Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Challenger Wealth Management (CIK 2057602) reported $125.2M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGDV ($20.2M, 16.11%), CGGR ($17.9M, 14.26%), CGUS ($10.2M, 8.12%), AAPL ($5.2M, 4.17%), XOM ($4.8M, 3.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $20.2M | 16.11% | 473,825 | Trimmed |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | $17.9M | 14.26% | 444,185 | Added |
| 3 | CGUS | CAPITAL GROUP CORE EQUITY ET | $10.2M | 8.12% | 264,588 | Trimmed |
| 4 | AAPL | APPLE INC | $5.2M | 4.17% | 20,550 | Trimmed |
| 5 | XOM | EXXON MOBIL CORP | $4.8M | 3.82% | 28,202 | Trimmed |
| 6 | TSLA | TESLA INC | $4.3M | 3.42% | 11,508 | Added |
| 7 | CGBL | CAPITAL GROUP CORE BALANCED | $4.3M | 3.42% | 124,296 | Trimmed |
| 8 | ARCC | ARES CAPITAL CORP | $4.1M | 3.24% | 225,180 | Trimmed |
| 9 | CVX | CHEVRON CORPORATION | $3.9M | 3.11% | 18,825 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $3.7M | 2.99% | 21,427 | Added |
| 11 | AMZN | AMAZON COM INC | $3.6M | 2.90% | 17,440 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $3.1M | 2.49% | 8,417 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $2.8M | 2.22% | 9,676 | Trimmed |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $2.4M | 1.91% | 2,393 | Added |
| 15 | AVGO | BROADCOM INC | $2.2M | 1.76% | 7,105 | Added |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.7M | 1.38% | 5,107 | Added |
| 17 | V | VISA INC | $1.6M | 1.27% | 5,257 | Trimmed |
| 18 | DVY | ISHARES TR | $1.5M | 1.20% | 9,884 | Hold |
| 19 | TJX | TJX COS INC NEW | $1.5M | 1.19% | 9,346 | Trimmed |
| 20 | LMT | LOCKHEED MARTIN CORP | $1.5M | 1.17% | 2,427 | Added |
| 21 | PG | PROCTER & GAMBLE CO | $1.4M | 1.10% | 9,551 | Trimmed |
| 22 | TT | TRANE TECHNOLOGIES PLC | $1.2M | 0.98% | 2,937 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $1.2M | 0.94% | 3,991 | Trimmed |
| 24 | TMUS | T-MOBILE US INC | $1.2M | 0.93% | 5,533 | Trimmed |
| 25 | HD | HOME DEPOT INC | $1.1M | 0.91% | 3,463 | Added |
Source: SEC Form 13F filings · as of 2026-03-31