Campbell Deegan Wealth Management, LLC holds a concentrated book of 52 stocks worth $140.7M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Innovator U.S. Equity Ultra and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Invesco S&P 500 Garp ETF at 17% of the equity book. They also disclosed $230K in put options (a bearish bet) and $84K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +11% (+13.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Campbell Deegan Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Campbell Deegan Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 54 / 52 | $464.6B |
| RAYMOND JAMES FINANCIAL INC | 54 / 52 | $71.0B |
| LPL Financial LLC | 54 / 52 | $58.3B |
| ENVESTNET ASSET MANAGEMENT INC | 54 / 52 | $49.0B |
| TRUIST FINANCIAL CORP | 54 / 52 | $18.4B |
| Cetera Investment Advisers | 54 / 52 | $16.9B |
| COMMONWEALTH EQUITY SERVICES, LLC | 54 / 52 | $15.3B |
| OSAIC HOLDINGS, INC. | 54 / 52 | $14.1B |
Ranked by how many of Campbell Deegan Wealth Management, LLC's top 52 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded FD T S&P 500 GARP ETF | $24.2M | 197.7K | 17.2% | ▲+2.1% Added · +4K sh | |
| 2 | Vanguard Index FDS VALUE ETF | $23.8M | 109.1K | 16.9% | ▲+0.1% Added · +168 sh | |
| 3 | Fidelity Covington Trust LOW VOLITY ETF | $23.1M | 337.4K | 16.4% | ▲+2.0% Added · +7K sh | |
| 4 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $18.7M | 277.0K | 13.3% | ▲+4.5% Added · +12K sh | |
| 5 | Vanguard Index FDS GROWTH ETF | $8.9M | 103.7K | 6.3% | ▲+537% Added · +87K sh | |
| 6 | Innovator Etfs Trust US EQT ULTRA BF | $8.1M | 178.4K | 5.7% | ▲+19% Added · +28K sh | |
| 7 | J P Morgan Exchange Traded F EQUITY PREMIUM | $6.4M | 112.6K | 4.5% | ▲+8.8% Added · +9K sh | |
| 8 | State STR SPDR S&P 500 ETF T TR UNIT | $2.4M | 3.3K | 1.7% | ▼−0.2% Reduced · −8 sh | |
| 9 | Apple Inc COM | $2.3M | 8.1K | 1.7% | ▼−4.8% Reduced · −407 sh | |
| 10 | Microsoft Corp COM | $1.7M | 4.7K | 1.2% | ▲+7.5% Added · +325 sh | |
| 11 | Nvidia Corporation COM | $1.6M | 8.0K | 1.1% | ▲+1.5% Added · +118 sh | |
| 12 | Sherwin Williams Co COM | $1.6M | 4.6K | 1.1% | ▼−7.1% Reduced · −349 sh | |
| 13 | Philip Morris Intl Inc COM | $1.4M | 7.6K | 1.0% | ▼−8.6% Reduced · −716 sh | |
| 14 | Alphabet Inc CAP STK CL A | $1.1M | 3.0K | 0.8% | ▼−1.4% Reduced · −42 sh | |
| 15 | Atlantic Un Bankshares Corp COM | $769K | 18.2K | 0.5% | ▼−5.5% Reduced · −1K sh | |
| 16 | Johnson & Johnson COM | $758K | 3.0K | 0.5% | ▼−0.3% Reduced · −10 sh | |
| 17 | Innovator Etfs Trust US EQT ULTRA BF | $749K | 18.4K | 0.5% | ▲New New position | |
| 18 | Exxon Mobil Corp COM | $719K | 5.3K | 0.5% | ▼−1.4% Reduced · −75 sh | |
| 19 | Amazon Com Inc COM | $683K | 2.9K | 0.5% | ▲+1.4% Added · +39 sh | |
| 20 | NextEra Energy Inc COM | $668K | 7.6K | 0.5% | ▲+4.4% Added · +324 sh | |
| 21 | Invesco Exchange Traded FD T BUYBACK ACHIEV | $622K | 4.4K | 0.4% | ▲+0.1% Added · +4 sh | |
| 22 | Merck & Co Inc COM | $556K | 4.3K | 0.4% | ▼−6.4% Reduced · −294 sh | |
| 23 | State STR SPDR Dow Jones Ind UT SER 1 | $535K | 1.0K | 0.4% | ▲+0.2% Added · +2 sh | |
| 24 | Altria Group Inc COM | $493K | 6.9K | 0.4% | ▲+0.2% Added · +14 sh | |
| 25 | Invesco Exchange Traded FD T S&P500 EQL WGT | $490K | 2.3K | 0.3% | ▲+0.2% Added · +4 sh | |
| 26 | Dominion Energy Inc COM | $474K | 6.9K | 0.3% | ▲+0.2% Added · +17 sh | |
| 27 | Sandisk Corp COM | $455K | 200 | 0.3% | ▲New New position | |
| 28 | Eli Lilly & Co COM | $449K | 374 | 0.3% | ▲+0.8% Added · +3 sh | |
| 29 | Thermo Fisher Scientific Inc COM | $442K | 882 | 0.3% | ▼−0.6% Reduced · −5 sh | |
| 30 | Western Digital Corp COM | $434K | 679 | 0.3% | ▲New New position | |
| 31 | Bank Of Amer Corp COM | $427K | 7.5K | 0.3% | ▼−0.5% Reduced · −36 sh | |
| 32 | Alphabet Inc CAP STK CL C | $420K | 1.2K | 0.3% | ▼−26% Reduced · −423 sh | |
| 33 | Intercontinental Exchange In COM | $358K | 2.9K | 0.3% | ▼−0.6% Reduced · −19 sh | |
| 34 | Chevron Corporation COM | $342K | 2.1K | 0.2% | ▼−24% Reduced · −654 sh | |
| 35 | Globe Life Inc COM | $340K | 1.9K | 0.2% | —Held | |
| 36 | Vanguard Whitehall FDS HIGH DIV YLD | $317K | 2.0K | 0.2% | ▲+0.6% Added · +12 sh | |
| 37 | Cisco Sys Inc COM | $306K | 2.6K | 0.2% | ▲+0.2% Added · +5 sh | |
| 38 | JPMorgan Chase & Co COM | $294K | 897 | 0.2% | ▲+3.2% Added · +28 sh | |
| 39 | Lowes Cos Inc COM | $286K | 1.3K | 0.2% | ▼−1.7% Reduced · −22 sh | |
| 40 | Vanguard Index FDS TOTAL STK MKT | $282K | 762 | 0.2% | ▲+0.3% Added · +2 sh | |
| 41 | J P Morgan Exchange Traded F US VALUE FACTR | $277K | 4.7K | 0.2% | ▲+0.4% Added · +17 sh | |
| 42 | Broadcom Inc COM | $272K | 719 | 0.2% | ▲+5.6% Added · +38 sh | |
| 43 | J P Morgan Exchange Traded F US QUALTY FCTR | $264K | 3.6K | 0.2% | ▲+0.2% Added · +9 sh | |
| 44 | Boeing Co COM | $263K | 1.2K | 0.2% | ▲+0.3% Added · +4 sh | |
| 45 | Vanguard Specialized Funds DIV APP ETF | $249K | 1.1K | 0.2% | ▼−5.8% Reduced · −65 sh | |
| 46 | NXP Semiconductors N V COM | $229K | 814 | 0.2% | ▲New New position | |
| 47 | Oracle Corp COM | $218K | 1.5K | 0.2% | ▲+1.6% Added · +24 sh | |
| 48 | SPDR Series Trust ST STR SP DIV | $214K | 1.4K | 0.2% | ▲+0.1% Added · +1 sh | |
| 49 | Pepsico Inc COM | $211K | 1.6K | 0.1% | ▼−17% Reduced · −320 sh | |
| 50 | Mitsubishi Ufj Financial Gro SPONSORED ADS | $209K | 10.5K | 0.1% | —Held |
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Use Arkolith to show Campbell Deegan Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | SHERWIN-WILLIAMS CO/THESHW | $131K | 5K |
| CALL · bullish | SS SPDR S&P 500 ETF TRUST-USSPY | $84K | 2K |
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $53K | 3K |
| PUT · bearish | NVIDIA CORPNVDA | $47K | 4K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.