Campbell Deegan Wealth Management, LLC
Q2 2025 13F Holdings
- Locationrichmond, VA
- Num holdings
44
- Value ($000)
$101,563
- Date Filed08/08/2025
- Form type13F-HR
- CIK0002059743
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPGP INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 46137V431 | $19.99M | 20 % | 185,634 | ||
FDLO FIDELITY COVINGTON TRUST | LOW VOLITY ETF | 316092824 | $19.77M | 20 % | 314,733 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $17.88M | 18 % | 101,146 | ||
HELO J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 | $11.94M | 12 % | 190,788 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $7.41M | 7 % | 16,905 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $4.06M | 4 % | 71,354 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.14M | 2 % | 4,297 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $2.11M | 2 % | 3,408 | ||
AAPL APPLE INC | COM | 037833100 | $1.84M | 2 % | 8,981 | ||
PM PHILIP MORRIS INTL INC | COM | 718172109 | $1.47M | 1 % | 8,050 |
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