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Portfolio (Quarterly) Guide ↗

Challenger Wealth Management

· CIK 0002057602
13F Portfolio $136M AUM 65 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 12 Added 33 Reduced
Page 1 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CGDV CAPITAL GROUP DIVIDEND VALUE 468,498.0 $23.1M 16.99% -5K -1.1% $49.28 +2.2%
2 CGGR CAPITAL GROUP GROWTH ETF 429,347.0 $20.3M 14.92% -15K -3.3% $47.20 -0.4%
3 CGUS CAPITAL GROUP CORE EQUITY ET 256,771.0 $11.4M 8.41% -8K -3.0% $44.48 +1.9%
4 AAPL APPLE INC Technology 19,681.0 $5.7M 4.19% -869.0 -4.2% $289.37 +10.5%
5 TSLA TESLA INC Consumer Cyclical 11,067.0 $4.7M 3.43% -441.0 -3.8% $420.60 -17.1%
6 NVDA NVIDIA CORPORATION Technology 20,481.0 $4.1M 3.02% -946.0 -4.4% $200.09 +8.7%
7 AMZN AMAZON COM INC Consumer Cyclical 16,833.0 $4.0M 2.95% -607.0 -3.5% $238.34 +11.8%
8 XOM EXXON MOBIL CORP Energy 28,001.0 $3.8M 2.82% -201.0 -0.7% $136.72 +14.6%
9 ARCC ARES CAPITAL CORP Financial Services 196,435.0 $3.6M 2.68% -29K -12.8% $18.53 +7.7%
10 GOOGL ALPHABET INC Communication Services 9,254.0 $3.3M 2.43% -422.0 -4.4% $357.39 -3.0%
11 MSFT MICROSOFT CORP Technology 8,156.0 $3.0M 2.24% -261.0 -3.1% $373.00 +37.7%
12 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,343.0 $2.2M 1.61% -50.0 -2.1% $935.37 +1.1%
13 V VISA INC Financial Services 5,082.0 $1.7M 1.28% -175.0 -3.3% $343.10 +11.2%
14 TJX TJX COS INC NEW Consumer Cyclical 9,179.0 $1.4M 1.02% -167.0 -1.8% $151.49 -10.8%
15 TT TRANE TECHNOLOGIES PLC Industrials 2,759.0 $1.4M 1.00% -178.0 -6.1% $491.16 -8.6%
16 JPM JPMORGAN CHASE & CO Financial Services 3,957.0 $1.3M 0.95% -34.0 -0.8% $327.36 +9.2%
17 ASML ASML HLDG NV Technology 634.0 $1.3M 0.93% -48.0 -7.0% $1989.44 -14.7%
18 PG PROCTER & GAMBLE CO Consumer Defensive 8,264.0 $1.2M 0.89% -1K -13.5% $146.64 -2.0%
19 PWR QUANTA SVCS INC Industrials 1,668.0 $1.2M 0.88% -17.0 -1.0% $720.07 -16.3%
20 HD HOME DEPOT INC Consumer Cyclical 3,247.0 $1.1M 0.84% -216.0 -6.2% $352.72 -6.4%
Page 1 of 2  ·  33 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.5%
Consumer Cyclical 16.0%
Financial Services 13.5%
Energy 13.2%
Industrials 9.3%
Consumer Defensive 7.7%
Communication Services 6.8%
Healthcare 2.3%
Utilities 1.2%
Real Estate 0.5%