Holders — by stockHoldings — by fund
Campbell Deegan Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002059743
$141.0M
disclosed book value
52
positions
17.1%
largest position share
Positions, as of 2026-06-30
top 56 of 52 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPGPINVESCO EXCHANGE TRADED FD T | 197,674 | $24.2M | 17.1% |
| 2 | VTVVANGUARD INDEX FDS | 109,127 | $23.8M | 16.9% |
| 3 | FDLOFIDELITY COVINGTON TRUST | 337,359 | $23.1M | 16.3% |
| 4 | HELOJ P MORGAN EXCHANGE TRADED F | 277,002 | $18.7M | 13.3% |
| 5 | VUGVANGUARD INDEX FDS | 103,680 | $8.9M | 6.3% |
| 6 | UJANINNOVATOR ETFS TRUST | 178,393 | $8.1M | 5.7% |
| 7 | JEPIJ P MORGAN EXCHANGE TRADED F | 112,578 | $6.4M | 4.5% |
| 8 | SPYSTATE STR SPDR S&P 500 ETF T | 3,262 | $2.4M | 1.7% |
| 9 | AAPLAPPLE INC | 8,110 | $2.3M | 1.7% |
| 10 | MSFTMICROSOFT CORP | 4,681 | $1.7M | 1.2% |
| 11 | NVDANVIDIA CORPORATION | 7,951 | $1.6M | 1.1% |
| 12 | SHWSHERWIN WILLIAMS CO | 4,558 | $1.6M | 1.1% |
| 13 | PMPHILIP MORRIS INTL INC | 7,563 | $1.4M | 1% |
| 14 | GOOGLALPHABET INC | 2,976 | $1.1M | 0.8% |
| 15 | AUBATLANTIC UN BANKSHARES CORP | 18,182 | $769,280 | 0.5% |
| 16 | JNJJOHNSON & JOHNSON | 2,986 | $758,412 | 0.5% |
| 17 | UJULINNOVATOR ETFS TRUST | 18,365 | $748,741 | 0.5% |
| 18 | XOMEXXON MOBIL CORP | 5,262 | $719,356 | 0.5% |
| 19 | AMZNAMAZON COM INC | 2,865 | $682,918 | 0.5% |
| 20 | NEENEXTERA ENERGY INC | 7,614 | $668,256 | 0.5% |
| 21 | PKWINVESCO EXCHANGE TRADED FD T | 4,389 | $621,729 | 0.4% |
| 22 | MRKMERCK & CO INC | 4,327 | $556,046 | 0.4% |
| 23 | DIASTATE STR SPDR DOW JONES IND | 1,024 | $534,794 | 0.4% |
| 24 | MOALTRIA GROUP INC | 6,858 | $493,428 | 0.3% |
| 25 | RSPINVESCO EXCHANGE TRADED FD T | 2,302 | $489,699 | 0.3% |
| 26 | DDOMINION ENERGY INC | 6,943 | $474,134 | 0.3% |
| 27 | SNDKSANDISK CORP | 200 | $454,746 | 0.3% |
| 28 | LLYELI LILLY & CO | 374 | $449,069 | 0.3% |
| 29 | TMOTHERMO FISHER SCIENTIFIC INC | 882 | $442,145 | 0.3% |
| 30 | WDCWESTERN DIGITAL CORP | 679 | $433,691 | 0.3% |
| 31 | BACBANK OF AMER CORP | 7,498 | $427,229 | 0.3% |
| 32 | GOOGALPHABET INC | 1,189 | $419,965 | 0.3% |
| 33 | ICEINTERCONTINENTAL EXCHANGE IN | 2,906 | $357,738 | 0.3% |
| 34 | CVXCHEVRON CORPORATION | 2,066 | $342,386 | 0.2% |
| 35 | GLGLOBE LIFE INC | 1,903 | $340,044 | 0.2% |
| 36 | VYMVANGUARD WHITEHALL FDS | 2,005 | $316,851 | 0.2% |
| 37 | CSCOCISCO SYS INC | 2,608 | $306,336 | 0.2% |
| 38 | JPMJPMORGAN CHASE & CO | 897 | $293,627 | 0.2% |
| 39 | LOWLOWES COS INC | 1,298 | $286,206 | 0.2% |
| 40 | VTIVANGUARD INDEX FDS | 762 | $281,916 | 0.2% |
| 41 | JVALJ P MORGAN EXCHANGE TRADED F | 4,721 | $276,860 | 0.2% |
| 42 | AVGOBROADCOM INC | 719 | $271,703 | 0.2% |
| 43 | JQUAJ P MORGAN EXCHANGE TRADED F | 3,646 | $263,539 | 0.2% |
| 44 | BABOEING CO | 1,216 | $263,228 | 0.2% |
| 45 | VIGVANGUARD SPECIALIZED FUNDS | 1,052 | $248,893 | 0.2% |
| 46 | NXPINXP SEMICONDUCTORS N V | 814 | $228,893 | 0.2% |
| 47 | ORCLORACLE CORP | 1,487 | $217,960 | 0.2% |
| 48 | SDYSPDR SERIES TRUST | 1,407 | $214,048 | 0.2% |
| 49 | PEPPEPSICO INC | 1,558 | $210,953 | 0.1% |
| 50 | MUFGMITSUBISHI UFJ FINANCIAL GRO | 10,500 | $208,845 | 0.1% |
| 51 | PGPROCTER & GAMBLE CO | 1,396 | $204,777 | 0.1% |
| 52 | UBSUBS GROUP AG | 4,064 | $201,412 | 0.1% |
| 53 | SHWSHERWIN WILLIAMS COPUT | 4,500 | $130,500 | 0.1% |
| 54 | SPYSTATE STR SPDR S&P 500 ETF TCALL | 2,000 | $84,220 | 0.1% |
| 55 | SPYSTATE STR SPDR S&P 500 ETF TPUT | 3,300 | $53,262 | 0% |
| 56 | NVDANVIDIA CORPORATIONPUT | 4,300 | $46,655 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.