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Disclosery

13F-HR filed by Campbell Deegan Wealth Management, LLC

Campbell Deegan Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-08, with 44 holding rows worth $101,562,959.

Accession
0001765380-25-000317
Filer
CIK 2059743
Filed
2025-08-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 44 entries on the cover page, a total value of $101,562,959 stated on the cover page (in dollars after the unit check, H1), rows summing to $101,562,959 with VALUE read as dollars as filed, 13F file number 028-25452. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
INVESCO EXCHANGE TRADED FD T46137V431S&P 500 GARP ETF185,634$19,992,760dollars as filed
Fidelity Low Volatility Factor ETF316092824SHS314,733$19,765,250dollars as filed
Vanguard Value ETF922908744SHS101,146$17,876,521dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q724HEDGED EQUITY LA190,788$11,939,535dollars as filed
Vanguard Growth922908736COM16,905$7,411,005dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF71,354$4,056,492dollars as filed
Microsoft Corp594918104COM4,297$2,137,311dollars as filed
SPY78462F103SHS3,408$2,105,637dollars as filed
Apple Inc037833100COM8,981$1,842,582dollars as filed
Philip Morris International Inc.718172109COM8,050$1,466,067dollars as filed
NVIDIA Corp67066G104COM7,427$1,173,453dollars as filed
Intercontinental Exchange,Inc.45866F104COM3,929$720,825dollars as filed
ATLANTIC UN BANKSHARES CORP COM04911A107Stock19,818$619,907dollars as filed
EXXON MOBIL CORP30231G102COM5,336$575,271dollars as filed
Amazon.com, Inc023135106COM2,590$568,288dollars as filed
NextEra Energy,Inc.65339F101COM7,790$540,810dollars as filed
INVESCO EXCHANGE TRADED FD T46137V308BUYBACK ACHIEV4,366$539,636dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,931$516,529dollars as filed
Johnson & Johnson478160104COM2,937$448,602dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 11,017$448,103dollars as filed
Merck & Co.,Inc.58933Y105COM5,506$435,871dollars as filed
Chevron Corporation166764100COM2,748$393,526dollars as filed
Altria Group Inc02209S103COM6,548$383,931dollars as filed
Bank of America Corp060505104COM7,836$370,793dollars as filed
DOMINION ENERGY INC COM25746U109Stock6,542$369,760dollars as filed
Thermo Fisher Scientific Inc.883556102COM874$354,297dollars as filed
Procter & Gamble Co742718109COM1,997$318,163dollars as filed
Oracle Corporation68389X105COM1,427$312,032dollars as filed
Lowes Companies,Inc.548661107COM1,293$286,799dollars as filed
PepsiCo,Inc.713448108COM2,094$276,474dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,506$267,175dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM1,464$266,031dollars as filed
Vanguard High Dividend Yield ETF921946406SHS1,956$260,811dollars as filed
Boeing Company097023105COM1,244$260,655dollars as filed
Walmart Inc.931142103COM2,622$256,379dollars as filed
JPMorgan Chase & Co46625H100COM824$238,790dollars as filed
GLOBE LIFE INC37959E102COM1,903$236,535dollars as filed
Home Depot, Inc437076102COM614$225,300dollars as filed
META PLATFORMS INC CL A30303M102COM304$224,697dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,142$222,701dollars as filed
Eli Lilly and Company532457108COM283$220,694dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q761US QUALTY FCTR3,604$216,445dollars as filed
FISERV INC337738108COM1,249$215,375dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q753US VALUE FACTR4,638$205,141dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001765380-25-000317this filing2025-08-08acceptance time not in the bulk data set