Portfolio (Quarterly) Guide ↗

Campbell Deegan Wealth Management, LLC

· CIK 0002059743

13F Portfolio $141M AUM 56 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 15 Added 18 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CL	COLGATE PALMOLIVE CO	Consumer Defensive	2,788	$238K	0.19%	SOLD
2	WMT	WALMART INC	Consumer Defensive	1,760	$219K	0.17%	SOLD

Sector Allocation

Technology 32.0%

Financial Services 23.5%

Consumer Defensive 9.6%

Healthcare 9.3%

Basic Materials 6.6%

Utilities 4.8%

Communication Services 4.5%

Energy 4.5%

Consumer Cyclical 4.1%

Industrials 1.1%