Campbell Deegan Wealth Management, LLC
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 123,875
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/22/2026 | 46 | 123,875 | 13F-HR | Campbell Deegan Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 42 | 111,973 | 13F-HR | Campbell Deegan Wealth Management, LLC |
| Q2 2025 | 8/8/2025 | 44 | 101,563 | 13F-HR | Campbell Deegan Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 50.82 K | 41.0% | 8.9 K | 0 | 8.9 K |
| ETFs | 73.06 K | 59.0% | 3.004 K | 0 | 3.004 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
123,875
Holdings
46
QoQ value change ($000)
11,902
(10.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.