account_balance
Investment manager · 13F filer · SEC CIK 2059743
Campbell Deegan Wealth Management, LLC
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Reported value$146Mas of Sep 30, 2026
Positions48 3 new, 7 sold out
Top 10 weight85.1%FDLO alone is 17%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FDLOFidelity Covington Trust
16.5%
SPGPInvesco Exchange Traded Fd T
16.2%
VTVVanguard Index FDS
15.9%
HELOJ P Morgan Exchange Traded F
13.4%
VUGVanguard Index FDS
6.3%Trimmed −2%
UJANInnovator Etfs Trust
5.6%
JEPIJ P Morgan Exchange Traded F
4.5%Added +4%
UJULInnovator Etfs Trust
3.1%+496%
AAPLApple Inc.
1.9%
SPY1.7%MSFT1.5%NVDA1.2%FDLOFidelity Covington Trust
16.5%
SPGPInvesco Exchange Traded Fd T
16.2%
VTVVanguard Index FDS
15.9%
HELOJ P Morgan Exchange Traded F
13.4%
VUGVanguard Index FDS
6.3%
UJAN5.6%
JEPIJ P Morgan Exchange Traded F
4.5%
UJUL3.1%
AAPLSPYBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FDLO Fidelity Covington Trust 16.5% Held
SPGP Invesco Exchange Traded Fd T 16.2% Held
VTV Vanguard Index FDS 15.9% Held
HELO J P Morgan Exchange Traded F 13.4% Held
VUG Vanguard Index FDS 6.3% Trimmed −2%
UJAN Innovator Etfs Trust 5.6% Held
JEPI J P Morgan Exchange Traded F 4.5% Added +4%
UJUL Innovator Etfs Trust 3.1% Added +496%
AAPL Apple Inc. 1.9% HeldSPY SPDR S&P 500 ETF Trust 1.7% HeldMSFT Microsoft Corp 1.5% Trimmed −10%NVDA NVIDIA Corp 1.2% HeldWhat changed
Biggest moves since Jun 30, 2026
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