Challenger Wealth Management holds a focused book of 65 reported positions worth $135.9M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Vanguard High DVD Yield ETF and trimmed Cap Group Dividend Value. Their largest long position is Cap Group Dividend Value at 17% of the reported non-option book. Cloning the disclosed picks since 2025 would be +22% (+13.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Challenger Wealth Management is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Challenger Wealth Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
52% mapped to company sectors
+5 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Challenger Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| United American Securities Inc. (d/b/a UAS Asset Management) | 11 / 65 | $462.8M |
| BlueSpruce Investments, LP | 11 / 65 | $642.5M |
| Swiss Re Ltd | 39 / 65 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 65 | $160.7M |
| Prospect Hill Management, LLC | 9 / 65 | $240.2M |
| Greenbrier Partners Capital Management, LLC | 8 / 65 | $1.2B |
| Draper Asset Management, LLC | 10 / 65 | $178.4M |
| New World Advisors LLC | 31 / 65 | $528.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Challenger Wealth Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Capital Group Dividend Value SHS CREAT UNIT | $23.1M | 468.5K | 17.0% | ▼−1.1% Reduced · −5K sh | |
| 2 | Capital Group Growth ETF SHS CREAT UNIT | $20.3M | 429.3K | 14.9% | ▼−3.3% Reduced · −15K sh | |
| 3 | Capital Group Core Equity Et SHS CREAT UNIT | $11.4M | 256.8K | 8.4% | ▼−3.0% Reduced · −8K sh | |
| 4 | Apple Inc COM | $5.7M | 19.7K | 4.2% | ▼−4.2% Reduced · −869 sh | |
| 5 | Capital Group Core Balanced SHS | $4.8M | 125.6K | 3.5% | ▲+1.0% Added · +1K sh | |
| 6 | Tesla Inc COM | $4.7M | 11.1K | 3.4% | ▼−3.8% Reduced · −441 sh | |
| 7 | Nvidia Corporation COM | $4.1M | 20.5K | 3.0% | ▼−4.4% Reduced · −946 sh | |
| 8 | Amazon Com Inc COM | $4.0M | 16.8K | 3.0% | ▼−3.5% Reduced · −607 sh | |
| 9 | Exxon Mobil Corp COM | $3.8M | 28.0K | 2.8% | ▼−0.7% Reduced · −201 sh | |
| 10 | Ares Capital Corp COM | $3.6M | 196.4K | 2.7% | ▼−13% Reduced · −29K sh | |
| 11 | Alphabet Inc CAP STK CL A | $3.3M | 9.3K | 2.4% | ▼−4.4% Reduced · −422 sh | |
| 12 | Chevron Corporation COM | $3.2M | 19.2K | 2.3% | ▲+2.0% Added · +381 sh | |
| 13 | Microsoft Corp COM | $3.0M | 8.2K | 2.2% | ▼−3.1% Reduced · −261 sh | |
| 14 | Broadcom Inc COM | $2.7M | 7.1K | 2.0% | ▲+0.2% Added · +13 sh | |
| 15 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.5M | 5.3K | 1.9% | ▲+4.4% Added · +226 sh | |
| 16 | Costco Wholesale Corporation COM | $2.2M | 2.3K | 1.6% | ▼−2.1% Reduced · −50 sh | |
| 17 | Visa Inc COM CL A | $1.7M | 5.1K | 1.3% | ▼−3.3% Reduced · −175 sh | |
| 18 | Ishares TR SELECT DIVID ETF | $1.6M | 9.9K | 1.1% | ▲+0.3% Added · +34 sh | |
| 19 | TJX Cos Inc New COM | $1.4M | 9.2K | 1.0% | ▼−1.8% Reduced · −167 sh | |
| 20 | Trane Technologies PLC SHS | $1.4M | 2.8K | 1.0% | ▼−6.1% Reduced · −178 sh | |
| 21 | JPMorgan Chase & Co COM | $1.3M | 4.0K | 1.0% | ▼−0.8% Reduced · −34 sh | |
| 22 | ASML Hldg NV N Y REGISTRY SHS | $1.3M | 634 | 0.9% | ▼−7.0% Reduced · −48 sh | |
| 23 | Lockheed Martin Corp COM | $1.2M | 2.4K | 0.9% | ▲+0.1% Added · +3 sh | |
| 24 | Procter & Gamble Co COM | $1.2M | 8.3K | 0.9% | ▼−13% Reduced · −1K sh | |
| 25 | Quanta Svcs Inc COM | $1.2M | 1.7K | 0.9% | ▼−1.0% Reduced · −17 sh | |
| 26 | Home Depot Inc COM | $1.1M | 3.2K | 0.8% | ▼−6.2% Reduced · −216 sh | |
| 27 | Marathon Pete Corp COM | $1.1M | 4.5K | 0.8% | ▲+0.3% Added · +15 sh | |
| 28 | Mastercard Incorporated CL A | $1.1M | 2.2K | 0.8% | ▼−3.5% Reduced · −77 sh | |
| 29 | Automatic Data Processing In COM | $960K | 4.3K | 0.7% | ▼−6.0% Reduced · −276 sh | |
| 30 | Micron Technology Inc COM | $897K | 777 | 0.7% | ▲+2.4% Added · +18 sh | |
| 31 | Walmart Inc COM | $893K | 7.9K | 0.7% | ▼−4.7% Reduced · −393 sh | |
| 32 | T-Mobile US Inc COM | $891K | 5.3K | 0.7% | ▼−4.0% Reduced · −219 sh | |
| 33 | Cintas Corp COM | $846K | 5.0K | 0.6% | ▼−3.9% Reduced · −203 sh | |
| 34 | Duke Energy Corp New COM NEW | $830K | 6.6K | 0.6% | ▼−1.8% Reduced · −119 sh | |
| 35 | Hca Healthcare Inc COM | $741K | 1.9K | 0.5% | ▼−1.4% Reduced · −27 sh | |
| 36 | Parker-Hannifin Corp COM | $642K | 656 | 0.5% | ▲+2.0% Added · +13 sh | |
| 37 | Coca Cola Co COM | $635K | 7.8K | 0.5% | ▲+3.4% Added · +254 sh | |
| 38 | Hartford Insurance Group Inc COM | $629K | 4.7K | 0.5% | ▼−0.7% Reduced · −34 sh | |
| 39 | Altria Group Inc COM | $602K | 8.4K | 0.4% | ▲+2.9% Added · +234 sh | |
| 40 | Metlife Inc COM | $587K | 6.9K | 0.4% | ▼−0.4% Reduced · −30 sh | |
| 41 | Ishares TR CORE S&P500 ETF | $579K | 773 | 0.4% | ▲+0.4% Added · +3 sh | |
| 42 | Berkshire Hathaway Inc Del CL B NEW | $567K | 1.1K | 0.4% | ▼−9.3% Reduced · −116 sh | |
| 43 | Williams Cos Inc COM | $514K | 6.9K | 0.4% | ▲+0.3% Added · +20 sh | |
| 44 | International Business Machs COM | $507K | 1.8K | 0.4% | ▲+2.4% Added · +42 sh | |
| 45 | Oneok Inc New COM | $488K | 5.6K | 0.4% | ▼−0.2% Reduced · −10 sh | |
| 46 | Alphabet Inc CAP STK CL C | $478K | 1.4K | 0.4% | ▼−5.1% Reduced · −73 sh | |
| 47 | Ftai Aviation Ltd SHS | $428K | 1.6K | 0.3% | ▲+2.6% Added · +40 sh | |
| 48 | Northrop Grumman Corp COM | $424K | 833 | 0.3% | ▼−3.7% Reduced · −32 sh | |
| 49 | Meta Platforms Inc CL A | $369K | 656 | 0.3% | ▲+11% Added · +66 sh | |
| 50 | Enterprise Prods Partners L COM | $364K | 9.9K | 0.3% | ▲+4.4% Added · +420 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2057602/holdings"
Use Arkolith to show Challenger Wealth Management's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 30d | 65 | $135.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 28, 2026 | 58d | 58 | $125.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 63 | $131.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 64 | $127.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 109 | $144.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 16, 2025 | 46d | 109 | $126.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 24, 2025 | 55d | 109 | $116.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.