13F Filings History of Campbell Wealth Management

Latest 13F report
Q4 2024 - 30 Jan 2025
Value $
$1,110,701,000
Signature - Title
Ashleigh Swayze - Counsel
Location
Alexandria, VA
Summary
This page shows a list of all the recent 13F filings made by Campbell Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Campbell Wealth Management reported 97 stock holdings with total value $1,110,701,000 as of Q4 2024. Top holdings included SCHX, AGG, SCHI, VUG, and DIA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2024 97 $1,110,701,000 +$414,416,496 -$127,658,396 +$286,758,100 SCHX, AGG, SCHI, VUG, DIA 13F-HR 30 Jan 2025, 10:28
Q3 2024 70 $1,122,551,000 +$808,806,405 -$11,192,615 +$797,613,790 SCHX, AGG, SCHI, QQQ, VUG 13F-HR 28 Oct 2024, 14:31
Q2 2024 50 $309,719,000 +$19,542,842 -$719,196,108 -$699,653,266 QQQ, DIA, XLI, XLF, BSCO 13F-HR 07 Aug 2024, 14:13
Q1 2024 92 $1,006,396,000 +$241,838,771 -$133,594,571 +$108,244,200 SCHX, AGG, SCHI, QQQ, VUG 13F-HR 09 May 2024, 12:56
Q4 2023 62 $842,887,000 +$17,792,142 -$67,800,681 -$50,008,539 SCHX, QQQ, AGG, VUG, TIP 13F-HR 08 Feb 2024, 10:26
Q3 2023 75 $821,482,000 +$2,390,651 -$19,048,051 -$16,657,400 SCHX, AGG, QQQ, IBTD, VUG 13F-HR 13 Nov 2023, 10:37
Q2 2023 76 $778,044,000 $0 $0 $0 SCHX, AGG, VUG, IBTD, TIP New Holdings 31 Jul 2023, 12:40
Q2 2023 80 $864,638,000 +$52,918,241 -$28,042,790 +$24,875,451 SCHX, AGG, QQQ, VUG, IBTD 13F-HR 27 Jul 2023, 09:35
Q1 2023 73 $798,140,000 +$151,229,629 -$110,919,070 +$40,310,559 SCHX, AGG, QQQ, IBTD, VUG 13F-HR 08 May 2023, 13:14
Q4 2022 74 $718,483,000 +$76,964,411 -$79,435,473 -$2,471,062 SCHX, BSV, VTIP, QQQ, VUG 13F-HR 10 Jan 2023, 11:00
Q3 2022 73 $691,999,000 +$266,574,136 -$255,059,497 +$11,514,639 SCHX, IEF, BSV, VTIP, QQQ 13F-HR 11 Oct 2022, 11:17
Q2 2022 56 $714,091,000 +$87,177,188 -$85,790,057 +$1,387,131 SCHX, ISTB, STIP, AGG, QQQ 13F-HR 02 Aug 2022, 12:21
Q1 2022 76 $822,101,000 +$149,967,933 -$32,224,117 +$117,743,816 SCHX, ISTB, AGG, QQQ, VUG 13F-HR 18 May 2022, 15:16
Q4 2021 79 $874,719,000 +$86,788,816 -$2,745,917 +$84,042,899 SCHX, AGG, ISTB, IWB, QQQ 13F-HR 27 Jan 2022, 13:28
Q3 2021 77 $746,782,000 +$23,613,323 -$13,018,007 +$10,595,316 SCHX, AGG, ISTB, IWB, QQQ Restatement 22 Dec 2022, 13:37
Q2 2021 69 $738,907,000 +$98,920,836 -$127,260,201 -$28,339,365 SCHX, AGG, ISTB, QQQ, IWB 13F-HR 21 Jul 2021, 12:27
Q1 2021 69 $728,972,000 +$28,956,759 -$1,216,905 +$27,739,854 SCHX, AGG, BND, VUG, IWB 13F-HR 30 Apr 2021, 08:32
Q4 2020 65 $685,500,000 +$26,076,399 -$4,129,815 +$21,946,584 SCHX, AGG, BND, VUG, IGIB 13F-HR 19 Jan 2021, 16:54
Q3 2020 60 $611,482,000 +$20,951,553 -$14,194,939 +$6,756,614 SCHX, AGG, BND, VUG, IGIB 13F-HR 02 Nov 2020, 17:07
Q2 2020 353 $574,075,000 +$49,951,161 -$353,846 +$49,597,315 SCHX, AGG, BND, VUG, IGIB 13F-HR 23 Jul 2020, 16:20
Q1 2020 49 $458,443,000 +$64,515,418 -$33,608,706 +$30,906,712 AGG, SCHX, BND, IGIB, VUG 13F-HR 17 Apr 2020, 11:02
Q4 2019 66 $497,810,000 +$22,361,895 -$863,337 +$21,498,558 SCHX, AGG, IWB, VUG, IGIB 13F-HR 14 Jan 2020, 18:56
Q3 2019 64 $449,986,000 +$29,293,536 -$1,221,359 +$28,072,177 SCHX, AGG, IWB, VUG, IGIB 13F-HR 07 Oct 2019, 08:41
Q2 2019 61 $416,605,000 +$33,910,184 -$5,863,440 +$28,046,744 SCHX, AGG, VUG, IWB, IGIB 13F-HR 08 Aug 2019, 18:44
Q1 2019 57 $376,095,000 +$31,572,344 -$11,722,540 +$19,849,804 SCHX, AGG, IGIB, VUG, IWB 13F-HR 13 May 2019, 11:26
Q4 2018 50 $324,010,000 $0 $0 $0 SCHX, AGG, IGIB, VUG, BND 13F-HR 14 Feb 2019, 10:40