§ 13F · FUND PROFILE
Challenger Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 63Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$131.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 486K | $21.2T | 16.2% | NEW |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | 443K | $19.7T | 15.0% | NEW |
| 3 | CGUS | CAPITAL GROUP CORE EQUITY ET | 266K | $10.7T | 8.2% | NEW |
| 4 | AAPL | APPLE INC | 21K | $5.7T | 4.3% | NEW |
| 5 | TSLA | TESLA INC | 11K | $5.2T | 3.9% | NEW |
| 6 | ARCC | ARES CAPITAL CORP | 246K | $5.0T | 3.8% | NEW |
| 7 | CGBL | CAPITAL GROUP CORE BALANCED | 126K | $4.5T | 3.4% | NEW |
| 8 | MSFT | MICROSOFT CORP | 9K | $4.2T | 3.2% | NEW |
| 9 | AMZN | AMAZON COM INC | 18K | $4.1T | 3.1% | NEW |
| 10 | NVDA | NVIDIA CORPORATION | 21K | $4.0T | 3.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHALLENGER SIGNAL
AC read
Challenger Wealth Management is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed