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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 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVV ISHARES TR 773.0 $579K 0.43% $748.43 +3.5%
42 BERKSHIRE HATHAWAY INC DEL 1,134.0 $567K 0.42% -116.0 -9.3% $500.39
43 WMB WILLIAMS COS INC Energy 6,914.0 $514K 0.38% $74.34 -0.2%
44 IBM INTERNATIONAL BUSINESS MACHS Technology 1,802.0 $507K 0.37% +42.0 +2.4% $281.25 -15.1%
45 OKE ONEOK INC NEW Energy 5,616.0 $488K 0.36% $86.94 +9.0%
46 GOOG ALPHABET INC 1,354.0 $478K 0.35% -73.0 -5.1% $353.37
47 FTAI AVIATION LTD 1,582.0 $428K 0.32% +40.0 +2.6% $270.58
48 NOC NORTHROP GRUMMAN CORP Industrials 833.0 $424K 0.31% -32.0 -3.7% $509.07 +7.1%
49 META META PLATFORMS INC Communication Services 656.0 $369K 0.27% +66.0 +11.2% $562.86 +1.5%
50 EPD ENTERPRISE PRODS PARTNERS L 9,906.0 $364K 0.27% +420.0 +4.4% $36.76
51 TMO THERMO FISHER SCIENTIFIC INC Healthcare 707.0 $354K 0.26% -23.0 -3.1% $501.33 +25.8%
52 WELL WELLTOWER INC Real Estate 1,526.0 $346K 0.26% $227.02 +5.5%
53 LLY ELI LILLY & CO Healthcare 278.0 $333K 0.24% $1198.80 -1.9%
54 VZ VERIZON COMMUNICATIONS INC Communication Services 7,044.0 $298K 0.22% +450.0 +6.8% $42.34 +16.7%
55 CNQ CANADIAN NAT RES LTD MED TER Energy 7,116.0 $281K 0.21% $39.50 +26.0%
56 MCD MCDONALDS CORP Consumer Cyclical 1,039.0 $281K 0.21% -14.0 -1.3% $270.24 -3.8%
57 ENTERGY CORP NEW 2,355.0 $271K 0.20% $114.87
58 CB CHUBB LIMITED Financial Services 758.0 $258K 0.19% $340.65 -0.7%
59 VYM VANGUARD WHITEHALL FDS 1,535.0 $243K 0.18% NEW $158.03 +4.0%
60 UNH UNITEDHEALTH GROUP INC Healthcare 566.0 $235K 0.17% NEW $415.76 -5.0%
Page 3 of 4  ·  65 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%