Long-term investor
Challenger Wealth Management @challengerwealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002057602).
Record
- Tracked since 2025-06-30 (441 days), 87 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months n/a · 1 year +17.0% · all +17.0%
- Max drawdown n/a · win rate 4% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CGDV · 17.0% · long · since 2025-06-30
- CGGR · 14.9% · long · since 2025-06-30
- CGUS · 8.4% · long · since 2025-06-30
- AAPL · 4.2% · long · since 2025-06-30
- CGBL · 3.5% · long · since 2025-06-30
- TSLA · 3.4% · long · since 2025-06-30
- NVDA · 3.0% · long · since 2025-06-30
- AMZN · 3.0% · long · since 2025-06-30
- XOM · 2.8% · long · since 2025-06-30
- ARCC · 2.7% · long · since 2025-06-30
- GOOGL · 2.4% · long · since 2025-06-30
- CVX · 2.3% · long · since 2025-06-30