Campbell Deegan Wealth Management, LLC

CIK

2059743

Location

RICHMOND, VA

Portfolio Value

Micro $28,112,852

Diversification

Diversified

Filing Date

Global Rank

#7,474 / 8,604 ▲ 268 · as of Mar 2026

Top Industry

Specialty Chemicals 14.6%

3Y Alpha vs SPY

-3.3%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+19.9%

SPY

+24.4%

Annualised alpha

-3.1%

Max drawdown

−17.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

33 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.4%

+12.1 pts

Top 5

54.4%

+9.4 pts

Top 10

70.6%

+6.7 pts

HHI

871

Diversified+312

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	24.1%	$6,762,167	2
Technology	23.2%	$6,517,947	6
Basic Materials	11.1%	$3,111,578	1
Consumer Defensive	10.2%	$2,858,795	6
Financial Services	7.9%	$2,213,899	6
Healthcare	7.3%	$2,065,423	4
Energy	5.2%	$1,468,243	2
Utilities	3.9%	$1,105,260	2
Consumer Cyclical	3.2%	$900,460	2
Communication Services	3.1%	$867,856	1
Industrials	0.9%	$241,224	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+6,264	9,670	$6,288,787
NVDA	Nvidia Corp	+4,554	12,133	$2,115,995
SHW	Sherwin Williams Co	+3,277	9,707	$3,111,578
BAC	Bank Of America Corp /De/	+218	7,534	$367,282
AMZN	Amazon Com Inc	+106	2,826	$588,571
LLY	ELI LILLY & Co	+75	371	$341,234
MO	Altria Group, Inc.	+67	6,844	$451,635
MSFT	Microsoft Corp	+51	4,356	$1,612,460
AVGO	Broadcom Inc.	+46	681	$210,776
ICE	Intercontinental Exchange, Inc.	+37	2,925	$460,044
JPM	Jpmorgan Chase & Co	+35	869	$255,625
GOOGL	Alphabet Inc.	+28	3,018	$867,856
ORCL	Oracle Corp	+28	1,463	$215,221
PM	Philip Morris International Inc.	+23	8,279	$1,368,849
BA	Boeing Co	+15	1,212	$241,224
LOW	Lowes Companies Inc	+13	1,320	$311,889
JNJ	Johnson & Johnson	+6	2,996	$732,342
DIA	Spdr Dow Jones Industrial Average ETF Trust	+1	1,022	$473,380
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
MRK	Merck & Co., Inc.	−2,210	4,621	$555,860
NEE	Nextera Energy Inc	−520	7,290	$677,095
PEP	Pepsico Inc	−256	1,878	$291,634
CVX	Chevron Corp	−125	2,720	$562,768
AAPL	Apple Inc.	−113	8,517	$2,161,529
PG	PROCTER & GAMBLE Co	−62	2,010	$290,324
D	Dominion Energy, Inc	−52	6,926	$428,165
XOM	Exxon Mobil Corp	−50	5,337	$905,475
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
CL	Colgate Palmolive Co	2,788	$237,621
WMT	Walmart Inc.	1,760	$218,732
CSCO	Cisco Systems, Inc.	2,603	$201,966
MUFG	Mitsubishi Ufj Financial Group Inc	10,500	$178,185
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
HD	Home Depot, Inc.	879	$302,463
META	Meta Platforms, Inc.	324	$213,869
BRK-B	Berkshire Hathaway Inc	406	$204,075
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

33 positions · $28,112,852 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	9,670	+6,264	$6,288,787	+170.8%	22.37%
SHW	Sherwin Williams Co Basic Materials	Added	9,707	+3,277	$3,111,578	+49.3%	11.07%
AAPL	Apple Inc. Technology	Reduced	8,517	-113	$2,161,529	−7.9%	7.69%
NVDA	Nvidia Corp Technology	Added	12,133	+4,554	$2,115,995	+49.7%	7.53%
MSFT	Microsoft Corp Technology	Added	4,356	+51	$1,612,460	−22.6%	5.74%
PM	Philip Morris International Inc. Consumer Defensive	Added	8,279	+23	$1,368,849	+3.4%	4.87%
XOM	Exxon Mobil Corp Energy	Reduced	5,337	-50	$905,475	+39.7%	3.22%
GOOGL	Alphabet Inc. Communication Services	Added	3,018	+28	$867,856	−7.3%	3.09%
JNJ	Johnson & Johnson Healthcare	Added	2,996	+6	$732,342	+18.4%	2.61%
AUB	Atlantic Union Bankshares Corp Financial Services	Held	19,248	0	$687,923	+1.2%	2.45%
NEE	Nextera Energy Inc Utilities	Reduced	7,290	-520	$677,095	+8.0%	2.41%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,826	+106	$588,571	−6.3%	2.09%
CVX	Chevron Corp Energy	Reduced	2,720	-125	$562,768	+29.8%	2.00%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,621	-2,210	$555,860	−22.7%	1.98%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	1,022	+1	$473,380	−3.5%	1.68%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	2,925	+37	$460,044	−1.6%	1.64%
MO	Altria Group, Inc. Consumer Defensive	Added	6,844	+67	$451,635	+15.6%	1.61%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	887	0	$435,987	−15.2%	1.55%
D	Dominion Energy, Inc Utilities	Reduced	6,926	-52	$428,165	+4.7%	1.52%
BAC	Bank Of America Corp /De/ Financial Services	Added	7,534	+218	$367,282	−8.7%	1.31%
LLY	ELI LILLY & Co Healthcare	Added	371	+75	$341,234	+7.3%	1.21%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,320	+13	$311,889	−1.0%	1.11%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,878	-256	$291,634	−4.8%	1.04%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,010	-62	$290,324	−2.2%	1.03%
GL	Globe Life Inc. Financial Services	Held	1,903	0	$264,840	−0.5%	0.94%
JPM	Jpmorgan Chase & Co Financial Services	Added	869	+35	$255,625	−4.9%	0.91%
BA	Boeing Co Industrials	Added	1,212	+15	$241,224	−7.2%	0.86%
CL	Colgate Palmolive Co Consumer Defensive	NEW	2,788	NEW	$237,621	NEW	0.85%
WMT	Walmart Inc. Consumer Defensive	NEW	1,760	NEW	$218,732	NEW	0.78%
ORCL	Oracle Corp Technology	Added	1,463	+28	$215,221	−23.1%	0.77%
AVGO	Broadcom Inc. Technology	Added	681	+46	$210,776	−4.1%	0.75%
CSCO	Cisco Systems, Inc. Technology	NEW	2,603	NEW	$201,966	NEW	0.72%
MUFG	Mitsubishi Ufj Financial Group Inc Financial Services	NEW	10,500	NEW	$178,185	NEW	0.63%