Campbell Deegan Wealth Management, LLC Long-Term Concentrated

Location: Richmond, VA

CIK: 0002059743 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 4, 2026

Total Value: $141M (100.0% shares, 0.0% debt)

Holdings (56)

Increased Positions (13)

Exited Positions (2)

Decreased Positions (16)

CVX CHEVRON CORPORATION 0.2%
Value $342K (-39.2%) Shares 2,066 (-24.0%) Est. Cost $145.74 Unrealized
GOOGL ALPHABET INC 0.8%
Value $1.064M (+22.6%) Shares 2,976 (-1.4%) Est. Cost $180.40 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value $719K (-20.5%) Shares 5,262 (-1.4%) Est. Cost $112.40 Unrealized
AAPL APPLE INC 1.7%
Value $2.347M (+8.6%) Shares 8,110 (-4.8%) Est. Cost $234.04 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.0%
Value $53,262 (-70.5%) Shares 3,300 (-8.3%) Est. Cost $585.51 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value $205K (-29.5%) Shares 1,396 (-30.5%) Est. Cost $165.39 Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.5%
Value $769K (+11.8%) Shares 18,182 (-5.5%) Est. Cost $37.49 Unrealized
PEP PEPSICO INC 0.1%
Value $211K (-27.7%) Shares 1,558 (-17.0%) Est. Cost $156.12 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value $131K (-28.5%) Shares 4,500 (-6.3%) Est. Cost $334.11 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.1%
Value $84,220 (+151.5%) Shares 2,000 (-28.6%) Est. Cost $585.51 Unrealized
GOOG ALPHABET INC 0.3%
Value $420K (-9.2%) Shares 1,189 (-26.2%) Est. Cost $185.40 Unrealized
LOW LOWES COS INC 0.2%
Value $286K (-8.2%) Shares 1,298 (-1.7%) Est. Cost $261.54 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value $249K (+3.6%) Shares 1,052 (-5.8%) Est. Cost $219.79 Unrealized
SHW SHERWIN WILLIAMS CO 1.1%
Value $1.569M (-0.2%) Shares 4,558 (-7.1%) Est. Cost $334.11 Unrealized
PM PHILIP MORRIS INTL INC 1.0%
Value $1.368M (-0.0%) Shares 7,563 (-8.6%) Est. Cost $121.53 Unrealized
MRK MERCK & CO INC 0.4%
Value $556K (+0.0%) Shares 4,327 (-6.4%) Est. Cost $97.64 Unrealized

Unchanged Positions (22)

VTV VANGUARD INDEX FDS 16.9%
Value $23.78M Shares 109,127 Est. Cost $170.88 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 1.7%
Value $2.436M Shares 3,262 Est. Cost $585.51 Unrealized
LLY ELI LILLY & CO 0.3%
Value $449K Shares 374 Est. Cost $871.52 Unrealized
CSCO CISCO SYS INC 0.2%
Value $306K Shares 2,608 Est. Cost $77.91 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value $358K Shares 2,906 Est. Cost $159.61 Unrealized
GL GLOBE LIFE INC 0.2%
Value $340K Shares 1,903 Est. Cost $106.99 Unrealized
DIA STATE STR SPDR DOW JONES IND 0.4%
Value $535K Shares 1,024 Est. Cost $425.63 Unrealized
BAC BANK OF AMER CORP 0.3%
Value $427K Shares 7,498 Est. Cost $43.44 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value $490K Shares 2,302 Est. Cost $186.83 Unrealized
JVAL J P MORGAN EXCHANGE TRADED F 0.2%
Value $277K Shares 4,721 Est. Cost $44.23 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.4%
Value $622K Shares 4,389 Est. Cost $115.12 Unrealized
D DOMINION ENERGY INC 0.3%
Value $474K Shares 6,943 Est. Cost $54.33 Unrealized
MO ALTRIA GROUP INC 0.3%
Value $493K Shares 6,858 Est. Cost $49.23 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value $46,655 Shares 4,300 Est. Cost $137.90 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.2%
Value $264K Shares 3,646 Est. Cost $57.27 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value $282K Shares 762 Est. Cost $320.78 Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GRO 0.1%
Value $209K Shares 10,500 Est. Cost $16.97 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value $758K Shares 2,986 Est. Cost $150.35 Unrealized
BA BOEING CO 0.2%
Value $263K Shares 1,216 Est. Cost $189.49 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value $317K Shares 2,005 Est. Cost $127.58 Unrealized
SDY SPDR SERIES TRUST 0.2%
Value $214K Shares 1,407 Est. Cost $145.89 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $442K Shares 882 Est. Cost $547.53 Unrealized