—

Campbell Deegan Wealth Management, LLC

Q1 2026 13F Holdings

  • Location
    richmond, VA
  • Num holdings

    53

  • Value ($000)

    $124,940

  • Date Filed
    05/08/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$21.38M
17 %

108,959

F
FDLO

FIDELITY COVINGTON TRUST

LOW VOLITY ETF
316092824
$21.37M
17 %

330,828

S
SPGP

INVESCO EXCHANGE TRADED FD T

S&P 500 GARP ETF
46137V431
$20.83M
17 %

193,546

H
HELO

J P MORGAN EXCHANGE TRADED F

HEDGED EQUITY LA
46654Q724
$16.93M
14 %

264,937

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$7.11M
6 %

16,279

U
UJAN

INNOVATOR ETFS TRUST

US EQT ULTRA BF
45782C300
$6.4M
5 %

150,463

J
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
46641Q332
$5.86M
5 %

103,419

A
AAPL

APPLE INC

COM
037833100
$2.16M
2 %

8,517

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$2.13M
2 %

3,270

M
MSFT

MICROSOFT CORP

COM
594918104
$1.61M
1 %

4,356

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 53