Challenger Wealth Management
Challenger Wealth Management reported 65 holdings worth US$136M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Challenger Wealth Management reported 65 holdings worth US$136M as of Jun 30, 2026. Largest: Apple Inc, Tesla, Inc. and Nvidia Corporation. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 65
- Value as reported
- US$136M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 19,681 | US$5.7M | 4.2% |
| Tesla, Inc. | 11,067 | US$4.65M | 3.4% |
| Nvidia Corporation | 20,481 | US$4.1M | 3.0% |
| Amazon.com, Inc. | 16,833 | US$4.01M | 3.0% |
| Exxon Mobil Corporation | 28,001 | US$3.83M | 2.8% |
| Alphabet Inc (google) Class C | 10,593 | US$3.79M | 2.8% |
| Ares Capital Corporation | 196K | US$3.64M | 2.7% |
| Chevron Corporation | 19,206 | US$3.18M | 2.3% |
| Microsoft Corp. | 8,156 | US$3.04M | 2.2% |
| Broadcom Inc. | 7,118 | US$2.69M | 2.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 5,333 | US$2.55M | 1.9% |
| Costco Wholesale Corporation | 2,343 | US$2.19M | 1.6% |
| Visa Inc. | 5,082 | US$1.74M | 1.3% |
| Tjx Companies, Inc. (the) | 9,179 | US$1.39M | 1.0% |
| Jp Morgan Chase & Co. | 3,957 | US$1.3M | 0.95% |
| Asml Holding Nv | 634 | US$1.26M | 0.93% |
| Lockheed Martin Corporation | 2,430 | US$1.24M | 0.91% |
| Procter & Gamble Company (the) | 8,264 | US$1.21M | 0.89% |
| Quanta Services, Inc. | 1,668 | US$1.2M | 0.88% |
| Home Depot, Inc. (the) | 3,247 | US$1.15M | 0.84% |
| Marathon Petroleum Corporation | 4,452 | US$1.14M | 0.84% |
| Mastercard Incorporated | 2,152 | US$1.11M | 0.81% |
| Automatic Data Processing, Inc. | 4,286 | US$960K | 0.71% |
| Micron Technology, Inc. | 777 | US$897K | 0.66% |
| Walmart Inc. | 7,888 | US$893K | 0.66% |
| T-mobile Us, Inc. | 5,314 | US$891K | 0.66% |
| Cintas Corporation | 4,976 | US$846K | 0.62% |
| Duke Energy Corporation (holding Company) | 6,554 | US$830K | 0.61% |
| Hca Healthcare, Inc. | 1,901 | US$741K | 0.55% |
| Parker-hannifin Corporation | 656 | US$642K | 0.47% |
| Coca-cola Company (the) | 7,817 | US$635K | 0.47% |
| The Hartford Insurance Group, Inc. | 4,747 | US$629K | 0.46% |
| Altria Group, Inc. | 8,371 | US$602K | 0.44% |
| Metlife, Inc. | 6,937 | US$587K | 0.43% |
| Berkshire Hathaway Inc. | 1,134 | US$567K | 0.42% |
| Williams Companies, Inc. (the) | 6,914 | US$514K | 0.38% |
| International Business Machines Corporation | 1,802 | US$507K | 0.37% |
| Oneok, Inc. | 5,616 | US$488K | 0.36% |
| Ftai Aviation Ltd. | 1,582 | US$428K | 0.32% |
| Northrop Grumman Corporation | 833 | US$424K | 0.31% |
| Meta Platforms, Inc. | 656 | US$369K | 0.27% |
| Enterprise Products Partners L.p. | 9,906 | US$364K | 0.27% |
| Thermo Fisher Scientific Inc | 707 | US$354K | 0.26% |
| Welltower Inc. | 1,526 | US$346K | 0.25% |
| Eli Lilly And Company | 278 | US$333K | 0.25% |
| Verizon Communications Inc. | 7,044 | US$298K | 0.22% |
| Canadian Natural Resources Limited | 7,116 | US$281K | 0.21% |
| Mcdonald's Corporation | 1,039 | US$281K | 0.21% |
| Entergy Corporation | 2,355 | US$271K | 0.20% |
| Unitedhealth Group Incorporated | 566 | US$235K | 0.17% |
| Citizens Financial Group, Inc. | 3,268 | US$229K | 0.17% |
| Applied Materials, Inc. | 309 | US$223K | 0.16% |
| Space Exploration Technologies Corp | 1,230 | US$210K | 0.15% |
| U.s. Bancorp | 3,430 | US$207K | 0.15% |
| Aurora Innovation, Inc. | 22,393 | US$153K | 0.11% |
Source
View original at SEC
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