Campbell Deegan Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
56
Total value ($000)
$141,021
Net value change ($000)
+16,081 (12.9%)
New positions
5
Sold out positions
2
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPGP 3,345 16.1%
VTV 2,404 11.2%
VUG 1,821 25.6%
HELO 1,788 10.6%
UJAN 1,691 26.4%
FDLO 1,685 7.9%
UJUL 749 NEW
JEPI 496 8.5%
SNDK 455 NEW
WDC 434 NEW
Top Reduces (Value $000, Stocks/ETFs)
CL -238 -100.0%
CVX -221 -39.3%
WMT -219 -100.0%
XOM -186 -20.6%
ICE -102 -22.2%
PG -85 -29.3%
PEP -81 -27.7%
GOOGL -42 -9.1%
LOW -26 -8.3%
NEE -9 -1.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 315 (0.2% 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