Portfolio (Quarterly) Guide ↗

Campbell Deegan Wealth Management, LLC

· CIK 0002059743

13F Portfolio $125M AUM 53 positions Filed May 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 10 New 20 Added 11 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HD	HOME DEPOT INC	Consumer Cyclical	879	$302K	0.24%	SOLD
2	META	META PLATFORMS INC	Communication Services	324	$214K	0.17%	SOLD
3	—	BERKSHIRE HATHAWAY INC DEL	—	406	$204K	0.17%	SOLD

Sector Allocation

Technology 26.1%

Financial Services 21.8%

Consumer Defensive 12.9%

Healthcare 9.3%

Basic Materials 7.1%

Energy 6.6%

Communication Services 6.0%

Utilities 5.0%

Consumer Cyclical 4.1%

Industrials 1.1%