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CIK: 0002057602
Total reported value
$135.9M
$135.9M
109 檔
42.0%
According to the latest 13F quarterly dataset, Challenger Wealth Management managed an equity portfolio of $135.9M at the end of Q2 2025, spanning 109 distinct U.S. exchange-listed positions.
During Q2 2025, Challenger Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGDV | Cap Group Dividend Value | ETF-Other | 13.22% | +0.88% | +6.61% | |
| 2 | CGGR | Cap Group Growth Equity | ETF-Other | 12.23% | +0.66% | +11.18% | |
| 3 | CGUS | Cap Group Core Equity | ETF-Other | 6.98% | +0.29% | +7.81% | |
| 4 | ARCC | Ares Capital CORP | Stock-Financials | 3.80% | -0.56% | +4.93% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.33% | +0.02% | +4.62% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.24% | -0.25% | -2.11% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.09% | +0.01% | +0.69% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.82% | +0.05% | +31.65% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.66% | +0.03% | +46.39% | |
| 10 | CGBL | Cap Group Core Balanced | ETF-Other | 2.53% | +0.09% | -6.08% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.36% | -1.00% | +9.90% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 2.13% | -0.77% | +4.34% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.87% | -0.30% | +7.65% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.62% | +0.01% | +6.12% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.58% | +0.22% | +136.02% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.52% | +0.21% | +7.50% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.52% | -0.21% | -0.48% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 1.26% | -0.03% | +12.89% | |
| 19 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.15% | -0.27% | +8.01% | |
| 20 | TT | Trane Technologies plc | Stock-Industrials | 1.11% | +0.02% | +15.03% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.06% | -0.08% | -0.33% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | -0.07% | +1.29% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.00% | -0.26% | +0.26% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.91% | -0.06% | -3.47% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.90% | +0.49% | +34.49% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | +0.01% | -0.20% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.89% | -0.17% | +1.23% | |
| 28 | DUK | Duke Energy CORP | Stock-Utilities | 0.81% | -0.09% | +0.45% | |
| 29 | CTAS | Cintas CORP | Stock-Industrials | 0.77% | -0.08% | +3.07% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.06% | -1.05% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | — | +2.18% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.16% | -2.34% | |
| 33 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.58% | -0.06% | +0.56% | |
| 34 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.55% | -0.18% | +0.24% | |
| 35 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.53% | -0.03% | -5.80% | |
| 36 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.50% | -0.16% | +4.91% | |
| 37 | OKE | Oneok Inc | Stock-Energy | 0.47% | -0.05% | +0.71% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.47% | +0.01% | -0.11% | |
| 39 | PWR | Quanta Services Inc | Stock-Industrials | 0.46% | +0.14% | -2.28% | |
| 40 | ASML | ASML Holding N.V. | Stock-Tech | 0.45% | +0.21% | -29.67% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | — | +0.44% | |
| 42 | MET | Metlife Inc | Stock-Financials | 0.40% | +0.04% | -5.78% | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.40% | — | -14.03% | |
| 44 | CB | Chubb Limited | Stock-Financials | 0.38% | -0.01% | +5.63% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | +0.03% | +0.33% | |
| 46 | WMB | Williams Cos Inc | Stock-Energy | 0.36% | -0.02% | -1.49% | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.35% | — | — | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.03% | -10.06% | |
| 49 | PH | Parker Hannifin CORP | Stock-Industrials | 0.33% | +0.01% | -0.44% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.32% | +0.17% | NEW |
According to official SEC Form 13F filings, Challenger Wealth Management reported a total U.S. public equity portfolio value of $135.9M across 109 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CGDV, CGGR, CGUS) accounted for 42.0% of total reported equity market value during Q2 2025.
During Q2 2025, Challenger Wealth Management's top holdings by market value included CGDV (13.2%)、CGGR (12.2%)、CGUS (7.0%). The largest single position, CGDV, represented 13.2% of total portfolio value.
In Q2 2025, Challenger Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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