§ 13F · FUND PROFILE
Campbell Deegan Wealth Management, LLC.
AUM · $141M (13F)Positions · 56Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPGP | INVESCO EXCHANGE TRADED FD T | 198K | $24M | 17.1% | +2% |
| 2 | VTV | VANGUARD INDEX FDS | 109K | $24M | 16.9% | ±0% |
| 3 | FDLO | FIDELITY COVINGTON TRUST | 337K | $23M | 16.3% | +2% |
| 4 | HELO | J P MORGAN EXCHANGE TRADED F | 277K | $19M | 13.3% | +5% |
| 5 | VUG | VANGUARD INDEX FDS | 104K | $9M | 6.3% | +537% |
| 6 | UJAN | INNOVATOR ETFS TRUST | 178K | $8M | 5.7% | +19% |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | 113K | $6M | 4.5% | +9% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 3K | $2M | 1.7% | — |
| 9 | AAPL | APPLE INC | 8K | $2M | 1.7% | −5% |
| 10 | MSFT | MICROSOFT CORP | 5K | $2M | 1.2% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAMPBELL SIGNAL
AC read
Campbell Deegan Wealth Management, LLC is a Other fund managing $141 million in assets. The fund runs a portfolio of 56 positions.
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