Campbell Deegan Wealth Management, LLC
Campbell Deegan Wealth Management, LLC reported 56 positions worth $141.0M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: SPGP (17.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPGP | SH | $24.2M | 17.14% | 197,674 | — | — | |
| ▸ 2 | VTV | SH | $23.8M | 16.86% | 109,127 | — | — | |
| ▸ 3 | FDLO | SH | $23.1M | 16.35% | 337,359 | — | — | |
| ▸ 4 | HELO | SH | $18.7M | 13.27% | 277,002 | — | — | |
| ▸ 5 | VUG | SH | $8.9M | 6.33% | 103,680 | — | — | |
| ▸ 6 | UJAN | SH | $8.1M | 5.73% | 178,393 | — | — | |
| ▸ 7 | JEPI | SH | $6.4M | 4.51% | 112,578 | — | — | |
| ▸ 8 | SPY | SH | $2.4M | 1.73% | 3,262 | — | — | |
| ▸ 9 | AAPL | SH | $2.3M | 1.66% | 8,110 | — | — | |
| ▸ 10 | MSFT | SH | $1.7M | 1.24% | 4,681 | — | — |
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Frequently Asked Questions
What stocks does Campbell Deegan Wealth Management, LLC hold as of Q2 2026?
Campbell Deegan Wealth Management, LLC reported 56 positions worth $141.0M in its Q2 2026 13F filing. Largest positions: SPGP (17.1%), VTV (16.9%), FDLO (16.3%), HELO (13.3%) and VUG (6.3%).
What did Campbell Deegan Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Campbell Deegan Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.