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Home > Institutional Investor > Challenger Wealth Management > Profile

Instuitional Investor - Challenger Wealth Management

Fund Profile
Filing Period:
Fund Name: Challenger Wealth Management
Portfolio Value $131,091,389
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Group Dividend Value
 485,589 $21,191,117 16.17%
2.
Capital Group Growth Etf
 442,679 $19,685,951 15.02%
3.
Capital Group Core Equity Et
 266,468 $10,720,007 8.18%
4.
Apple Inc.
 AAPL 20,941 $5,692,972 4.34%
5.
Tesla Inc.
 TSLA 11,460 $5,153,791 3.93%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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