Campbell Deegan Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$145,830
Net value change ($000)
+4,809 (3.4%)
New positions
4
Sold out positions
8
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
UJUL 3,780 504.7%
FDLO 1,021 4.4%
XOM 846 NEW
HELO 793 4.2%
MSFT 412 23.6%
AMZN 355 52.0%
AAPL 353 15.0%
BX 261 NEW
NVDA 226 14.2%
META 219 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -719 -100.0%
SPGP -611 -2.5%
VTV -600 -2.5%
SNDK -455 -100.0%
WDC -434 -100.0%
NXPI -229 -100.0%
ORCL -218 -100.0%
PEP -211 -100.0%
PG -205 -100.0%
UBS GROUP AG -201 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 240 (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