Challenger Wealth Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 63 separate positions held by the firm, which is headquartered in Aliso Viejo, California.
The portfolio is diversified across a wide range of sectors, with technology and healthcare companies representing significant portions of the holdings. Major technology names in the portfolio include Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Taiwan Semiconductor Manufacturing Company. The firm also holds substantial positions in industrial and energy companies, such as Lockheed Martin Corporation, ExxonMobil Holdings Corp, and Marathon Pete Corp.
Notable holdings include a position in Ares Capital Corp, a business development company, and a stake in Broadridge Financial Solutions. The filing indicates that all positions are held as sole voting power and sole dispositive power.
