0001736648-21-000003.txt : 20210721 0001736648-21-000003.hdr.sgml : 20210721 20210721122753 ACCESSION NUMBER: 0001736648-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210721 DATE AS OF CHANGE: 20210721 EFFECTIVENESS DATE: 20210721 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: 211103628 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 06-30-2021 06-30-2021 Campbell Wealth Management

330 JOHN CARLYLE STREET SUITE 400 ALEXANDRIA VA 22314

13F HOLDINGS REPORT 028-19262 N ASHLEIGH SWAYZE 6463953900 ASHLEIGH SWAYZE NEWTOWN PA 07-21-2021 0 69 738907 false INFORMATION TABLE 2 campbell13f_2q2021.xml VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 47060 547912 SH SOLE 0 0 547912 MICROSOFT CORP COM 594918104 2323 8574 SH SOLE 0 0 8574 ABBVIE INC COM 00287Y109 278 2472 SH SOLE 0 0 2472 MAINSTREET BANCSHARES INC COM 56064Y100 241 10682 SH SOLE 0 0 10682 ISHARES TR CORE US AGGBD ET 464287226 88977 771500 SH SOLE 0 0 771500 JPMORGAN CHASE & CO COM 46625H100 328 2106 SH SOLE 0 0 2106 LOCKHEED MARTIN CORP COM 539830109 445 1175 SH SOLE 0 0 1175 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 15981 204180 SH SOLE 0 0 204180 SCIENCE APPLICATIONS INTL CO COM 808625107 214 2434 SH SOLE 0 0 2434 HOME DEPOT INC COM 437076102 359 1126 SH SOLE 0 0 1126 DOMINION ENERGY INC COM 25746U109 834 11337 SH SOLE 0 0 11337 PFIZER INC COM 717081103 228 5816 SH SOLE 0 0 5816 APPLE INC COM 037833100 3392 24764 SH SOLE 0 0 24764 AMAZON COM INC COM 023135106 760 221 SH SOLE 0 0 221 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 21161 576762 SH SOLE 0 0 576762 ISHARES TR CORE 1 5 YR USD 46432F859 73158 1426353 SH SOLE 0 0 1426353 ISHARES TR CORE S&P500 ETF 464287200 22977 53444 SH SOLE 0 0 53444 BRISTOL-MYERS SQUIBB CO COM 110122108 1493 22346 SH SOLE 0 0 22346 EXXON MOBIL CORP COM 30231G102 1294 20512 SH SOLE 0 0 20512 DISNEY WALT CO COM 254687106 296 1686 SH SOLE 0 0 1686 MARRIOTT INTL INC NEW CL A 571903202 526 3856 SH SOLE 0 0 3856 CHEVRON CORP NEW COM 166764100 284 2712 SH SOLE 0 0 2712 L3HARRIS TECHNOLOGIES INC COM 502431109 294 1362 SH SOLE 0 0 1362 TEXAS INSTRS INC COM 882508104 511 2657 SH SOLE 0 0 2657 MCDONALDS CORP COM 580135101 230 996 SH SOLE 0 0 996 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 499 1795 SH SOLE 0 0 1795 CONSOLIDATED EDISON INC COM 209115104 246 3436 SH SOLE 0 0 3436 INTERNATIONAL BUSINESS MACHS COM 459200101 454 3096 SH SOLE 0 0 3096 LEIDOS HOLDINGS INC COM 525327102 556 5495 SH SOLE 0 0 5495 AT&T INC COM 00206R102 272 9468 SH SOLE 0 0 9468 MASTERCARD INCORPORATED CL A 57636Q104 346 947 SH SOLE 0 0 947 MERCK & CO INC COM 58933Y105 227 2921 SH SOLE 0 0 2921 NETFLIX INC COM 64110L106 203 384 SH SOLE 0 0 384 ISHARES TR CORE S&P TTL STK 464287150 356 3605 SH SOLE 0 0 3605 NEXTERA ENERGY INC COM 65339F101 646 8820 SH SOLE 0 0 8820 PHILIP MORRIS INTL INC COM 718172109 268 2708 SH SOLE 0 0 2708 SOUTHERN CO COM 842587107 208 3434 SH SOLE 0 0 3434 3M CO COM 88579Y101 434 2185 SH SOLE 0 0 2185 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 223716 2151739 SH SOLE 0 0 2151739 PEPSICO INC COM 713448108 249 1679 SH SOLE 0 0 1679 SPDR S&P 500 ETF TR TR UNIT 78462F103 1089 2543 SH SOLE 0 0 2543 CACI INTL INC CL A 127190304 245 961 SH SOLE 0 0 961 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 24539 71138 SH SOLE 0 0 71138 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 223 1442 SH SOLE 0 0 1442 PPG INDS INC COM 693506107 220 1298 SH SOLE 0 0 1298 HP INC COM 40434L105 201 6672 SH SOLE 0 0 6672 ISHARES TR CONV BD ETF 46435G102 601 5895 SH SOLE 0 0 5895 ISHARES TR RUS 1000 ETF 464287622 50512 208659 SH SOLE 0 0 208659 ORACLE CORP COM 68389X105 276 3545 SH SOLE 0 0 3545 UNION PAC CORP COM 907818108 302 1373 SH SOLE 0 0 1373 METTLER TOLEDO INTERNATIONAL COM 592688105 792 572 SH SOLE 0 0 572 DANAHER CORPORATION COM 235851102 402 1499 SH SOLE 0 0 1499 ISHARES TR CORE S&P MCP ETF 464287507 1623 6041 SH SOLE 0 0 6041 ISHARES TR U.S. MED DVC ETF 464288810 319 883 SH SOLE 0 0 883 ISHARES TR ISHS 5-10YR INVT 464288638 40983 677174 SH SOLE 0 0 677174 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 593 5694 SH SOLE 0 0 5694 INVESCO QQQ TR UNIT SER 1 46090E103 51962 146608 SH SOLE 0 0 146608 THERMO FISHER SCIENTIFIC INC COM 883556102 205 406 SH SOLE 0 0 406 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 372 2519 SH SOLE 0 0 2519 ISHARES TR RUSSELL 3000 ETF 464287689 18639 72835 SH SOLE 0 0 72835 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 30031 293267 SH SOLE 0 0 293267 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 373 2090 SH SOLE 0 0 2090 ANSYS INC COM 03662Q105 260 750 SH SOLE 0 0 750 SPDR SER TR PORTFOLIO S&P500 78464A854 321 6384 SH SOLE 0 0 6384 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 292 1691 SH SOLE 0 0 1691 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 358 3383 SH SOLE 0 0 3383 VANGUARD WORLD FD MEGA GRWTH IND 921910816 338 1459 SH SOLE 0 0 1459 ISHARES TR RUS 1000 GRW ETF 464287614 298 1098 SH SOLE 0 0 1098 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 214 726 SH SOLE 0 0 726