• 13F History

Campbell Wealth Management

13F Filings History

Latest 13F report
Q4 2024 - Jan 30, 2025
Value $
$1.11B
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 $1.11B as of Q4 2024. Top holdings included SCHX, AGG, SCHI, VUG, and DIA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 97 $1.11B +$414M -$128M +$287M SCHX, AGG, SCHI, VUG, DIA 13F-HR 1/30/2025, 10:28 AM
Q3 2024 70 $1.12B +$809M -$11.2M +$798M SCHX, AGG, SCHI, QQQ, VUG 13F-HR 10/28/2024, 02:31 PM
Q2 2024 50 $310M +$19.5M -$719M -$700M QQQ, DIA, XLI, XLF, BSCO 13F-HR 8/7/2024, 02:13 PM
Q1 2024 92 $1.01B +$242M -$134M +$108M SCHX, AGG, SCHI, QQQ, VUG 13F-HR 5/9/2024, 12:56 PM
Q4 2023 62 $843M +$17.8M -$67.8M -$50M SCHX, QQQ, AGG, VUG, TIP 13F-HR 2/8/2024, 10:26 AM
Q3 2023 83 $821M +$2.39M -$19M -$16.7M SCHX, AGG, QQQ, IBTD, VUG 13F-HR 11/13/2023, 10:37 AM
Q2 2023 76 $778M SCHX, AGG, VUG, IBTD, TIP New Holdings 7/31/2023, 12:40 PM
Q2 2023 80 $865M +$52.9M -$27.3M +$25.7M SCHX, AGG, QQQ, VUG, IBTD 13F-HR 7/27/2023, 09:35 AM
Q1 2023 73 $798M +$151M -$109M +$42.3M SCHX, AGG, QQQ, IBTD, VUG 13F-HR 5/8/2023, 01:14 PM
Q4 2022 74 $718M +$77M -$77.6M -$611K SCHX, BSV, VTIP, QQQ, VUG 13F-HR 1/10/2023, 10:00 AM
Q3 2022 73 $692M +$267M -$254M +$12.8M SCHX, IEF, BSV, VTIP, QQQ 13F-HR 10/11/2022, 11:17 AM
Q2 2022 56 $714M +$87.2M -$78.9M +$8.3M SCHX, ISTB, STIP, AGG, QQQ 13F-HR 8/2/2022, 12:21 PM
Q1 2022 76 $822M +$150M -$30.6M +$119M SCHX, ISTB, AGG, QQQ, VUG 13F-HR 5/18/2022, 03:16 PM
Q4 2021 79 $875M +$86.8M -$1.08M +$85.7M SCHX, AGG, ISTB, IWB, QQQ 13F-HR 1/27/2022, 12:28 PM
Q3 2021 77 $747M +$23.6M -$13M +$10.6M SCHX, AGG, ISTB, IWB, QQQ Restatement 12/22/2022, 01:37 PM
Q2 2021 69 $739M +$98.9M -$127M -$28.3M SCHX, AGG, ISTB, QQQ, IWB 13F-HR 7/21/2021, 12:27 PM
Q1 2021 69 $729M +$29M -$1.22M +$27.7M SCHX, AGG, BND, VUG, IWB 13F-HR 4/30/2021, 08:32 AM
Q4 2020 65 $686M +$26.1M -$3.91M +$22.2M SCHX, AGG, BND, VUG, IGIB 13F-HR 1/19/2021, 03:54 PM
Q3 2020 60 $611M +$21M -$2.18M +$18.8M SCHX, AGG, BND, VUG, IGIB 13F-HR 11/2/2020, 04:07 PM
Q2 2020 343 $574M +$50M -$354K +$49.6M SCHX, AGG, BND, VUG, IGIB 13F-HR 7/23/2020, 04:20 PM
Q1 2020 49 $458M +$64.5M -$28.3M +$36.2M AGG, SCHX, BND, IGIB, VUG 13F-HR 4/17/2020, 11:02 AM
Q4 2019 66 $498M +$22.4M -$643K +$21.7M SCHX, AGG, IWB, VUG, IGIB 13F-HR 1/14/2020, 05:56 PM
Q3 2019 64 $450M +$29.3M -$366K +$28.9M SCHX, AGG, IWB, VUG, IGIB 13F-HR 10/7/2019, 08:41 AM
Q2 2019 61 $417M +$33.9M -$4.78M +$29.1M SCHX, AGG, VUG, IWB, IGIB 13F-HR 8/8/2019, 06:44 PM
Q1 2019 57 $376M +$31.6M -$11.1M +$20.5M SCHX, AGG, IGIB, VUG, IWB 13F-HR 5/13/2019, 11:26 AM
Q4 2018 50 $324M SCHX, AGG, IGIB, VUG, BND 13F-HR 2/14/2019, 09:40 AM