Campbell Deegan Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Richmond, VA
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
46
Total value ($000)
$123,875
Net value change ($000)
+11,902 (10.6%)
New positions
5
Sold out positions
1
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
UJAN 3,519 NEW
SHW 2,084 NEW
HELO 1,841 12.3%
VTV 1,077 5.5%
FDLO 1,012 4.8%
SPGP 711 3.3%
JEPI 632 12.7%
MRK 257 55.6%
GOOGL 248 36.0%
VIG 245 NEW
Top Reduces (Value $000, Stocks/ETFs)
WMT -201 -100.0%
MSFT -150 -6.7%
ICE -140 -23.0%
ORCL -121 -30.2%
RSP -60 -21.5%
MO -55 -12.3%
HD -48 -13.7%
VUG -41 -0.5%
D -22 -5.1%
PG -20 -6.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type