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Timothy Deegan

Campbell Deegan Wealth Management, Llc

Assets Managed
$124.94M
Holdings
49
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
0.86%(2Q avg: 5.75%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Campbell Deegan Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Campbell Deegan Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 124.94M in assets, with a quarterly growth rate of 0.86% and a 2-quarter average growth rate of 5.75%. The portfolio is managed by Timothy Deegan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 0.77%
17.12%
$21.378M
108,959 shares@ $196.2 avg price
FDLO
Fidelity Low Volatility Fact
Recent Activity
Increased 0.15%
17.11%
$21.368M
330,828 shares@ $64.59 avg price
SPGP
Invesco S&p 500 Garp Etf
Recent Activity
Decreased -0.04%
16.68%
$20.829M
193,546 shares@ $107.63 avg price
HELO
Jpmorgan Hedged Equity Etf
Recent Activity
Increased 4.39%
13.56%
$16.932M
264,937 shares@ $63.92 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -1.54%
5.7%
$7.11M
16,279 shares@ $436.79 avg price
UJAN
Innovator U.s. Equity Ultra
Recent Activity
Increased 84.95%
5.12%
$6.396M
150,463 shares@ $42.51 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 5.3%
4.7%
$5.862M
103,419 shares@ $56.69 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 183.92%
1.88%
$2.341M
9,670 shares@ $242.06 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.3%
1.74%
$2.162M
8,517 shares@ $253.81 avg price
SHW
Sherwin-williams Co The
Recent Activity
Increased 50.97%
1.41%
$1.755M↓ Put
9,707 shares@ $180.84 avg price

1-10 of 49