⏳
Showing Q4 2024 data
Campbell Wealth Management's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Campbell Wealth Management
•CIK: 1736648•Filing: Q4 2024
**Campbell Wealth Management** manages $1.1B across a diversified portfolio of 97 positions. The strategy exhibits significant allocations to broad market indices and sector ETFs, notably SCHX at $365.8M and AGG at $132.9M. Key concentrations include SCHI ($125.4M) and VUG ($79.2M), suggesting a core focus on large-cap growth and fixed income stability. The top ten holdings represent a strategic mix across equities and bonds, underpinning the fund's current market exposure.
Total AUM
$1.1B
QoQ Performance
-1.0%
Positions
76
Top 10 Concentration
87.8%
Latest Filing
Q4 2024
Top Holdings Allocation
SCHX
AGG
SCHI
VUG
DON
BSV
SCHX32.9%
AGG12.0%
SCHI11.3%
VUG7.1%
DON6.5%
BSV6.0%
XLI3.7%
XLF3.3%
📈 Biggest Buys
Sector Breakdown
Other93.6%
ETF2.9%
Technology1.4%
Consumer0.5%
Healthcare0.5%
Energy0.4%
Financial0.2%
Utilities0.2%
🚪 Exited Positionssold since Q3 2024
Changes from Q3 2024
NEW32 new positions
↑59 increased
↓2 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023