Campbell Deegan Wealth Management, LLC Long-Term Concentrated

Location: Richmond, VA

CIK: 0002059743 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value: $112M (100.0% shares, 0.0% debt)

Holdings (42)

SPGP INVESCO EXCHANGE TRADED FD T 19.1%
Value $21.34M Shares 187,787 Est. Cost $104.83 Unrealized
FDLO FIDELITY COVINGTON TRUST 18.8%
Value $21.04M Shares 319,410 Est. Cost $60.73 Unrealized
VTV VANGUARD INDEX FDS 17.5%
Value $19.57M Shares 104,963 Est. Cost $170.28 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 13.4%
Value $15.02M Shares 231,084 Est. Cost $62.28 Unrealized
VUG VANGUARD INDEX FDS 7.2%
Value $8.107M Shares 16,902 Est. Cost $411.86 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 4.5%
Value $4.99M Shares 87,388 Est. Cost $57.13 Unrealized
SPY SPDR S&P 500 ETF TR 2.0%
Value $2.276M Shares 3,416 Est. Cost $585.51 Unrealized
AAPL APPLE INC 2.0%
Value $2.271M Shares 8,920 Est. Cost $234.04 Unrealized -3.6%
MSFT MICROSOFT CORP 2.0%
Value $2.232M Shares 4,309 Est. Cost $422.35 Unrealized +20.4%
NVDA NVIDIA CORPORATION 1.2%
Value $1.386M Shares 7,428 Est. Cost $134.26 Unrealized +29.8%
PM PHILIP MORRIS INTL INC 1.2%
Value $1.334M Shares 8,223 Est. Cost $121.53 Unrealized +35.9%
GOOGL ALPHABET INC 0.6%
Value $688K Shares 2,828 Est. Cost $174.37 Unrealized +20.0%
AUB ATLANTIC UN BANKSHARES CORP 0.6%
Value $679K Shares 19,248 Est. Cost $37.49 Unrealized -11.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.5%
Value $608K Shares 3,608 Est. Cost $159.54 Unrealized +11.4%
XOM EXXON MOBIL CORP 0.5%
Value $600K Shares 5,321 Est. Cost $112.36 Unrealized -2.4%
NEE NEXTERA ENERGY INC 0.5%
Value $589K Shares 7,802 Est. Cost $75.03 Unrealized -3.7%
PKW INVESCO EXCHANGE TRADED FD T 0.5%
Value $580K Shares 4,378 Est. Cost $115.12 Unrealized
AMZN AMAZON COM INC 0.5%
Value $569K Shares 2,590 Est. Cost $204.17 Unrealized +10.9%
JNJ JOHNSON & JOHNSON 0.5%
Value $545K Shares 2,942 Est. Cost $149.59 Unrealized +13.3%
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value $472K Shares 1,019 Est. Cost $425.63 Unrealized
MRK MERCK & CO INC 0.4%
Value $462K Shares 5,506 Est. Cost $98.70 Unrealized -17.9%
MO ALTRIA GROUP INC 0.4%
Value $446K Shares 6,754 Est. Cost $49.23 Unrealized +24.8%
CVX CHEVRON CORP NEW 0.4%
Value $442K Shares 2,848 Est. Cost $145.74 Unrealized +4.5%
D DOMINION ENERGY INC 0.4%
Value $431K Shares 7,039 Est. Cost $54.33 Unrealized +7.3%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value $426K Shares 879 Est. Cost $547.53 Unrealized -15.1%
ORCL ORACLE CORP 0.4%
Value $401K Shares 1,427 Est. Cost $160.80 Unrealized +58.1%
BAC BANK AMERICA CORP 0.3%
Value $372K Shares 7,215 Est. Cost $43.00 Unrealized +12.4%
GOOG ALPHABET INC 0.3%
Value $367K Shares 1,506 Est. Cost $175.67 Unrealized +19.5%
HD HOME DEPOT INC 0.3%
Value $350K Shares 864 Est. Cost $393.69 Unrealized -1.2%
LOW LOWES COS INC 0.3%
Value $326K Shares 1,295 Est. Cost $261.54 Unrealized -6.6%
PG PROCTER AND GAMBLE CO 0.3%
Value $317K Shares 2,062 Est. Cost $165.39 Unrealized -6.3%
PEP PEPSICO INC 0.3%
Value $302K Shares 2,152 Est. Cost $156.12 Unrealized -10.0%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value $279K Shares 1,469 Est. Cost $181.72 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value $277K Shares 1,968 Est. Cost $127.58 Unrealized
GL GLOBE LIFE INC 0.2%
Value $272K Shares 1,903 Est. Cost $106.99 Unrealized +26.4%
JPM JPMORGAN CHASE & CO. 0.2%
Value $260K Shares 824 Est. Cost $228.03 Unrealized +29.8%
BA BOEING CO 0.2%
Value $257K Shares 1,189 Est. Cost $188.88 Unrealized +19.4%
JQUA J P MORGAN EXCHANGE TRADED F 0.2%
Value $227K Shares 3,614 Est. Cost $57.27 Unrealized
META META PLATFORMS INC 0.2%
Value $224K Shares 304 Est. Cost $616.61 Unrealized +20.5%
JVAL J P MORGAN EXCHANGE TRADED F 0.2%
Value $221K Shares 4,660 Est. Cost $44.23 Unrealized
LLY ELI LILLY & CO 0.2%
Value $216K Shares 283 Est. Cost $821.14 Unrealized -9.6%
WMT WALMART INC 0.2%
Value $201K Shares 1,952 Est. Cost $94.76 Unrealized +4.7%