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Challenger Wealth Management

SEC CIK
0002057602
Latest filing
Jul 29, 2026

The latest 13F from Challenger Wealth Management covers Q2 2026 (filed Jul 29, 2026): 65 long positions worth $135.9M. The top 10 holdings make up 62.9% of the portfolio, and the largest is Capital Group Dividend Value at 17.0%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
7
Est. +$1.50M
Added
21
Est. +$406.3K
Reduced
36
Est. −$3.86M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. Capital Group Dividend Value14020W106
    17.0%$23.1M
  2. Capital Group Growth ETF14020G101
    14.9%$20.3M
  3. Capital Group Core Equity Et14020V108
    8.4%$11.4M
  4. AAPLApple Inc.
    4.2%$5.70MHistory
  5. Capital Group Core Balanced14021D107
    3.5%$4.77M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard High Dividend Yield Index ETF921946406
    +$242.6KNew
  2. UNHUnitedHealth Group Inc
    +$235.3KNewHistory
  3. CFGCitizens Financial Group Inc
    +$229.0KNewHistory
  4. AMATApplied Materials Inc
    +$223.4KNewHistory
  5. SPCXSpace Exploration Technologies Corp
    +$210.2KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. TSMTaiwan Semiconductor Manufacturing Co Ltd
    +0.50 pp1.4% → 1.9%History
  2. MUMicron Technology Inc
    +0.46 pp0.2% → 0.7%History
  3. AVGOBroadcom Inc.
    +0.22 pp1.8% → 2.0%History
  4. Vanguard High Dividend Yield Index ETF921946406
    +0.18 pp0.0% → 0.2%
  5. UNHUnitedHealth Group Inc
    +0.17 pp0.0% → 0.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Capital Group Growth ETF14020G101
    −$700.4KReduced
  2. ARCCAres Capital Corp
    −$532.6KReducedHistory
  3. Capital Group Core Equity Et14020V108
    −$347.7KReduced
  4. Capital Group Dividend Value14020W106
    −$262.5KReduced
  5. AAPLApple Inc.
    −$251.5KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −1.01 pp3.8% → 2.8%History
  2. ARCCAres Capital Corp
    −0.56 pp3.2% → 2.7%History
  3. COSTCostco Wholesale Corp
    −0.29 pp1.9% → 1.6%History
  4. TMUST-Mobile US, Inc.
    −0.27 pp0.9% → 0.7%History
  5. MSFTMicrosoft Corp
    −0.25 pp2.5% → 2.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$135.9M
+$10.7M (+8.6%) vs. prior quarter
Positions
65
+7 vs. prior quarter
Top 10 concentration
62.9%
Top 10 as share of value
Turnover
1.5%
Q2 2026, one quarter
Average holding period
6.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $144.2M (Q2 2025)

Q4 2024: $116.1MQ1 2025: $126.2MQ2 2025: $144.2MQ3 2025: $127.9MQ4 2025: $131.1MQ1 2026: $125.2MQ2 2026: $135.9M
Q4 2024Q2 2026
13F filings of Challenger Wealth Management by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 29, 202665$135.9MCapital Group Dividend ValueCapital Group Growth ETFCapital Group Core Equity Etvs. Q1 2026SEC
Q1 2026May 28, 202658$125.2MCapital Group Dividend ValueCapital Group Growth ETFCapital Group Core Equity Etvs. Q4 2025SEC
Q4 2025Feb 17, 202663$131.1MCapital Group Dividend ValueCapital Group Growth ETFCapital Group Core Equity Etvs. Q3 2025SEC
Q3 2025Nov 14, 202564$127.9MCapital Group Dividend ValueCapital Group Growth ETFCapital Group Core Equity Etvs. Q2 2025SEC
Q2 2025Aug 14, 2025109$144.2MCapital Group Dividend ValueCapital Group Growth ETFCapital Group Core Equity Etvs. Q1 2025SEC
Q1 2025May 16, 2025109$126.2MCapital Group Dividend ValueCapital Group Growth ETFCapital Group Core Equity Etvs. Q4 2024SEC
Q4 2024Feb 24, 2025109$116.1MCapital Group Dividend ValueCapital Group Growth ETFCapital Group Core Equity Et–SEC