Campbell Deegan Wealth Management, LLC
CIK 0002059743 · RICHMOND, VA · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$141.0M
2026 Q2
Positions
56
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
84.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPGP
INVESCO EXCHANGE TRADED FD T
17.1%
VTV
VANGUARD INDEX FDS
16.9%
FDLO
FIDELITY COVINGTON TRUST
16.3%
HELO
J P MORGAN EXCHANGE TRADED F
13.3%
VUG
VANGUARD INDEX FDS
6.3%
UJAN
INNOVATOR ETFS TRUST
5.7%
JEPI
J P MORGAN EXCHANGE TRADED F
4.5%
SPY
STATE STR SPDR S&P 500 ETF T
1.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.