Institutions / Campbell Deegan Wealth Management, LLC
Campbell Deegan Wealth Management, LLC
CIK 2059743 · Institution · as of Dec 31, 2025
Portfolio value
$123.88M
Positions
46
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 46 →
| Company | Value | % of portfolio |
|---|---|---|
| Fidelity Covington Trust | $22.05M | 17.8% |
| Invesco Exchange Traded Fd T | $22.05M | 17.8% |
| Vanguard Index Fds | $20.65M | 16.7% |
| J P Morgan Exchange Traded F | $16.86M | 13.6% |
| Vanguard Index Fds | $8.07M | 6.5% |
| J P Morgan Exchange Traded F | $5.62M | 4.5% |
| Innovator Etfs Trust | $3.52M | 2.8% |
| Apple Inc. | $2.35M | 1.9% |
| SPDR S&P 500 ETF Tr | $2.32M | 1.9% |
| Sherwin Williams Co | $2.08M | 1.7% |
| Microsoft Corp | $2.08M | 1.7% |
| NVIDIA Corp | $1.41M | 1.1% |
| Philip Morris International Inc. | $1.32M | 1.1% |
| Alphabet Inc. | $935.8K | 0.8% |
| Merck & Co., Inc. | $719.1K | 0.6% |
| Atlantic Union Bankshares Corp | $679.5K | 0.5% |
| Exxon Mobil Corp | $648.2K | 0.5% |
| Amazon.com Inc | $627.9K | 0.5% |
| Nextera Energy Inc | $627.0K | 0.5% |
| Johnson & Johnson | $618.8K | 0.5% |
| Invesco Exchange Traded Fd T | $588.6K | 0.5% |
| Thermo Fisher Scientific Inc. | $513.9K | 0.4% |
| SPDR Dow Jones Indl Average | $490.5K | 0.4% |
| Alphabet Inc. | $472.6K | 0.4% |
| Intercontinental Exchange, Inc. | $467.7K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.