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Campbell Deegan Wealth Management, LLC
Campbell Deegan Wealth Management, LLC is an independent fiduciary and Registered Investment Advisory (RIA) firm headquartered in Richmond, Virginia. Founded around 2011-2012, the firm offers customized financial planning and portfolio management services, with particular focus on multigenerational wealth strategies to ensure clients' financial legacies endure. The team comprises around 6 financial advisors and a total of approximately 9 employees, serving over 1600 clients including individuals, families, and businesses.
Investment Strategy
Campbell Deegan Wealth Management, LLC follows a highly personalized, client-centric investment approach. Their strategy emphasizes deep, consultative conversations to understand every facet of a client's financial life before creating tailored portfolios and financial plans. As fiduciaries, they provide objective advice and comprehensive wealth management, focusing on achieving long-term financial goals for individuals, families, retirement plans, and small businesses. The firm manages assets for both discretionary and non-discretionary accounts, engages in financial planning, portfolio management, retirement planning, and offers credit and cash management solutions while prioritizing risk management and legacy preservation.
Latest 13F Filing Activity
Campbell Deegan Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 44 equity positions with a total 13F market value of $102M. The fund increased holdings in J P Morgan Exchange Traded F, Invesco Exchange Traded FD T, J P Morgan Exchange Traded F among other positions. Campbell Deegan Wealth Management, LLC reduced exposure to Deere & Co., Apple Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (44)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPGP | INVESCO EXCHANGE TRADED FD T | 19.69% | $20.0M | 185,634 | $104.73 | $107.70 | +$2.5M |
F FDLO | FIDELITY COVINGTON TRUST | 19.46% | $19.8M | 314,733 | $60.66 | $62.80 | +$1.3M |
V VTV | VANGUARD INDEX FDS | 17.60% | $17.9M | 101,146 | $169.66 | $176.74 | +$909.9K |
H HELO | J P MORGAN EXCHANGE TRADED F | 11.76% | $11.9M | 190,788 | $61.70 | $62.58 | +$5.3M |
V VUG | VANGUARD INDEX FDS | 7.30% | $7.4M | 16,905 | $411.86 | $438.40 | +$1.5M |
Industry Allocation
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