Challenger Wealth Management
All 13F Filings
- Location
- Aliso Viejo, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 135,861
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 65 | 135,861 | 13F-HR | Challenger Wealth Management |
| Q1 2026 | 5/28/2026 | 58 | 125,150 | 13F-HR | Challenger Wealth Management |
| Q4 2025 | 2/17/2026 | 63 | 131,091 | 13F-HR | Challenger Wealth Management |
| Q3 2025 | 11/14/2025 | 64 | 127,896 | 13F-HR | Challenger Wealth Management |
| Q2 2025 | 8/14/2025 | 109 | 144,196 | 13F-HR | Challenger Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 113.2 K | 83.3% | 7.922 K | 0 | 7.922 K |
| ETFs | 22.64 K | 16.7% | 2.785 K | 0 | 2.785 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
135,861
Holdings
65
QoQ value change ($000)
10,711
(8.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.