Campbell Deegan Wealth Management, LLC Long-Term Concentrated

Location: Richmond, VA

CIK: 0002059743 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 8, 2026

Total Value: $125M (100.0% shares, 0.0% debt)

Holdings (53)

VTV VANGUARD INDEX FDS 17.1%
Value $21.38M Shares 108,959 Est. Cost $170.88 Unrealized
FDLO FIDELITY COVINGTON TRUST 17.1%
Value $21.37M Shares 330,828 Est. Cost $60.93 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 16.7%
Value $20.83M Shares 193,546 Est. Cost $105.11 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 13.6%
Value $16.93M Shares 264,937 Est. Cost $62.70 Unrealized
VUG VANGUARD INDEX FDS 5.7%
Value $7.11M Shares 16,279 Est. Cost $411.86 Unrealized
UJAN INNOVATOR ETFS TRUST 5.1%
Value $6.396M Shares 150,463 Est. Cost $42.92 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 4.7%
Value $5.862M Shares 103,419 Est. Cost $57.12 Unrealized
AAPL APPLE INC 1.7%
Value $2.162M Shares 8,517 Est. Cost $234.04 Unrealized +12.3%
SPY STATE STR SPDR S&P 500 ETF T 1.7%
Value $2.127M Shares 3,270 Est. Cost $585.51 Unrealized
MSFT MICROSOFT CORP 1.3%
Value $1.613M Shares 4,356 Est. Cost $422.49 Unrealized +2.9%
SHW SHERWIN WILLIAMS CO 1.3%
Value $1.573M Shares 4,907 Est. Cost $334.11 Unrealized +6.3%
PM PHILIP MORRIS INTL INC 1.1%
Value $1.369M Shares 8,279 Est. Cost $121.53 Unrealized +44.7%
NVDA NVIDIA CORPORATION 1.1%
Value $1.366M Shares 7,833 Est. Cost $136.96 Unrealized +36.3%
XOM EXXON MOBIL CORP 0.7%
Value $905K Shares 5,337 Est. Cost $112.40 Unrealized +23.4%
GOOGL ALPHABET INC 0.7%
Value $868K Shares 3,018 Est. Cost $180.40 Unrealized +79.2%
JNJ JOHNSON & JOHNSON 0.6%
Value $732K Shares 2,996 Est. Cost $150.35 Unrealized +51.6%
AUB ATLANTIC UN BANKSHARES CORP 0.6%
Value $688K Shares 19,248 Est. Cost $37.49 Unrealized +3.4%
NEE NEXTERA ENERGY INC 0.5%
Value $677K Shares 7,290 Est. Cost $75.03 Unrealized +16.2%
AMZN AMAZON COM INC 0.5%
Value $589K Shares 2,826 Est. Cost $206.16 Unrealized +10.0%
PKW INVESCO EXCHANGE TRADED FD T 0.5%
Value $576K Shares 4,385 Est. Cost $115.12 Unrealized
CVX CHEVRON CORPORATION 0.5%
Value $563K Shares 2,720 Est. Cost $145.74 Unrealized +17.9%
MRK MERCK & CO INC 0.4%
Value $556K Shares 4,621 Est. Cost $97.64 Unrealized +17.0%
DIA STATE STR SPDR DOW JONES IND 0.4%
Value $474K Shares 1,022 Est. Cost $425.63 Unrealized
GOOG ALPHABET INC 0.4%
Value $462K Shares 1,612 Est. Cost $185.40 Unrealized +74.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value $460K Shares 2,925 Est. Cost $159.61 Unrealized +3.4%
MO ALTRIA GROUP INC 0.4%
Value $452K Shares 6,844 Est. Cost $49.23 Unrealized +28.0%
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value $441K Shares 2,298 Est. Cost $186.83 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $436K Shares 887 Est. Cost $547.53 Unrealized +4.9%
D DOMINION ENERGY INC 0.3%
Value $428K Shares 6,926 Est. Cost $54.33 Unrealized +13.4%
BAC BANK AMERICA CORP 0.3%
Value $367K Shares 7,534 Est. Cost $43.44 Unrealized +23.5%
LLY ELI LILLY & CO 0.3%
Value $341K Shares 371 Est. Cost $871.52 Unrealized +20.1%
LOW LOWES COS INC 0.2%
Value $312K Shares 1,320 Est. Cost $261.54 Unrealized +3.8%
VYM VANGUARD WHITEHALL FDS 0.2%
Value $295K Shares 1,993 Est. Cost $127.58 Unrealized
PEP PEPSICO INC 0.2%
Value $292K Shares 1,878 Est. Cost $156.12 Unrealized -0.9%
PG PROCTER & GAMBLE CO 0.2%
Value $290K Shares 2,010 Est. Cost $165.39 Unrealized -8.2%
GL GLOBE LIFE INC 0.2%
Value $265K Shares 1,903 Est. Cost $106.99 Unrealized +32.5%
JPM JPMORGAN CHASE & CO 0.2%
Value $256K Shares 869 Est. Cost $232.33 Unrealized +34.0%
VTI VANGUARD INDEX FDS 0.2%
Value $244K Shares 760 Est. Cost $320.78 Unrealized
BA BOEING CO 0.2%
Value $241K Shares 1,212 Est. Cost $189.49 Unrealized +25.9%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value $240K Shares 1,117 Est. Cost $219.79 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value $238K Shares 2,788 Est. Cost $88.75 Unrealized 0.0%
JVAL J P MORGAN EXCHANGE TRADED F 0.2%
Value $230K Shares 4,704 Est. Cost $44.23 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.2%
Value $223K Shares 3,637 Est. Cost $57.27 Unrealized
WMT WALMART INC 0.2%
Value $219K Shares 1,760 Est. Cost $122.03 Unrealized 0.0%
ORCL ORACLE CORP 0.2%
Value $215K Shares 1,463 Est. Cost $160.97 Unrealized +5.4%
AVGO BROADCOM INC 0.2%
Value $211K Shares 681 Est. Cost $355.46 Unrealized -6.0%
SDY SPDR SERIES TRUST 0.2%
Value $205K Shares 1,406 Est. Cost $145.89 Unrealized
CSCO CISCO SYS INC 0.2%
Value $202K Shares 2,603 Est. Cost $77.91 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value $182K Shares 4,800 Est. Cost $334.11 Unrealized +6.3%
SPY STATE STR SPDR S&P 500 ETF T 0.1%
Value $180K Shares 3,600 Est. Cost $585.51 Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GRO 0.1%
Value $178K Shares 10,500 Est. Cost $16.97 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value $88,107 Shares 4,300 Est. Cost $136.96 Unrealized +36.3%
SPY STATE STR SPDR S&P 500 ETF T 0.0%
Value $33,488 Shares 2,800 Est. Cost $585.51 Unrealized