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
$284B
$212 Million 0.17% of portfolio
2,955
Q1 2025 New
$37.4B
$220 Million 0.17% of portfolio
5,000
Q4 2024 New
$15.3B
$214 Million 0.17% of portfolio
900
Q4 2024 New
$47.9B
$219 Million 0.17% of portfolio
350
Q1 2025 New
$1.04T
$201 Million 0.16% of portfolio
1,284
Q1 2025 New
$542B
$205 Million 0.16% of portfolio
220
Q1 2025 New
$16.9B
$202 Million 0.16% of portfolio
2,365
Q1 2025 New
$262B
$202 Million 0.16% of portfolio
752
Q1 2025 Reduced 11.32%
$32.7B
$200 Million 0.16% of portfolio
2,500
Q1 2025 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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