account_balance
Investment manager · 13F filer · SEC CIK 2057602
Challenger Wealth Management
Reported value$137Mas of Sep 30, 2026
Positions63 1 new, 3 sold out
Top 10 weight63.6%CGDV alone is 17%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGDVCapital Group Dividend Value
16.8%
CGGRCapital Group Growth ETF
15.0%
CGUSCapital Group Core Equity Et
8.3%
AAPLApple Inc.
4.7%
CGBLCapital Group Core Balanced
3.5%Added +5%
XOMExxonMobil Holdings Corp
3.3%
NVDANVIDIA Corp
3.2%−6%
AMZNAmazon.com Inc
3.0%
MSFTMicrosoft Corp
2.9%−5%
TSLATesla, Inc.
2.8%
CVXChevron Corp
2.8%
ARCCAres Capital Corp
2.5%
CGDVCapital Group Dividend Value
16.8%
CGGRCapital Group Growth ETF
15.0%
CGUSCapital Group Core Equity Et
8.3%
AAPLApple Inc.
4.7%
CGBL3.5%
XOM3.3%NVDAAMZN3.0%MSFT2.9%TSLACVX2.8%ARCCBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CGDV Capital Group Dividend Value 16.8% Held
CGGR Capital Group Growth ETF 15.0% Held
CGUS Capital Group Core Equity Et 8.3% Held
AAPL Apple Inc. 4.7% HeldCGBL Capital Group Core Balanced 3.5% Added +5%
XOM ExxonMobil Holdings Corp 3.3% HeldNVDA NVIDIA Corp 3.2% Trimmed −6%AMZN Amazon.com Inc 3.0% HeldMSFT Microsoft Corp 2.9% Trimmed −5%TSLA Tesla, Inc. 2.8% HeldCVX Chevron Corp 2.8% HeldARCC Ares Capital Corp 2.5% Trimmed −9%What changed
Biggest moves since Jun 30, 2026
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