Challenger Wealth Management
SEC Form 13F institutional filer · CIK 0002057602
13F-HR · 48 reported holdings · 2026-03-31
Reported long-US-equity value
$0.06B
Top-10 concentration
55.5%
Challenger Wealth Management — $64.9M AUM allocation strategy
Challenger Wealth Management files SEC Form 13F and reports $64.9M of long US equity value across 48 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.0%, followed by Consumer Discretionary 16.2% and Energy 13.4%.
The top 10 holdings account for 55% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Challenger Wealth Management — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$64.9M
total across 48 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
55% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$PG −1.48K sh · −$202K−$OKE −1.45K sh · −$11.5K−$XOM −570 sh · +$1.32M
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$PAYX ($241K last qtr)$APP ($239K last qtr)$ADBE ($231K last qtr)$IP ($221K last qtr)$UNH ($209K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Integrated Oil & Gas13.4%—
- Semiconductors9.1%—
- Technology Hardware, Storage & Peripherals8.0%—
- Automobile Manufacturers6.6%—
- Broadline Retail5.6%—
- Systems Software4.8%—
- Interactive Media & Services4.2%—
- Transaction & Payment Processing Services4.2%—
- Other holdings44.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 20.6K | $5.22M | -391 | 8.0% |
| $XOM | ExxonMobil Holdings Corporation | 28.2K | $4.78M | -570 | 7.4% |
| $TSLA | Tesla Inc | 11.5K | $4.28M | +48 | 6.6% |
| $CVX | Chevron Corporation | 18.8K | $3.89M | +8 | 6.0% |
| $NVDA | NVIDIA Corporation | 21.4K | $3.74M | +231 | 5.8% |
| $AMZN | Amazon.com Inc | 17.4K | $3.63M | -222 | 5.6% |
| $MSFT | Microsoft Corporation | 8.42K | $3.12M | -171 | 4.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 9.68K | $2.78M | -171 | 4.3% |
| $COST | Costco Wholesale Corporation | 2.39K | $2.38M | +35 | 3.7% |
| $AVGO | Broadcom Inc | 7.11K | $2.2M | +56 | 3.4% |
…and 38 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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