# EDGAR Filing Document

**Accession Number:** 0002057602
**File Stem:** 0002057602-25-000004
**Filing Date:** 2025-8
**Character Count:** 14117
**Document Hash:** 7eb073f1df5ae529313f6dfb5b712c21
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002057602-25-000004.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0002057602-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Challenger Wealth Management
- **CENTRAL INDEX KEY:** 0002057602

**ORGANIZATION NAME:**
- **EIN:** 460483626
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25401
- **FILM NUMBER:** 251221143

**BUSINESS ADDRESS:**
- **STREET 1:** 6B LIBERTY SUITE 140
- **CITY:** ALISO VIEJO
- **STATE:** CA
- **ZIP:** 92656
- **BUSINESS PHONE:** 9497540464

**MAIL ADDRESS:**
- **STREET 1:** 6B LIBERTY SUITE 140
- **CITY:** ALISO VIEJO
- **STATE:** CA
- **ZIP:** 92656

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Challenger Wealth Management<br>**Address:** 6B LIBERTY SUITE 140<br>ALISO VIEJO, CA 92656

**Form 13F File Number:** 028-25401

**CRD Number (if applicable):** 000121498

**SEC File Number (if applicable):** 801-130287

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** NANCY H CHALLENGER<br>**Title:** PRESIDENT<br>**Phone:** 9497540464

**Signature, Place, and Date of Signing:**

NANCY H CHALLENGER  ALISO VIEJO, CA  08-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 109

**Form 13F Information Table Value Total:** $144195890

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 293809 | 983 | SH |  | SOLE | 0 | 0 | 0 | 983 |
| ADOBE INC | COM | 00724F101 |  | 571422 | 1477 | SH |  | SOLE | 0 | 0 | 0 | 1477 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 |  | 277943 | 4020 | SH |  | SOLE | 0 | 0 | 0 | 4020 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 338472 | 1200 | SH |  | SOLE | 0 | 0 | 0 | 1200 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2195519 | 12458 | SH |  | SOLE | 0 | 0 | 0 | 12458 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 236783 | 1335 | SH |  | SOLE | 0 | 0 | 0 | 1335 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 453395 | 7733 | SH |  | SOLE | 0 | 0 | 0 | 7733 |
| AMAZON COM INC | COM | 023135106 |  | 4068807 | 18546 | SH |  | SOLE | 0 | 0 | 0 | 18546 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 |  | 316683 | 3700 | SH |  | SOLE | 0 | 0 | 0 | 3700 |
| APPLE INC | COM | 037833100 |  | 4801972 | 23405 | SH |  | SOLE | 0 | 0 | 0 | 23405 |
| APPLIED MATLS INC | COM | 038222105 |  | 247877 | 1354 | SH |  | SOLE | 0 | 0 | 0 | 1354 |
| ARES CAPITAL CORP | COM | 04010L103 |  | 5482925 | 249678 | SH |  | SOLE | 0 | 0 | 0 | 249678 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 205438 | 2008 | SH |  | SOLE | 0 | 0 | 0 | 2008 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 651530 | 813 | SH |  | SOLE | 0 | 0 | 0 | 813 |
| ASSURANT INC | COM | 04621X108 |  | 217239 | 1100 | SH |  | SOLE | 0 | 0 | 0 | 1100 |
| AT INC | COM | 00206R102 |  | 232380 | 8030 | SH |  | SOLE | 0 | 0 | 0 | 8030 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 1818346 | 5896 | SH |  | SOLE | 0 | 0 | 0 | 5896 |
| AVISTA CORP | COM | 05379B107 |  | 246675 | 6500 | SH |  | SOLE | 0 | 0 | 0 | 6500 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 917620 | 1889 | SH |  | SOLE | 0 | 0 | 0 | 1889 |
| BOEING CO | COM | 097023105 |  | 213930 | 1021 | SH |  | SOLE | 0 | 0 | 0 | 1021 |
| BROADCOM INC | COM | 11135F101 |  | 2279589 | 8270 | SH |  | SOLE | 0 | 0 | 0 | 8270 |
| BURLINGTON STORES INC | COM | 122017106 |  | 210307 | 904 | SH |  | SOLE | 0 | 0 | 0 | 904 |
| CANADIAN NAT RES LTD | COM | 136385101 |  | 430054 | 13696 | SH |  | SOLE | 0 | 0 | 0 | 13696 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 |  | 3653578 | 109258 | SH |  | SOLE | 0 | 0 | 0 | 109258 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 |  | 10067156 | 272601 | SH |  | SOLE | 0 | 0 | 0 | 272601 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 19064766 | 482775 | SH |  | SOLE | 0 | 0 | 0 | 482775 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 17631036 | 433728 | SH |  | SOLE | 0 | 0 | 0 | 433728 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 425520 | 2000 | SH |  | SOLE | 0 | 0 | 0 | 2000 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 339162 | 4634 | SH |  | SOLE | 0 | 0 | 0 | 4634 |
| CATERPILLAR INC | COM | 149123101 |  | 623853 | 1607 | SH |  | SOLE | 0 | 0 | 0 | 1607 |
| CENOVUS ENERGY INC | COM | 15135U109 |  | 232302 | 17081 | SH |  | SOLE | 0 | 0 | 0 | 17081 |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 |  | 246921 | 604 | SH |  | SOLE | 0 | 0 | 0 | 604 |
| CHEVRON CORP NEW | COM | 166764100 |  | 3076480 | 21485 | SH |  | SOLE | 0 | 0 | 0 | 21485 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 280918 | 5003 | SH |  | SOLE | 0 | 0 | 0 | 5003 |
| CHUBB LIMITED | COM | H1467J104 |  | 554903 | 1915 | SH |  | SOLE | 0 | 0 | 0 | 1915 |
| CINTAS CORP | COM | 172908105 |  | 1113628 | 4997 | SH |  | SOLE | 0 | 0 | 0 | 4997 |
| CLOUDFLARE INC | CL A COM | 18915M107 |  | 453934 | 2318 | SH |  | SOLE | 0 | 0 | 0 | 2318 |
| COCA COLA CO | COM | 191216100 |  | 671650 | 9493 | SH |  | SOLE | 0 | 0 | 0 | 9493 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 206726 | 2304 | SH |  | SOLE | 0 | 0 | 0 | 2304 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 388603 | 1204 | SH |  | SOLE | 0 | 0 | 0 | 1204 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2702056 | 2730 | SH |  | SOLE | 0 | 0 | 0 | 2730 |
| DEERE  CO | COM | 244199105 |  | 508490 | 1000 | SH |  | SOLE | 0 | 0 | 0 | 1000 |
| DOORDASH INC | CL A | 25809K105 |  | 434597 | 1763 | SH |  | SOLE | 0 | 0 | 0 | 1763 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 1166626 | 9887 | SH |  | SOLE | 0 | 0 | 0 | 9887 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 260952 | 8415 | SH |  | SOLE | 0 | 0 | 0 | 8415 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 3396051 | 31503 | SH |  | SOLE | 0 | 0 | 0 | 31503 |
| FEDEX CORP | COM | 31428X106 |  | 227310 | 1000 | SH |  | SOLE | 0 | 0 | 0 | 1000 |
| FLEX LTD | ORD | Y2573F102 |  | 374400 | 7500 | SH |  | SOLE | 0 | 0 | 0 | 7500 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 226725 | 5230 | SH |  | SOLE | 0 | 0 | 0 | 5230 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 368624 | 1152 | SH |  | SOLE | 0 | 0 | 0 | 1152 |
| GE AEROSPACE | COM NEW | 369604301 |  | 392953 | 1527 | SH |  | SOLE | 0 | 0 | 0 | 1527 |
| GENERAL MTRS CO | COM | 37045V100 |  | 291274 | 5919 | SH |  | SOLE | 0 | 0 | 0 | 5919 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 |  | 837792 | 6604 | SH |  | SOLE | 0 | 0 | 0 | 6604 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 797003 | 2080 | SH |  | SOLE | 0 | 0 | 0 | 2080 |
| HOME DEPOT INC | COM | 437076102 |  | 1465794 | 3998 | SH |  | SOLE | 0 | 0 | 0 | 3998 |
| HONEYWELL INTL INC | COM | 438516106 |  | 268388 | 1152 | SH |  | SOLE | 0 | 0 | 0 | 1152 |
| ING GROEP N.V. | SPONSORED ADR | 456837103 |  | 459270 | 21000 | SH |  | SOLE | 0 | 0 | 0 | 21000 |
| INGERSOLL RAND INC | COM | 45687V106 |  | 209364 | 2517 | SH |  | SOLE | 0 | 0 | 0 | 2517 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 534532 | 1813 | SH |  | SOLE | 0 | 0 | 0 | 1813 |
| INTERNATIONAL PAPER CO | COM | 460146103 |  | 274735 | 5867 | SH |  | SOLE | 0 | 0 | 0 | 5867 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 1312694 | 9884 | SH |  | SOLE | 0 | 0 | 0 | 9884 |
| ISHARES TR | CORE S ETF | 464287200 |  | 488888 | 787 | SH |  | SOLE | 0 | 0 | 0 | 787 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1291375 | 4454 | SH |  | SOLE | 0 | 0 | 0 | 4454 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 277548 | 2153 | SH |  | SOLE | 0 | 0 | 0 | 2153 |
| LINDE PLC | SHS | G54950103 |  | 219064 | 467 | SH |  | SOLE | 0 | 0 | 0 | 467 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 1448944 | 3129 | SH |  | SOLE | 0 | 0 | 0 | 3129 |
| MARATHON PETE CORP | COM | 56585A102 |  | 771068 | 4642 | SH |  | SOLE | 0 | 0 | 0 | 4642 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1530342 | 2723 | SH |  | SOLE | 0 | 0 | 0 | 2723 |
| MCDONALDS CORP | COM | 580135101 |  | 364644 | 1248 | SH |  | SOLE | 0 | 0 | 0 | 1248 |
| META PLATFORMS INC | CL A | 30303M102 |  | 899844 | 1219 | SH |  | SOLE | 0 | 0 | 0 | 1219 |
| METLIFE INC | COM | 59156R108 |  | 580620 | 7220 | SH |  | SOLE | 0 | 0 | 0 | 7220 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 322580 | 2617 | SH |  | SOLE | 0 | 0 | 0 | 2617 |
| MICROSOFT CORP | COM | 594918104 |  | 4665162 | 9379 | SH |  | SOLE | 0 | 0 | 0 | 9379 |
| NETFLIX INC | COM | 64110L106 |  | 302643 | 226 | SH |  | SOLE | 0 | 0 | 0 | 226 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 715822 | 1432 | SH |  | SOLE | 0 | 0 | 0 | 1432 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3830485 | 24245 | SH |  | SOLE | 0 | 0 | 0 | 24245 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 215638 | 1329 | SH |  | SOLE | 0 | 0 | 0 | 1329 |
| ONEOK INC NEW | COM | 682680103 |  | 673181 | 8247 | SH |  | SOLE | 0 | 0 | 0 | 8247 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 476862 | 683 | SH |  | SOLE | 0 | 0 | 0 | 683 |
| PAYCHEX INC | COM | 704326107 |  | 457049 | 3142 | SH |  | SOLE | 0 | 0 | 0 | 3142 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 2190269 | 13748 | SH |  | SOLE | 0 | 0 | 0 | 13748 |
| PROGRESSIVE CORP | COM | 743315103 |  | 295948 | 1109 | SH |  | SOLE | 0 | 0 | 0 | 1109 |
| QUANTA SVCS INC | COM | 74762E102 |  | 663965 | 1756 | SH |  | SOLE | 0 | 0 | 0 | 1756 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 342898 | 605 | SH |  | SOLE | 0 | 0 | 0 | 605 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 |  | 257088 | 821 | SH |  | SOLE | 0 | 0 | 0 | 821 |
| RTX CORPORATION | COM | 75513E101 |  | 406624 | 2785 | SH |  | SOLE | 0 | 0 | 0 | 2785 |
| SERVICENOW INC | COM | 81762P102 |  | 205616 | 200 | SH |  | SOLE | 0 | 0 | 0 | 200 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 268419 | 2327 | SH |  | SOLE | 0 | 0 | 0 | 2327 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 |  | 351405 | 13500 | SH |  | SOLE | 0 | 0 | 0 | 13500 |
| SPROTT PHYSICAL GOLD TR | UNIT | 85207H104 |  | 394776 | 15573 | SH |  | SOLE | 0 | 0 | 0 | 15573 |
| T-MOBILE US INC | COM | 872590104 |  | 1663966 | 6984 | SH |  | SOLE | 0 | 0 | 0 | 6984 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 1298241 | 5732 | SH |  | SOLE | 0 | 0 | 0 | 5732 |
| TC ENERGY CORP | COM | 87807B107 |  | 224434 | 4600 | SH |  | SOLE | 0 | 0 | 0 | 4600 |
| TESLA INC | COM | 88160R101 |  | 4457087 | 14031 | SH |  | SOLE | 0 | 0 | 0 | 14031 |
| TFI INTL INC | COM | 87241L109 |  | 224175 | 2500 | SH |  | SOLE | 0 | 0 | 0 | 2500 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 298086 | 735 | SH |  | SOLE | 0 | 0 | 0 | 735 |
| TJX COS INC NEW | COM | 872540109 |  | 1278498 | 10353 | SH |  | SOLE | 0 | 0 | 0 | 10353 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 1606607 | 3673 | SH |  | SOLE | 0 | 0 | 0 | 3673 |
| UNITED RENTALS INC | COM | 911363109 |  | 263690 | 350 | SH |  | SOLE | 0 | 0 | 0 | 350 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 463834 | 1487 | SH |  | SOLE | 0 | 0 | 0 | 1487 |
| UNUM GROUP | COM | 91529Y106 |  | 280679 | 3475 | SH |  | SOLE | 0 | 0 | 0 | 3475 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 311964 | 7210 | SH |  | SOLE | 0 | 0 | 0 | 7210 |
| VISA INC | COM CL A | 92826C839 |  | 2332458 | 6569 | SH |  | SOLE | 0 | 0 | 0 | 6569 |
| WALMART INC | COM | 931142103 |  | 849128 | 8684 | SH |  | SOLE | 0 | 0 | 0 | 8684 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 238677 | 2979 | SH |  | SOLE | 0 | 0 | 0 | 2979 |
| WELLTOWER INC | COM | 95040Q104 |  | 229016 | 1490 | SH |  | SOLE | 0 | 0 | 0 | 1490 |
| WILLIAMS COS INC | COM | 969457100 |  | 519051 | 8264 | SH |  | SOLE | 0 | 0 | 0 | 8264 |
| XCEL ENERGY INC | COM | 98389B100 |  | 204300 | 3000 | SH |  | SOLE | 0 | 0 | 0 | 3000 |
| XPO INC | COM | 983793100 |  | 293751 | 2326 | SH |  | SOLE | 0 | 0 | 0 | 2326 |

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