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Campbell Deegan Wealth Management, LLC

Q4 2025 13F Holdings

  • Location
    richmond, VA
  • Num holdings

    46

  • Value ($000)

    $123,875

  • Date Filed
    01/22/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
F
FDLO

FIDELITY COVINGTON TRUST

LOW VOLITY ETF
316092824
$22.05M
18 %

330,360

S
SPGP

INVESCO EXCHANGE TRADED FD T

S&P 500 GARP ETF
46137V431
$22.05M
18 %

193,630

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$20.65M
17 %

108,134

H
HELO

J P MORGAN EXCHANGE TRADED F

HEDGED EQUITY LA
46654Q724
$16.86M
14 %

253,813

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$8.07M
7 %

16,534

J
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
46641Q332
$5.62M
5 %

98,217

U
UJAN

INNOVATOR ETFS TRUST

US EQT ULTRA BF
45782C300
$3.52M
3 %

81,355

A
AAPL

APPLE INC

COM
037833100
$2.35M
2 %

8,630

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$2.32M
2 %

3,406

S
SHW

SHERWIN WILLIAMS CO

COM
824348106
$2.08M
2 %

6,430

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