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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 $123,875,321 across 46 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-22. Its ten largest share positions make up 85.22% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001765380-26-000013

Period
2025-12-31
Reported value
$124M
Holdings
46
Top 10 weight
85.22%
New
5
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
UJANnew+81,355$3.52M
SHWnew+6,430$2.08M
HELOadded+22,729$1.51M
FDLOadded+10,950$731K
SPGPadded+5,843$665K

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
WMTexited-1,952-$201K
VUGreduced-368-$180K
ICEreduced-720-$117K
AAPLreduced-290-$78.8K
RSPreduced-326-$62.4K

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, Q4 2025

Share positions as resolved from 13F-HR 0001765380-26-000013, largest first. % of portfolio is the value over $123,875,321, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FDLOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 288,687 shares; 2025Q1: 305,328 shares; 2025Q2: 314,733 shares; 2025Q3: 319,410 shares; 2025Q4: 330,360 shares 330,360$22.1M17.8%+10,950Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 164,107 shares; 2025Q1: 175,397 shares; 2025Q2: 185,634 shares; 2025Q3: 187,787 shares; 2025Q4: 193,630 shares 193,630$22M17.8%+5,843Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 93,829 shares; 2025Q1: 98,220 shares; 2025Q2: 101,146 shares; 2025Q3: 104,963 shares; 2025Q4: 108,134 shares 108,134$20.7M16.67%+3,171Timeline
HELOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,205 shares; 2025Q1: 111,708 shares; 2025Q2: 190,788 shares; 2025Q3: 231,084 shares; 2025Q4: 253,813 shares 253,813$16.9M13.61%+22,729Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,385 shares; 2025Q1: 16,048 shares; 2025Q2: 16,905 shares; 2025Q3: 16,902 shares; 2025Q4: 16,534 shares 16,534$8.07M6.51%-368Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,604 shares; 2025Q1: 40,502 shares; 2025Q2: 71,354 shares; 2025Q3: 87,388 shares; 2025Q4: 98,217 shares 98,217$5.62M4.54%+10,829Timeline
UJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,355 shares 81,355$3.52M2.84%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,163 shares; 2025Q1: 9,328 shares; 2025Q2: 8,981 shares; 2025Q3: 8,920 shares; 2025Q4: 8,630 shares 8,630$2.35M1.89%-290Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,315 shares; 2025Q1: 3,399 shares; 2025Q2: 3,408 shares; 2025Q3: 3,416 shares; 2025Q4: 3,406 shares 3,406$2.32M1.88%-10Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,430 shares 6,430$2.08M1.68%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,748 shares; 2025Q1: 4,418 shares; 2025Q2: 4,297 shares; 2025Q3: 4,309 shares; 2025Q4: 4,305 shares 4,305$2.08M1.68%-4Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,688 shares; 2025Q1: 8,342 shares; 2025Q2: 7,427 shares; 2025Q3: 7,428 shares; 2025Q4: 7,579 shares 7,579$1.41M1.14%+151Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,138 shares; 2025Q1: 8,046 shares; 2025Q2: 8,050 shares; 2025Q3: 8,223 shares; 2025Q4: 8,256 shares 8,256$1.32M1.07%+33Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,831 shares; 2025Q1: 2,935 shares; 2025Q2: 2,931 shares; 2025Q3: 2,828 shares; 2025Q4: 2,990 shares 2,990$936K0.76%+162Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,913 shares; 2025Q1: 5,504 shares; 2025Q2: 5,506 shares; 2025Q3: 5,506 shares; 2025Q4: 6,831 shares 6,831$719K0.58%+1,325Timeline
AUBATLANTIC UN BANKSHARES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,818 shares; 2025Q1: 19,818 shares; 2025Q2: 19,818 shares; 2025Q3: 19,248 shares; 2025Q4: 19,248 shares 19,248$679K0.55%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,812 shares; 2025Q1: 5,363 shares; 2025Q2: 5,336 shares; 2025Q3: 5,321 shares; 2025Q4: 5,387 shares 5,387$648K0.52%+66Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,360 shares; 2025Q1: 2,385 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,720 shares 2,720$628K0.51%+130Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,096 shares; 2025Q1: 7,807 shares; 2025Q2: 7,790 shares; 2025Q3: 7,802 shares; 2025Q4: 7,810 shares 7,810$627K0.51%+8Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,653 shares; 2025Q1: 3,370 shares; 2025Q2: 2,937 shares; 2025Q3: 2,942 shares; 2025Q4: 2,990 shares 2,990$619K0.5%+48Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,343 shares; 2025Q1: 4,354 shares; 2025Q2: 4,366 shares; 2025Q3: 4,378 shares; 2025Q4: 4,382 shares 4,382$589K0.48%+4Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 879 shares; 2025Q1: 881 shares; 2025Q2: 874 shares; 2025Q3: 879 shares; 2025Q4: 887 shares 887$514K0.41%+8Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,105 shares; 2025Q1: 1,015 shares; 2025Q2: 1,017 shares; 2025Q3: 1,019 shares; 2025Q4: 1,021 shares 1,021$491K0.4%+2Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,012 shares; 2025Q1: 1,958 shares; 2025Q2: 1,506 shares; 2025Q3: 1,506 shares; 2025Q4: 1,506 shares 1,506$473K0.38%0Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,617 shares; 2025Q1: 3,017 shares; 2025Q2: 3,929 shares; 2025Q3: 3,608 shares; 2025Q4: 2,888 shares 2,888$468K0.38%-720Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,220 shares; 2025Q1: 2,944 shares; 2025Q2: 2,748 shares; 2025Q3: 2,848 shares; 2025Q4: 2,845 shares 2,845$434K0.35%-3Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,424 shares; 2025Q1: 6,429 shares; 2025Q2: 6,542 shares; 2025Q3: 7,039 shares; 2025Q4: 6,978 shares 6,978$409K0.33%-61Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,559 shares; 2025Q1: 12,280 shares; 2025Q2: 7,836 shares; 2025Q3: 7,215 shares; 2025Q4: 7,316 shares 7,316$402K0.32%+101Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,462 shares; 2025Q1: 6,541 shares; 2025Q2: 6,548 shares; 2025Q3: 6,754 shares; 2025Q4: 6,777 shares 6,777$391K0.32%+23Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 288 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 296 shares 296$318K0.26%+13Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,309 shares; 2025Q1: 1,311 shares; 2025Q2: 1,293 shares; 2025Q3: 1,295 shares; 2025Q4: 1,307 shares 1,307$315K0.25%+12Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,795 shares; 2025Q1: 2,096 shares; 2025Q2: 2,094 shares; 2025Q3: 2,152 shares; 2025Q4: 2,134 shares 2,134$306K0.25%-18Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 607 shares; 2025Q1: 678 shares; 2025Q2: 614 shares; 2025Q3: 864 shares; 2025Q4: 879 shares 879$302K0.24%+15Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,154 shares; 2025Q1: 2,006 shares; 2025Q2: 1,997 shares; 2025Q3: 2,062 shares; 2025Q4: 2,072 shares 2,072$297K0.24%+10Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,931 shares; 2025Q1: 1,944 shares; 2025Q2: 1,956 shares; 2025Q3: 1,968 shares; 2025Q4: 1,981 shares 1,981$284K0.23%+13Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,397 shares; 2025Q1: not reported; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,435 shares 1,435$280K0.23%+8Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 892 shares; 2025Q1: 820 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 834 shares 834$269K0.22%+10Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,208 shares; 2025Q1: 2,209 shares; 2025Q2: 1,903 shares; 2025Q3: 1,903 shares; 2025Q4: 1,903 shares 1,903$266K0.21%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,139 shares; 2025Q1: not reported; 2025Q2: 1,244 shares; 2025Q3: 1,189 shares; 2025Q4: 1,197 shares 1,197$260K0.21%+8Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,113 shares 1,113$245K0.2%newTimeline
JVALJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,638 shares; 2025Q3: 4,660 shares; 2025Q4: 4,688 shares 4,688$230K0.19%+28Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,585 shares; 2025Q1: 3,594 shares; 2025Q2: 3,604 shares; 2025Q3: 3,614 shares; 2025Q4: 3,627 shares 3,627$229K0.18%+13Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 635 shares 635$220K0.18%newTimeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,464 shares; 2025Q3: 1,469 shares; 2025Q4: 1,143 shares 1,143$219K0.18%-326Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 324 shares 324$214K0.17%+20Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 377 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 406 shares 406$204K0.16%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
WMTWALMART INC1,952$201Kshares

How Q4 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 0001765380-26-000013 base2026-01-22acceptance time not in the bulk data set