Campbell Deegan Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Campbell Deegan Wealth Management, LLC held in its portfolio 46 assets valued at $123,875,321 (i.e. $123.88M).
The most valuable assets in the portfolio included: FIDELITY COVINGTON TRUST ($22.05M), INVESCO EXCHANGE TRADED FD T ($22.05M), and VANGUARD INDEX FDS ($20.65M).
The chart below shows the top 10 valuable assets, and the table below shows the top 46 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Campbell Deegan Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FIDELITY COVINGTON TRUST | 330360 | 22051545 | LOW VOLITY ETF |
| INVESCO EXCHANGE TRADED FD T | 193630 | 22046764 | S&P 500 GARP ETF |
| VANGUARD INDEX FDS | 108134 | 20652488 | VALUE ETF |
| J P MORGAN EXCHANGE TRADED F | 253813 | 16860814 | HEDGED EQUITY LA |
| VANGUARD INDEX FDS | 16534 | 8066042 | GROWTH ETF |
| J P MORGAN EXCHANGE TRADED F | 98217 | 5621953 | EQUITY PREMIUM |
| INNOVATOR ETFS TRUST | 81355 | 3519404 | US EQT ULTRA BF |
| APPLE INC | 8630 | 2346193 | COM |
| SPDR S&P 500 ETF TR | 3406 | 2322761 | TR UNIT |
| SHERWIN WILLIAMS CO | 6430 | 2083513 | COM |
| MICROSOFT CORP | 4305 | 2081940 | COM |
| NVIDIA CORPORATION | 7579 | 1413543 | COM |
| PHILIP MORRIS INTL INC | 8256 | 1324210 | COM |
| ALPHABET INC | 2990 | 935814 | CAP STK CL A |
| MERCK & CO INC | 6831 | 719053 | COM |
| ATLANTIC UN BANKSHARES CORP | 19248 | 679454 | COM |
| EXXON MOBIL CORP | 5387 | 648224 | COM |
| AMAZON COM INC | 2720 | 627902 | COM |
| NEXTERA ENERGY INC | 7810 | 626976 | COM |
| JOHNSON & JOHNSON | 2990 | 618769 | COM |
| INVESCO EXCHANGE TRADED FD T | 4382 | 588566 | BUYBACK ACHIEV |
| THERMO FISHER SCIENTIFIC INC | 887 | 513889 | COM |
| SPDR DOW JONES INDL AVERAGE | 1021 | 490520 | UT SER 1 |
| ALPHABET INC | 1506 | 472629 | CAP STK CL C |
| INTERCONTINENTAL EXCHANGE IN | 2888 | 467715 | COM |
| CHEVRON CORP NEW | 2845 | 433628 | COM |
| DOMINION ENERGY INC | 6978 | 408869 | COM |
| BANK AMERICA CORP | 7316 | 402388 | COM |
| ALTRIA GROUP INC | 6777 | 390776 | COM |
| ELI LILLY & CO | 296 | 318332 | COM |
| LOWES COS INC | 1307 | 315238 | COM |
| PEPSICO INC | 2134 | 306222 | COM |
| HOME DEPOT INC | 879 | 302325 | COM |
| PROCTER AND GAMBLE CO | 2072 | 296985 | COM |
| VANGUARD WHITEHALL FDS | 1981 | 284328 | HIGH DIV YLD |
| ORACLE CORP | 1435 | 279742 | COM |
| JPMORGAN CHASE & CO. | 834 | 268711 | COM |
| GLOBE LIFE INC | 1903 | 266166 | COM |
| BOEING CO | 1197 | 259893 | COM |
| VANGUARD SPECIALIZED FUNDS | 1113 | 244625 | DIV APP ETF |
| J P MORGAN EXCHANGE TRADED F | 4688 | 230100 | US VALUE FACTR |
| J P MORGAN EXCHANGE TRADED F | 3627 | 229155 | US QUALTY FCTR |
| BROADCOM INC | 635 | 219830 | COM |
| INVESCO EXCHANGE TRADED FD T | 1143 | 218893 | S&P500 EQL WGT |
| META PLATFORMS INC | 324 | 214153 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 406 | 204281 | CL B NEW |
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