§ 13F · FUND PROFILE
Campbell Deegan Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $101.6T (13F)Positions · 44Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FDLO | FIDELITY COVINGTON TRUST | 330K | $22.1T | 17.8% | +3% |
| 2 | SPGP | INVESCO EXCHANGE TRADED FD T | 194K | $22.0T | 17.8% | +3% |
| 3 | VTV | VANGUARD INDEX FDS | 108K | $20.7T | 16.7% | +3% |
| 4 | HELO | J P MORGAN EXCHANGE TRADED F | 254K | $16.9T | 13.6% | +10% |
| 5 | VUG | VANGUARD INDEX FDS | 17K | $8.1T | 6.5% | −2% |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | 98K | $5.6T | 4.5% | +12% |
| 7 | UJAN | INNOVATOR ETFS TRUST | 81K | $3.5T | 2.8% | NEW |
| 8 | AAPL | APPLE INC | 9K | $2.3T | 1.9% | −3% |
| 9 | SPY | SPDR S&P 500 ETF TR | 3K | $2.3T | 1.9% | ±0% |
| 10 | SHW | SHERWIN WILLIAMS CO | 6K | $2.1T | 1.7% | NEW |
§ 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 $101563.0 trillion in assets. The fund runs a portfolio of 44 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed