Campbell Deegan Wealth Management, LLC Portfolio Holdings

Campbell Deegan Wealth Management, LLC

  • $112 Billion
  • Q3 2025

Campbell Deegan Wealth Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 42 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 $21.3B, Fidelity Covington Tr Low Vola with a value of $21B, Vanguard Value ETF with a value of $19.6B, J P Morgan Exchange Traded F with a value of $15B, and Vanguard Growth ETF with a value of $8.11B.

Examining the 13F form we can see an increase of $10.4B in the current position value, from $102B to 112B.

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 $112 Billion
ETFs: $79.4 Billion
Technology: $6.29 Billion
Consumer Defensive: $2.6 Billion
Financial Services: $2.19 Billion
Healthcare: $1.65 Billion
Communication Services: $1.28 Billion
Consumer Cyclical: $1.24 Billion
Energy: $1.04 Billion
Other: $1.28 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.3 Billion 19.06% of portfolio
187,787
Q3 2025 Added 1.16%
$0
$21 Billion 18.79% of portfolio
319,410
Q3 2025 Added 1.49%
$0
$19.6 Billion 17.48% of portfolio
104,963
Q3 2025 Added 3.77%
J P Morgan Exchange Traded F
-
$15 Billion 13.41% of portfolio
-
Q3 2025 Added 21.12%
$0
$8.11 Billion 7.24% of portfolio
16,902
Q3 2025 Reduced 0.02%
$0
$4.99 Billion 4.46% of portfolio
87,388
Q3 2025 Added 22.47%
$4.3T
$2.27 Billion 2.03% of portfolio
8,920
Q3 2025 Reduced 0.68%
$0
$2.28 Billion 2.03% of portfolio
3,416
Q3 2025 Added 0.23%
$3.78T
$2.23 Billion 1.99% of portfolio
4,309
Q3 2025 Added 0.28%
$465B
$1.39 Billion 1.24% of portfolio
7,428
Q3 2025 Added 0.01%
$237B
$1.33 Billion 1.19% of portfolio
8,223
Q3 2025 Added 2.15%
$1.65T
$688 Million 0.61% of portfolio
2,828
Q3 2025 Reduced 3.51%
$2.43B
$679 Million 0.61% of portfolio
19,248
Q3 2025 Reduced 2.88%
$490B
$600 Million 0.54% of portfolio
5,321
Q3 2025 Reduced 0.28%
$84.9B
$608 Million 0.54% of portfolio
3,608
Q3 2025 Reduced 8.17%
$168B
$589 Million 0.53% of portfolio
7,802
Q3 2025 Added 0.15%
$2.39T
$569 Million 0.51% of portfolio
2,590
Q2 2025 Added 8.6%
$522B
$545 Million 0.49% of portfolio
2,942
Q3 2025 Added 0.17%
$0
$472 Million 0.42% of portfolio
1,019
Q3 2025 Added 0.2%
$235B
$462 Million 0.41% of portfolio
5,506
Q2 2025 Added 0.04%
$303B
$442 Million 0.4% of portfolio
2,848
Q3 2025 Added 3.64%
$104B
$446 Million 0.4% of portfolio
6,754
Q3 2025 Added 3.15%
$50.4B
$431 Million 0.38% of portfolio
7,039
Q3 2025 Added 7.6%
$222B
$426 Million 0.38% of portfolio
879
Q3 2025 Added 0.57%
$593B
$401 Million 0.36% of portfolio
1,427
Q2 2025 New
$1.74T
$367 Million 0.33% of portfolio
1,506
Q2 2025 Reduced 23.08%
$413B
$372 Million 0.33% of portfolio
7,215
Q3 2025 Reduced 7.92%
$367B
$350 Million 0.31% of portfolio
864
Q3 2025 Added 40.72%
$140B
$326 Million 0.29% of portfolio
1,295
Q3 2025 Added 0.15%
$346B
$317 Million 0.28% of portfolio
2,062
Q3 2025 Added 3.25%
$204B
$302 Million 0.27% of portfolio
2,152
Q3 2025 Added 2.77%
$0
$277 Million 0.25% of portfolio
1,968
Q3 2025 Added 0.61%
$0
$279 Million 0.25% of portfolio
1,469
Q3 2025 Added 0.34%
$12.8B
$272 Million 0.24% of portfolio
1,903
Q2 2025 Reduced 13.85%
$114B
$257 Million 0.23% of portfolio
1,189
Q3 2025 Reduced 4.42%
$881B
$260 Million 0.23% of portfolio
824
Q2 2025 Added 0.49%
$1.37T
$224 Million 0.2% of portfolio
304
Q2 2025 New
$0
$227 Million 0.2% of portfolio
3,614
Q3 2025 Added 0.28%
$0
$221 Million 0.2% of portfolio
4,660
Q3 2025 Added 0.47%
$971B
$216 Million 0.19% of portfolio
283
Q1 2025 Reduced 1.74%
$279B
$201 Million 0.18% of portfolio
1,952
Q3 2025 Reduced 25.55%

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $112 Billion
  • Prior Value $102 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
Track This Portfolio

Track Campbell Deegan Wealth Management, LLC Portfolio

Follow Campbell Deegan Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Campbell Deegan Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Campbell Deegan Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email