0001736648-22-000002.txt : 20220802 0001736648-22-000002.hdr.sgml : 20220802 20220802122121 ACCESSION NUMBER: 0001736648-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220802 DATE AS OF CHANGE: 20220802 EFFECTIVENESS DATE: 20220802 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: 221127666 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 06-30-2022 06-30-2022 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 08-02-2022 0 56 714091 false INFORMATION TABLE 2 Campbell13F_2q2022.xml ABBVIE INC COM 00287Y109 411 2686 SH SOLE 0 0 2686 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 202 726 SH SOLE 0 0 726 ALPHABET INC CAP STK CL A 02079K305 246 113 SH SOLE 0 0 113 AMAZON COM INC COM 023135106 421 3960 SH SOLE 0 0 3960 APPLE INC COM 037833100 1962 14352 SH SOLE 0 0 14352 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 372 1364 SH SOLE 0 0 1364 BRISTOL-MYERS SQUIBB CO COM 110122108 617 8011 SH SOLE 0 0 8011 CACI INTL INC CL A 127190304 271 961 SH SOLE 0 0 961 CONSOLIDATED EDISON INC COM 209115104 306 3214 SH SOLE 0 0 3214 DANAHER CORPORATION COM 235851102 413 1629 SH SOLE 0 0 1629 DOMINION ENERGY INC COM 25746U109 1010 12656 SH SOLE 0 0 12656 EXXON MOBIL CORP COM 30231G102 546 6373 SH SOLE 0 0 6373 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 234 3554 SH SOLE 0 0 3554 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 276 2035 SH SOLE 0 0 2035 HOME DEPOT INC COM 437076102 255 931 SH SOLE 0 0 931 INTERNATIONAL BUSINESS MACHS COM 459200101 237 1681 SH SOLE 0 0 1681 INVESCO QQQ TR UNIT SER 1 46090E103 43759 156127 SH SOLE 0 0 156127 ISHARES TR CORE 1 5 YR USD 46432F859 108075 2280073 SH SOLE 0 0 2280073 ISHARES TR CORE S&P TTL STK 464287150 243 2899 SH SOLE 0 0 2899 ISHARES TR CONV BD ETF 46435G102 632 9112 SH SOLE 0 0 9112 ISHARES TR U.S. MED DVC ETF 464288810 283 5616 SH SOLE 0 0 5616 ISHARES TR RUS 1000 ETF 464287622 33580 161629 SH SOLE 0 0 161629 ISHARES TR 0-5 YR TIPS ETF 46429B747 69382 684038 SH SOLE 0 0 684038 ISHARES TR CORE US AGGBD ET 464287226 49510 486919 SH SOLE 0 0 486919 ISHARES TR RUSSELL 3000 ETF 464287689 16554 76149 SH SOLE 0 0 76149 ISHARES TR CORE S&P500 ETF 464287200 19194 50623 SH SOLE 0 0 50623 ISHARES TR CORE S&P MCP ETF 464287507 1397 6177 SH SOLE 0 0 6177 ISHARES TR ISHS 5-10YR INVT 464288638 11634 227849 SH SOLE 0 0 227849 JOHNSON & JOHNSON COM 478160104 201 1131 SH SOLE 0 0 1131 JPMORGAN CHASE & CO COM 46625H100 252 2234 SH SOLE 0 0 2234 L3HARRIS TECHNOLOGIES INC COM 502431109 270 1119 SH SOLE 0 0 1119 LOCKHEED MARTIN CORP COM 539830109 446 1037 SH SOLE 0 0 1037 MASTERCARD INCORPORATED CL A 57636Q104 297 942 SH SOLE 0 0 942 MICROSOFT CORP COM 594918104 1570 6114 SH SOLE 0 0 6114 NEXTERA ENERGY INC COM 65339F101 608 7849 SH SOLE 0 0 7849 PEPSICO INC COM 713448108 272 1632 SH SOLE 0 0 1632 PFIZER INC COM 717081103 288 5484 SH SOLE 0 0 5484 PHILIP MORRIS INTL INC COM 718172109 266 2698 SH SOLE 0 0 2698 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 667 17115 SH SOLE 0 0 17115 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 193840 4340344 SH SOLE 0 0 4340344 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 14356 228862 SH SOLE 0 0 228862 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 19676 625623 SH SOLE 0 0 625623 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 329 2591 SH SOLE 0 0 2591 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 28538 326743 SH SOLE 0 0 326743 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 297 2157 SH SOLE 0 0 2157 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 23948 77798 SH SOLE 0 0 77798 SPDR S&P 500 ETF TR TR UNIT 78462F103 1040 2758 SH SOLE 0 0 2758 SPDR SER TR PORTFOLIO S&P500 78464A854 283 6384 SH SOLE 0 0 6384 TEXAS INSTRS INC COM 882508104 390 2536 SH SOLE 0 0 2536 THERMO FISHER SCIENTIFIC INC COM 883556102 212 391 SH SOLE 0 0 391 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 21017 279260 SH SOLE 0 0 279260 VANGUARD INDEX FDS GROWTH ETF 922908736 41615 186708 SH SOLE 0 0 186708 VANGUARD INDEX FDS TOTAL STK MKT 922908769 511 2708 SH SOLE 0 0 2708 VANGUARD WORLD FD MEGA GRWTH IND 921910816 377 2074 SH SOLE 0 0 2074 VISA INC COM CL A 92826C839 200 1015 SH SOLE 0 0 1015 WP CAREY INC COM 92936U109 303 3654 SH SOLE 0 0 3654