# EDGAR Filing Document

**Accession Number:** 0002057602
**File Stem:** 0002057602-26-000002
**Filing Date:** 2026-5
**Character Count:** 9341
**Document Hash:** 75b047e22b0c1d0e3a2f23f27a9b7c18
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002057602-26-000002.hdr.sgml**: 20260528

**ACCESSION NUMBER**: 0002057602-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260528

**DATE AS OF CHANGE**: 20260528

**EFFECTIVENESS DATE**: 20260528

**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:** 261033953

**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:** 03-31-2026

**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  03-31-2026<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:** 58

**Form 13F Information Table Value Total:** $125150336

      (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 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2782537 | 9676 | SH |  | SOLE | 0 | 0 | 0 | 9676 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 409287 | 1427 | SH |  | SOLE | 0 | 0 | 0 | 1427 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 536958 | 8137 | SH |  | SOLE | 0 | 0 | 0 | 8137 |
| AMAZON COM INC | COM | 023135106 |  | 3632229 | 17440 | SH |  | SOLE | 0 | 0 | 0 | 17440 |
| APPLE INC | COM | 037833100 |  | 5215290 | 20550 | SH |  | SOLE | 0 | 0 | 0 | 20550 |
| ARES CAPITAL CORP | COM | 04010L103 |  | 4057742 | 225180 | SH |  | SOLE | 0 | 0 | 0 | 225180 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 |  | 900806 | 682 | SH |  | SOLE | 0 | 0 | 0 | 682 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 926896 | 4562 | SH |  | SOLE | 0 | 0 | 0 | 4562 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 599000 | 1250 | SH |  | SOLE | 0 | 0 | 0 | 1250 |
| BROADCOM INC | COM | 11135F101 |  | 2199026 | 7105 | SH |  | SOLE | 0 | 0 | 0 | 7105 |
| CANADIAN NAT RES LTD MED TER | COM | 136385101 |  | 346763 | 7116 | SH |  | SOLE | 0 | 0 | 0 | 7116 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 |  | 4277035 | 124296 | SH |  | SOLE | 0 | 0 | 0 | 124296 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 |  | 10165470 | 264588 | SH |  | SOLE | 0 | 0 | 0 | 264588 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 20156528 | 473825 | SH |  | SOLE | 0 | 0 | 0 | 473825 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 17851810 | 444185 | SH |  | SOLE | 0 | 0 | 0 | 444185 |
| CHEVRON CORPORATION | COM | 166764100 |  | 3894849 | 18825 | SH |  | SOLE | 0 | 0 | 0 | 18825 |
| CHUBB LTD SWITZ | COM | H1467J104 |  | 246260 | 756 | SH |  | SOLE | 0 | 0 | 0 | 756 |
| CINTAS CORP | COM | 172908105 |  | 875917 | 5179 | SH |  | SOLE | 0 | 0 | 0 | 5179 |
| COCA COLA CO | COM | 191216100 |  | 575181 | 7563 | SH |  | SOLE | 0 | 0 | 0 | 7563 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 2384326 | 2393 | SH |  | SOLE | 0 | 0 | 0 | 2393 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 873760 | 6673 | SH |  | SOLE | 0 | 0 | 0 | 6673 |
| ELI LILLY  CO | COM | 532457108 |  | 256200 | 279 | SH |  | SOLE | 0 | 0 | 0 | 279 |
| ENTERGY CORP NEW | COM | 29364G103 |  | 264467 | 2354 | SH |  | SOLE | 0 | 0 | 0 | 2354 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 358932 | 9486 | SH |  | SOLE | 0 | 0 | 0 | 9486 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 4784672 | 28202 | SH |  | SOLE | 0 | 0 | 0 | 28202 |
| FTAI AVIATION LTD | SHS | G3730V105 |  | 377790 | 1542 | SH |  | SOLE | 0 | 0 | 0 | 1542 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 |  | 646496 | 4781 | SH |  | SOLE | 0 | 0 | 0 | 4781 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 912410 | 1928 | SH |  | SOLE | 0 | 0 | 0 | 1928 |
| HOME DEPOT INC | COM | 437076102 |  | 1138993 | 3463 | SH |  | SOLE | 0 | 0 | 0 | 3463 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 426497 | 1760 | SH |  | SOLE | 0 | 0 | 0 | 1760 |
| ISHARES TR | CORE S ETF | 464287200 |  | 503278 | 770 | SH |  | SOLE | 0 | 0 | 0 | 770 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 1496536 | 9884 | SH |  | SOLE | 0 | 0 | 0 | 9884 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1174133 | 3991 | SH |  | SOLE | 0 | 0 | 0 | 3991 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 1466844 | 2427 | SH |  | SOLE | 0 | 0 | 0 | 2427 |
| MARATHON PETE CORP | COM | 56585A102 |  | 1083513 | 4437 | SH |  | SOLE | 0 | 0 | 0 | 4437 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1113830 | 2229 | SH |  | SOLE | 0 | 0 | 0 | 2229 |
| MCDONALDS CORP | COM | 580135101 |  | 327174 | 1053 | SH |  | SOLE | 0 | 0 | 0 | 1053 |
| META PLATFORMS INC | CL A | 30303M102 |  | 337614 | 590 | SH |  | SOLE | 0 | 0 | 0 | 590 |
| METLIFE INC | COM | 59156R108 |  | 492685 | 6967 | SH |  | SOLE | 0 | 0 | 0 | 6967 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 256293 | 759 | SH |  | SOLE | 0 | 0 | 0 | 759 |
| MICROSOFT CORP | COM | 594918104 |  | 3115841 | 8417 | SH |  | SOLE | 0 | 0 | 0 | 8417 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 590087 | 865 | SH |  | SOLE | 0 | 0 | 0 | 865 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3736786 | 21427 | SH |  | SOLE | 0 | 0 | 0 | 21427 |
| ONEOK INC NEW | COM | 682680103 |  | 508492 | 5626 | SH |  | SOLE | 0 | 0 | 0 | 5626 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 575779 | 643 | SH |  | SOLE | 0 | 0 | 0 | 643 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 1379500 | 9551 | SH |  | SOLE | 0 | 0 | 0 | 9551 |
| QUANTA SVCS INC | COM | 74762E102 |  | 925052 | 1685 | SH |  | SOLE | 0 | 0 | 0 | 1685 |
| T-MOBILE US INC | COM | 872590104 |  | 1162159 | 5533 | SH |  | SOLE | 0 | 0 | 0 | 5533 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 1725911 | 5107 | SH |  | SOLE | 0 | 0 | 0 | 5107 |
| TESLA INC | COM | 88160R101 |  | 4278099 | 11508 | SH |  | SOLE | 0 | 0 | 0 | 11508 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 358626 | 730 | SH |  | SOLE | 0 | 0 | 0 | 730 |
| TJX COS INC NEW | COM | 872540109 |  | 1492498 | 9346 | SH |  | SOLE | 0 | 0 | 0 | 9346 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 1223965 | 2937 | SH |  | SOLE | 0 | 0 | 0 | 2937 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 330998 | 6594 | SH |  | SOLE | 0 | 0 | 0 | 6594 |
| VISA INC | COM CL A | 92826C839 |  | 1588862 | 5257 | SH |  | SOLE | 0 | 0 | 0 | 5257 |
| WALMART INC | COM | 931142103 |  | 1029153 | 8281 | SH |  | SOLE | 0 | 0 | 0 | 8281 |
| WELLTOWER INC | COM | 95040Q104 |  | 300751 | 1521 | SH |  | SOLE | 0 | 0 | 0 | 1521 |
| WILLIAMS COS INC | COM | 969457100 |  | 501750 | 6894 | SH |  | SOLE | 0 | 0 | 0 | 6894 |

---