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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
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PKW INVESCO EXCHANGE TRADED FD T 4,389.0 $622K 0.44% $141.66 +7.9%
22 MRK MERCK & CO INC Healthcare 4,327.0 $556K 0.39% -294.0 -6.4% $128.51 +15.4%
23 DIA STATE STR SPDR DOW JONES IND Financial Services 1,024.0 $535K 0.38% $522.26 +2.5%
24 MO ALTRIA GROUP INC Consumer Defensive 6,858.0 $493K 0.35% $71.95 -4.6%
25 RSP INVESCO EXCHANGE TRADED FD T 2,302.0 $490K 0.35% $212.73 +3.7%
26 D DOMINION ENERGY INC Utilities 6,943.0 $474K 0.34% $68.29 -4.0%
27 SNDK SANDISK CORP Technology 200.0 $455K 0.32% NEW $2273.73 -34.7%
28 LLY ELI LILLY & CO Healthcare 374.0 $449K 0.32% +3.0 +0.8% $1200.72 -2.3%
29 TMO THERMO FISHER SCIENTIFIC INC Healthcare 882.0 $442K 0.31% -5.0 -0.6% $501.30 +24.1%
30 WDC WESTERN DIGITAL CORP Technology 679.0 $434K 0.31% NEW $638.72 -28.1%
31 BAC BANK OF AMER CORP Financial Services 7,498.0 $427K 0.30% $56.98 +9.4%
32 GOOG ALPHABET INC 1,189.0 $420K 0.30% -423.0 -26.2% $353.21
33 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,906.0 $358K 0.25% -19.0 -0.7% $123.10 +31.9%
34 CVX CHEVRON CORPORATION Energy 2,066.0 $342K 0.24% -654.0 -24.0% $165.72 +21.8%
35 GL GLOBE LIFE INC Financial Services 1,903.0 $340K 0.24% $178.69 -3.3%
36 VYM VANGUARD WHITEHALL FDS 2,005.0 $317K 0.23% +12.0 +0.6% $158.03 +3.9%
37 CSCO CISCO SYS INC Technology 2,608.0 $306K 0.22% $117.46 -6.4%
38 JPM JPMORGAN CHASE & CO Financial Services 897.0 $294K 0.21% +28.0 +3.2% $327.34 +9.2%
39 LOW LOWES COS INC Consumer Cyclical 1,298.0 $286K 0.20% -22.0 -1.7% $220.50 -5.6%
40 VTI VANGUARD INDEX FDS 762.0 $282K 0.20% $369.97 +2.5%
Page 2 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%