Campbell Deegan Wealth Management, LLC 13F Holdings

CIK 0002059743 · RICHMOND, VA

As of Sep 30, 2025, Campbell Deegan Wealth Management, LLC reported 42 positions worth 12.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
INVESCO S&P 500 GARP ETFSPGP—187,787$21.3M19.06%
FIDELITY LOW VOLATILITY FACTOR ETFFDLO—319,410$21.0M18.79%
VANGUARD VALUE INDEX FUNDVTV—104,963 9.6M17.48%
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO—231,084 5.0M13.41%
VANGUARD GROWTH INDEX FUNDVUG—16,902$8.1M7.24%
JPMORGAN EQUITY PREMIUM INCOME ETFJEPI—87,388$5.0M4.46%
SPDR S&P 500 ETF TRUSTSPY—3,416$2.3M2.03%
APPLE INCAAPLTechnology8,920$2.3M2.03%
MICROSOFT CORPMSFTTechnology4,309$2.2M1.99%
NVIDIA CORPNVDATechnology7,428 .4M1.24%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive8,223 .3M1.19%
ALPHABET INCGOOGLEquity2,828$687.6K0.61%
ATLANTIC UNION BANKSHARES CORPAUBFinancial Services19,248$679.3K0.61%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services3,608$607.8K0.54%
EXXON MOBIL CORPXOMEnergy5,321$599.9K0.54%
NEXTERA ENERGY INCNEEUtilities7,802$589.0K0.53%
INVESCO BUYBACK ACHIEVERS ETFPKW—4,378$580.0K0.52%
AMAZON.COM INCAMZNEquity2,590$568.8K0.51%
JOHNSON & JOHNSONJNJHealthcare2,942$545.5K0.49%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA—1,019$472.4K0.42%
MERCK & CO INCMRKHealthcare5,506$462.1K0.41%
ALTRIA GROUP INCMOEquity6,754$446.2K0.40%
CHEVRON CORPCHVEnergy2,848$442.3K0.40%
DOMINION ENERGY INCDUtilities7,039$430.6K0.38%
THERMO FISHER SCIENTIFIC INCTMOHealthcare879$426.3K0.38%