StockDriftsStockDriftsTop 50 Campbell Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 32.92% | 15.78M | $366K | +208.85%(+10.67M) | — | 2024-12-31 | |
| AGG | ISHARES TR | 11.96% | 1.37M | $133K | +5.40%(+70.33K) | — | 2024-12-31 | |
| SCHI | SCHWAB STRATEGIC TR | 11.29% | 5.68M | $125K | +156.68%(+3.47M) | — | 2024-12-31 | |
| VUG | VANGUARD INDEX FDS | 7.13% | 193.0K | $79K | +1.53%(+2.91K) | — | 2024-12-31 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 6.46% | 168.8K | $72K | +3.57%(+5.82K) | — | 2024-12-31 | |
| BSV | VANGUARD BD INDEX FDS | 6% | 863.3K | $67K | +76.55%(+374.31K) | — | 2024-12-31 | |
| XLI | SELECT SECTOR SPDR TR | 3.75% | 316.0K | $42K | +1.95%(+6.06K) | — | 2024-12-31 | |
| XLF | SELECT SECTOR SPDR TR | 3.29% | 756.3K | $37K | +1.11%(+8.31K) | — | 2024-12-31 | |
| IVV | ISHARES TR | 2.73% | 51.5K | $30K | +0.30%(+153) | — | 2024-12-31 | |
| SCHM | SCHWAB STRATEGIC TR | 2.3% | 922.9K | $26K | +212.88%(+627.94K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Campbell Wealth Management reports $1.11M in US-listed equity holdings across 97 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (32.9%), AGG (12.0%) and SCHI (11.3%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Campbell Wealth Management, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Campbell Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1736648). View Campbell Wealth Management’s 13F filings on SEC