Campbell Deegan Wealth Management, LLC Portfolio Holdings

Campbell Deegan Wealth Management, LLC

  • $102 Billion
  • Q2 2025

Campbell Deegan Wealth Management, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $102 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $20B, Fidelity Covington Tr Low Vola with a value of $19.8B, Vanguard Value ETF with a value of $17.9B, J P Morgan Exchange Traded F with a value of $11.9B, and Vanguard Growth ETF with a value of $7.41B.

Examining the 13F form we can see an increase of $14.6B in the current position value, from $86.9B to 102B.

Campbell Deegan Wealth Management, LLC is based out at Richmond, VA

Below you can find more details about Campbell Deegan Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $102 Billion
ETFs: $73.4 Billion
Technology: $5.68 Billion
Consumer Defensive: $2.7 Billion
Financial Services: $2.19 Billion
Healthcare: $1.46 Billion
Consumer Cyclical: $1.08 Billion
Communication Services: $1.01 Billion
Energy: $969 Million
Other: $1.17 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$721 Million 0.71% of portfolio
3,929
Q2 2025 Added 30.23%
$141B
$541 Million 0.53% of portfolio
7,790
Q2 2025 Reduced 0.22%
$118B
$384 Million 0.38% of portfolio
6,548
Q2 2025 Added 0.11%
$51B
$370 Million 0.36% of portfolio
6,542
Q2 2025 Added 1.76%
$187B
$354 Million 0.35% of portfolio
874
Q2 2025 Reduced 0.79%
$152B
$287 Million 0.28% of portfolio
1,293
Q2 2025 Reduced 1.37%
$139B
$261 Million 0.26% of portfolio
1,244
Q2 2025 New
$13.6B
$237 Million 0.23% of portfolio
1,903
Q2 2025 Reduced 13.85%
$79.5B
$215 Million 0.21% of portfolio
1,249
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $102 Billion
  • Prior Value $86.9 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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