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 $124.9M across 46 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($21.4M, 17.11%), FDLO ($21.4M, 17.10%), SPGP ($20.8M, 16.67%), HELO ($16.9M, 13.55%), VUG ($7.1M, 5.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $21.4M | 17.11% | 108,959 | Added |
| 2 | FDLO | FIDELITY COVINGTON TRUST | $21.4M | 17.10% | 330,828 | Added |
| 3 | SPGP | INVESCO EXCHANGE TRADED FD T | $20.8M | 16.67% | 193,546 | Trimmed |
| 4 | HELO | J P MORGAN EXCHANGE TRADED F | $16.9M | 13.55% | 264,937 | Added |
| 5 | VUG | VANGUARD INDEX FDS | $7.1M | 5.69% | 16,279 | Trimmed |
| 6 | UJAN | INNOVATOR ETFS TRUST | $6.4M | 5.12% | 150,463 | Added |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.9M | 4.69% | 103,419 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $2.3M | 1.87% | 9,670 | Added |
| 9 | AAPL | APPLE INC | $2.2M | 1.73% | 8,517 | Trimmed |
| 10 | SHW | SHERWIN WILLIAMS CO | $1.8M | 1.40% | 9,707 | Added |
| 11 | MSFT | MICROSOFT CORP | $1.6M | 1.29% | 4,356 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $1.5M | 1.16% | 12,133 | Added |
| 13 | PM | PHILIP MORRIS INTL INC | $1.4M | 1.10% | 8,279 | Added |
| 14 | XOM | EXXON MOBIL CORP | $905,419 | 0.72% | 5,337 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $867,898 | 0.69% | 3,018 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $732,322 | 0.59% | 2,996 | Added |
| 17 | AUB | ATLANTIC UN BANKSHARES CORP | $687,924 | 0.55% | 19,248 | Hold |
| 18 | NEE | NEXTERA ENERGY INC | $677,075 | 0.54% | 7,290 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $588,636 | 0.47% | 2,826 | Added |
| 20 | PKW | INVESCO EXCHANGE TRADED FD T | $575,548 | 0.46% | 4,385 | Added |
| 21 | CVX | CHEVRON CORPORATION | $562,868 | 0.45% | 2,720 | Trimmed |
| 22 | MRK | MERCK & CO INC | $555,885 | 0.44% | 4,621 | Trimmed |
| 23 | DIA | STATE STR SPDR DOW JONES IND | $473,609 | 0.38% | 1,022 | Added |
| 24 | GOOG | ALPHABET INC | $462,460 | 0.37% | 1,612 | Added |
| 25 | ICE | INTERCONTINENTAL EXCHANGE IN | $460,019 | 0.37% | 2,925 | Added |
Source: SEC Form 13F filings · as of 2026-03-31