Campbell Deegan Wealth Management, LLC
•CIK: 2059743•Filing: Q4 2025
**Campbell Deegan Wealth Management, LLC** manages $124M across a portfolio of 46 distinct positions. The fund exhibits significant concentration in select names, notably allocating $22.1M to FDLO and $22.0M to SPGP. Further substantial exposure includes $20.7M in VTV and $16.9M in HELO, indicating a focus on specific sector or thematic opportunities. This structure suggests a concentrated, high-conviction approach to capital deployment.
Total AUM
$123.9M
QoQ Performance
+10.6%
Positions
39
Top 10 Concentration
85.2%
Latest Filing
Q4 2025
Top Holdings Allocation
FDLO
SPGP
VTV
HELO
VUG
FDLO17.8%
SPGP17.8%
VTV16.7%
HELO13.6%
VUG6.5%
JEPI4.5%
UJAN2.8%
AAPL1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.4%
Technology6.4%
ETF1.9%
Healthcare1.8%
Materials1.7%
Consumer1.0%
Utilities0.8%
Financial0.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑29 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024