Campbell Deegan Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed March 11, 2025), Campbell Deegan Wealth Management, LLC reported 43 stock positions worth $83.3 million. Its top holding was Fidelity Low Volat Fact ETF (FDLO) at 21.0% of the portfolio, followed by Invesco S&P 500 Garp ETF (SPGP, 20.7%) and Vanguard Mrngstr Val ETF-Aui (VTV, 19.1%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0002059743
- Portfolio Value
- $83.3M (Q4 2024)
- SEC Filing
- 0001765380-25-000137 ↗ filed Mar 11, 2025
Holdings Value
Holdings 43 stocks · $83.3M
| FDLO Fidelity Low Volat Fact ETF | 21.01% | 288,687 | $17.5M | — |
| SPGP Invesco S&P 500 Garp ETF | 20.67% | 164,107 | $17.2M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 19.08% | 93,829 | $15.9M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 8.08% | 16,385 | $6.7M | — |
| HELO JPMorgan Hedged Equity ETF | 4.93% | 66,205 | $4.1M | — |
| AAPL Apple Inc. | 2.46% | 8,163 | $2.0M | — |
| MSFT Microsoft Corp. | 2.40% | 4,748 | $2.0M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.33% | 3,315 | $1.9M | — |
| JEPI JPMorgan Equity Premium Inco | 1.56% | 22,604 | $1.3M | — |
| PM Philip Morris International | 1.18% | 8,138 | $979K | — |
| NVDA Nvidia Corp. | 0.92% | 5,688 | $764K | — |
| AUB Atlantic Union Bankshares Co. | 0.90% | 19,818 | $751K | — |
| XLE SS Energy Select Sector | 0.77% | 7,511 | $643K | — |
| XOM Exxon Mobil Corp. | 0.75% | 5,812 | $625K | — |
| MRK Merck & Co. Inc. | 0.71% | 5,913 | $588K | — |
| NEE Nextera Energy Inc. | 0.70% | 8,096 | $580K | — |
| ICE Intercontinental Exchange Inc. | 0.65% | 3,617 | $539K | — |
| GOOGL Alphabet Inc. Class A | 0.64% | 2,831 | $536K | — |
| JNJ Johnson & Johnson | 0.63% | 3,653 | $528K | — |
| MATX Matson Inc. | 0.63% | 3,885 | $524K | — |
| AMZN Amazon.com Inc. | 0.62% | 2,360 | $518K | — |
| PKW Invesco Buyback Achievers Et | 0.60% | 4,343 | $500K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.56% | 1,105 | $470K | — |
| CVX Chevron Corp. | 0.56% | 3,220 | $466K | — |
| TMO Thermo Fisher Scientific Inc. | 0.55% | 879 | $457K | — |
| PEP Pepsico Inc. | 0.51% | 2,795 | $425K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.50% | 9,559 | $420K | — |
| GOOG Alphabet Inc. Class C | 0.46% | 2,012 | $383K | — |
| PG The Procter & Gamble Co. | 0.43% | 2,154 | $361K | — |
| D Dominion Energy Inc. | 0.42% | 6,424 | $346K | — |
| MO Altria Group Inc. | 0.41% | 6,462 | $338K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.40% | 1,672 | $331K | — |
| LOW Lowe's Cos Inc. | 0.39% | 1,309 | $323K | — |
| FISV Fiserv Inc. | 0.31% | 1,249 | $257K | — |
| VYM Vanguard High DVD Yield ETF | 0.30% | 1,931 | $246K | — |
| GL Globe Life Inc. | 0.30% | 2,208 | $246K | — |
| HD Home Depot Inc. | 0.28% | 607 | $236K | — |
| ORCL Oracle Corp. | 0.28% | 1,397 | $233K | — |
| LLY Eli Lilly & Co. | 0.27% | 288 | $222K | — |
| JPM JPMorgan Chase & Co. | 0.26% | 892 | $214K | — |
| JQUA JPMorgan US Quality Factor | 0.25% | 3,585 | $205K | — |
| BA The Boeing Co. | 0.24% | 1,139 | $202K | — |
| NMR Nomura Holdings Inc.-Spon ADR | 0.10% | 14,500 | $84K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 52 | $140.7M | SPGP, VTV, FDLO, HELO, VUG |
| Q1 2026 | 49 | $124.5M | VTV, FDLO, SPGP, HELO, VUG |
| Q4 2025 | 46 | $123.9M | FDLO, SPGP, VTV, HELO, VUG |
| Q3 2025 | 42 | $112.0M | SPGP, FDLO, VTV, HELO, VUG |
| Q2 2025 | 44 | $101.6M | SPGP, FDLO, VTV, HELO, VUG |
| Q1 2025 | 41 | $86.9M | FDLO, SPGP, VTV, HELO, VUG |
| Q4 2024 | 43 | $83.3M | FDLO, SPGP, VTV, VUG, HELO |