Campbell Deegan Wealth Management, LLC
Annual return '25
+13.6%
SPY '25
+17.7%
Alpha
-4.2ptsvs SPY
Invested
$124.9M
Holdings
49
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
17.1%
02
$FDLO
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
17.1%
03
$SPGP
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
16.7%
04
$HELO
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
13.6%
05
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
5.7%
06
$UJAN
INNOVATOR ETFS TRUST
Held since at least Q1 2024
5.1%
07
$JEPI
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
4.7%
08
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: New position (3.2k shares)
1.9%
09
$AAPL
APPLE INC
Q4 2025: New position (7.4k shares)
1.7%
10
$SHW
SHERWIN WILLIAMS CO
Held since at least Q1 2024
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:53 UTC.