Campbell Deegan Wealth Management, LLC - Portfolio overview

Campbell Deegan Wealth Management, LLC has 51 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 17.10%
2. FDLO - FIDELITY COVINGTON TRUST, 17.09%
3. SPGP - INVESCO EXCHANGE TRADED FD T, 16.66%

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

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