Campbell Deegan Wealth Management, LLC
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 141,021
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 56 | 141,021 | 13F-HR | Campbell Deegan Wealth Management, LLC |
| Q1 2026 | 5/8/2026 | 53 | 124,940 | 13F-HR | Campbell Deegan Wealth Management, LLC |
| Q4 2025 | 1/22/2026 | 46 | 123,875 | 13F-HR | Campbell Deegan Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 42 | 111,973 | 13F-HR | Campbell Deegan Wealth Management, LLC |
| Q2 2025 | 8/8/2025 | 44 | 101,563 | 13F-HR | Campbell Deegan Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
315
(0.2% of total reported value)
· QoQ Δ:
-169
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30 K | 21.3% | 4.08 K | 0 | 4.08 K |
| ETFs | 110.7 K | 78.7% | 12.17 K | 0 | 12.17 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
141,021
Holdings
56
QoQ value change ($000)
16,081
(12.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.