21,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $144 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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