Campbell Deegan Wealth Management, LLC
Q3 2025 13F Holdings
- Locationrichmond, VA
- Num holdings
42
- Value ($000)
$111,973
- Date Filed11/12/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPGP INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 46137V431 | $21.34 M | 19 % | 187,787 | ||
FDLO FIDELITY COVINGTON TRUST | LOW VOLITY ETF | 316092824 | $21.04 M | 19 % | 319,410 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $19.57 M | 18 % | 104,963 | ||
HELO J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 | $15.02 M | 13 % | 231,084 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $8.11 M | 7 % | 16,902 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $4.99 M | 5 % | 87,388 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $2.28 M | 2 % | 3,416 | ||
AAPL APPLE INC | COM | 037833100 | $2.27 M | 2 % | 8,920 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.23 M | 2 % | 4,309 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $1.39 M | 1 % | 7,428 |
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