DOSSIER · 13F-HR · Q2 2026

Challenger Wealth Management

$136M in tracked AUM across 65 positions as of Q2 2026.

CW
CIK 0002057602 · last filed Jun 30, 2026
Total AUM
$136M
as of Q2 2026
Holdings
65
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Challenger Wealth Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CGDV
CAPITAL GROUP DIVIDEND VALUE
$23M468K17.0%
02
CGGR
CAPITAL GROUP GROWTH ETF
$20M429K14.9%
03
CGUS
CAPITAL GROUP CORE EQUITY ET
$11M257K8.4%
04
AAPL
APPLE INC
$6M20K4.2%
05
CGBL
CAPITAL GROUP CORE BALANCED
$5M126K3.5%
06
TSLA
TESLA INC
$5M11K3.4%
07
NVDA
NVIDIA CORPORATION
$4M20K3.0%
08
AMZN
AMAZON COM INC
$4M17K3.0%
09
XOM
EXXON MOBIL CORP
$4M28K2.8%
10
ARCC
ARES CAPITAL CORP
$4M196K2.7%

Filing history

2026Q2Jun 30
$136M 8.6%
65 positionsView →
2026Q1Mar 31
$125M 4.5%
58 positionsView →
2025Q4Dec 31
$131M 2.5%
63 positionsView →
2025Q3Sep 30
$128M 11.3%
64 positionsView →
2025Q2Jun 30
$144M 14.3%
109 positionsLocked
2025Q1Mar 31
$126M 8.7%
109 positionsLocked
2024Q4Dec 31
$116M
109 positionsLocked