Campbell Deegan Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$124,940
Net value change ($000)
+1,065 (0.9%)
New positions
6
Sold out positions
3
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 2,877 81.8%
VTV 726 3.5%
XOM 257 39.7%
VTI 244 NEW
JEPI 240 4.3%
CL 238 NEW
RSP 222 101.4%
WMT 219 NEW
SDY 205 NEW
CSCO 202 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPGP -1,218 -5.5%
VUG -956 -11.9%
FDLO -684 -3.1%
SHW -511 -24.5%
MSFT -469 -22.5%
HD -302 -100.0%
META -214 -100.0%
BRK-B -204 -100.0%
SPY -196 -8.4%
AAPL -184 -7.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 483 (0.4% of total reported value)
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