0001736648-20-000001.txt : 20200115 0001736648-20-000001.hdr.sgml : 20200115 20200114185618 ACCESSION NUMBER: 0001736648-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200115 DATE AS OF CHANGE: 20200114 EFFECTIVENESS DATE: 20200115 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: 20527018 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 12-31-2019 12-31-2019 Campbell Wealth Management

330 JOHN CARLYLE STREET SUITE 600 ALEXANDRIA VA 22314

13F HOLDINGS REPORT 028-19262 N Ashleigh C. Swayze 6463953900 Ashleigh C. Swayze Newtown PA 01-14-2020 0 66 497810 false INFORMATION TABLE 2 4q2019campbell_13f.xml CAMPBELL INFORMATION TABLE 3M CO COM 88579Y101 403 2282 SH SOLE 0 0 2282 ABBOTT LABS COM 002824100 236 2714 SH SOLE 0 0 2714 AMAZON COM INC COM 023135106 294 159 SH SOLE 0 0 159 APPLE INC COM 037833100 1663 5663 SH SOLE 0 0 5663 ARES CAP CORP COM 04010L103 200 10735 SH SOLE 0 0 10735 AT&T INC COM 00206R102 566 14473 SH SOLE 0 0 14473 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 320 1411 SH SOLE 0 0 1411 BOEING CO COM 097023105 308 945 SH SOLE 0 0 945 BRISTOL MYERS SQUIBB CO COM 110122108 1679 26153 SH SOLE 0 0 26153 CACI INTL INC CL A 127190304 240 961 SH SOLE 0 0 961 CHEVRON CORP NEW COM 166764100 347 2876 SH SOLE 0 0 2876 CONSOLIDATED EDISON INC COM 209115104 309 3416 SH SOLE 0 0 3416 DISNEY WALT CO COM DISNEY 254687106 221 1526 SH SOLE 0 0 1526 DOMINION ENERGY INC COM 25746U109 1086 13118 SH SOLE 0 0 13118 ENTERPRISE PRODS PARTNERS L COM 293792107 293 10420 SH SOLE 0 0 10420 EXXON MOBIL CORP COM 30231G102 1824 26137 SH SOLE 0 0 26137 HOME DEPOT INC COM 437076102 334 1528 SH SOLE 0 0 1528 INTEL CORP COM 458140100 320 5346 SH SOLE 0 0 5346 INTERNATIONAL BUSINESS MACHS COM 459200101 256 1914 SH SOLE 0 0 1914 INVESCO QQQ TR UNIT SER 1 46090E103 28018 131782 SH SOLE 0 0 131782 ISHARES TR CORE S&P500 ETF 464287200 16329 50516 SH SOLE 0 0 50516 ISHARES TR CORE US AGGBD ET 464287226 78696 700326 SH SOLE 0 0 700326 ISHARES TR CORE S&P MCP ETF 464287507 2155 10470 SH SOLE 0 0 10470 ISHARES TR RUS 1000 ETF 464287622 54801 307146 SH SOLE 0 0 307146 ISHARES TR RUSSELL 3000 ETF 464287689 8522 45212 SH SOLE 0 0 45212 ISHARES TR INTRM TR CRP ETF 464288638 33549 578623 SH SOLE 0 0 578623 ISHARES TR CORE 1 5 YR USD 46432F859 2467 48940 SH SOLE 0 0 48940 JOHNSON & JOHNSON COM 478160104 271 1858 SH SOLE 0 0 1858 JPMORGAN CHASE & CO COM 46625H100 292 2097 SH SOLE 0 0 2097 LEIDOS HLDGS INC COM 525327102 558 5703 SH SOLE 0 0 5703 LOCKHEED MARTIN CORP COM 539830109 748 1920 SH SOLE 0 0 1920 MAINSTREET BANCSHARES INC COM 56064Y100 268 11638 SH SOLE 0 0 11638 MARRIOTT INTL INC NEW CL A 571903202 663 4380 SH SOLE 0 0 4380 MASTERCARD INC CL A 57636Q104 301 1007 SH SOLE 0 0 1007 MCDONALDS CORP COM 580135101 298 1510 SH SOLE 0 0 1510 MERCK & CO INC COM 58933Y105 260 2864 SH SOLE 0 0 2864 METTLER TOLEDO INTERNATIONAL COM 592688105 454 572 SH SOLE 0 0 572 MICROSOFT CORP COM 594918104 1337 8478 SH SOLE 0 0 8478 NEXTERA ENERGY INC COM 65339F101 638 2633 SH SOLE 0 0 2633 ONEOK INC NEW COM 682680103 296 3917 SH SOLE 0 0 3917 ORACLE CORP COM 68389X105 275 5191 SH SOLE 0 0 5191 PAYCHEX INC COM 704326107 235 2765 SH SOLE 0 0 2765 PEPSICO INC COM 713448108 383 2802 SH SOLE 0 0 2802 PFIZER INC COM 717081103 299 7632 SH SOLE 0 0 7632 PHILIP MORRIS INTL INC COM 718172109 401 4710 SH SOLE 0 0 4710 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 126569 1647822 SH SOLE 0 0 1647822 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 16352 271852 SH SOLE 0 0 271852 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 276 3649 SH SOLE 0 0 3649 SCIENCE APPLICATNS INTL CP N COM 808625107 417 4789 SH SOLE 0 0 4789 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 14119 458712 SH SOLE 0 0 458712 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 13540 166194 SH SOLE 0 0 166194 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 10166 35657 SH SOLE 0 0 35657 SPDR S&P 500 ETF TR TR UNIT 78462F103 813 2526 SH SOLE 0 0 2526 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 241 6384 SH SOLE 0 0 6384 SYSCO CORP COM 871829107 264 3085 SH SOLE 0 0 3085 TEXAS INSTRS INC COM 882508104 340 2651 SH SOLE 0 0 2651 UNION PACIFIC CORP COM 907818108 257 1419 SH SOLE 0 0 1419 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 23012 274404 SH SOLE 0 0 274404 VANGUARD INDEX FDS GROWTH ETF 922908736 45170 247955 SH SOLE 0 0 247955 VANGUARD INDEX FDS TOTAL STK MKT 922908769 818 5002 SH SOLE 0 0 5002 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 347 1811 SH SOLE 0 0 1811 VANGUARD WORLD FDS UTILITIES ETF 92204A876 201 1405 SH SOLE 0 0 1405 VERIZON COMMUNICATIONS INC COM 92343V104 563 9165 SH SOLE 0 0 9165 W P CAREY INC COM 92936U109 377 4704 SH SOLE 0 0 4704 WASTE MGMT INC DEL COM 94106L109 222 1945 SH SOLE 0 0 1945 WELLTOWER INC COM 95040Q104 333 4067 SH SOLE 0 0 4067