Campion Asset Management

RIA/Wealth

Campion Asset Management is a RIA/Wealth based in Falls Church, VA led by Terence Edmund Burns, reporting $203.8M in AUM as of Q3 2025 with 65% ETF concentration and 59% concentrated in top 10 holdings.

PresidentTerence Edmund Burns

Portfolio Value: $140.9M
Positions: 83
Top Holding: IJH at 8.58%
Last Reported: Q3 2025

Address3141 Fairview Park Drive, Suite 310, Falls Church, VA, 22042, United States

Top Holdings

Largest long holdings in Campion Asset Management's portfolio (58.8% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$12.1M	8.58%	+$235.7K Bought	— 185.1K shares	Q1 2021 Held for 4y 8m
2 iShares Russell 1000 IWB	ETF ETF	$11.7M	8.32%	-$434.9K Sold	— 32.1K shares	Q1 2021 Held for 4y 8m
3 iShares Core S&P 500 ETF IVV	ETF ETF	$11.1M	7.86%	-$515.4K Sold	— 16.6K shares	Q1 2021 Held for 4y 8m
4 iShares Russell Mid-Cap ETF IWR	ETF ETF	$9.9M	7.03%	-$267.2K Sold	— 102.6K shares	Q1 2021 Held for 4y 8m
5 Vanguard FTSE Developed Markets VEA	ETF ETF	$9.0M	6.37%	-$13.5K Sold	— 149.8K shares	Q1 2021 Held for 4y 8m
6 Lockheed Martin LMT	Aerospace & Defense Industrials	$8.7M	6.17%	+$8.5K Bought	0.01% 17.4K shares	Q1 2021 Held for 4y 8m
7 Vanguard Real Estate VNQ	ETF ETF	$6.9M	4.90%	-$66.3K Sold	— 75.5K shares	Q1 2021 Held for 4y 8m
8 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$4.7M	3.37%	+$106.6K Bought	— 39.9K shares	Q1 2021 Held for 4y 8m
9 Apple AAPL	Consumer Electronics Technology	$4.5M	3.17%	+$763.9 Bought	0.00% 17.5K shares	Q1 2021 Held for 4y 8m
10 iShares Expanded Tech Sector ETF IGM	ETF ETF	$4.2M	3.00%	-$55.2K Sold	— 33.5K shares	Q1 2021 Held for 4y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Campion Asset Management's latest filing

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Market Value

$140.9M

Prior: $133.3M

Q/Q Change

+5.7%

+$7.6M

Net Flows % of MV

-1.67%

Turnover Ratio

1.59%

New Purchases

1 stocks

$200.4K

Added To

9 stocks

+$537.8K

Sold Out Of

1 stocks

$260.4K

Reduced Holdings

54 stocks

-$2.8M

Increased Positions

Position	Shares Δ	Change
1 XLV Health Care Select Sector SPDR Fund XLV	New	0 → 1.4K +$200.4K
2 Amazon AMZN	+9.09%	2.2K → 2.4K +$43.9K
3 Vanguard FTSE Emerging Markets VWO	+3.12%	68.6K → 70.7K +$115.9K
4 iShares Core S&P Small-Cap ETF IJR	+2.3%	39.0K → 39.9K +$106.6K
5 iShares Core S&P Mid-Cap ETF IJH	+1.99%	181.5K → 185.1K +$235.7K

Decreased Positions

Position	Shares Δ	Change
1 LyondellBasell Industries N.V. LYB	Sold	4.5K → 0 −$260.4K
2 iShares Russell 3000 IWV	-15.42%	694.0 → 587.0 −$40.5K
3 iShares U.S. Technology IYW	-15.0%	1.8K → 1.5K −$52.9K
4 Vanguard S&P 500 ETF VOO	-13.59%	1.3K → 1.1K −$105.9K
5 Merck & Co. MRK	-12.62%	5.5K → 4.8K −$58.3K