Campbell Deegan Wealth Management
Campbell Deegan Wealth Management reported 52 stocks worth $141M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are SPGP (17.2%), VTV (16.9%) and FDLO (16.4%). Compared with Q1 2026, the fund opened new positions in UJUL, SNDK and WDC, added to SPGP, VTV and FDLO, trimmed SPY, AAPL and SHW and sold out of CL and WMT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPGP Invesco Exchange Traded FD T | $24.2M | 17.2% | 198K | +4,128 (+2%) | 7 of 7 | |
| 2 |  VTV Vanguard Index Fds | $23.8M | 16.9% | 109K | +168 (+0%) | 7 of 7 | |
| 3 |  FDLO Fidelity Covington Trust | $23.1M | 16.4% | 337K | +6,531 (+2%) | 7 of 7 | |
| 4 |  HELO J P Morgan Exchange Traded F | $18.7M | 13.3% | 277K | +12K (+5%) | 7 of 7 | |
| 5 |  VUG Vanguard Index Fds | $8.9M | 6.3% | 104K | +87K (+537%) | 7 of 7 | |
| 6 |  UJAN Innovator Etfs Trust | $8.1M | 5.8% | 178K | +28K (+19%) | 3 of 7 | |
| 7 |  JEPI J P Morgan Exchange Traded F | $6.4M | 4.5% | 113K | +9,159 (+9%) | 7 of 7 | |
| 8 |  SPY Spdr S&P 500 ETF TR | $2.4M | 1.7% | 3,262 | −8 (−0%) | 7 of 7 | |
| 9 |  AAPL Apple Inc | $2.3M | 1.7% | 8,110 | −407 (−5%) | 7 of 7 | |
| 10 |  MSFT Microsoft Corp | $1.7M | 1.2% | 4,681 | +325 (+7%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Options
valued at the underlying shares
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 4, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Campbell Deegan Wealth Management 13F FAQ
What does Campbell Deegan Wealth Management own?
Campbell Deegan Wealth Management reported 52 stocks worth $141M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are SPGP (17.2%), VTV (16.9%) and FDLO (16.4%). The table above lists every position in the filing (the top 10 without an account).
What did Campbell Deegan Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 25 added to, 18 trimmed and 2 sold out. New positions include UJUL, SNDK and WDC. It sold all of CL and WMT.
When will Campbell Deegan Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Campbell Deegan Wealth Management's portfolio worth?
The Q2 2026 filing reports $141M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.