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Campbell Deegan Wealth Management, LLC
Campbell Deegan Wealth Management, LLC is an institution, managing $112.0M across 42 long positions as of Q3 2025 with 84% ETF concentration, 88% concentrated in top 10 holdings, and 19% allocation to SPGP.
- Portfolio Value
- $112.0M
- Positions
- 42
- Top Holding
- SPGP at 19.06%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Campbell Deegan Wealth Management, LLC's portfolio (87.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $21.3M | 19.06% | +$244.6K Bought | — 187.8K shares | |
ETF ETF | $21.0M | 18.79% | +$308.1K Bought | — 319.4K shares | |
ETF ETF | $19.6M | 17.48% | +$711.8K Bought | — 105.0K shares | |
ETF ETF | $15.0M | 13.41% | +$2.6M Bought | — 231.1K shares | |
ETF ETF | $8.1M | 7.24% | -$1.4K Sold | — 16.9K shares | |
ETF ETF | $5.0M | 4.46% | +$915.5K Bought | — 87.4K shares | |
ETF ETF | $2.3M | 2.03% | +$5.3K Bought | — 3.4K shares | |
Consumer Electronics Technology | $2.3M | 2.03% | -$15.5K Sold | 0.00% 8.9K shares | |
Software - Infrastructure Technology | $2.2M | 1.99% | +$6.2K Bought | 0.00% 4.3K shares | |
Semiconductors Technology | $1.4M | 1.24% | +$186.6 Bought | 0.00% 7.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Campbell Deegan Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+40.72% | |
+22.47% | |
+21.12% | |
+7.6% | |
+3.77% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-25.55% | |
-8.17% | |
-7.92% |
Analytics
Portfolio insights and performance metrics for Campbell Deegan Wealth Management, LLC
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