0001736648-22-000001.txt : 20220518 0001736648-22-000001.hdr.sgml : 20220518 20220518151603 ACCESSION NUMBER: 0001736648-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220518 DATE AS OF CHANGE: 20220518 EFFECTIVENESS DATE: 20220518 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: 22938696 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 03-31-2022 03-31-2022 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 05-18-2022 0 76 822101 false INFORMATION TABLE 2 campbell1q202213F.xml ISHARES TR CORE S&P MCP ETF 464287507 1668 6214 SH SOLE 0 0 6214 ORACLE CORP COM 68389X105 293 3545 SH SOLE 0 0 3545 ISHARES TR CORE MSCI EAFE 46432F842 227 3270 SH SOLE 0 0 3270 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 237 1460 SH SOLE 0 0 1460 INTERNATIONAL BUSINESS MACHS COM 459200101 366 2814 SH SOLE 0 0 2814 ISHARES TR U.S. MED DVC ETF 464288810 342 5616 SH SOLE 0 0 5616 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 324 3575 SH SOLE 0 0 3575 VANGUARD INDEX FDS GROWTH ETF 922908736 52167 181388 SH SOLE 0 0 181388 WP CAREY INC COM 92936U109 295 3654 SH SOLE 0 0 3654 TELOS CORP MD COM 87969B101 630 63209 SH SOLE 0 0 63209 METTLER TOLEDO INTERNATIONAL COM 592688105 774 564 SH SOLE 0 0 564 PHILIP MORRIS INTL INC COM 718172109 254 2708 SH SOLE 0 0 2708 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 16835 221916 SH SOLE 0 0 221916 THERMO FISHER SCIENTIFIC INC COM 883556102 225 381 SH SOLE 0 0 381 SPDR S&P 500 ETF TR TR UNIT 78462F103 1252 2771 SH SOLE 0 0 2771 ISHARES TR RUSSELL 3000 ETF 464287689 19695 75068 SH SOLE 0 0 75068 ALPHABET INC CAP STK CL A 02079K305 250 90 SH SOLE 0 0 90 ISHARES TR RUS 1000 ETF 464287622 39352 157363 SH SOLE 0 0 157363 DANAHER CORPORATION COM 235851102 472 1610 SH SOLE 0 0 1610 AMAZON COM INC COM 023135106 756 232 SH SOLE 0 0 232 VANGUARD INDEX FDS TOTAL STK MKT 922908769 509 2236 SH SOLE 0 0 2236 VANGUARD INDEX FDS MID CAP ETF 922908629 223 937 SH SOLE 0 0 937 PEPSICO INC COM 713448108 273 1632 SH SOLE 0 0 1632 EXXON MOBIL CORP COM 30231G102 966 11699 SH SOLE 0 0 11699 SPDR SER TR PORTFOLIO S&P500 78464A854 339 6384 SH SOLE 0 0 6384 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 241486 4484428 SH SOLE 0 0 4484428 ISHARES TR CORE S&P500 ETF 464287200 24618 54261 SH SOLE 0 0 54261 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 394 2128 SH SOLE 0 0 2128 ISHARES TR RUS 1000 GRW ETF 464287614 305 1098 SH SOLE 0 0 1098 ISHARES TR CONV BD ETF 46435G102 639 7668 SH SOLE 0 0 7668 ABBVIE INC COM 00287Y109 424 2614 SH SOLE 0 0 2614 MICROSOFT CORP COM 594918104 2314 7507 SH SOLE 0 0 7507 TEXAS INSTRS INC COM 882508104 465 2536 SH SOLE 0 0 2536 APPLE INC COM 037833100 3357 19226 SH SOLE 0 0 19226 MASTERCARD INCORPORATED CL A 57636Q104 380 1063 SH SOLE 0 0 1063 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 406 2553 SH SOLE 0 0 2553 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 46255 581537 SH SOLE 0 0 581537 ISHARES TR CORE US AGGBD ET 464287226 74146 692309 SH SOLE 0 0 692309 ISHARES TR CORE S&P TTL STK 464287150 364 3605 SH SOLE 0 0 3605 LILLY ELI & CO COM 532457108 218 760 SH SOLE 0 0 760 VISA INC COM CL A 92826C839 257 1157 SH SOLE 0 0 1157 HOME DEPOT INC COM 437076102 327 1093 SH SOLE 0 0 1093 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 23458 612160 SH SOLE 0 0 612160 VANGUARD WORLD FD MEGA GRWTH IND 921910816 488 2074 SH SOLE 0 0 2074 CHEVRON CORP NEW COM 166764100 464 2852 SH SOLE 0 0 2852 MARRIOTT INTL INC NEW CL A 571903202 648 3689 SH SOLE 0 0 3689 INVESCO QQQ TR UNIT SER 1 46090E103 54785 151115 SH SOLE 0 0 151115 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 26374 76043 SH SOLE 0 0 76043 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 689 14549 SH SOLE 0 0 14549 PFIZER INC COM 717081103 301 5821 SH SOLE 0 0 5821 PROCTER AND GAMBLE CO COM 742718109 217 1418 SH SOLE 0 0 1418 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 303 2035 SH SOLE 0 0 2035 HP INC COM 40434L105 242 6672 SH SOLE 0 0 6672 NVIDIA CORPORATION COM 67066G104 267 978 SH SOLE 0 0 978 UNION PAC CORP COM 907818108 379 1387 SH SOLE 0 0 1387 SCIENCE APPLICATIONS INTL CO COM 808625107 224 2434 SH SOLE 0 0 2434 ISHARES TR ISHS 5-10YR INVT 464288638 38533 702266 SH SOLE 0 0 702266 ANSYS INC COM 03662Q105 238 750 SH SOLE 0 0 750 BRISTOL-MYERS SQUIBB CO COM 110122108 1572 21530 SH SOLE 0 0 21530 MERCK & CO INC COM 58933Y105 235 2862 SH SOLE 0 0 2862 MAINSTREET BANCSHARES INC COM 56064Y100 260 10682 SH SOLE 0 0 10682 DOMINION ENERGY INC COM 25746U109 1103 12984 SH SOLE 0 0 12984 SOUTHERN CO COM 842587107 240 3316 SH SOLE 0 0 3316 DISNEY WALT CO COM 254687106 259 1891 SH SOLE 0 0 1891 3M CO COM 88579Y101 333 2237 SH SOLE 0 0 2237 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 635 1800 SH SOLE 0 0 1800 JOHNSON & JOHNSON COM 478160104 202 1137 SH SOLE 0 0 1137 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 245 726 SH SOLE 0 0 726 LOCKHEED MARTIN CORP COM 539830109 525 1189 SH SOLE 0 0 1189 NEXTERA ENERGY INC COM 65339F101 752 8874 SH SOLE 0 0 8874 L3HARRIS TECHNOLOGIES INC COM 502431109 266 1069 SH SOLE 0 0 1069 ISHARES TR CORE 1 5 YR USD 46432F859 99061 2044181 SH SOLE 0 0 2044181 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 32793 318442 SH SOLE 0 0 318442 JPMORGAN CHASE & CO COM 46625H100 315 2309 SH SOLE 0 0 2309 CACI INTL INC CL A 127190304 290 961 SH SOLE 0 0 961 CONSOLIDATED EDISON INC COM 209115104 326 3446 SH SOLE 0 0 3446