Campbell Deegan Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$124.9M
Q ending 2026-03-31
Prior quarter
$123.9M
Q ending 2025-12-31
Change
+0.9% QoQ · +43.7% YoY
Positions
53
reported holdings
Largest positions
All 53 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTV | Shares | $21.4M | 109K |
| Fidelity Covington Trust | FDLO | Shares | $21.4M | 331K |
| Invesco Exchange Traded Fd T | SPGP | Shares | $20.8M | 194K |
| J P Morgan Exchange Traded F | HELO | Shares | $16.9M | 265K |
| Vanguard Index Fds | VUG | Shares | $7.1M | 16K |
| Innovator Etfs Trust | UJAN | Shares | $6.4M | 150K |
| J P Morgan Exchange Traded F | JEPI | Shares | $5.9M | 103K |
| Apple Inc | AAPL | Shares | $2.2M | 9K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.1M | 3K |
| Microsoft Corp | MSFT | Shares | $1.6M | 4K |
| Sherwin Williams Co | SHW | Shares | $1.6M | 5K |
| Philip Morris Intl Inc | PM | Shares | $1.4M | 8K |
| Nvidia Corporation | NVDA | Shares | $1.4M | 8K |
| Exxon Mobil Corp | XOM | Shares | $905K | 5K |
| Alphabet Inc | GOOGL | Shares | $868K | 3K |
| Johnson & Johnson | JNJ | Shares | $732K | 3K |
| Atlantic Un Bankshares Corp | AUB | Shares | $688K | 19K |
| Nextera Energy Inc | NEE | Shares | $677K | 7K |
| Amazon Com Inc | AMZN | Shares | $589K | 3K |
| Invesco Exchange Traded Fd T | PKW | Shares | $576K | 4K |
| Chevron Corporation | CVX | Shares | $563K | 3K |
| Merck & Co Inc | MRK | Shares | $556K | 5K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $474K | 1K |
| Alphabet Inc | GOOG | Shares | $462K | 2K |
| Intercontinental Exchange In | ICE | Shares | $460K | 3K |
| Altria Group Inc | MO | Shares | $452K | 7K |
| Invesco Exchange Traded Fd T | RSP | Shares | $441K | 2K |
| Thermo Fisher Scientific Inc | TMO | Shares | $436K | 887 |
| Dominion Energy Inc | D | Shares | $428K | 7K |
| Bank America Corp | BAC | Shares | $367K | 8K |
| Eli Lilly & Co | LLY | Shares | $341K | 371 |
| Lowes Cos Inc | LOW | Shares | $312K | 1K |
| Vanguard Whitehall Fds | VYM | Shares | $295K | 2K |
| Pepsico Inc | PEP | Shares | $292K | 2K |
| Procter & Gamble Co | PG | Shares | $290K | 2K |
| Globe Life Inc | GL | Shares | $265K | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $256K | 869 |
| Vanguard Index Fds | VTI | Shares | $244K | 760 |
| Boeing Co | BA | Shares | $241K | 1K |
| Vanguard Specialized Funds | VIG | Shares | $240K | 1K |
| Colgate Palmolive Co | CL | Shares | $238K | 3K |
| J P Morgan Exchange Traded F | JVAL | Shares | $230K | 5K |
| J P Morgan Exchange Traded F | JQUA | Shares | $223K | 4K |
| Walmart Inc | WMT | Shares | $219K | 2K |
| Oracle Corp | ORCL | Shares | $215K | 1K |
| Broadcom Inc | AVGO | Shares | $211K | 681 |
| Spdr Series Trust | SDY | Shares | $205K | 1K |
| Cisco Sys Inc | CSCO | Shares | $202K | 3K |
| Sherwin Williams Co | SHW | Put | $182K | 5K |
| State Str Spdr S&P 500 Etf T | SPY | Put | $180K | 4K |
| Mitsubishi Ufj Financial Gro | MUFG | Shares | $178K | 11K |
| Nvidia Corporation | NVDA | Put | $88K | 4K |
| State Str Spdr S&P 500 Etf T | SPY | Call | $33K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.