Challenger Wealth Management
โขCIK: 2057602โขFiling: Q4 2025
**Challenger Wealth Management** manages $131M across a portfolio of 63 positions, exhibiting concentrated exposure to the Canadian financial and technology sectors. Top holdings reveal significant allocations to CGDV ($21.2M) and CGGR ($19.7M), suggesting a core focus on Canadian diversified assets. Further diversification is evident with substantial positions in US tech giants, including AAPL ($5.7M), MSFT ($4.2M), and AMZN ($4.1M). The current structure balances domestic financial exposure with established global technology names.
Total AUM
$131.1M
QoQ Performance
+2.5%
Positions
61
Top 10 Concentration
64.1%
Latest Filing
Q4 2025
Top Holdings Allocation
CGDV
CGGR
CGUS
CGDV16.2%
CGGR15.0%
CGUS8.2%
AAPL4.3%
TSLA3.9%
ARCC3.8%
CGBL3.4%
MSFT3.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other61.8%
Technology16.0%
Consumer10.5%
Financial4.3%
Energy3.2%
Industrial0.9%
Communication0.9%
Consumer Staples0.8%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
โ30 increased
โ27 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024