Campbell Deegan Wealth Management, LLC reported 33 positions worth $20.97M for the quarter ended Jun 30, 2026, up 7.4% on the prior quarter. It opened 3 new positions, added to 12, trimmed 16 and exited 2. Its largest holding is Apple Inc. at 11.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SNDK Sandisk Corp | +200 | – | $454.75K | 2.17% |
| WDC Western Digital Corp | +679 | – | $433.69K | 2.07% |
| NXPI NXP Semiconductors N.V. | +814 | – | $228.89K | 1.09% |
| MSFT Microsoft Corp | +325 | +7.5% | $121.24K | 8.33% |
| NEE Nextera Energy Inc | +324 | +4.4% | $28.44K | 3.19% |
| NVDA Nvidia Corp | +118 | +1.5% | $23.61K | 7.59% |
| AVGO Broadcom Inc. | +38 | +5.6% | $14.36K | 1.3% |
| AMZN Amazon Com Inc | +39 | +1.4% | $9.30K | 3.26% |
| JPM Jpmorgan Chase & Co | +28 | +3.2% | $9.17K | 1.4% |
| LLY ELI LILLY & Co | +3 | +0.8% | $3.60K | 2.14% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CL Colgate Palmolive Co | -2,788 | -100.0% | $237.65K | Exited |
| WMT Walmart Inc. | -1,760 | -100.0% | $218.73K | Exited |
| GOOG Alphabet Inc. | -423 | -26.2% | $149.41K | 2% |
| PM Philip Morris International Inc. | -716 | -8.6% | $129.54K | 6.53% |
| SHW Sherwin Williams Co | -349 | -7.1% | $120.17K | 7.49% |
| AAPL Apple Inc. | -407 | -4.8% | $117.76K | 11.19% |
| CVX Chevron Corp | -654 | -24.0% | $108.38K | 1.63% |
| PG PROCTER & GAMBLE Co | -614 | -30.5% | $90.07K | 0.977% |
| AUB Atlantic Union Bankshares Corp | -1,066 | -5.5% | $45.10K | 3.67% |
| PEP Pepsico Inc | -320 | -17.0% | $43.33K | 1.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 8,110 | $2.35M | 11.19% | -407 | -4.8% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 4,681 | $1.75M | 8.33% | +325 | +7.5% | Added | 0% |
| 3 | NVDA Nvidia Corp | Technology | 7,951 | $1.59M | 7.59% | +118 | +1.5% | Added | 0% |
| 4 | SHW Sherwin Williams Co | Basic Materials | 4,558 | $1.57M | 7.49% | -349 | -7.1% | Reduced | 0% |
| 5 | PM Philip Morris International Inc. | Consumer Staples | 7,563 | $1.37M | 6.53% | -716 | -8.6% | Reduced | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 2,976 | $1.06M | 5.07% | -42 | -1.4% | Reduced | 0% |
| 7 | AUB Atlantic Union Bankshares Corp | Financial Services | 18.2K | $769.28K | 3.67% | -1,066 | -5.5% | Reduced | 0.01% |
| 8 | JNJ Johnson & Johnson | Healthcare | 2,986 | $758.41K | 3.62% | -10 | -0.3% | Reduced | 0% |
| 9 | XOM ExxonMobil Holdings Corp | Energy | 5,262 | $719.36K | 3.43% | -75 | -1.4% | Reduced | 0% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 2,865 | $682.92K | 3.26% | +39 | +1.4% | Added | 0% |
| 11 | NEE Nextera Energy Inc | Utilities | 7,614 | $668.26K | 3.19% | +324 | +4.4% | Added | 0% |
| 12 | MRK Merck & Co., Inc. | Healthcare | 4,327 | $556.05K | 2.65% | -294 | -6.4% | Reduced | 0% |
| 13 | MO Altria Group, Inc. | Consumer Staples | 6,858 | $493.43K | 2.35% | +14 | +0.2% | Added | 0% |
| 14 | D Dominion Energy, Inc | Utilities | 6,943 | $474.13K | 2.26% | +17 | +0.2% | Added | 0% |
| 15 | SNDK Sandisk Corp | Technology | 200 | $454.75K | 2.17% | +200 | – | New | 0% |
Tip. Select a row to see that position’s full history at Campbell Deegan Wealth Management.
As of its Q2 2026 13F filing, Campbell Deegan Wealth Management, LLC’s five largest positions were Apple Inc. (AAPL) at 11.2%, Microsoft Corp (MSFT) at 8.3%, Nvidia Corp (NVDA) at 7.6%, Sherwin Williams Co (SHW) at 7.5%, Philip Morris International Inc. (PM) at 6.5% of the reported portfolio.
Campbell Deegan Wealth Management, LLC reported a 13F portfolio worth $20.97M across 33 positions for Q2 2026. That is up 7.4% from the previous quarter.
Its largest purchases by value were Sandisk Corp ($454.75K), Western Digital Corp ($433.69K), NXP Semiconductors N.V. ($228.89K). It opened 3 new positions.
Its largest sales by value were Colgate Palmolive Co ($237.65K), Walmart Inc. ($218.73K), Alphabet Inc. ($149.41K). It exited 2 positions entirely.
From the Form 13F-HR reports Campbell Deegan Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.