Challenger Wealth Management — 13F holdings

Challenger Wealth Management reported 65 holdings worth $136M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

  1. CGDV CAPITAL GROUP DIVIDEND VALUE — $23.1M (17.0%)
  2. CGGR CAPITAL GROUP GROWTH ETF — $20.3M (14.9%)
  3. CGUS CAPITAL GROUP CORE EQUITY ET — $11.4M (8.4%)
  4. AAPL APPLE INC — $5.70M (4.2%)
  5. CGBL CAPITAL GROUP CORE BALANCED — $4.77M (3.5%)
  6. TSLA TESLA INC — $4.65M (3.4%)
  7. NVDA NVIDIA CORPORATION — $4.10M (3.0%)
  8. AMZN AMAZON COM INC — $4.01M (3.0%)
  9. XOM Exxon Mobil Corp — $3.83M (2.8%)
  10. ARCC ARES CAPITAL CORP — $3.64M (2.7%)