Campbell Deegan Wealth Management
Latest statistics and disclosures from Campbell Deegan Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPGP, VTV, FDLO, HELO, VUG, and represent 69.53% of Campbell Deegan Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$7.5M), UJAN, HELO, UJUL, JEPI, SPGP, SNDK, FDLO, WDC, NXPI.
- Started 5 new stock positions in UJUL, NXPI, WDC, SNDK, UBS.
- Reduced shares in these 10 stocks: SPY, CL, WMT, GOOG, PM, AAPL, CVX, PG, AUB, PEP.
- Sold out of its positions in CL, WMT.
- Campbell Deegan Wealth Management was a net buyer of stock by $11M.
- Campbell Deegan Wealth Management has $142M in assets under management (AUM), dropping by 12.35%.
- Central Index Key (CIK): 0002059743
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Portfolio Holdings for Campbell Deegan Wealth Management
Campbell Deegan Wealth Management holds 52 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 17.0 | $24M | +2% | 198k | 122.29 |
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| Vanguard Index Fds Value Etf (VTV) | 16.8 | $24M | 109k | 217.93 |
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| Fidelity Covington Trust Low Volity Etf (FDLO) | 16.2 | $23M | 337k | 68.33 |
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| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 13.2 | $19M | +4% | 277k | 67.58 |
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| Vanguard Index Fds Growth Etf (VUG) | 6.3 | $8.9M | +536% | 104k | 86.14 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) | 5.7 | $8.1M | +18% | 178k | 45.33 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.5 | $6.4M | -11% | 8.6k | 746.82 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 4.5 | $6.4M | +8% | 113k | 56.48 |
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| Apple (AAPL) | 1.7 | $2.3M | -4% | 8.1k | 289.35 |
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| Microsoft Corporation (MSFT) | 1.2 | $1.7M | +7% | 4.7k | 373.05 |
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| Philip Morris International (PM) | 1.0 | $1.4M | -8% | 7.6k | 180.92 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.1M | 3.0k | 357.42 |
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| Atlantic Union B (AUB) | 0.5 | $769k | -5% | 18k | 42.31 |
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| Johnson & Johnson (JNJ) | 0.5 | $758k | 3.0k | 253.99 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) | 0.5 | $749k | NEW | 18k | 40.77 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $719k | 5.3k | 136.71 |
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| Amazon (AMZN) | 0.5 | $683k | 2.9k | 238.37 |
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| Nextera Energy (NEE) | 0.5 | $668k | +4% | 7.6k | 87.77 |
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.4 | $622k | 4.4k | 141.66 |
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| Merck & Co (MRK) | 0.4 | $556k | -6% | 4.3k | 128.51 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.4 | $535k | 1.0k | 522.26 |
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| Altria (MO) | 0.3 | $493k | 6.9k | 71.95 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $490k | 2.3k | 212.73 |
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| Dominion Resources (D) | 0.3 | $474k | 6.9k | 68.29 |
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| Sandisk Corp (SNDK) | 0.3 | $455k | NEW | 200.00 | 2273.73 |
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| Eli Lilly & Co. (LLY) | 0.3 | $449k | 374.00 | 1200.72 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $442k | 882.00 | 501.30 |
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| Western Digital (WDC) | 0.3 | $434k | NEW | 679.00 | 638.72 |
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| Bank of America Corporation (BAC) | 0.3 | $427k | 7.5k | 56.98 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $420k | -26% | 1.2k | 353.21 |
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| Intercontinental Exchange (ICE) | 0.3 | $358k | 2.9k | 123.10 |
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| Chevron Corporation (CVX) | 0.2 | $342k | -24% | 2.1k | 165.72 |
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| Globe Life (GL) | 0.2 | $340k | 1.9k | 178.69 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $317k | 2.0k | 158.03 |
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| Cisco Systems (CSCO) | 0.2 | $306k | 2.6k | 117.46 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $294k | +3% | 897.00 | 327.34 |
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| Lowe's Companies (LOW) | 0.2 | $286k | 1.3k | 220.50 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $282k | 762.00 | 369.97 |
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| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.2 | $277k | 4.7k | 58.64 |
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| Broadcom (AVGO) | 0.2 | $272k | +5% | 719.00 | 377.89 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.2 | $264k | 3.6k | 72.28 |
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| Boeing Company (BA) | 0.2 | $263k | 1.2k | 216.47 |
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| Sherwin-Williams Company Put Option (SHW) | 0.2 | $263k | -6% | 9.1k | 29.00 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $249k | -5% | 1.1k | 236.59 |
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| Nxp Semiconductors N V (NXPI) | 0.2 | $229k | NEW | 814.00 | 281.20 |
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| Oracle Corporation (ORCL) | 0.2 | $218k | 1.5k | 146.58 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.2 | $214k | 1.4k | 152.13 |
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| Pepsi (PEP) | 0.1 | $211k | -17% | 1.6k | 135.40 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $209k | 11k | 19.89 |
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| Procter & Gamble Company (PG) | 0.1 | $205k | -30% | 1.4k | 146.69 |
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| Ubs Group SHS (UBS) | 0.1 | $201k | NEW | 4.1k | 49.56 |
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| NVIDIA Corporation Put Option (NVDA) | 0.1 | $133k | 12k | 10.85 |
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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 2026 Q2 filed Aug. 4, 2026
- Campbell Deegan Wealth Management 2026 Q1 filed May 8, 2026
- 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