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CIK: 0002059743
Total reported value
$141.0M
$141.0M
49 檔
62.1%
During the Q1 2026 filing period, Campbell Deegan Wealth Management, LLC (CIK: 0002059743) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $141.0M across 49 reported positions.
In Q1 2026, Campbell Deegan Wealth Management, LLC displayed an active expansion posture, initiating 6 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 17.11% | -0.25% | +0.76% | |
| 2 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 17.10% | -0.75% | +0.14% | |
| 3 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 16.67% | +0.47% | -0.04% | |
| 4 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 13.55% | -0.28% | +4.38% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 5.69% | +0.64% | -1.54% | |
| 6 | UJAN | Innovator U.s. Equity Ultra | ETF-Other | 5.12% | +0.61% | +84.95% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.69% | -0.18% | +5.30% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.87% | -0.05% | +183.91% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.73% | -0.07% | -1.31% | |
| 10 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.40% | -0.19% | +50.96% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | -0.05% | +1.18% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.16% | — | +60.09% | |
| 13 | PM | Philip Morris International | Stock-Consumer Staples | 1.10% | -0.13% | +0.28% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.21% | -0.93% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.06% | +0.94% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.05% | +0.20% | |
| 17 | AUB | Atlantic Union Bankshares Co | Stock-Financials | 0.55% | — | — | |
| 18 | NEE | Nextera Energy Inc | Stock-Utilities | 0.54% | -0.07% | -6.66% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.01% | +3.90% | |
| 20 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.46% | -0.02% | +0.07% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.21% | -4.39% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | -0.05% | -32.35% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.38% | — | +0.10% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | -0.07% | +7.04% | |
| 25 | ICE | Intercontinental Exchange In | Stock-Financials | 0.37% | -0.12% | +1.28% | |
| 26 | MO | Altria Group Inc | Stock-Consumer Staples | 0.36% | -0.01% | +0.99% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.35% | — | +101.05% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.35% | -0.04% | — | |
| 29 | D | Dominion Energy Inc | Stock-Utilities | 0.34% | — | -0.75% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.29% | +0.01% | +2.98% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | +0.05% | +25.34% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.25% | -0.05% | +0.99% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.24% | -0.02% | +0.61% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.23% | -0.08% | -12.00% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.23% | -0.08% | -2.99% | |
| 36 | GL | Globe Life Inc | Stock-Financials | 0.21% | +0.03% | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | +0.01% | +4.20% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | — | — | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.19% | — | +1.25% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.19% | -0.01% | +0.36% | |
| 41 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.19% | -0.19% | EXIT | |
| 42 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 0.18% | +0.02% | +0.34% | |
| 43 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.18% | +0.01% | +0.28% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.18% | EXIT | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.17% | -0.02% | +1.95% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | +0.02% | +7.24% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.16% | -0.01% | — | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.16% | +0.06% | — | |
| 49 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 0.14% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UJAN | Innovator U.s. Equity Ultra | +2.3% | +84.95% | Add |
| 2 | VTV | Vanguard Value ETF | +0.4% | +0.76% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.2% | -0.93% | Trim |
| 4 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +101.05% | Add |
| 5 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +5.30% | Add |
| 6 | CVX | Chevron CORP | +0.1% | -4.39% | Trim |
| 7 | JNJ | Johnson & Johnson | +0.1% | +0.20% | Add |
| 8 | MO | Altria Group Inc | 0% | +0.99% | Add |
| 9 | NEE | Nextera Energy Inc | 0% | -6.66% | Trim |
| 10 | PM | Philip Morris International | 0% | +0.28% | Add |
| 11 | NVDA | Nvidia CORP | 0% | +60.09% | Add |
| 12 | LLY | Eli Lilly & Co | 0% | +25.34% | Add |
| 13 | D | Dominion Energy Inc | 0% | -0.75% | Trim |
| 14 | VYM | Vanguard High Dvd Yield ETF | 0% | +0.61% | Add |
| 15 | AUB | Atlantic Union Bankshares Co | — | — | Unchanged |
| 16 | JQUA | Jpmorgan US Quality Factor | — | +0.28% | Add |
| 17 | LOW | Lowe's Cos Inc | — | +0.99% | Add |
| 18 | GL | Globe Life Inc | — | — | Unchanged |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +183.91% | Add |
| 20 | GOOG | Alphabet Inc-cl C | 0% | +7.04% | Add |
| 21 | AVGO | Broadcom Inc | 0% | +7.24% | Add |
| 22 | ICE | Intercontinental Exchange In | 0% | +1.28% | Add |
| 23 | PG | Procter & Gamble Co/the | 0% | -2.99% | Trim |
| 24 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.36% | Add |
| 25 | JVAL | Jpmorgan US Value Factor ETF | 0% | +0.34% | Add |
| 26 | BA | Boeing Co/the | 0% | +1.25% | Add |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +0.10% | Add |
| 28 | PEP | Pepsico Inc | 0% | -12.00% | Trim |
| 29 | JPM | Jpmorgan Chase & Co | 0% | +4.20% | Add |
| 30 | PKW | Invesco Buyback Achievers Et | 0% | +0.07% | Add |
| 31 | BAC | Bank Of America CORP | 0% | +2.98% | Add |
| 32 | AMZN | Amazon.com Inc | 0% | +3.90% | Add |
| 33 | TMO | Thermo Fisher Scientific Inc | -0.1% | — | Unchanged |
| 34 | HELO | Jpmorgan Hedged Equity ETF | -0.1% | +4.38% | Add |
| 35 | ORCL | Oracle CORP | -0.1% | +1.95% | Add |
| 36 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.94% | Add |
| 37 | MRK | Merck & Co. Inc. | -0.1% | -32.35% | Trim |
| 38 | AAPL | Apple Inc | -0.2% | -1.31% | Trim |
| 39 | SHW | Sherwin-williams Co/the | -0.3% | +50.96% | Add |
| 40 | MSFT | Microsoft CORP | -0.4% | +1.18% | Add |
| 41 | FDLO | Fidelity Low Volat Fact ETF | -0.7% | +0.14% | Add |
| 42 | VUG | Vanguard Growth ETF | -0.8% | -1.54% | Trim |
| 43 | SPGP | Invesco S&p 500 Garp ETF | -1.1% | -0.04% | Trim |
| 44 | HD | Home Depot Inc | — | EXIT | Sold out |
| 45 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 46 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 47 | WMT | Walmart Inc | — | NEW | New buy |
| 48 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 49 | SDY | Ss Spdr S&p Dividend ETF | — | NEW | New buy |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
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 49 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTV, FDLO, SPGP) accounted for 62.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
VTI
市值: $243.8K
Top Position Liquidated / Trimmed
HD
前期市值: $302.3K
During Q1 2026, Campbell Deegan Wealth Management, LLC's top holdings by market value included VTV (17.1%)、FDLO (17.1%)、SPGP (16.7%). The largest single position, VTV, represented 17.1% of total portfolio value.
In Q1 2026, Campbell Deegan Wealth Management, LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 30 positions, trimming 10 holdings, and fully liquidating 3 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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