Challenger Wealth Management holds a focused book of 56 stocks worth $125.2M as of Q1 2026 (disclosed May 28, 2026, a ~45-day 13F lag). This quarter they trimmed CAPITAL GROUP DIVIDEND VALUE. Their largest long position is CAPITAL GROUP DIVIDEND VALUE at 16% of the equity book.
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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.
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.
15% mapped to company sectors
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, no cost basis
Bars show each stock'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 CREATION UNI | $20.2M | 473.8K | 16.1% | ▼−2.4% Reduced · −12K sh | |
| 2 | Capital Group Growth ETF SHS CREATION UNI | $17.9M | 444.2K | 14.3% | ▲+0.3% Added · +2K sh | |
| 3 | Capital Group Core Equity Et SHS CREATION UNI | $10.2M | 264.6K | 8.1% | ▼−0.7% Reduced · −2K sh | |
| 4 | Apple Inc COM | $5.2M | 20.6K | 4.2% | ▼−1.9% Reduced · −391 sh | |
| 5 | Exxon Mobil Corp COM | $4.8M | 28.2K | 3.8% | ▼−2.0% Reduced · −570 sh | |
| 6 | Tesla Inc COM | $4.3M | 11.5K | 3.4% | ▲+0.4% Added · +48 sh | |
| 7 | Capital Group Core Balanced SHS | $4.3M | 124.3K | 3.4% | ▼−1.4% Reduced · −2K sh | |
| 8 | Ares Capital Corp COM | $4.1M | 225.2K | 3.2% | ▼−8.4% Reduced · −21K sh | |
| 9 | Chevron Corporation COM | $3.9M | 18.8K | 3.1% | ▲~0% Added · +8 sh | |
| 10 | Nvidia Corporation COM | $3.7M | 21.4K | 3.0% | ▲+1.1% Added · +231 sh | |
| 11 | Amazon Com Inc COM | $3.6M | 17.4K | 2.9% | ▼−1.3% Reduced · −222 sh | |
| 12 | Microsoft Corp COM | $3.1M | 8.4K | 2.5% | ▼−2.0% Reduced · −171 sh | |
| 13 | Alphabet Inc CAP STK CL A | $2.8M | 9.7K | 2.2% | ▼−1.7% Reduced · −171 sh | |
| 14 | Costco Wholesale Corporation COM | $2.4M | 2.4K | 1.9% | ▲+1.5% Added · +35 sh | |
| 15 | Broadcom Inc COM | $2.2M | 7.1K | 1.8% | ▲+0.8% Added · +56 sh | |
| 16 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.7M | 5.1K | 1.4% | ▲+9.1% Added · +425 sh | |
| 17 | Visa Inc COM CL A | $1.6M | 5.3K | 1.3% | ▼−2.1% Reduced · −114 sh | |
| 18 | Ishares TR SELECT DIVID ETF | $1.5M | 9.9K | 1.2% | —Held | |
| 19 | TJX Cos Inc New COM | $1.5M | 9.3K | 1.2% | ▼~0% Reduced · −3 sh | |
| 20 | Lockheed Martin Corp COM | $1.5M | 2.4K | 1.2% | ▲+0.5% Added · +12 sh | |
| 21 | Procter & Gamble Co COM | $1.4M | 9.6K | 1.1% | ▼−13% Reduced · −1K sh | |
| 22 | Trane Technologies PLC SHS | $1.2M | 2.9K | 1.0% | ▼−1.7% Reduced · −50 sh | |
| 23 | JPMorgan Chase & Co COM | $1.2M | 4.0K | 0.9% | ▼−0.2% Reduced · −10 sh | |
| 24 | T-Mobile US Inc COM | $1.2M | 5.5K | 0.9% | ▼−1.4% Reduced · −79 sh | |
| 25 | Home Depot Inc COM | $1.1M | 3.5K | 0.9% | ▲+1.8% Added · +60 sh | |
| 26 | Mastercard Incorporated CL A | $1.1M | 2.2K | 0.9% | ▼−0.9% Reduced · −20 sh | |
| 27 | Marathon Pete Corp COM | $1.1M | 4.4K | 0.9% | ▼−2.2% Reduced · −98 sh | |
| 28 | Walmart Inc COM | $1.0M | 8.3K | 0.8% | ▼−3.3% Reduced · −287 sh | |
| 29 | Automatic Data Processing In COM | $927K | 4.6K | 0.7% | ▼−9.7% Reduced · −488 sh | |
| 30 | Quanta Svcs Inc COM | $925K | 1.7K | 0.7% | ▼−0.3% Reduced · −5 sh | |
| 31 | Hca Healthcare Inc COM | $912K | 1.9K | 0.7% | ▲+0.5% Added · +9 sh | |
| 32 | Asml Hldg NV N Y REGISTRY SHS | $901K | 682 | 0.7% | ▼−4.2% Reduced · −30 sh | |
| 33 | Cintas Corp COM | $876K | 5.2K | 0.7% | ▼−0.4% Reduced · −21 sh | |
| 34 | Duke Energy Corp New COM NEW | $874K | 6.7K | 0.7% | ▼−1.1% Reduced · −72 sh | |
| 35 | Hartford Insurance Group Inc COM | $646K | 4.8K | 0.5% | ▲+0.4% Added · +18 sh | |
| 36 | Berkshire Hathaway Inc Del CL B NEW | $599K | 1.3K | 0.5% | ▼−0.9% Reduced · −11 sh | |
| 37 | Northrop Grumman Corp COM | $590K | 865 | 0.5% | ▼−3.1% Reduced · −28 sh | |
| 38 | Parker-Hannifin Corp COM | $576K | 643 | 0.5% | ▲+0.1% Added · +1 sh | |
| 39 | Coca Cola Co COM | $575K | 7.6K | 0.5% | ▼−0.8% Reduced · −62 sh | |
| 40 | Altria Group Inc COM | $537K | 8.1K | 0.4% | ▼−0.2% Reduced · −19 sh | |
| 41 | Oneok Inc New COM | $508K | 5.6K | 0.4% | ▼−20% Reduced · −1K sh | |
| 42 | Ishares TR CORE S&P500 ETF | $503K | 770 | 0.4% | ▲+0.3% Added · +2 sh | |
| 43 | Williams Cos Inc COM | $502K | 6.9K | 0.4% | ▼−4.5% Reduced · −324 sh | |
| 44 | Metlife Inc COM | $493K | 7.0K | 0.4% | ▼−5.4% Reduced · −401 sh | |
| 45 | International Business Machs COM | $426K | 1.8K | 0.3% | ▼−3.7% Reduced · −67 sh | |
| 46 | Alphabet Inc CAP STK CL C | $409K | 1.4K | 0.3% | ▲+3.0% Added · +41 sh | |
| 47 | Ftai Aviation Ltd SHS | $378K | 1.5K | 0.3% | ▲+12% Added · +160 sh | |
| 48 | Enterprise Prods Partners L COM | $359K | 9.5K | 0.3% | ▲+0.2% Added · +22 sh | |
| 49 | Thermo Fisher Scientific Inc COM | $359K | 730 | 0.3% | ▼−2.4% Reduced · −18 sh | |
| 50 | Canadian Nat Res Ltd Med Ter COM | $347K | 7.1K | 0.3% | ▼−10% Reduced · −829 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 28, 2026 | 58 | $125.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 63 | $131.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 64 | $127.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 109 | $144.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 16, 2025 | 109 | $126.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 24, 2025 | 109 | $116.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.