Campbell Wealth Management - Portfolio overview

Campbell Wealth Management has 97 reported holdings in this dataset, with the latest filing dated 2025-01-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB STRATEGIC TR, 32.92%
2. AGG - ISHARES TR, 11.96%
3. SCHI - SCHWAB STRATEGIC TR, 11.29%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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