0001736648-21-000001.txt : 20210119 0001736648-21-000001.hdr.sgml : 20210119 20210119165403 ACCESSION NUMBER: 0001736648-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210119 DATE AS OF CHANGE: 20210119 EFFECTIVENESS DATE: 20210119 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Campbell Wealth Management CENTRAL INDEX KEY: 0001736648 IRS NUMBER: 200193064 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19262 FILM NUMBER: 21536114 BUSINESS ADDRESS: STREET 1: 330 JOHN CARLYLE STREET STREET 2: SUITE 400 CITY: ALEXANDRIA STATE: VA ZIP: 22314 BUSINESS PHONE: 7035355300 MAIL ADDRESS: STREET 1: 330 JOHN CARLYLE STREET STREET 2: SUITE 400 CITY: ALEXANDRIA STATE: VA ZIP: 22314 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001736648 XXXXXXXX 12-31-2020 12-31-2020 Campbell Wealth Management

330 JOHN CARLYLE STREET SUITE 400 ALEXANDRIA VA 22314

13F HOLDINGS REPORT 028-19262 N Ashleigh C. Swayze 6463953900 Ashleigh C. Swayze Newtown X1 01-19-2021 0 65 685500 false INFORMATION TABLE 2 campbell2020q4_13f.xml CAMPBELL INFORMATION TABLE 3M CO COM 88579Y101 377 2157 SH SOLE 0 0 2157 AMAZON COM INC COM 023135106 694 213 SH SOLE 0 0 213 ANSYS INC COM 03662Q105 273 750 SH SOLE 0 0 750 APPLE INC COM 037833100 3334 25127 SH SOLE 0 0 25127 AT&T INC COM 00206R102 285 9898 SH SOLE 0 0 9898 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 248 1070 SH SOLE 0 0 1070 BRISTOL-MYERS SQUIBB CO COM 110122108 1386 22346 SH SOLE 0 0 22346 CACI INTL INC CL A 127190304 240 961 SH SOLE 0 0 961 CHEVRON CORP NEW COM 166764100 226 2673 SH SOLE 0 0 2673 CONSOLIDATED EDISON INC COM 209115104 248 3429 SH SOLE 0 0 3429 DOMINION ENERGY INC COM 25746U109 905 12034 SH SOLE 0 0 12034 EXXON MOBIL CORP COM 30231G102 998 24216 SH SOLE 0 0 24216 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 268 2816 SH SOLE 0 0 2816 FS KKR CAP CORP II COM 35952V303 409 24924 SH SOLE 0 0 24924 HOME DEPOT INC COM 437076102 308 1160 SH SOLE 0 0 1160 INTERNATIONAL BUSINESS MACHS COM 459200101 325 2583 SH SOLE 0 0 2583 INVESCO QQQ TR UNIT SER 1 46090E103 45930 146396 SH SOLE 0 0 146396 ISHARES TR CORE S&P500 ETF 464287200 19738 52579 SH SOLE 0 0 52579 ISHARES TR CORE US AGGBD ET 464287226 119340 1009727 SH SOLE 0 0 1009727 ISHARES TR CORE S&P MCP ETF 464287507 1632 7100 SH SOLE 0 0 7100 ISHARES TR RUS 1000 GRW ETF 464287614 265 1098 SH SOLE 0 0 1098 ISHARES TR RUS 1000 ETF 464287622 47657 224965 SH SOLE 0 0 224965 ISHARES TR RUSSELL 3000 ETF 464287689 15485 69270 SH SOLE 0 0 69270 ISHARES TR ISHS 5-10YR INVT 464288638 48404 783367 SH SOLE 0 0 783367 ISHARES TR U.S. MED DVC ETF 464288810 218 665 SH SOLE 0 0 665 ISHARES TR CORE 1 5 YR USD 46432F859 3499 67756 SH SOLE 0 0 67756 ISHARES TR CONV BD ETF 46435G102 570 5902 SH SOLE 0 0 5902 L3HARRIS TECHNOLOGIES INC COM 502431109 219 1159 SH SOLE 0 0 1159 LEIDOS HOLDINGS INC COM 525327102 455 4332 SH SOLE 0 0 4332 LOCKHEED MARTIN CORP COM 539830109 368 1037 SH SOLE 0 0 1037 MAINSTREET BANCSHARES INC COM 56064Y100 197 11638 SH SOLE 0 0 11638 MARRIOTT INTL INC NEW CL A 571903202 513 3890 SH SOLE 0 0 3890 MASTERCARD INCORPORATED CL A 57636Q104 293 822 SH SOLE 0 0 822 MCDONALDS CORP COM 580135101 213 990 SH SOLE 0 0 990 MERCK & CO. INC COM 58933Y105 239 2921 SH SOLE 0 0 2921 METTLER TOLEDO INTERNATIONAL COM 592688105 652 572 SH SOLE 0 0 572 MICROSOFT CORP COM 594918104 1928 8669 SH SOLE 0 0 8669 NEXTERA ENERGY INC COM 65339F101 709 9188 SH SOLE 0 0 9188 ORACLE CORP COM 68389X105 229 3545 SH SOLE 0 0 3545 PEPSICO INC COM 713448108 255 1719 SH SOLE 0 0 1719 PFIZER INC COM 717081103 214 5812 SH SOLE 0 0 5812 PHILIP MORRIS INTL INC COM 718172109 223 2698 SH SOLE 0 0 2698 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 183089 2013074 SH SOLE 0 0 2013074 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 15564 228277 SH SOLE 0 0 228277 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 498 5596 SH SOLE 0 0 5596 SCIENCE APPLICATIONS INTL CO COM 808625107 230 2434 SH SOLE 0 0 2434 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 267 1661 SH SOLE 0 0 1661 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 15564 527935 SH SOLE 0 0 527935 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 16624 187739 SH SOLE 0 0 187739 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 264 2029 SH SOLE 0 0 2029 SOUTHERN CO COM 842587107 205 3343 SH SOLE 0 0 3343 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 13275 43411 SH SOLE 0 0 43411 SPDR S&P 500 ETF TR TR UNIT 78462F103 958 2650 SH SOLE 0 0 2650 SPDR SER TR PORTFOLIO S&P500 78464A854 281 6384 SH SOLE 0 0 6384 TEXAS INSTRS INC COM 882508104 436 2657 SH SOLE 0 0 2657 UNION PAC CORP COM 907818108 290 1394 SH SOLE 0 0 1394 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 60611 687281 SH SOLE 0 0 687281 VANGUARD INDEX FDS GROWTH ETF 922908736 54464 214984 SH SOLE 0 0 214984 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1032 5304 SH SOLE 0 0 5304 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 278 1966 SH SOLE 0 0 1966 VANGUARD WORLD FD MEGA GRWTH IND 921910816 227 1115 SH SOLE 0 0 1115 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 531 2374 SH SOLE 0 0 2374 VERIZON COMMUNICATIONS INC COM 92343V104 303 5161 SH SOLE 0 0 5161 WP CAREY INC COM 92936U109 323 4573 SH SOLE 0 0 4573 ZIMMER BIOMET HOLDINGS INC COM 98956P102 217 1411 SH SOLE 0 0 1411