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CIK: 0001736648
Total reported value
$1.1B
$1.1B
70 檔
65.9%
During the Q3 2024 filing period, Campbell Wealth Management (CIK: 0001736648) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 70 reported positions.
During Q3 2024, Campbell Wealth Management'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 | SCHX | Schwab US Large-cap ETF | ETF-Other | 30.88% | — | — | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.74% | — | — | |
| 3 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 9.10% | — | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.04% | — | +1.79% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 6.50% | — | — | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 6.14% | — | +2.76% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-Other | 3.74% | — | +1.45% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.43% | — | — | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 3.02% | — | +1.35% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.64% | — | — | |
| 11 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 2.35% | — | +2.95% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.18% | — | — | |
| 13 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.17% | — | +2.36% | |
| 14 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.93% | — | +4.09% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.78% | — | — | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.35% | — | — | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.48% | — | -11.35% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | — | -6.73% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.32% | — | — | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.30% | — | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | — | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.29% | — | -38.78% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.19% | — | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | — | -4.02% | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 0.08% | — | +5.37% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.07% | — | — | |
| 27 | D | Dominion Energy Inc | Stock-Utilities | 0.06% | — | -12.70% | |
| 28 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.06% | — | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.05% | — | -70.30% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.05% | — | +1500.00% | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.05% | — | -7.30% | |
| 32 | TXN | Texas Instruments Inc | Stock-Tech | 0.05% | — | — | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.04% | — | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.04% | — | -32.08% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.04% | — | +0.19% | |
| 36 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 0.04% | — | +3.48% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | — | -0.55% | |
| 38 | SKYY | First Trust Cloud Computing | ETF-Other | 0.04% | — | -2.79% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.04% | — | -8.74% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.03% | — | — | |
| 41 | CACI | Caci International Inc -cl A | Stock-Tech | 0.03% | — | — | |
| 42 | WPC | Wp Carey Inc | Stock-Real Estate | 0.03% | — | -22.70% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.03% | — | -59.82% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.03% | — | — | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.03% | — | -53.73% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.03% | — | — | |
| 47 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.03% | — | — | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.03% | — | — | |
| 49 | DHR | Danaher CORP | Stock-Healthcare | 0.03% | — | — | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.03% | — | — |
According to official SEC Form 13F filings, Campbell Wealth Management reported a total U.S. public equity portfolio value of $1.1B across 70 disclosed positions in Q3 2024.
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 SCHX, AGG, SCHI) accounted for 65.9% of total reported equity market value during Q3 2024.
During Q3 2024, Campbell Wealth Management's top holdings by market value included SCHX (30.9%)、AGG (11.7%)、SCHI (9.1%). The largest single position, SCHX, represented 30.9% of total portfolio value.
In Q3 2024, Campbell Wealth Management 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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