Campbell Deegan Wealth Management
Latest statistics and disclosures from Campbell Deegan Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FDLO, SPGP, VTV, HELO, VUG, and represent 72.39% of Campbell Deegan Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: UJAN, SHW, HELO, FDLO, SPGP, JEPI, VTV, VIG, AVGO, BRK.B.
- Started 5 new stock positions in UJAN, AVGO, SHW, VIG, BRK.B.
- Reduced shares in these 10 stocks: WMT, VUG, ICE, AAPL, RSP, SPY, D, PEP, MSFT, CVX.
- Sold out of its position in WMT.
- Campbell Deegan Wealth Management was a net buyer of stock by $10M.
- Campbell Deegan Wealth Management has $124M in assets under management (AUM), dropping by 10.63%.
- Central Index Key (CIK): 0002059743
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Portfolio Holdings for Campbell Deegan Wealth Management
Campbell Deegan Wealth Management holds 46 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 17.8 | $22M | +3% | 330k | 66.75 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 17.8 | $22M | +3% | 194k | 113.86 |
|
| Vanguard Index Fds Value Etf (VTV) | 16.7 | $21M | +3% | 108k | 190.99 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 13.6 | $17M | +9% | 254k | 66.43 |
|
| Vanguard Index Fds Growth Etf (VUG) | 6.5 | $8.1M | -2% | 17k | 487.85 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 4.5 | $5.6M | +12% | 98k | 57.24 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) | 2.8 | $3.5M | NEW | 81k | 43.26 |
|
| Apple (AAPL) | 1.9 | $2.3M | -3% | 8.6k | 271.86 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $2.3M | 3.4k | 681.96 |
|
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| Sherwin-Williams Company (SHW) | 1.7 | $2.1M | NEW | 6.4k | 324.03 |
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| Microsoft Corporation (MSFT) | 1.7 | $2.1M | 4.3k | 483.61 |
|
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| NVIDIA Corporation (NVDA) | 1.1 | $1.4M | +2% | 7.6k | 186.51 |
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| Philip Morris International (PM) | 1.1 | $1.3M | 8.3k | 160.39 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $936k | +5% | 3.0k | 312.98 |
|
| Merck & Co (MRK) | 0.6 | $719k | +24% | 6.8k | 105.26 |
|
| Atlantic Union B (AUB) | 0.5 | $680k | 19k | 35.30 |
|
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| Exxon Mobil Corporation (XOM) | 0.5 | $648k | 5.4k | 120.33 |
|
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| Amazon (AMZN) | 0.5 | $628k | +5% | 2.7k | 230.85 |
|
| Nextera Energy (NEE) | 0.5 | $627k | 7.8k | 80.28 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $619k | 3.0k | 206.95 |
|
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.5 | $589k | 4.4k | 134.31 |
|
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| Thermo Fisher Scientific (TMO) | 0.4 | $514k | 887.00 | 579.36 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $491k | 1.0k | 480.43 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $473k | 1.5k | 313.83 |
|
|
| Intercontinental Exchange (ICE) | 0.4 | $468k | -19% | 2.9k | 161.95 |
|
| Chevron Corporation (CVX) | 0.4 | $434k | 2.8k | 152.42 |
|
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| Dominion Resources (D) | 0.3 | $409k | 7.0k | 58.59 |
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| Bank of America Corporation (BAC) | 0.3 | $402k | 7.3k | 55.00 |
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| Altria (MO) | 0.3 | $391k | 6.8k | 57.66 |
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| Eli Lilly & Co. (LLY) | 0.3 | $318k | +4% | 296.00 | 1075.45 |
|
| Lowe's Companies (LOW) | 0.3 | $315k | 1.3k | 241.19 |
|
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| Pepsi (PEP) | 0.2 | $306k | 2.1k | 143.50 |
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| Home Depot (HD) | 0.2 | $302k | 879.00 | 343.94 |
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| Procter & Gamble Company (PG) | 0.2 | $297k | 2.1k | 143.33 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $284k | 2.0k | 143.53 |
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| Oracle Corporation (ORCL) | 0.2 | $280k | 1.4k | 194.94 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $269k | 834.00 | 322.20 |
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| Globe Life (GL) | 0.2 | $266k | 1.9k | 139.87 |
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| Boeing Company (BA) | 0.2 | $260k | 1.2k | 217.12 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $245k | NEW | 1.1k | 219.79 |
|
| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.2 | $230k | 4.7k | 49.08 |
|
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.2 | $229k | 3.6k | 63.18 |
|
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| Broadcom (AVGO) | 0.2 | $220k | NEW | 635.00 | 346.19 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $219k | -22% | 1.1k | 191.51 |
|
| Meta Platforms Cl A (META) | 0.2 | $214k | +6% | 324.00 | 660.97 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $204k | NEW | 406.00 | 503.16 |
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Past Filings by Campbell Deegan Wealth Management
SEC 13F filings are viewable for Campbell Deegan Wealth Management going back to 2024
- Campbell Deegan Wealth Management 2025 Q4 filed Jan. 22, 2026
- Campbell Deegan Wealth Management 2025 Q3 filed Nov. 12, 2025
- Campbell Deegan Wealth Management 2025 Q2 filed Aug. 8, 2025
- Campbell Deegan Wealth Management 2025 Q1 filed May 12, 2025
- Campbell Deegan Wealth Management 2024 Q4 filed March 11, 2025