Challenger Wealth Management Top Holdings and 13F Report (2026) About Challenger Wealth ManagementInvestment ActivityChallenger Wealth Management has $137.00 million in total holdings as of September 30, 2026.Challenger Wealth Management owns shares of 63 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 4.89% of the portfolio was purchased this quarter.About 5.53% of the portfolio was sold this quarter.This quarter, Challenger Wealth Management has purchased 65 new stocks and bought additional shares in 22 stocks.Challenger Wealth Management sold shares of 35 stocks and completely divested from 5 stocks this quarter.Largest Holdings Capital Group Dividend Value ETF $23,043,539Capital Group Growth ETF $20,558,034Capital Group Core Equity ETF $11,339,395Apple $6,426,998CAPITAL GROUP CORE BALANCED $4,828,713 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $4,554,846 Holding30609A109 - ONEOK INC NEW $481,154 Holding58155Q103 - McKesson $428,613 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 27,987 shares (about $4.55M)ONEOK INC NEW 5,643 shares (about $481.15K)McKesson 502 shares (about $428.61K)SPACE EXPLORATION TECHN CORP 2,398 shares (about $361.76K)CAPITAL GROUP CORE BALANCED 5,814 shares (about $213.66K) Largest Sales this Quarter Ares Capital 18,124 shares (about $346.17K)NVIDIA 1,277 shares (about $291.64K)Microsoft 445 shares (about $228.25K)Procter & Gamble 1,216 shares (about $176.66K)Thermo Fisher Scientific 241 shares (about $162.52K) 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$23,043,539$157,395 ▲0.7%471,72016.8%ETFCGGRCapital Group Growth ETF$20,558,034$194,084 ▲1.0%433,43915.0%ETFCGUSCapital Group Core Equity ETF$11,339,395$86,908 ▼-0.8%254,8188.3%ETFAAPLApple$6,426,998$127,215 ▼-1.9%19,2994.7%TechnologyCAPITAL GROUP CORE BALANCED$4,828,713$213,664 ▲4.6%131,3943.5%SHSEXXONMOBIL HOLDINGS CORP$4,554,846$4,554,846 ▲New Holding27,9873.3%COM SHSNVDANVIDIA$4,385,739$291,637 ▼-6.2%19,2043.2%TechnologyAMZNAmazon.com$4,147,600$46,342 ▼-1.1%16,6473.0%Consumer DiscretionaryMSFTMicrosoft$3,955,149$228,251 ▼-5.5%7,7112.9%TechnologyTSLATesla$3,878,428$48,254 ▼-1.2%10,9312.8%Consumer DiscretionaryCVXChevron$3,873,872$48,194 ▼-1.2%18,9702.8%EnergyARCCAres Capital$3,405,748$346,169 ▼-9.2%178,3112.5%FinanceGOOGLAlphabet$3,131,652$52,297 ▼-1.6%9,1022.3%Communication ServicesTSMTaiwan Semiconductor Manufacturing$2,459,320$26,459 ▲1.1%5,3911.8%TechnologyAVGOBroadcom$2,404,542$95,170 ▼-3.8%6,8471.8%TechnologyCOSTCostco Wholesale$2,181,847$49,153 ▲2.3%2,3971.6%Consumer StaplesVVisa$1,780,483$45,635 ▼-2.5%4,9551.3%FinanceMPCMarathon Petroleum$1,653,233$107,158 ▼-6.1%4,1811.2%EnergyDVYiShares Select Dividend ETF$1,508,2300.0%9,9181.1%ETFJPMJPMorgan Chase & Co.$1,264,973$43,996 ▼-3.4%3,8240.9%FinanceTTTrane Technologies$1,213,114$33,898 ▼-2.7%2,6840.9%IndustrialsTJXTJX Companies$1,208,542$5,954 ▼-0.5%9,1340.9%Consumer DiscretionaryMAMastercard$1,173,064$13,788 ▼-1.2%2,1270.9%FinanceLMTLockheed Martin$1,157,042$80,463 ▼-6.5%2,2720.8%IndustrialsASMLASML$1,150,410$1,812 ▲0.2%6350.8%TechnologyPWRQuanta Services$1,033,210$38,553 ▼-3.6%1,6080.8%IndustrialsPGProcter & Gamble$1,023,906$176,656 ▼-14.7%7,0480.7%Consumer StaplesADPAutomatic Data Processing$1,017,865$88,263 ▼-8.0%3,9440.7%IndustrialsCTASCintas$947,117$23,405 ▼-2.4%4,8560.7%IndustrialsTMUST-Mobile US$840,728$25,931 ▼-3.0%5,1550.6%Communication ServicesMUMicron Technology$837,933$10,647 ▲1.3%7870.6%TechnologyHCAHCA Healthcare$813,821$2,561 ▲0.3%1,9070.6%HealthcareHDHome Depot$807,991$115,793 ▼-12.5%2,8400.6%Consumer DiscretionaryDUKDuke Energy$758,751$11,515 ▲1.5%6,6550.6%UtilitiesWALMART INC$750,684$69,000 ▼-8.4%7,2240.5%COMKOCoca-Cola$676,442$3,529 ▲0.5%7,8580.5%Consumer StaplesMETMetLife$612,166$41,056 ▼-6.3%6,5010.4%FinancePHParker-Hannifin$610,307$16,237 ▼-2.6%6390.4%IndustrialsMOAltria Group$596,771$33,064 ▲5.9%8,8620.4%Consumer StaplesIVViShares Core S&P 500 ETF$593,344$1,531 ▲0.3%7750.4%ETFBRK.BBerkshire Hathaway$560,692$3,984 ▼-0.7%1,1260.4%FinanceHIGThe Hartford Insurance Group$555,481$25,327 ▼-4.4%4,5400.4%FinanceSPACE EXPLORATION TECHN CORP$547,320$361,762 ▲195.0%3,6280.4%CLASS A COM STKGOOGAlphabet$527,864$66,452 ▲14.4%1,5490.4%Communication ServicesMETAMeta Platforms$515,480$39,875 ▲8.4%7110.4%Communication ServicesONEOK INC NEW$481,154$481,154 ▲New Holding5,6430.4%COMMCKMcKesson$428,613$428,613 ▲New Holding5020.3%HealthcareWMBWilliams Companies$418,355$51,589 ▼-11.0%6,1550.3%EnergyIBMInternational Business Machines$418,013$21,769 ▲5.5%1,9010.3%TechnologyNOCNorthrop Grumman$390,475$12,082 ▼-3.0%8080.3%IndustrialsEPDEnterprise Products Partners$382,037$29,272 ▲8.3%10,7280.3%EnergyWELLWelltower$356,261$4,836 ▲1.4%1,5470.3%Real EstateCNQCanadian Natural Resources$341,964$7,013 ▲2.1%7,2650.2%EnergyLLYEli Lilly and Company$321,8950.0%2780.2%HealthcareTMOThermo Fisher Scientific$314,257$162,523 ▼-34.1%4660.2%HealthcareVZVerizon Communications$311,056$12,064 ▼-3.7%6,7810.2%Communication ServicesFTAI AVIATION LTD$264,779$501 ▲0.2%1,5850.2%SHSCBChubb$247,177$650 ▲0.3%7600.2%FinanceMCDMcDonald's$241,491$1,616 ▲0.7%1,0460.2%Consumer DiscretionaryVYMVanguard High Dividend Yield ETF$238,2320.0%1,5350.2%ETFETREntergy$231,531$2,183 ▼-0.9%2,3330.2%UtilitiesUNHUnitedHealth Group$207,461$367 ▼-0.2%5650.2%HealthcareAURAurora Innovation$88,579$35,478 ▼-28.6%15,9890.1%TechnologyXOMExxonMobil$0$3,828,281 ▼-100.0%00.0%EnergyOKEONEOK$0$488,249 ▼-100.0%00.0%EnergyCFGCitizens Financial Group$0$228,974 ▼-100.0%00.0%FinanceAMATApplied Materials$0$223,407 ▼-100.0%00.0%TechnologyUSBU.S. Bancorp$0$207,199 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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