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CIK: 0002059743
Total reported value
$141.0M
$141.0M
44 檔
54.6%
The Q2 2025 SEC filing reveals that Campbell Deegan Wealth Management, LLC held a total portfolio value of $141.0M, covering 44 public equity positions.
During Q2 2025, Campbell Deegan Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 19.69% | +0.47% | +5.84% | |
| 2 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 19.46% | -0.75% | +3.08% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 17.60% | -0.25% | +2.98% | |
| 4 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 11.76% | -0.28% | +70.79% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 7.30% | +0.64% | +5.34% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.99% | -0.18% | +76.17% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.10% | -0.05% | -2.74% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.07% | -0.05% | +0.26% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.81% | -0.07% | -3.72% | |
| 10 | PM | Philip Morris International | Stock-Consumer Staples | 1.44% | -0.13% | +0.05% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.16% | — | -10.97% | |
| 12 | ICE | Intercontinental Exchange In | Stock-Financials | 0.71% | -0.12% | +30.23% | |
| 13 | AUB | Atlantic Union Bankshares Co | Stock-Financials | 0.61% | — | — | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.21% | -0.50% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.01% | +8.60% | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 0.53% | -0.07% | -0.22% | |
| 17 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.53% | -0.02% | +0.28% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.06% | -0.14% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.05% | -12.85% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.44% | — | +0.20% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.05% | +0.04% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.21% | -6.66% | |
| 23 | MO | Altria Group Inc | Stock-Consumer Staples | 0.38% | -0.01% | +0.11% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 0.37% | +0.01% | -36.19% | |
| 25 | D | Dominion Energy Inc | Stock-Utilities | 0.36% | — | +1.76% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.35% | -0.04% | -0.79% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | -0.08% | -0.45% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.31% | -0.02% | — | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.28% | -0.05% | -1.37% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.27% | -0.08% | -0.10% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | -0.07% | -23.08% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.26% | — | — | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.26% | -0.02% | +0.62% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.26% | — | — | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.18% | EXIT | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | +0.01% | +0.49% | |
| 37 | GL | Globe Life Inc | Stock-Financials | 0.23% | +0.03% | -13.85% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.22% | — | -9.44% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | — | — | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.22% | — | -22.42% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.22% | +0.05% | — | |
| 42 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.21% | +0.01% | +0.28% | |
| 43 | FISV | Fiserv Inc | Stock-Other | 0.21% | — | — | |
| 44 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 0.20% | +0.02% | — |
According to official SEC Form 13F filings, Campbell Deegan Wealth Management, LLC reported a total U.S. public equity portfolio value of $141.0M across 44 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPGP, FDLO, VTV) accounted for 54.6% of total reported equity market value during Q2 2025.
During Q2 2025, Campbell Deegan Wealth Management, LLC's top holdings by market value included SPGP (19.7%)、FDLO (19.5%)、VTV (17.6%). The largest single position, SPGP, represented 19.7% of total portfolio value.
In Q2 2025, Campbell Deegan Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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