Challenger Wealth Management - Portfolio overview

Challenger Wealth Management has 67 reported holdings in this dataset, with the latest filing dated 2026-05-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. CGDV - CAPITAL GROUP DIVIDEND VALUE, 15.79%
2. CGGR - CAPITAL GROUP GROWTH ETF, 13.98%
3. CGUS - CAPITAL GROUP CORE EQUITY ET, 7.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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