DOSSIER · 13F-HR · Q1 2026
Campbell Deegan Wealth Management, LLC
Campbell Deegan Wealth's asset manager based in Greenwich, CT — $125M in tracked AUM across 53 positions as of Q1 2026.
CD
Campbell Deegan Wealth·Greenwich, CT·Asset Manager
CIK 0002059743 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Campbell Deegan Wealth Management, LLC 13F Filing
Portfolio Overview
Campbell Deegan Wealth Management, LLC reported a significant expansion in assets under management for the period ending December 31, 2025. The total portfolio value surged by 135.8%, growing from $52.54M to $123.88M. This dramatic increase in capital inflows was accompanied by a restructuring of the portfolio, which now consists of 46 holdings. The firm appears to have utilized t...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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