Challenger Wealth Management

13F filer · CIK 0002057602

Reported Jul 30, 2026

Net seller this quarter

13F portfolio value$136MU.S. long equity reported on 13F

Positions597 new · 0 closed

Net flow last quarter-$699KBuys minus sells

Top 10 positions weight28.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 202659 positions
AAPLApple Inc.	$5.7M	4.19%	0.00%	-4.2%	Q4 2024
TSLATesla, Inc.	$4.65M	3.43%	0.00%	-3.8%	Q4 2024
NVDANvidia Corp	$4.1M	3.02%	0.00%	-4.4%	Q4 2024
AMZNAmazon Com Inc	$4.01M	2.95%	0.00%	-3.5%	Q4 2024
XOMExxonMobil Holdings Corp	$3.83M	2.82%	0.00%	-0.7%	Q4 2024
ARCCAres Capital Corp	$3.64M	2.68%	0.03%	-12.8%	Q4 2024
GOOGLAlphabet Inc.	$3.31M	2.43%	0.00%	-4.4%	Q4 2024
CVXChevron Corp	$3.18M	2.34%	0.00%	+2.0%	Q4 2024
MSFTMicrosoft Corp	$3.04M	2.24%	0.00%	-3.1%	Q4 2024
AVGOBroadcom Inc.	$2.69M	1.98%	0.00%	+0.2%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.55M	1.87%	0.00%	+4.4%	Q4 2024
COSTCostco Wholesale Corp	$2.19M	1.61%	0.00%	-2.1%	Q4 2024
VVisa Inc.	$1.74M	1.28%	0.00%	-3.3%	Q4 2024
TJXTJX Companies Inc	$1.39M	1.02%	0.00%	-1.8%	Q4 2024
TTTrane Technologies plc	$1.36M	1.00%	0.00%	-6.1%	Q4 2024
JPMJPMorgan Chase & Co	$1.3M	0.95%	0.00%	-0.9%	Q4 2024
ASMLAsml Holding NV	$1.26M	0.93%	0.00%	-7.0%	Q4 2024
LMTLockheed Martin Corp	$1.24M	0.91%	0.00%	+0.1%	Q4 2024
PGPROCTER & GAMBLE Co	$1.21M	0.89%	0.00%	-13.5%	Q4 2024
PWRQuanta Services, Inc.	$1.2M	0.88%	0.00%	-1.0%	Q4 2024
HDHome Depot, Inc.	$1.15M	0.84%	0.00%	-6.2%	Q4 2024
MPCMarathon Petroleum Corp	$1.14M	0.84%	0.00%	+0.3%	Q4 2024
MAMastercard Inc	$1.11M	0.81%	0.00%	-3.5%	Q4 2024
ADPAutomatic Data Processing Inc	$960K	0.71%	0.00%	-6.1%	Q4 2024
MUMicron Technology Inc	$897K	0.66%	0.00%	+2.4%	Q1 2025
WMTWalmart Inc.	$893K	0.66%	0.00%	-4.8%	Q4 2024
TMUST-Mobile US, Inc.	$891K	0.66%	0.00%	-4.0%	Q4 2024
CTASCintas Corp	$846K	0.62%	0.00%	-3.9%	Q4 2024
DUKDuke Energy CORP	$830K	0.61%	0.00%	-1.8%	Q4 2024
HCAHCA Healthcare, Inc.	$741K	0.55%	0.00%	-1.4%	Q4 2024
PHParker-Hannifin Corp	$642K	0.47%	0.00%	+2.0%	Q4 2024
KOCoca Cola Co	$635K	0.47%	0.00%	+3.4%	Q4 2024
HIGHartford Insurance Group, Inc.	$629K	0.46%	0.00%	-0.7%	Q4 2024
MOAltria Group, Inc.	$602K	0.44%	0.00%	+2.9%	Q4 2024
METMetlife Inc	$587K	0.43%	0.00%	-0.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$567K	0.42%	Not reported	-9.3%	Q4 2024
WMBWilliams Companies, Inc.	$514K	0.38%	0.00%	+0.3%	Q4 2024
IBMInternational Business Machines Corp	$507K	0.37%	0.00%	+2.4%	Q4 2024
OKEOneok Inc	$488K	0.36%	0.00%	-0.2%	Q4 2024
GOOGAlphabet Inc.	$478K	0.35%	Not reported	-5.1%	Q1 2025
FTAIFTAI Aviation Ltd.	$428K	0.32%	0.00%	+2.6%	Q4 2025
NOCNorthrop Grumman Corp	$424K	0.31%	0.00%	-3.7%	Q4 2024
METAMeta Platforms, Inc.	$369K	0.27%	Not reported	+11.2%	Q4 2024
EPDEnterprise Products Partners L.P.	$364K	0.27%	0.00%	+4.4%	Q4 2024
TMOThermo Fisher Scientific Inc.	$354K	0.26%	0.00%	-3.2%	Q4 2024
WELLWelltower Inc.	$346K	0.25%	0.00%	+0.3%	Q1 2025
LLYELI LILLY & Co	$333K	0.25%	0.00%	-0.4%	Q4 2025
VZVerizon Communications Inc	$298K	0.22%	0.00%	+6.8%	Q4 2024
CNQCANADIAN NATURAL RESOURCES Ltd	$281K	0.21%	0.00%	Not reported	Q1 2025
MCDMcdonalds Corp	$281K	0.21%	0.00%	-1.3%	Q4 2024

Q1 2026Reported May 28, 202652 positions
AAPLApple Inc.	$5.22M	4.17%	0.00%	-1.9%	Q4 2024
XOMExxonMobil Holdings Corp	$4.78M	3.82%	0.00%	-2.0%	Q4 2024
TSLATesla, Inc.	$4.28M	3.42%	0.00%	+0.4%	Q4 2024
ARCCAres Capital Corp	$4.06M	3.24%	0.03%	-8.4%	Q4 2024
CVXChevron Corp	$3.89M	3.11%	0.00%	0.0%	Q4 2024
NVDANvidia Corp	$3.74M	2.99%	0.00%	+1.1%	Q4 2024
AMZNAmazon Com Inc	$3.63M	2.90%	0.00%	-1.3%	Q4 2024
MSFTMicrosoft Corp	$3.12M	2.49%	0.00%	-2.0%	Q4 2024
GOOGLAlphabet Inc.	$2.78M	2.22%	0.00%	-1.7%	Q4 2024
COSTCostco Wholesale Corp	$2.38M	1.91%	0.00%	+1.5%	Q4 2024
AVGOBroadcom Inc.	$2.2M	1.76%	0.00%	+0.8%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.73M	1.38%	0.00%	+9.1%	Q4 2024
VVisa Inc.	$1.59M	1.27%	0.00%	-2.1%	Q4 2024
TJXTJX Companies Inc	$1.49M	1.19%	0.00%	0.0%	Q4 2024
LMTLockheed Martin Corp	$1.47M	1.17%	0.00%	+0.5%	Q4 2024
PGPROCTER & GAMBLE Co	$1.38M	1.10%	0.00%	-13.4%	Q4 2024
TTTrane Technologies plc	$1.22M	0.98%	0.00%	-1.7%	Q4 2024
JPMJPMorgan Chase & Co	$1.17M	0.94%	0.00%	-0.3%	Q4 2024
TMUST-Mobile US, Inc.	$1.16M	0.93%	0.00%	-1.4%	Q4 2024
HDHome Depot, Inc.	$1.14M	0.91%	0.00%	+1.8%	Q4 2024
MAMastercard Inc	$1.11M	0.89%	0.00%	-0.9%	Q4 2024
MPCMarathon Petroleum Corp	$1.08M	0.87%	0.00%	-2.2%	Q4 2024
WMTWalmart Inc.	$1.03M	0.82%	0.00%	-3.4%	Q4 2024
ADPAutomatic Data Processing Inc	$927K	0.74%	0.00%	-9.7%	Q4 2024
PWRQuanta Services, Inc.	$925K	0.74%	0.00%	-0.3%	Q4 2024
HCAHCA Healthcare, Inc.	$912K	0.73%	0.00%	+0.5%	Q4 2024
ASMLAsml Holding NV	$901K	0.72%	0.00%	-4.2%	Q4 2024
CTASCintas Corp	$876K	0.70%	0.00%	-0.4%	Q4 2024
DUKDuke Energy CORP	$874K	0.70%	0.00%	-1.1%	Q4 2024
HIGHartford Insurance Group, Inc.	$646K	0.52%	0.00%	+0.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$599K	0.48%	Not reported	-0.9%	Q4 2024
NOCNorthrop Grumman Corp	$590K	0.47%	0.00%	-3.1%	Q4 2024
PHParker-Hannifin Corp	$576K	0.46%	0.00%	+0.2%	Q4 2024
KOCoca Cola Co	$575K	0.46%	0.00%	-0.8%	Q4 2024
MOAltria Group, Inc.	$537K	0.43%	0.00%	-0.2%	Q4 2024
OKEOneok Inc	$508K	0.41%	0.00%	-20.5%	Q4 2024
WMBWilliams Companies, Inc.	$502K	0.40%	0.00%	-4.5%	Q4 2024
METMetlife Inc	$493K	0.39%	0.00%	-5.4%	Q4 2024
IBMInternational Business Machines Corp	$426K	0.34%	0.00%	-3.7%	Q4 2024
GOOGAlphabet Inc.	$409K	0.33%	Not reported	+3.0%	Q1 2025
FTAIFTAI Aviation Ltd.	$378K	0.30%	0.00%	+11.6%	Q4 2025
EPDEnterprise Products Partners L.P.	$359K	0.29%	0.00%	+0.2%	Q4 2024
TMOThermo Fisher Scientific Inc.	$359K	0.29%	0.00%	-2.4%	Q4 2024
CNQCANADIAN NATURAL RESOURCES Ltd	$347K	0.28%	0.00%	-10.4%	Q1 2025
METAMeta Platforms, Inc.	$338K	0.27%	Not reported	+2.3%	Q4 2024
VZVerizon Communications Inc	$331K	0.26%	0.00%	+1.4%	Q4 2024
MCDMcdonalds Corp	$327K	0.26%	0.00%	-10.5%	Q4 2024
WELLWelltower Inc.	$301K	0.24%	0.00%	+1.3%	Q1 2025
ETREntergy Corp	$264K	0.21%	0.00%	-3.2%	Q1 2025
MUMicron Technology Inc	$256K	0.20%	0.00%	+5.9%	Q1 2025

Q4 2025Reported Feb 17, 202657 positions
AAPLApple Inc.	$5.69M	4.34%	0.00%	-0.7%	Q4 2024
TSLATesla, Inc.	$5.15M	3.93%	0.00%	+6.5%	Q4 2024
ARCCAres Capital Corp	$4.97M	3.79%	0.03%	+1.4%	Q4 2024
MSFTMicrosoft Corp	$4.15M	3.17%	0.00%	-0.4%	Q4 2024
AMZNAmazon Com Inc	$4.08M	3.11%	0.00%	+2.9%	Q4 2024
NVDANvidia Corp	$3.95M	3.02%	0.00%	+4.4%	Q4 2024
XOMExxonMobil Holdings Corp	$3.46M	2.64%	0.00%	-5.5%	Q4 2024
GOOGLAlphabet Inc.	$3.08M	2.35%	0.00%	-0.2%	Q4 2024
CVXChevron Corp	$2.87M	2.19%	0.00%	-3.0%	Q4 2024
AVGOBroadcom Inc.	$2.44M	1.86%	0.00%	+8.5%	Q4 2024
COSTCostco Wholesale Corp	$2.03M	1.55%	0.00%	+5.8%	Q4 2024
VVisa Inc.	$1.88M	1.44%	0.00%	+0.1%	Q4 2024
PGPROCTER & GAMBLE Co	$1.58M	1.21%	0.00%	-6.9%	Q4 2024
TJXTJX Companies Inc	$1.44M	1.10%	0.00%	+9.6%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.42M	1.09%	0.00%	+6.9%	Q4 2024
ADPAutomatic Data Processing Inc	$1.3M	0.99%	0.00%	+3.8%	Q4 2024
JPMJPMorgan Chase & Co	$1.29M	0.98%	0.00%	Not reported	Q4 2024
MAMastercard Inc	$1.28M	0.98%	0.00%	-0.1%	Q4 2024
HDHome Depot, Inc.	$1.17M	0.89%	0.00%	+3.8%	Q4 2024
LMTLockheed Martin Corp	$1.17M	0.89%	0.00%	-4.1%	Q4 2024
TTTrane Technologies plc	$1.16M	0.89%	0.00%	+0.3%	Q4 2024
TMUST-Mobile US, Inc.	$1.14M	0.87%	0.00%	+2.2%	Q4 2024
CTASCintas Corp	$978K	0.75%	0.00%	+0.5%	Q4 2024
WMTWalmart Inc.	$955K	0.73%	0.00%	-0.1%	Q4 2024
HCAHCA Healthcare, Inc.	$896K	0.68%	0.00%	-0.1%	Q4 2024
DUKDuke Energy CORP	$791K	0.60%	0.00%	+0.3%	Q4 2024
ASMLAsml Holding NV	$762K	0.58%	0.00%	-5.4%	Q4 2024
MPCMarathon Petroleum Corp	$738K	0.56%	0.00%	-0.2%	Q4 2024
PWRQuanta Services, Inc.	$713K	0.54%	0.00%	-0.2%	Q4 2024
HIGHartford Insurance Group, Inc.	$656K	0.50%	0.00%	-0.7%	Q4 2024
BRK.BBerkshire Hathaway Inc	$634K	0.48%	Not reported	-1.4%	Q4 2024
METMetlife Inc	$582K	0.44%	0.00%	+0.5%	Q4 2024
PHParker-Hannifin Corp	$565K	0.43%	0.00%	+0.2%	Q4 2024
IBMInternational Business Machines Corp	$541K	0.41%	0.00%	-0.2%	Q4 2024
KOCoca Cola Co	$533K	0.41%	0.00%	+0.8%	Q4 2024
OKEOneok Inc	$520K	0.40%	0.00%	-6.7%	Q4 2024
NOCNorthrop Grumman Corp	$509K	0.39%	0.00%	-3.8%	Q4 2024
MOAltria Group, Inc.	$470K	0.36%	0.00%	0.0%	Q4 2024
GOOGAlphabet Inc.	$435K	0.33%	Not reported	+8.3%	Q1 2025
WMBWilliams Companies, Inc.	$434K	0.33%	0.00%	-5.3%	Q4 2024
TMOThermo Fisher Scientific Inc.	$434K	0.33%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$381K	0.29%	Not reported	+6.9%	Q4 2024
MCDMcdonalds Corp	$360K	0.27%	0.00%	+0.5%	Q4 2024
EPDEnterprise Products Partners L.P.	$303K	0.23%	0.00%	+0.3%	Q4 2024
LLYELI LILLY & Co	$295K	0.22%	0.00%	New	Q4 2025
WELLWelltower Inc.	$279K	0.21%	0.00%	+0.4%	Q1 2025
FTAIFTAI Aviation Ltd.	$272K	0.21%	0.00%	New	Q4 2025
CNQCANADIAN NATURAL RESOURCES Ltd	$269K	0.21%	0.00%	-4.8%	Q1 2025
VZVerizon Communications Inc	$265K	0.20%	0.00%	-12.9%	Q4 2024
CBChubb Ltd	$257K	0.20%	0.00%	-0.2%	Q4 2024

Q3 2025Reported Nov 14, 202558 positions
AAPLApple Inc.	$5.37M	4.20%	0.00%	-9.9%	Q4 2024
ARCCAres Capital Corp	$4.95M	3.87%	0.03%	-2.9%	Q4 2024
TSLATesla, Inc.	$4.78M	3.74%	0.00%	-23.3%	Q4 2024
MSFTMicrosoft Corp	$4.47M	3.49%	0.00%	-8.0%	Q4 2024
NVDANvidia Corp	$3.79M	2.96%	0.00%	-16.3%	Q4 2024
AMZNAmazon Com Inc	$3.77M	2.95%	0.00%	-7.5%	Q4 2024
XOMExxonMobil Holdings Corp	$3.43M	2.69%	0.00%	-3.3%	Q4 2024
CVXChevron Corp	$3.01M	2.36%	0.00%	-9.7%	Q4 2024
GOOGLAlphabet Inc.	$2.4M	1.88%	0.00%	-20.8%	Q4 2024
AVGOBroadcom Inc.	$2.14M	1.68%	0.00%	-21.4%	Q4 2024
COSTCostco Wholesale Corp	$2.06M	1.61%	0.00%	-18.4%	Q4 2024
VVisa Inc.	$1.83M	1.43%	0.00%	-18.3%	Q4 2024
PGPROCTER & GAMBLE Co	$1.82M	1.42%	0.00%	-13.8%	Q4 2024
ADPAutomatic Data Processing Inc	$1.43M	1.12%	0.00%	-17.5%	Q4 2024
HDHome Depot, Inc.	$1.33M	1.04%	0.00%	-18.0%	Q4 2024
TMUST-Mobile US, Inc.	$1.31M	1.03%	0.00%	-21.4%	Q4 2024
MAMastercard Inc	$1.28M	1.00%	0.00%	-17.3%	Q4 2024
JPMJPMorgan Chase & Co	$1.26M	0.99%	0.00%	-10.2%	Q4 2024
LMTLockheed Martin Corp	$1.26M	0.98%	0.00%	-19.5%	Q4 2024
TTTrane Technologies plc	$1.26M	0.98%	0.00%	-18.9%	Q4 2024
TJXTJX Companies Inc	$1.23M	0.96%	0.00%	-17.6%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.22M	0.96%	0.00%	-23.6%	Q4 2024
CTASCintas Corp	$1.06M	0.83%	0.00%	+3.6%	Q4 2024
WMTWalmart Inc.	$884K	0.69%	0.00%	-1.3%	Q4 2024
MPCMarathon Petroleum Corp	$876K	0.68%	0.00%	-2.1%	Q4 2024
DUKDuke Energy CORP	$832K	0.65%	0.00%	-32.0%	Q4 2024
HCAHCA Healthcare, Inc.	$819K	0.64%	0.00%	-7.6%	Q4 2024
ASMLAsml Holding NV	$729K	0.57%	0.00%	-7.4%	Q4 2024
PWRQuanta Services, Inc.	$702K	0.55%	0.00%	-3.5%	Q4 2024
BRK.BBerkshire Hathaway Inc	$643K	0.50%	Not reported	-32.3%	Q4 2024
HIGHartford Insurance Group, Inc.	$640K	0.50%	0.00%	-27.4%	Q4 2024
METMetlife Inc	$604K	0.47%	0.00%	+1.6%	Q4 2024
NOCNorthrop Grumman Corp	$566K	0.44%	0.00%	-35.2%	Q4 2024
OKEOneok Inc	$553K	0.43%	0.00%	-8.0%	Q4 2024
MOAltria Group, Inc.	$539K	0.42%	0.00%	+5.5%	Q4 2024
IBMInternational Business Machines Corp	$516K	0.40%	0.00%	+0.9%	Q4 2024
KOCoca Cola Co	$502K	0.39%	0.00%	-20.3%	Q4 2024
PHParker-Hannifin Corp	$486K	0.38%	0.00%	-6.2%	Q4 2024
WMBWilliams Companies, Inc.	$483K	0.38%	0.00%	-7.8%	Q4 2024
PHYSSprott Physical Gold Trust	$461K	0.36%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$397K	0.31%	Not reported	-55.7%	Q4 2024
TMOThermo Fisher Scientific Inc.	$363K	0.28%	0.00%	+1.8%	Q4 2024
MCDMcdonalds Corp	$356K	0.28%	0.00%	-6.2%	Q4 2024
VZVerizon Communications Inc	$328K	0.26%	0.00%	+3.5%	Q4 2024
GOOGAlphabet Inc.	$312K	0.24%	Not reported	-4.1%	Q1 2025
EPDEnterprise Products Partners L.P.	$295K	0.23%	0.00%	+12.2%	Q4 2024
ADBEAdobe Inc.	$295K	0.23%	0.00%	-43.4%	Q4 2024
UNHUnitedhealth Group Inc	$277K	0.22%	0.00%	-46.1%	Q4 2024
IPInternational Paper Co	$273K	0.21%	0.00%	+0.4%	Q4 2024
PAYXPaychex Inc	$273K	0.21%	0.00%	-31.6%	Q4 2024

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