0001736648-24-000001.txt : 20240208 0001736648-24-000001.hdr.sgml : 20240208 20240208102639 ACCESSION NUMBER: 0001736648-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240208 DATE AS OF CHANGE: 20240208 EFFECTIVENESS DATE: 20240208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Campbell Wealth Management CENTRAL INDEX KEY: 0001736648 ORGANIZATION NAME: 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: 24607450 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 12-31-2023 12-31-2023 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 02-08-2024 0 62 842887 false INFORMATION TABLE 2 Campbell13f_4q2023.xml ABBOTT LABS COM 002824100 502 4565 SH SOLE 0 0 4565 ABBVIE INC COM 00287Y109 580 3741 SH SOLE 0 0 3741 AMAZON COM INC COM 023135106 316 2080 SH SOLE 0 0 2080 APPLE INC COM 037833100 3116 16185 SH SOLE 0 0 16185 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 393 1103 SH SOLE 0 0 1103 BRISTOL-MYERS SQUIBB CO COM 110122108 324 6313 SH SOLE 0 0 6313 CACI INTL INC CL A 127190304 285 881 SH SOLE 0 0 881 CHEVRON CORP NEW COM 166764100 455 3051 SH SOLE 0 0 3051 DOMINION ENERGY INC COM 25746U109 441 9388 SH SOLE 0 0 9388 ELI LILLY & CO COM 532457108 1485 2547 SH SOLE 0 0 2547 EXXON MOBIL CORP COM 30231G102 4379 43795 SH SOLE 0 0 43795 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 243 2775 SH SOLE 0 0 2775 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 238 1503 SH SOLE 0 0 1503 HOME DEPOT INC COM 437076102 400 1155 SH SOLE 0 0 1155 INTERNATIONAL BUSINESS MACHS COM 459200101 278 1698 SH SOLE 0 0 1698 INVESCO EXCH TRADED FD TR II EQUAL WEGT 0-30 46138E107 20200 700663 SH SOLE 0 0 700663 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 21633 1035823 SH SOLE 0 0 1035823 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 20086 981959 SH SOLE 0 0 981959 INVESCO QQQ TR UNIT SER 1 46090E103 71089 173591 SH SOLE 0 0 173591 ISHARES TR CORE S&P MCP ETF 464287507 1829 6599 SH SOLE 0 0 6599 ISHARES TR CORE US AGGBD ET 464287226 68743 692620 SH SOLE 0 0 692620 ISHARES TR RUS 1000 ETF 464287622 10384 39593 SH SOLE 0 0 39593 ISHARES TR CORE S&P500 ETF 464287200 23858 49952 SH SOLE 0 0 49952 ISHARES TR 0-5 YR TIPS ETF 46429B747 3230 32764 SH SOLE 0 0 32764 ISHARES TR RUSSELL 3000 ETF 464287689 21547 78712 SH SOLE 0 0 78712 ISHARES TR IBONDS 24 TRM TS 46436E874 42954 1800252 SH SOLE 0 0 1800252 ISHARES TR TIPS BD ETF 464287176 54392 506023 SH SOLE 0 0 506023 ISHARES TR CORE 1 5 YR USD 46432F859 228 4793 SH SOLE 0 0 4793 ISHARES TR RUS 1000 GRW ETF 464287614 420 1384 SH SOLE 0 0 1384 ISHARES TR DOW JONES US ETF 464287846 320 2745 SH SOLE 0 0 2745 JPMORGAN CHASE & CO COM 46625H100 328 1930 SH SOLE 0 0 1930 L3HARRIS TECHNOLOGIES INC COM 502431109 209 990 SH SOLE 0 0 990 LOCKHEED MARTIN CORP COM 539830109 267 589 SH SOLE 0 0 589 MCDONALDS CORP COM 580135101 298 1004 SH SOLE 0 0 1004 MERCK & CO INC COM 58933Y105 206 1893 SH SOLE 0 0 1893 MICROSOFT CORP COM 594918104 2307 6134 SH SOLE 0 0 6134 NEXTERA ENERGY INC COM 65339F101 506 8338 SH SOLE 0 0 8338 NVIDIA CORPORATION COM 67066G104 365 737 SH SOLE 0 0 737 PEPSICO INC COM 713448108 322 1895 SH SOLE 0 0 1895 PHILIP MORRIS INTL INC COM 718172109 244 2598 SH SOLE 0 0 2598 PROCTER AND GAMBLE CO COM 742718109 291 1988 SH SOLE 0 0 1988 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1593 33729 SH SOLE 0 0 33729 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 19657 260978 SH SOLE 0 0 260978 SCHWAB STRATEGIC TR 5 10YR CORP BD 808524698 13970 310858 SH SOLE 0 0 310858 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 258578 4584708 SH SOLE 0 0 4584708 SELECT SECTOR SPDR TR INDL 81369Y704 39560 347045 SH SOLE 0 0 347045 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 25605 680974 SH SOLE 0 0 680974 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 258 1445 SH SOLE 0 0 1445 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 374 1943 SH SOLE 0 0 1943 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 31158 82676 SH SOLE 0 0 82676 SPDR S&P 500 ETF TR TR UNIT 78462F103 3625 7626 SH SOLE 0 0 7626 SPDR SER TR PORTFOLIO S&P500 78464A854 357 6384 SH SOLE 0 0 6384 STARBUCKS CORP COM 855244109 221 2300 SH SOLE 0 0 2300 TELOS CORP MD COM 87969B101 167 45704 SH SOLE 0 0 45704 TEXAS INSTRS INC COM 882508104 451 2644 SH SOLE 0 0 2644 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 920 11940 SH SOLE 0 0 11940 VANGUARD INDEX FDS GROWTH ETF 922908736 64666 208009 SH SOLE 0 0 208009 VANGUARD INDEX FDS TOTAL STK MKT 922908769 474 1997 SH SOLE 0 0 1997 VANGUARD INDEX FDS SMALL CP ETF 922908751 240 1127 SH SOLE 0 0 1127 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 484 10188 SH SOLE 0 0 10188 VANGUARD WORLD FD MEGA GRWTH IND 921910816 444 1711 SH SOLE 0 0 1711 WP CAREY INC COM 92936U109 394 6073 SH SOLE 0 0 6073