Challenger Wealth Management Top Holdings and 13F Report (2026) About Challenger Wealth ManagementInvestment ActivityChallenger Wealth Management has $125.15 million in total holdings as of March 31, 2026.Challenger Wealth Management owns shares of 58 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 0.35% of the portfolio was purchased this quarter.About 2.69% of the portfolio was sold this quarter.This quarter, Challenger Wealth Management has purchased 63 new stocks and bought additional shares in 21 stocks.Challenger Wealth Management sold shares of 36 stocks and completely divested from 5 stocks this quarter.Largest Holdings Capital Group Dividend Value ETF $20,156,528Capital Group Growth ETF $17,851,810Capital Group Core Equity ETF $10,165,470Apple $5,215,290ExxonMobil $4,784,672 Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 425 shares (about $143.63K)Capital Group Growth ETF 1,506 shares (about $60.53K)NVIDIA 231 shares (about $40.29K)FTAI AVIATION LTD 160 shares (about $39.20K)Costco Wholesale 35 shares (about $34.87K) Largest Sales this Quarter Capital Group Dividend Value ETF 11,764 shares (about $500.44K)Ares Capital 20,611 shares (about $371.41K)Procter & Gamble 1,483 shares (about $214.20K)ONEOK 1,449 shares (about $130.96K)Apple 391 shares (about $99.23K) Sector Allocation Over TimeMap of 500 Largest Holdings ofChallenger Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGDVCapital Group Dividend Value ETF$20,156,528$500,441 â–¼-2.4%473,82516.1%ETFCGGRCapital Group Growth ETF$17,851,810$60,526 â–²0.3%444,18514.3%ETFCGUSCapital Group Core Equity ETF$10,165,470$72,230 â–¼-0.7%264,5888.1%ETFAAPLApple$5,215,290$99,230 â–¼-1.9%20,5504.2%Computer and TechnologyXOMExxonMobil$4,784,672$96,705 â–¼-2.0%28,2023.8%EnergyTSLATesla$4,278,099$17,844 â–²0.4%11,5083.4%Auto/Tires/TrucksCAPITAL GROUP CORE BALANCED$4,277,035$62,970 â–¼-1.5%124,2963.4%SHSARCCAres Capital$4,057,742$371,410 â–¼-8.4%225,1803.2%FinanceCVXChevron$3,894,849$1,655 â–²0.0%18,8253.1%EnergyNVDANVIDIA$3,736,786$40,286 â–²1.1%21,4273.0%Computer and TechnologyAMZNAmazon.com$3,632,229$46,236 â–¼-1.3%17,4402.9%Retail/WholesaleMSFTMicrosoft$3,115,841$63,302 â–¼-2.0%8,4172.5%Computer and TechnologyGOOGLAlphabet$2,782,537$49,175 â–¼-1.7%9,6762.2%Computer and TechnologyCOSTCostco Wholesale$2,384,326$34,873 â–²1.5%2,3931.9%Retail/WholesaleAVGOBroadcom$2,199,026$17,332 â–²0.8%7,1051.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,725,911$143,629 â–²9.1%5,1071.4%Computer and TechnologyVVisa$1,588,862$34,455 â–¼-2.1%5,2571.3%Business ServicesDVYiShares Select Dividend ETF$1,496,5360.0%9,8841.2%ETFTJXTJX Companies$1,492,498$479 â–¼0.0%9,3461.2%Retail/WholesaleLMTLockheed Martin$1,466,844$7,253 â–²0.5%2,4271.2%AerospacePGProcter & Gamble$1,379,500$214,197 â–¼-13.4%9,5511.1%Consumer StaplesTTTrane Technologies$1,223,965$20,837 â–¼-1.7%2,9371.0%ConstructionJPMJPMorgan Chase & Co.$1,174,133$2,942 â–¼-0.2%3,9910.9%FinanceTMUST-Mobile US$1,162,159$16,593 â–¼-1.4%5,5330.9%Computer and TechnologyHDHome Depot$1,138,993$19,734 â–²1.8%3,4630.9%Retail/WholesaleMAMastercard$1,113,830$9,994 â–¼-0.9%2,2290.9%Business ServicesMPCMarathon Petroleum$1,083,513$23,932 â–¼-2.2%4,4370.9%EnergyWALMART INC$1,029,153$35,668 â–¼-3.3%8,2810.8%COMADPAutomatic Data Processing$926,896$99,151 â–¼-9.7%4,5620.7%Computer and TechnologyPWRQuanta Services$925,052$2,745 â–¼-0.3%1,6850.7%ConstructionHCAHCA Healthcare$912,410$4,259 â–²0.5%1,9280.7%MedicalASMLASML$900,806$39,625 â–¼-4.2%6820.7%Computer and TechnologyCTASCintas$875,917$3,552 â–¼-0.4%5,1790.7%Business ServicesDUKDuke Energy$873,760$9,428 â–¼-1.1%6,6730.7%UtilitiesHIGThe Hartford Insurance Group$646,496$2,434 â–²0.4%4,7810.5%FinanceBRK.BBerkshire Hathaway$599,000$5,271 â–¼-0.9%1,2500.5%FinanceNOCNorthrop Grumman$590,087$19,101 â–¼-3.1%8650.5%AerospacePHParker-Hannifin$575,779$895 â–²0.2%6430.5%IndustrialsKOCocaCola$575,181$4,715 â–¼-0.8%7,5630.5%Consumer StaplesMOAltria Group$536,958$1,254 â–¼-0.2%8,1370.4%Consumer StaplesOKEONEOK$508,492$130,964 â–¼-20.5%5,6260.4%EnergyIVViShares Core S&P 500 ETF$503,278$1,307 â–²0.3%7700.4%ETFWMBWilliams Companies$501,750$23,581 â–¼-4.5%6,8940.4%EnergyMETMetLife$492,685$28,357 â–¼-5.4%6,9670.4%FinanceIBMInternational Business Machines$426,497$16,236 â–¼-3.7%1,7600.3%Computer and TechnologyGOOGAlphabet$409,287$11,759 â–²3.0%1,4270.3%Computer and TechnologyFTAI AVIATION LTD$377,790$39,200 â–²11.6%1,5420.3%SHSEPDEnterprise Products Partners$358,932$832 â–²0.2%9,4860.3%EnergyTMOThermo Fisher Scientific$358,626$8,843 â–¼-2.4%7300.3%MedicalCNQCanadian Natural Resources$346,763$40,397 â–¼-10.4%7,1160.3%EnergyMETAMeta Platforms$337,614$7,439 â–²2.3%5900.3%Computer and TechnologyVZVerizon Communications$330,998$4,668 â–²1.4%6,5940.3%Computer and TechnologyMCDMcDonald's$327,174$38,528 â–¼-10.5%1,0530.3%Retail/WholesaleWELLWelltower$300,751$3,757 â–²1.3%1,5210.2%FinanceETREntergy$264,467$8,651 â–¼-3.2%2,3540.2%UtilitiesMUMicron Technology$256,293$14,182 â–²5.9%7590.2%Computer and TechnologyLLYEli Lilly and Company$256,200$4,591 â–²1.8%2790.2%MedicalCBChubb$246,260$21,825 â–¼-8.1%7560.2%FinancePAYXPaychex$0$240,622 â–¼-100.0%00.0%Computer and TechnologyAPPLOVIN CORP$0$238,532 â–¼-100.0%00.0%COM CL AADBEAdobe$0$231,343 â–¼-100.0%00.0%Computer and TechnologyIPInternational Paper$0$220,718 â–¼-100.0%00.0%Basic MaterialsUNHUnitedHealth Group$0$208,842 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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