Campbell Deegan Wealth Management, LLC

Est. AUM

$124.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	VALUE ETF	$21.4M	108959	17.11%	SOLE
2	FIDELITY COVINGTON TRUST	LOW VOLITY ETF	$21.4M	330828	17.10%	SOLE
3	INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$20.8M	193546	16.67%	SOLE
4	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$16.9M	264937	13.55%	SOLE
5	VANGUARD INDEX FDS	GROWTH ETF	$7.1M	16279	5.69%	SOLE
6	INNOVATOR ETFS TRUST	US EQT ULTRA BF	$6.4M	150463	5.12%	SOLE
7	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$5.9M	103419	4.69%	SOLE
8	APPLE INC	COM	$2.2M	8517	1.73%	SOLE
9	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.1M	3270	1.70%	SOLE
10	MICROSOFT CORP	COM	$1.6M	4356	1.29%	SOLE
11	SHERWIN WILLIAMS CO	COM	$1.6M	4907	1.26%	SOLE
12	PHILIP MORRIS INTL INC	COM	$1.4M	8279	1.10%	SOLE
13	NVIDIA CORPORATION	COM	$1.4M	7833	1.09%	SOLE
14	EXXON MOBIL CORP	COM	$905K	5337	0.72%	SOLE
15	ALPHABET INC	CAP STK CL A	$868K	3018	0.69%	SOLE
16	JOHNSON & JOHNSON	COM	$732K	2996	0.59%	SOLE
17	ATLANTIC UN BANKSHARES CORP	COM	$688K	19248	0.55%	SOLE
18	NEXTERA ENERGY INC	COM	$677K	7290	0.54%	SOLE
19	AMAZON COM INC	COM	$589K	2826	0.47%	SOLE
20	INVESCO EXCHANGE TRADED FD T	BUYBACK ACHIEV	$576K	4385	0.46%	SOLE
21	CHEVRON CORPORATION	COM	$563K	2720	0.45%	SOLE
22	MERCK & CO INC	COM	$556K	4621	0.45%	SOLE
23	STATE STR SPDR DOW JONES IND	UT SER 1	$474K	1022	0.38%	SOLE
24	ALPHABET INC	CAP STK CL C	$462K	1612	0.37%	SOLE
25	INTERCONTINENTAL EXCHANGE IN	COM	$460K	2925	0.37%	SOLE
26	ALTRIA GROUP INC	COM	$452K	6844	0.36%	SOLE
27	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$441K	2298	0.35%	SOLE
28	THERMO FISHER SCIENTIFIC INC	COM	$436K	887	0.35%	SOLE
29	DOMINION ENERGY INC	COM	$428K	6926	0.34%	SOLE
30	BANK AMERICA CORP	COM	$367K	7534	0.29%	SOLE
31	ELI LILLY & CO	COM	$341K	371	0.27%	SOLE
32	LOWES COS INC	COM	$312K	1320	0.25%	SOLE
33	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$295K	1993	0.24%	SOLE
34	PEPSICO INC	COM	$292K	1878	0.23%	SOLE
35	PROCTER & GAMBLE CO	COM	$290K	2010	0.23%	SOLE
36	GLOBE LIFE INC	COM	$265K	1903	0.21%	SOLE
37	JPMORGAN CHASE & CO	COM	$256K	869	0.20%	SOLE
38	VANGUARD INDEX FDS	TOTAL STK MKT	$244K	760	0.20%	SOLE
39	BOEING CO	COM	$241K	1212	0.19%	SOLE
40	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$240K	1117	0.19%	SOLE
41	COLGATE PALMOLIVE CO	COM	$238K	2788	0.19%	SOLE
42	J P MORGAN EXCHANGE TRADED F	US VALUE FACTR	$230K	4704	0.18%	SOLE
43	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$223K	3637	0.18%	SOLE
44	WALMART INC	COM	$219K	1760	0.18%	SOLE
45	ORACLE CORP	COM	$215K	1463	0.17%	SOLE
46	BROADCOM INC	COM	$211K	681	0.17%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$205K	1406	0.16%	SOLE
48	CISCO SYS INC	COM	$202K	2603	0.16%	SOLE
49	SHERWIN WILLIAMS COPUT	COM	$182K	4800	0.15%	SOLE
50	STATE STR SPDR S&P 500 ETF TPUT	TR UNIT	$180K	3600	0.14%	SOLE

1–50 of 53

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.