0001736648-19-000005.txt : 20191007
0001736648-19-000005.hdr.sgml : 20191007
20191007084146
ACCESSION NUMBER: 0001736648-19-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191007
DATE AS OF CHANGE: 20191007
EFFECTIVENESS DATE: 20191007
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: 191139733
BUSINESS ADDRESS:
STREET 1: 330 JOHN CARLYLE STREET
STREET 2: SUITE 600
CITY: ALEXANDRIA
STATE: VA
ZIP: 22314
BUSINESS PHONE: 7035355300
MAIL ADDRESS:
STREET 1: 330 JOHN CARLYLE STREET
STREET 2: SUITE 600
CITY: ALEXANDRIA
STATE: VA
ZIP: 22314
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001736648
XXXXXXXX
09-30-2019
09-30-2019
Campbell Wealth Management
330 JOHN CARLYLE STREET
SUITE 600
ALEXANDRIA
VA
22314
13F HOLDINGS REPORT
028-19262
N
Ashleigh C. Swayze
Counsel
6463953900
Ashleigh C. Swayze
Newtown
PA
10-07-2019
0
64
449986
false
INFORMATION TABLE
2
3q2019campbell_13f.xml
CAMPBELL INFORMATION TABLE
3M CO
COM
88579Y101
421
2563
SH
SOLE
0
0
2563
ABBOTT LABS
COM
002824100
227
2714
SH
SOLE
0
0
2714
AMAZON COM INC
COM
023135106
306
176
SH
SOLE
0
0
176
APPLE INC
COM
037833100
1372
6125
SH
SOLE
0
0
6125
ARES CAP CORP
COM
04010L103
200
10735
SH
SOLE
0
0
10735
AT&T INC
COM
00206R102
577
15243
SH
SOLE
0
0
15243
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
274
1316
SH
SOLE
0
0
1316
BOEING CO
COM
097023105
404
1063
SH
SOLE
0
0
1063
BRISTOL MYERS SQUIBB CO
COM
110122108
1383
27271
SH
SOLE
0
0
27271
BUCKEYE PARTNERS L P
UNIT LTD PARTN
118230101
220
5350
SH
SOLE
0
0
5350
CACI INTL INC
CL A
127190304
222
961
SH
SOLE
0
0
961
CHEVRON CORP NEW
COM
166764100
371
3124
SH
SOLE
0
0
3124
CONSOLIDATED EDISON INC
COM
209115104
322
3413
SH
SOLE
0
0
3413
DOMINION ENERGY INC
COM
25746U109
1091
13468
SH
SOLE
0
0
13468
ENTERPRISE PRODS PARTNERS L
COM
293792107
298
10420
SH
SOLE
0
0
10420
EXXON MOBIL CORP
COM
30231G102
1855
26266
SH
SOLE
0
0
26266
HOME DEPOT INC
COM
437076102
342
1474
SH
SOLE
0
0
1474
INTEL CORP
COM
458140100
275
5338
SH
SOLE
0
0
5338
INTERNATIONAL BUSINESS MACHS
COM
459200101
271
1863
SH
SOLE
0
0
1863
INVESCO QQQ TR
UNIT SER 1
46090E103
24000
127113
SH
SOLE
0
0
127113
ISHARES TR
CORE S&P500 ETF
464287200
15020
50316
SH
SOLE
0
0
50316
ISHARES TR
CORE US AGGBD ET
464287226
75577
667819
SH
SOLE
0
0
667819
ISHARES TR
CORE S&P MCP ETF
464287507
2005
10375
SH
SOLE
0
0
10375
ISHARES TR
RUS 1000 ETF
464287622
47987
291643
SH
SOLE
0
0
291643
ISHARES TR
RUSSELL 3000 ETF
464287689
7440
42813
SH
SOLE
0
0
42813
ISHARES TR
INTRM TR CRP ETF
464288638
31958
551758
SH
SOLE
0
0
551758
ISHARES TR
CORE 1 5 YR USD
46432F859
2342
46388
SH
SOLE
0
0
46388
JOHNSON & JOHNSON
COM
478160104
245
1894
SH
SOLE
0
0
1894
JPMORGAN CHASE & CO
COM
46625H100
292
2482
SH
SOLE
0
0
2482
LEIDOS HLDGS INC
COM
525327102
457
5319
SH
SOLE
0
0
5319
LOCKHEED MARTIN CORP
COM
539830109
749
1920
SH
SOLE
0
0
1920
MAINSTREET BANCSHARES INC
COM
56064Y100
245
11638
SH
SOLE
0
0
11638
MARRIOTT INTL INC NEW
CL A
571903202
545
4380
SH
SOLE
0
0
4380
MASTERCARD INC
CL A
57636Q104
273
1007
SH
SOLE
0
0
1007
MCDONALDS CORP
COM
580135101
324
1510
SH
SOLE
0
0
1510
MERCK & CO INC
COM
58933Y105
247
2932
SH
SOLE
0
0
2932
METTLER TOLEDO INTERNATIONAL
COM
592688105
403
572
SH
SOLE
0
0
572
MICROSOFT CORP
COM
594918104
1171
8421
SH
SOLE
0
0
8421
NEXTERA ENERGY INC
COM
65339F101
605
2597
SH
SOLE
0
0
2597
ONEOK INC NEW
COM
682680103
289
3917
SH
SOLE
0
0
3917
ORACLE CORP
COM
68389X105
267
4856
SH
SOLE
0
0
4856
PAYCHEX INC
COM
704326107
229
2765
SH
SOLE
0
0
2765
PEPSICO INC
COM
713448108
376
2741
SH
SOLE
0
0
2741
PFIZER INC
COM
717081103
278
7725
SH
SOLE
0
0
7725
PHILIP MORRIS INTL INC
COM
718172109
352
4632
SH
SOLE
0
0
4632
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
111609
1573511
SH
SOLE
0
0
1573511
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
14525
256896
SH
SOLE
0
0
256896
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
266
3816
SH
SOLE
0
0
3816
SCIENCE APPLICATNS INTL CP N
COM
808625107
399
4571
SH
SOLE
0
0
4571
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
12260
437861
SH
SOLE
0
0
437861
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
12270
158053
SH
SOLE
0
0
158053
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
9167
34055
SH
SOLE
0
0
34055
SYSCO CORP
COM
871829107
245
3085
SH
SOLE
0
0
3085
TEXAS INSTRS INC
COM
882508104
343
2651
SH
SOLE
0
0
2651
UNION PACIFIC CORP
COM
907818108
230
1419
SH
SOLE
0
0
1419
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
21919
259606
SH
SOLE
0
0
259606
VANGUARD INDEX FDS
GROWTH ETF
922908736
39725
238905
SH
SOLE
0
0
238905
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
755
5002
SH
SOLE
0
0
5002
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
296
1762
SH
SOLE
0
0
1762
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
339
2363
SH
SOLE
0
0
2363
VERIZON COMMUNICATIONS INC
COM
92343V104
519
8597
SH
SOLE
0
0
8597
W P CAREY INC
COM
92936U109
421
4704
SH
SOLE
0
0
4704
WASTE MGMT INC DEL
COM
94106L109
224
1945
SH
SOLE
0
0
1945
WELLTOWER INC
COM
95040Q104
367
4047
SH
SOLE
0
0
4047