13F-HR filed by Campbell Deegan Wealth Management, LLC
Campbell Deegan Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-22, with 46 holding rows worth $123,875,321.
- Accession
- 0001765380-26-000013
- Filer
- CIK 2059743
- Filed
- 2026-01-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 46 entries on the cover page, a total value of $123,875,321 stated on the cover page (in dollars after the unit check, H1), rows summing to $123,875,321 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Fidelity Low Volatility Factor ETF | 316092824 | SHS | 330,360 | $22,051,545 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V431 | S&P 500 GARP ETF | 193,630 | $22,046,764 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 108,134 | $20,652,488 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q724 | HEDGED EQUITY LA | 253,813 | $16,860,814 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 16,534 | $8,066,042 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 98,217 | $5,621,953 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C300 | US EQT ULTRA BF | 81,355 | $3,519,404 | dollars as filed | |
| Apple Inc | 037833100 | COM | 8,630 | $2,346,193 | dollars as filed | |
| SPY | 78462F103 | SHS | 3,406 | $2,322,761 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 6,430 | $2,083,513 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,305 | $2,081,940 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 7,579 | $1,413,543 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 8,256 | $1,324,210 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,990 | $935,814 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 6,831 | $719,053 | dollars as filed | |
| ATLANTIC UN BANKSHARES CORP COM | 04911A107 | Stock | 19,248 | $679,454 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 5,387 | $648,224 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,720 | $627,902 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 7,810 | $626,976 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,990 | $618,769 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V308 | BUYBACK ACHIEV | 4,382 | $588,566 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 887 | $513,889 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 1,021 | $490,520 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,506 | $472,629 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 2,888 | $467,715 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,845 | $433,628 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 6,978 | $408,869 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 7,316 | $402,388 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 6,777 | $390,776 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 296 | $318,332 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,307 | $315,238 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,134 | $306,222 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 879 | $302,325 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,072 | $296,985 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 1,981 | $284,328 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,435 | $279,742 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 834 | $268,711 | dollars as filed | |
| GLOBE LIFE INC | 37959E102 | COM | 1,903 | $266,166 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,197 | $259,893 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,113 | $244,625 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q753 | US VALUE FACTR | 4,688 | $230,100 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 3,627 | $229,155 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 635 | $219,830 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 1,143 | $218,893 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 324 | $214,153 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 406 | $204,281 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001765380-26-000013 | this filing | 2026-01-22 | acceptance time not in the bulk data set |