Campbell Deegan Wealth Management
Latest statistics and disclosures from Campbell Deegan Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, FDLO, SPGP, HELO, VUG, and represent 69.37% of Campbell Deegan Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPY, UJAN, HELO, JEPI, VTI, CL, RSP, WMT, SDY, CSCO.
- Started 6 new stock positions in VTI, CL, MUFG, WMT, CSCO, SDY.
- Reduced shares in these 10 stocks: HD, MRK, , BRK.B, VUG, NEE, PEP, AAPL, CVX, SPGP.
- Sold out of its positions in BRK.B, META, HD.
- Campbell Deegan Wealth Management was a net buyer of stock by $8.9M.
- Campbell Deegan Wealth Management has $126M in assets under management (AUM), dropping by 1.95%.
- Central Index Key (CIK): 0002059743
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Portfolio Holdings for Campbell Deegan Wealth Management
Campbell Deegan Wealth Management holds 49 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 16.9 | $21M | 109k | 196.20 |
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| Fidelity Covington Trust Low Volity Etf (FDLO) | 16.9 | $21M | 331k | 64.59 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 16.5 | $21M | 194k | 107.62 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 13.4 | $17M | +4% | 265k | 63.91 |
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| Vanguard Index Fds Growth Etf (VUG) | 5.6 | $7.1M | 16k | 436.79 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) | 5.1 | $6.4M | +84% | 151k | 42.51 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 5.0 | $6.3M | +183% | 9.7k | 650.43 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 4.6 | $5.9M | +5% | 103k | 56.68 |
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| Apple (AAPL) | 1.7 | $2.2M | 8.5k | 253.80 |
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| Microsoft Corporation (MSFT) | 1.3 | $1.6M | 4.4k | 370.19 |
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| Philip Morris International (PM) | 1.1 | $1.4M | 8.3k | 165.35 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $905k | 5.3k | 169.65 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $868k | 3.0k | 287.57 |
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| Johnson & Johnson (JNJ) | 0.6 | $732k | 3.0k | 244.43 |
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| Atlantic Union B (AUB) | 0.5 | $688k | 19k | 35.74 |
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| Nextera Energy (NEE) | 0.5 | $677k | -6% | 7.3k | 92.88 |
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| Amazon (AMZN) | 0.5 | $589k | +3% | 2.8k | 208.29 |
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.5 | $576k | 4.4k | 131.25 |
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| Chevron Corporation (CVX) | 0.4 | $563k | -4% | 2.7k | 206.94 |
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| Merck & Co (MRK) | 0.4 | $556k | -32% | 4.6k | 120.30 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.4 | $474k | 1.0k | 463.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $463k | +7% | 1.6k | 286.89 |
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| Intercontinental Exchange (ICE) | 0.4 | $460k | 2.9k | 157.27 |
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| Altria (MO) | 0.4 | $452k | 6.8k | 65.99 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $441k | +101% | 2.3k | 191.90 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $436k | 887.00 | 491.46 |
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| Dominion Resources (D) | 0.3 | $428k | 6.9k | 61.82 |
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| Sherwin-Williams Company Put Option (SHW) | 0.3 | $369k | +50% | 9.7k | 38.00 |
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| Bank of America Corporation (BAC) | 0.3 | $367k | +2% | 7.5k | 48.75 |
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| Eli Lilly & Co. (LLY) | 0.3 | $342k | +25% | 371.00 | 920.42 |
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| Lowe's Companies (LOW) | 0.2 | $312k | 1.3k | 236.20 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $295k | 2.0k | 148.08 |
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| Pepsi (PEP) | 0.2 | $292k | -11% | 1.9k | 155.30 |
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| Procter & Gamble Company (PG) | 0.2 | $290k | -2% | 2.0k | 144.47 |
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| Globe Life (GL) | 0.2 | $265k | 1.9k | 139.18 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $256k | +4% | 869.00 | 294.16 |
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| NVIDIA Corporation Put Option (NVDA) | 0.2 | $249k | +60% | 12k | 20.49 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $244k | NEW | 760.00 | 320.78 |
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| Boeing Company (BA) | 0.2 | $241k | 1.2k | 199.03 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $240k | 1.1k | 215.14 |
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| Colgate-Palmolive Company (CL) | 0.2 | $238k | NEW | 2.8k | 85.24 |
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| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.2 | $230k | 4.7k | 48.86 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.2 | $223k | 3.6k | 61.32 |
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| Wal-Mart Stores (WMT) | 0.2 | $219k | NEW | 1.8k | 124.28 |
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| Oracle Corporation (ORCL) | 0.2 | $215k | 1.5k | 147.14 |
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| Broadcom (AVGO) | 0.2 | $211k | +7% | 681.00 | 309.61 |
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| Spdr Series Trust State Street Spd (SDY) | 0.2 | $205k | NEW | 1.4k | 145.89 |
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| Cisco Systems (CSCO) | 0.2 | $202k | NEW | 2.6k | 77.59 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $178k | NEW | 11k | 16.97 |
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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 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