§ 13F · FUND PROFILE
Challenger Wealth Management.
AUM · $128M (13F)Positions · 64Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 468K | $23M | 17.0% | −51% |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | 429K | $20M | 14.9% | −52% |
| 3 | CGUS | CAPITAL GROUP CORE EQUITY ET | 257K | $11M | 8.4% | −51% |
| 4 | AAPL | APPLE INC | 20K | $6M | 4.2% | −52% |
| 5 | CGBL | CAPITAL GROUP CORE BALANCED | 126K | $5M | 3.5% | −49% |
| 6 | TSLA | TESLA INC | 11K | $5M | 3.4% | −52% |
| 7 | NVDA | NVIDIA CORPORATION | 20K | $4M | 3.0% | −52% |
| 8 | AMZN | AMAZON COM INC | 17K | $4M | 3.0% | −52% |
| 9 | XOM | EXXON MOBIL CORP | 28K | $4M | 2.8% | −50% |
| 10 | ARCC | ARES CAPITAL CORP | 196K | $4M | 2.7% | −56% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHALLENGER SIGNAL
AC read
Challenger Wealth Management is a Other fund managing $128 million in assets. The fund runs a portfolio of 64 positions.
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