StockDriftsStockDriftsTop 50 Challenger Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 16.99% | 468.5K | $23.1M | -1.12%(-5.33K) | $35.96(+42.68%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 14.92% | 429.3K | $20.3M | -3.34%(-14.84K) | $36.24(+29.83%) | 2026-06-30 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 8.41% | 256.8K | $11.4M | -2.95%(-7.82K) | $34.56(+34.01%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.19% | 19.7K | $5.7M | -4.23%(-869) | $231.55(+32.44%) | 2026-06-30 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 3.51% | 125.6K | $4.8M | +1.03%(+1.28K) | $31.66(+21.26%) | 2026-06-30 | |
| TSLA | TESLA INC | 3.43% | 11.1K | $4.7M | -3.83%(-441) | $339.42(-2.23%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.02% | 20.5K | $4.1M | -4.41%(-946) | $132.51(+66.38%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.95% | 16.8K | $4.0M | -3.48%(-607) | $204.24(+34.62%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 2.82% | 28.0K | $3.8M | -0.71%(-201) | $112.53(+41.96%) | 2026-06-30 | |
| ARCC | ARES CAPITAL CORP | 2.68% | 196.4K | $3.6M | -12.77%(-28.75K) | $21.48(-7.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.88% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.15% |
Challenger Wealth Management reports $135.86M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are CGDV (17.0%), CGGR (14.9%) and CGUS (8.4%). The top 20 holdings account for 79.83% of reported assets. Its disclosed equity book has returned +20.88% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Challenger Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2057602). View Challenger Wealth Management’s 13F filings on SEC