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Challenger Wealth Management
Challenger Wealth Management is an investment advisory firm headquartered in Aliso Viejo, CA, United States. The firm manages $258.3 million in assets as of March 2025 and serves primarily individual clients, including both high net worth individuals and charitable organizations. Founded in 2011, Challenger Wealth Management is led by President Nancy Challenger and employs a small but focused team, currently comprising 2 staff. They offer personalized and ethical investment advisory services, holistic wealth management, and regular communication and reviews to ensure client goals are consistently met.
Investment Strategy
Challenger Wealth Management adopts a client-centered, ethical investment advisory approach. The firm collaborates closely with clients and their external advisors, including CPAs and attorneys, to deliver tailored investment solutions. Their philosophy emphasizes wisdom, insight, and practical skill and incorporates regular reviews to stay aligned with evolving client goals. The firm invests across diversified sectors with significant allocations to technology, consumer, and energy companies—as reflected in their top holdings of firms like Apple, Microsoft, Tesla, Amazon, and ExxonMobil. The strategy is primarily discretionary and designed to facilitate long-term financial well-being for individual investors and select charitable organizations.
Latest 13F Filing Activity
Challenger Wealth Management filed their most recent 13F report on Jun 30, 2025 disclosing 109 equity positions with a total 13F market value of $144M. The fund increased holdings in Capital Group Growth Etf, Capital Group Dividend Value, Nvidia Corporation among other positions. Challenger Wealth Management reduced exposure to Accenture PLC Ireland, Pepsico Inc., Chevron Corp. New among others.
Top Holdings
Equity Positions (109)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 13.22% | $19.1M | 482,775 | $35.63 | $39.49 | +$2.9M |
C CGGR | CAPITAL GROUP GROWTH ETF | 12.23% | $17.6M | 433,728 | $36.28 | $40.65 | +$4.3M |
C CGUS | CAPITAL GROUP CORE EQUITY ET | 6.98% | $10.1M | 272,601 | $34.69 | $36.93 | +$1.6M |
A ARCC | ARES CAPITAL CORP | 3.80% | $5.5M | 249,678 | $21.92 | $21.96 | +$210.2K |
A AAPL | APPLE INC | 3.33% | $4.8M | 23,405 | $248.42 | $205.17 | -$167.4K |
Industry Allocation
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