Challenger Wealth Management
Challenger Wealth Management reported 63 stocks worth $137M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are CGDV (16.8%), CGGR (15.0%) and CGUS (8.3%). Compared with Q2 2026, the fund opened new positions in XOM, OKE and MCK, added to CGDV, CGGR and CGBL, trimmed CGUS, AAPL and NVDA and sold out of XOM, OKE and CFG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CGDV Capital Group Dividend | $23M | 16.8% | 472K | +3,222 (+1%) | 8 of 8 | |
| 2 |  CGGR Capital Group Growth | $20.6M | 15.0% | 433K | +4,092 (+1%) | 8 of 8 | |
| 3 |  CGUS Capital Group Core Equity ET | $11.3M | 8.3% | 255K | −1,953 (−1%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $6.4M | 4.7% | 19K | −382 (−2%) | 8 of 8 | |
| 5 |  CGBL Capital Group Core | $4.8M | 3.5% | 131K | +5,814 (+5%) | 8 of 8 | |
| 6 |  XOM Exxon Mobil Corp | $4.6M | 3.3% | 28K | New position | 1 of 8 | |
| 7 |  NVDA Nvidia Corporation | $4.4M | 3.2% | 19K | −1,277 (−6%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $4.1M | 3.0% | 17K | −186 (−1%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $4M | 2.9% | 7,711 | −445 (−5%) | 8 of 8 | |
| 10 |  TSLA Tesla Inc | $3.9M | 2.8% | 11K | −136 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Challenger Wealth Management 13F FAQ
What does Challenger Wealth Management own?
Challenger Wealth Management reported 63 stocks worth $137M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are CGDV (16.8%), CGGR (15.0%) and CGUS (8.3%). The table above lists every position in the filing (the top 10 without an account).
What did Challenger Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 22 added to, 35 trimmed and 5 sold out. New positions include XOM, OKE and MCK. It sold all of XOM, OKE and CFG.
When will Challenger Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Challenger Wealth Management's portfolio worth?
The Q3 2026 filing reports $137M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.