Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Campbell Deegan Wealth Management, LLC (CIK 2059743) reported $141.0M across 52 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPGP ($24.2M, 17.14%), VTV ($23.8M, 16.86%), FDLO ($23.1M, 16.35%), HELO ($18.7M, 13.27%), VUG ($8.9M, 6.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPGP | INVESCO EXCHANGE TRADED FD T | $24.2M | 17.14% | 197,674 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $23.8M | 16.86% | 109,127 | Added |
| 3 | FDLO | FIDELITY COVINGTON TRUST | $23.1M | 16.35% | 337,359 | Added |
| 4 | HELO | J P MORGAN EXCHANGE TRADED F | $18.7M | 13.27% | 277,002 | Added |
| 5 | VUG | VANGUARD INDEX FDS | $8.9M | 6.33% | 103,680 | Added |
| 6 | UJAN | INNOVATOR ETFS TRUST | $8.1M | 5.73% | 178,393 | Added |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | $6.4M | 4.51% | 112,578 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $2.6M | 1.82% | 8,562 | Trimmed |
| 9 | AAPL | APPLE INC | $2.3M | 1.66% | 8,110 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $1.7M | 1.24% | 4,681 | Added |
| 11 | SHW | SHERWIN WILLIAMS CO | $1.7M | 1.21% | 9,058 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $1.6M | 1.16% | 12,251 | Added |
| 13 | PM | PHILIP MORRIS INTL INC | $1.4M | 0.97% | 7,563 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $1.1M | 0.75% | 2,976 | Trimmed |
| 15 | AUB | ATLANTIC UN BANKSHARES CORP | $769,280 | 0.55% | 18,182 | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $758,412 | 0.54% | 2,986 | Trimmed |
| 17 | UJUL | INNOVATOR ETFS TRUST | $748,741 | 0.53% | 18,365 | New |
| 18 | XOM | EXXON MOBIL CORP | $719,356 | 0.51% | 5,262 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $682,918 | 0.48% | 2,865 | Added |
| 20 | NEE | NEXTERA ENERGY INC | $668,256 | 0.47% | 7,614 | Added |
| 21 | PKW | INVESCO EXCHANGE TRADED FD T | $621,729 | 0.44% | 4,389 | Added |
| 22 | MRK | MERCK & CO INC | $556,046 | 0.39% | 4,327 | Trimmed |
| 23 | DIA | STATE STR SPDR DOW JONES IND | $534,794 | 0.38% | 1,024 | Added |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | $489,699 | 0.35% | 2,302 | Added |
| 25 | MO | ALTRIA GROUP INC | $493,428 | 0.35% | 6,858 | Added |
Source: SEC Form 13F filings · as of 2026-06-30