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Campbell Deegan Wealth Management, LLC

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13F filer, CIK 2059743, RICHMOND, VA

Campbell Deegan Wealth Management, LLC reported $111,972,687 across 42 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 87.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001765380-25-000490

Period
2025-09-30
Reported value
$112M
Holdings
42
Top 10 weight
87.73%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HELOadded+40,296$2.62M
JEPIadded+16,034$916K
VTVadded+3,817$712K
FDLOadded+4,677$308K
SPGPadded+2,153$245K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VBRexited-1,142-$223K
FISVexited-1,249-$215K
WMTreduced-670-$69.1K
ICEreduced-321-$54.1K
BACreduced-621-$32K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001765380-25-000490, largest first. % of portfolio is the value over $111,972,687, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 164,107 shares; 2025Q1: 175,397 shares; 2025Q2: 185,634 shares; 2025Q3: 187,787 shares 187,787$21.3M19.06%+2,153Timeline
FDLOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 288,687 shares; 2025Q1: 305,328 shares; 2025Q2: 314,733 shares; 2025Q3: 319,410 shares 319,410$21M18.79%+4,677Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 93,829 shares; 2025Q1: 98,220 shares; 2025Q2: 101,146 shares; 2025Q3: 104,963 shares 104,963$19.6M17.48%+3,817Timeline
HELOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,205 shares; 2025Q1: 111,708 shares; 2025Q2: 190,788 shares; 2025Q3: 231,084 shares 231,084$15M13.41%+40,296Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,385 shares; 2025Q1: 16,048 shares; 2025Q2: 16,905 shares; 2025Q3: 16,902 shares 16,902$8.11M7.24%-3Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,604 shares; 2025Q1: 40,502 shares; 2025Q2: 71,354 shares; 2025Q3: 87,388 shares 87,388$4.99M4.46%+16,034Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,315 shares; 2025Q1: 3,399 shares; 2025Q2: 3,408 shares; 2025Q3: 3,416 shares 3,416$2.28M2.03%+8Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,163 shares; 2025Q1: 9,328 shares; 2025Q2: 8,981 shares; 2025Q3: 8,920 shares 8,920$2.27M2.03%-61Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,748 shares; 2025Q1: 4,418 shares; 2025Q2: 4,297 shares; 2025Q3: 4,309 shares 4,309$2.23M1.99%+12Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,688 shares; 2025Q1: 8,342 shares; 2025Q2: 7,427 shares; 2025Q3: 7,428 shares 7,428$1.39M1.24%+1Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,138 shares; 2025Q1: 8,046 shares; 2025Q2: 8,050 shares; 2025Q3: 8,223 shares 8,223$1.33M1.19%+173Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,831 shares; 2025Q1: 2,935 shares; 2025Q2: 2,931 shares; 2025Q3: 2,828 shares 2,828$688K0.61%-103Timeline
AUBATLANTIC UN BANKSHARES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,818 shares; 2025Q1: 19,818 shares; 2025Q2: 19,818 shares; 2025Q3: 19,248 shares 19,248$679K0.61%-570Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,617 shares; 2025Q1: 3,017 shares; 2025Q2: 3,929 shares; 2025Q3: 3,608 shares 3,608$608K0.54%-321Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,812 shares; 2025Q1: 5,363 shares; 2025Q2: 5,336 shares; 2025Q3: 5,321 shares 5,321$600K0.54%-15Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,096 shares; 2025Q1: 7,807 shares; 2025Q2: 7,790 shares; 2025Q3: 7,802 shares 7,802$589K0.53%+12Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,343 shares; 2025Q1: 4,354 shares; 2025Q2: 4,366 shares; 2025Q3: 4,378 shares 4,378$580K0.52%+12Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,360 shares; 2025Q1: 2,385 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares 2,590$569K0.51%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,653 shares; 2025Q1: 3,370 shares; 2025Q2: 2,937 shares; 2025Q3: 2,942 shares 2,942$545K0.49%+5Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,105 shares; 2025Q1: 1,015 shares; 2025Q2: 1,017 shares; 2025Q3: 1,019 shares 1,019$472K0.42%+2Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,913 shares; 2025Q1: 5,504 shares; 2025Q2: 5,506 shares; 2025Q3: 5,506 shares 5,506$462K0.41%0Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,462 shares; 2025Q1: 6,541 shares; 2025Q2: 6,548 shares; 2025Q3: 6,754 shares 6,754$446K0.4%+206Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,220 shares; 2025Q1: 2,944 shares; 2025Q2: 2,748 shares; 2025Q3: 2,848 shares 2,848$442K0.4%+100Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,424 shares; 2025Q1: 6,429 shares; 2025Q2: 6,542 shares; 2025Q3: 7,039 shares 7,039$431K0.38%+497Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 879 shares; 2025Q1: 881 shares; 2025Q2: 874 shares; 2025Q3: 879 shares 879$426K0.38%+5Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,397 shares; 2025Q1: not reported; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares 1,427$401K0.36%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,559 shares; 2025Q1: 12,280 shares; 2025Q2: 7,836 shares; 2025Q3: 7,215 shares 7,215$372K0.33%-621Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,012 shares; 2025Q1: 1,958 shares; 2025Q2: 1,506 shares; 2025Q3: 1,506 shares 1,506$367K0.33%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 607 shares; 2025Q1: 678 shares; 2025Q2: 614 shares; 2025Q3: 864 shares 864$350K0.31%+250Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,309 shares; 2025Q1: 1,311 shares; 2025Q2: 1,293 shares; 2025Q3: 1,295 shares 1,295$326K0.29%+2Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,154 shares; 2025Q1: 2,006 shares; 2025Q2: 1,997 shares; 2025Q3: 2,062 shares 2,062$317K0.28%+65Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,795 shares; 2025Q1: 2,096 shares; 2025Q2: 2,094 shares; 2025Q3: 2,152 shares 2,152$302K0.27%+58Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,464 shares; 2025Q3: 1,469 shares 1,469$279K0.25%+5Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,931 shares; 2025Q1: 1,944 shares; 2025Q2: 1,956 shares; 2025Q3: 1,968 shares 1,968$277K0.25%+12Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,208 shares; 2025Q1: 2,209 shares; 2025Q2: 1,903 shares; 2025Q3: 1,903 shares 1,903$272K0.24%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 892 shares; 2025Q1: 820 shares; 2025Q2: 824 shares; 2025Q3: 824 shares 824$260K0.23%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,139 shares; 2025Q1: not reported; 2025Q2: 1,244 shares; 2025Q3: 1,189 shares 1,189$257K0.23%-55Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,585 shares; 2025Q1: 3,594 shares; 2025Q2: 3,604 shares; 2025Q3: 3,614 shares 3,614$227K0.2%+10Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304 shares; 2025Q3: 304 shares 304$224K0.2%0Timeline
JVALJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,638 shares; 2025Q3: 4,660 shares 4,660$221K0.2%+22Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 288 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares 283$216K0.19%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,622 shares; 2025Q3: 1,952 shares 1,952$201K0.18%-670Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VBRVANGUARD INDEX FDS1,142$223Kshares
FISVFISERV INC1,249$215Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001765380-25-000490 base2025-11-12acceptance time not in the bulk data set