0001736648-23-000003.txt : 20230727 0001736648-23-000003.hdr.sgml : 20230727 20230727093554 ACCESSION NUMBER: 0001736648-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230727 DATE AS OF CHANGE: 20230727 EFFECTIVENESS DATE: 20230727 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: 231115543 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 X0202 13F-HR LIVE false true false 0001736648 XXXXXXXX 06-30-2023 06-30-2023 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 07-27-2023 0 36 332619 false INFORMATION TABLE 2 Campbell13f_2q2023.xml 3M CO COM 88579Y101 230 2300 SH SOLE 0 0 2300 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 224 726 SH SOLE 0 0 726 ALPHABET INC CAP STK CL A 02079K305 211 1760 SH SOLE 0 0 1760 COSTCO WHSL CORP NEW COM 22160K105 234 435 SH SOLE 0 0 435 DOMINION ENERGY INC COM 25746U109 578 11166 SH SOLE 0 0 11166 EXXON MOBIL CORP COM 30231G102 4617 43051 SH SOLE 0 0 43051 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 200 2637 SH SOLE 0 0 2637 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 202 1322 SH SOLE 0 0 1322 INVESCO EXCH TRADED FD TR II 1 30 LADER TRE 46138E107 19816 679341 SH SOLE 0 0 679341 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 21411 1040864 SH SOLE 0 0 1040864 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 401 18934 SH SOLE 0 0 18934 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 20045 995770 SH SOLE 0 0 995770 INVESCO QQQ TR UNIT SER 1 46090E103 66336 179568 SH SOLE 0 0 179568 ISHARES TR CORE 1 5 YR USD 46432F859 224 4793 SH SOLE 0 0 4793 ISHARES TR 0-5 YR TIPS ETF 46429B747 3184 32620 SH SOLE 0 0 32620 ISHARES TR IBONDS 23 TRM TS 46436E882 57540 2319219 SH SOLE 0 0 2319219 ISHARES TR IBONDS 24 TRM TS 46436E874 42028 1765903 SH SOLE 0 0 1765903 JPMORGAN CHASE & CO COM 46625H100 324 2225 SH SOLE 0 0 2225 MASTERCARD INCORPORATED CL A 57636Q104 339 862 SH SOLE 0 0 862 MERCK & CO INC COM 58933Y105 342 2966 SH SOLE 0 0 2966 NEXTERA ENERGY INC COM 65339F101 656 8839 SH SOLE 0 0 8839 NVIDIA CORPORATION COM 67066G104 364 860 SH SOLE 0 0 860 ORACLE CORP COM 68389X105 356 2987 SH SOLE 0 0 2987 RAYTHEON TECHNOLOGIES CORP COM 75513E101 240 2448 SH SOLE 0 0 2448 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 271 1598 SH SOLE 0 0 1598 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 328 1888 SH SOLE 0 0 1888 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 37444 348902 SH SOLE 0 0 348902 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 23100 685250 SH SOLE 0 0 685250 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 28463 82777 SH SOLE 0 0 82777 SPDR S&P 500 ETF TR TR UNIT 78462F103 1223 2758 SH SOLE 0 0 2758 SPDR SER TR PORTFOLIO S&P500 78464A854 333 6384 SH SOLE 0 0 6384 SPROTT PHYSICAL GOLD TR UNIT 85207H104 175 11700 SH SOLE 0 0 11700 TELOS CORP MD COM 87969B101 117 45704 SH SOLE 0 0 45704 VISA INC COM CL A 92826C839 226 952 SH SOLE 0 0 952 WP CAREY INC COM 92936U109 637 9433 SH SOLE 0 0 9433 ZIMMER BIOMET HOLDINGS INC COM 98956P102 200 1372 SH SOLE 0 0 1372