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Campbell Deegan Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    richmond, VA
  • Num holdings

    42

  • Value ($000)

    $111,973

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0002059743
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPGP

INVESCO EXCHANGE TRADED FD T

S&P 500 GARP ETF
46137V431
$21.34M
19 %

187,787

F
FDLO

FIDELITY COVINGTON TRUST

LOW VOLITY ETF
316092824
$21.04M
19 %

319,410

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$19.57M
18 %

104,963

H
HELO

J P MORGAN EXCHANGE TRADED F

HEDGED EQUITY LA
46654Q724
$15.02M
13 %

231,084

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$8.11M
7 %

16,902

J
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
46641Q332
$4.99M
5 %

87,388

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$2.28M
2 %

3,416

A
AAPL

APPLE INC

COM
037833100
$2.27M
2 %

8,920

M
MSFT

MICROSOFT CORP

COM
594918104
$2.23M
2 %

4,309

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$1.39M
1 %

7,428

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