Campbell Deegan Wealth Management, LLC Top Holdings and 13F Report (2026) About Campbell Deegan Wealth Management, LLCInvestment ActivityCampbell Deegan Wealth Management, LLC has $124.94 million in total holdings as of March 31, 2026.Campbell Deegan Wealth Management, LLC owns shares of 49 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 6.81% of the portfolio was purchased this quarter.About 1.02% of the portfolio was sold this quarter.This quarter, Campbell Deegan Wealth Management, LLC has purchased 46 new stocks and bought additional shares in 30 stocks.Campbell Deegan Wealth Management, LLC sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Value ETF $21,377,699Fidelity Low Volatility Factor ETF $21,368,172Invesco S&P 500 GARP ETF $20,829,463J P MORGAN EXCHANGE TRADED F $16,932,138Vanguard Growth ETF $7,110,466 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $243,794 Holding194162103 - Colgate-Palmolive $237,654 Holding931142103 - WALMART INC $218,733 Holding78464A763 - SPDR S&P Dividend ETF $205,120 Holding17275R102 - Cisco Systems $201,964 Holding Largest Purchases this Quarter Innovator U.S. Equity Ultra Buffer ETF - January 69,108 shares (about $2.94M)SPDR S&P 500 ETF Trust 6,264 shares (about $1.52M)J P MORGAN EXCHANGE TRADED F 11,124 shares (about $710.94K)Sherwin-Williams 3,277 shares (about $592.59K)NVIDIA 4,554 shares (about $545.83K) Largest Sales this Quarter Merck & Co., Inc. 2,210 shares (about $265.85K)Vanguard Growth ETF 255 shares (about $111.38K)NextEra Energy 520 shares (about $48.30K)PepsiCo 256 shares (about $39.76K)Apple 113 shares (about $28.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCampbell Deegan Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$21,377,699$161,865 â–²0.8%108,95917.1%ETFFDLOFidelity Low Volatility Factor ETF$21,368,172$30,228 â–²0.1%330,82817.1%ETFSPGPInvesco S&P 500 GARP ETF$20,829,463$9,040 â–¼0.0%193,54616.7%ETFJ P MORGAN EXCHANGE TRADED F$16,932,138$710,935 â–²4.4%264,93713.6%HEDGED EQUITY LAVUGVanguard Growth ETF$7,110,466$111,381 â–¼-1.5%16,2795.7%ETFUJANInnovator U.S. Equity Ultra Buffer ETF - January$6,396,162$2,937,772 â–²84.9%150,4635.1%ETFJEPIJPMorgan Equity Premium Income ETF$5,861,795$294,850 â–²5.3%103,4194.7%ETFSPYSPDR S&P 500 ETF Trust$2,340,714$1,516,260 â–²183.9%9,6701.9%FinanceAAPLApple$2,161,626$28,680 â–¼-1.3%8,5171.7%Computer and TechnologySHWSherwin-Williams$1,755,339$592,587 â–²51.0%9,7071.4%Basic MaterialsMSFTMicrosoft$1,612,564$18,880 â–²1.2%4,3561.3%Computer and TechnologyNVDANVIDIA$1,454,238$545,834 â–²60.1%12,1331.2%Computer and TechnologyPMPhilip Morris International$1,368,912$3,803 â–²0.3%8,2791.1%Consumer StaplesXOMExxonMobil$905,419$8,482 â–¼-0.9%5,3370.7%EnergyGOOGLAlphabet$867,898$8,052 â–²0.9%3,0180.7%Computer and TechnologyJNJJohnson & Johnson$732,322$1,467 â–²0.2%2,9960.6%MedicalAUBAtlantic Union Bankshares$687,9240.0%19,2480.6%FinanceNEENextEra Energy$677,075$48,296 â–¼-6.7%7,2900.5%UtilitiesAMZNAmazon.com$588,636$22,079 â–²3.9%2,8260.5%Retail/WholesalePKWInvesco BuyBack Achievers ETF$575,548$394 â–²0.1%4,3850.5%ETFCVXChevron$562,868$25,867 â–¼-4.4%2,7200.5%EnergyMRKMerck & Co., Inc.$555,885$265,853 â–¼-32.4%4,6210.4%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$473,609$463 â–²0.1%1,0220.4%FinanceGOOGAlphabet$462,460$30,410 â–²7.0%1,6120.4%Computer and TechnologyICEIntercontinental Exchange$460,019$5,819 â–²1.3%2,9250.4%FinanceMOAltria Group$451,622$4,421 â–²1.0%6,8440.4%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$440,988$221,645 â–²101.0%2,2980.4%ETFTMOThermo Fisher Scientific$435,9240.0%8870.3%MedicalDDominion Energy$428,141$3,214 â–¼-0.7%6,9260.3%UtilitiesBACBank of America$367,291$10,628 â–²3.0%7,5340.3%FinanceLLYEli Lilly and Company$341,474$69,031 â–²25.3%3710.3%MedicalLOWLowe's Companies$311,788$3,071 â–²1.0%1,3200.2%Retail/WholesaleVYMVanguard High Dividend Yield ETF$295,119$1,777 â–²0.6%1,9930.2%Financial ServicesPEPPepsiCo$291,651$39,756 â–¼-12.0%1,8780.2%Consumer StaplesPGProcter & Gamble$290,393$8,957 â–¼-3.0%2,0100.2%Consumer StaplesGLGlobe Life$264,8530.0%1,9030.2%FinanceJPMJPMorgan Chase & Co.$255,622$10,295 â–²4.2%8690.2%FinanceVTIVanguard Total Stock Market ETF$243,794$243,794 â–²New Holding7600.2%ETFBABoeing$241,224$2,985 â–²1.3%1,2120.2%AerospaceVIGVanguard Dividend Appreciation ETF$240,315$861 â–²0.4%1,1170.2%ETFCLColgate-Palmolive$237,654$237,654 â–²New Holding2,7880.2%Consumer StaplesJVALJPMorgan U.S. Value Factor ETF$229,820$782 â–²0.3%4,7040.2%ETFJQUAJPMorgan U.S. Quality Factor ETF$223,010$613 â–²0.3%3,6370.2%ETFWALMART INC$218,733$218,733 â–²New Holding1,7600.2%COMORCLOracle$215,260$4,120 â–²2.0%1,4630.2%Computer and TechnologyAVGOBroadcom$210,844$14,242 â–²7.2%6810.2%Computer and TechnologySDYSPDR S&P Dividend ETF$205,120$205,120 â–²New Holding1,4060.2%ETFCSCOCisco Systems$201,964$201,964 â–²New Holding2,6030.2%Computer and TechnologyMUFGMitsubishi UFJ Financial Group$178,185$178,185 â–²New Holding10,5000.1%FinanceHDHome Depot$0$302,325 â–¼-100.0%00.0%Retail/WholesaleMETAMeta Platforms$0$214,153 â–¼-100.0%00.0%Computer and TechnologyBRK.BBerkshire Hathaway$0$204,281 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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