Filer Snapshot

Campbell Wealth Management

CIK 0001736648. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

27

Latest filing

30 Jan 2025

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q4 2024. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

SCHX

$365.78M reported value

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13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 30 Jan 2025 for CIK 0001736648.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$1.11B

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$1.11B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
SCHX AGG SCHI VUG DIA
+15 moreBSV XLI XLF IVV SCHM BSCP IWV IWB SGOV AAPL XOM MSFT SCHA IWM SPY

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

SCHX AGG SCHI VUG DIA BSV XLI XLF
+12 moreIVV SCHM BSCP IWV IWB SGOV AAPL XOM MSFT SCHA IWM SPY
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
330 John Carlyle Street, Suite 400, Alexandria, VA, 22314
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
VA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Campbell Wealth Management

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $1.11B across 97 reported holdings for Q4 2024.
  • Largest parsed 13F holding: SCHX at $365.78M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 97 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q4 2024 - 30 Jan 2025

Top 5 concentration

70%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$775.17M

Compared with $1.11B total 13F value.

Top 5 net change

+$334.37M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: SCHX ยท Largest trim: QQQ

SCHX AGG SCHI VUG DIA Other holdings

SCHX

32.9%

Schwab Strategic Tr

$365.78M

AGG

12%

Ishares Tr

$132.94M

SCHI

11.3%

Schwab Strategic Tr

$125.4M

VUG

7.1%

Vanguard Index Fds

$79.22M

DIA

6.5%

Spdr Dow Jones Indl Average

$71.83M

Latest update

What changed recently for Campbell Wealth Management

New filing available

Latest 13F period: Q4 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

30 Jan 2025

Page type

Filer profile

Latest period

Q4 2024

Institutional portfolio context was refreshed from a 13F filing filed on 30 Jan 2025.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Campbell Wealth Management has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q4 2024. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001736648 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
27
First seen
14 Feb 2019
Latest filing
30 Jan 2025
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

Campbell Wealth Management SEC filings Campbell Wealth Management 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 27 SEC filings for Campbell Wealth Management.

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13F-HR

13F-HR filing

Filing date
30 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
28 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
07 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
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13F-HR/A

13F-HR/A filing

Filing date
31 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
27 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 May 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
10 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
22 Dec 2022
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
11 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
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