Campbell Deegan Wealth Management, LLC: 13F holdings
CIK 20597432026Q2
| Positions | 52 |
|---|
| Reported value | $141.0m |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 52 (+3 vs prior quarter) |
|---|
| Reported value | $141.0m (+12.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPGP INVESCO EXCHANGE TRADED FD T | 197,674 | $24.2m | 17.1% |
| VTV VANGUARD INDEX FDS | 109,127 | $23.8m | 16.9% |
| FDLO FIDELITY COVINGTON TRUST | 337,359 | $23.1m | 16.3% |
| HELO J P MORGAN EXCHANGE TRADED F | 277,002 | $18.7m | 13.3% |
| VUG VANGUARD INDEX FDS | 103,680 | $8.9m | 6.3% |
| UJAN INNOVATOR ETFS TRUST | 178,393 | $8.1m | 5.7% |
| JEPI J P MORGAN EXCHANGE TRADED F | 112,578 | $6.4m | 4.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 3,262 | $2.4m | 1.7% |
| AAPL APPLE INC | 8,110 | $2.3m | 1.7% |
| MSFT MICROSOFT CORP | 4,681 | $1.7m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2059743")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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