13F Filings History of Challenger Wealth Management

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$131,091,389
Signature - Title
Nancy H Challenger - President
Location
Aliso Viejo, CA
Summary
This page shows a list of all the recent 13F filings made by Challenger Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Challenger Wealth Management reported 63 stock holdings with total value $131,091,389 as of Q4 2025. Top holdings included CGDV, CGGR, CGUS, AAPL, and TSLA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 63 $131,091,389 +$3,396,693 -$2,016,914 +$1,379,779 CGDV, CGGR, CGUS, AAPL, TSLA 13F-HR 17 Feb 2026, 16:58
Q3 2025 64 $127,895,990 +$853,521 -$27,141,228 -$26,287,707 CGDV, CGGR, CGUS, AAPL, ARCC 13F-HR 14 Nov 2025, 16:15
Q2 2025 109 $144,195,890 +$12,573,004 -$4,723,361 +$7,849,643 CGDV, CGGR, CGUS, ARCC, AAPL 13F-HR 14 Aug 2025, 17:23
Q1 2025 109 $126,201,444 +$20,318,596 -$6,818,360 +$13,500,236 CGDV, CGGR, CGUS, ARCC, AAPL 13F-HR 15 May 2025, 18:12
Q4 2024 109 $116,108,525 $0 $0 $0 CGDV, CGGR, CGUS, TSLA, AAPL 13F-HR 21 Feb 2025, 19:13