Institutional filer · SEC 13F · Q4 2024
Challenger Wealth Management
The reported 13F portfolio of Challenger Wealth Management (CIK 2057602) - top holdings, how concentrated the book is, and what changed last quarter.
- $116.1M
- Reported book
- 109
- Positions
- #287
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Challenger Wealth Management ranks #287 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $116.1M across 109 positions, a moderately concentrated portfolio.
- $116.1M
- reported 13F value
- 109
- disclosed positions
- 9.6%
- in CAPITAL GROUP DIVIDEND
- #287
- of 360 filers
Top-5 share 31.6% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Challenger Wealth Management ranks #287 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Challenger Wealth Management sits by disclosed position count
Challenger Wealth Management reports 109 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Challenger Wealth Management vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
109 175th of 360 higher than 185 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Challenger Wealth Management reports $0.12B across 109 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2057602 · Q4 2024 $116M book
BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #287/360
- POS-FOCUS 109 names
- CONC-HEAVY 32% top-5
- LEAD-HEAVY 9.6% top
- PHOTO-FINISH Brucke Financial, .
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Brucke Financial, Inc.
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Challenger Wealth Management
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$116.1M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | CAPITAL GROUP DIVIDEND VALUE | $11.1M | 9.6% |
| 2 | CAPITAL GROUP GROWTH ETF | $7.7M | 6.6% |
| 3 | CAPITAL GROUP CORE EQUITY ET | $6.3M | 5.4% |
| 4 | TESLA INC | $5.9M | 5.1% |
| 5 | APPLE INC | $5.6M | 4.8% |
| 6 | ARES CAPITAL CORP | $4.8M | 4.1% |
| 7 | MICROSOFT CORP | $4.7M | 4.0% |
| 8 | CAPITAL GROUP CORE BALANCED | $3.2M | 2.8% |
| 9 | AMAZON COM INC | $3.1M | 2.7% |
| 10 | CHEVRON CORP NEW | $2.8M | 2.4% |
| 11 | EXXON MOBIL CORP | $2.7M | 2.3% |
| 12 | PROCTER AND GAMBLE CO | $2.4M | 2.0% |
| 13 | COSTCO WHSL CORP NEW | $2.3M | 2.0% |
| 14 | NVIDIA CORPORATION | $2.1M | 1.9% |
| 15 | ALPHABET INC | $2.1M | 1.8% |
| 16 | VISA INC | $1.9M | 1.6% |
| 17 | LOCKHEED MARTIN CORP | $1.6M | 1.4% |
| 18 | AUTOMATIC DATA PROCESSING IN | $1.5M | 1.3% |
| 19 | HOME DEPOT INC | $1.5M | 1.3% |
| 20 | MASTERCARD INCORPORATED | $1.4M | 1.2% |
| 21 | T-MOBILE US INC | $1.4M | 1.2% |
| 22 | ISHARES TR | $1.3M | 1.1% |
| 23 | TJX COS INC NEW | $1.2M | 1.1% |
| 24 | TRANE TECHNOLOGIES PLC | $1.2M | 1.0% |
| 25 | DUKE ENERGY CORP NEW | $1.2M | 1.0% |
Latest Quarter Trades · Q4 2024
New positions (109)
Frequently Asked Questions
- How big is Challenger Wealth Management's 13F portfolio?
- Challenger Wealth Management reports $116.1M of long US-equity positions across 109 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Challenger Wealth Management sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Challenger Wealth Management ranks #287 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Challenger Wealth Management's largest position?
- Challenger Wealth Management's largest reported position is CAPITAL GROUP DIVIDEND VALUE at $11.1M, about 9.6% of its reported book as of Q4 2024.
- What did Challenger Wealth Management trade last quarter?
- In its Q4 2024 filing, Challenger Wealth Management opened 109 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Challenger Wealth Management: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($116.1M here).
Similar holding count
Nearest filers by number of disclosed positions (109 here).
Using this filing
- The rankings sort every tracked filer the same way Challenger Wealth Management was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Brucke Financial, Inc. reported the nearest book value ($116.3M) this quarter, a useful scale comparison for Challenger Wealth Management. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.