StockDriftsStockDriftsTop 50 Campbell Deegan Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPGP | INVESCO EXCHANGE TRADED FD T | 17.18% | 197.7K | $24.2M | +2.13%(+4.13K) | $105.07(+22.24%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 16.9% | 109.1K | $23.8M | +0.15%(+168) | $172.99(+30.53%) | 2026-06-30 | |
| FDLO | FIDELITY COVINGTON TRUST | 16.38% | 337.4K | $23.1M | +1.97%(+6.53K) | $61.29(+19.86%) | 2026-06-30 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 13.3% | 277.0K | $18.7M | +4.55%(+12.06K) | $62.30(+12.09%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 6.35% | 103.7K | $8.9M | +6.15%(+6.01K) | $66.94(+33.04%) | 2026-06-30 | |
| UJAN | INNOVATOR ETFS TRUST | 5.75% | 178.4K | $8.1M | +18.56%(+27.93K) | $42.92(+7.37%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4.52% | 112.6K | $6.4M | +8.86%(+9.16K) | $57.23(+0.99%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.73% | 3.3K | $2.4M | -0.24%(-8) | $579.91(+33.39%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.67% | 8.1K | $2.3M | -4.78%(-407) | $232.34(+31.99%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.24% | 4.7K | $1.7M | +7.46%(+325) | $421.96(+19.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.04% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.71% |
Campbell Deegan Wealth Management, LLC reports $141.02M in US-listed equity holdings across 52 positions in its most recent 13F filing. Its largest disclosed positions are SPGP (17.2%), VTV (16.9%) and FDLO (16.4%). The top 20 holdings account for 92.09% of reported assets. Its disclosed equity book has returned +18.04% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Campbell Deegan Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2059743). View Campbell Deegan Wealth Management, LLC’s 13F filings on SEC