Campion Asset Management

Q4 2024 13F Holdings

  • Location
    falls church, VA
  • Num holdings

    86

  • Value ($000)

    $132,440

  • Date Filed
    02/13/2025
  • Form type
    13F-HR
  • CIK
    0001843492
  • 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 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IWB
IWB

ISHARES TR

RUS 1000 ETF
$11.00M
8 %

34,131

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$10.15M
8 %

162,920

IWR
IWR

ISHARES TR

RUS MID CAP ETF
$9.41M
7 %

106,436

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$9.11M
7 %

15,479

LMT
LMT

LOCKHEED MARTIN CORP

COM
$8.45M
6 %

17,381

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$6.87M
5 %

143,683

VNQ
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
$6.65M
5 %

74,692

AAPL
AAPL

APPLE INC

COM
$4.61M
4 %

18,417

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
$4.24M
3 %

36,790

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
$3.56M
3 %

16,105

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 86