0001736648-24-000002.txt : 20240509
0001736648-24-000002.hdr.sgml : 20240509
20240509125608
ACCESSION NUMBER: 0001736648-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240509
DATE AS OF CHANGE: 20240509
EFFECTIVENESS DATE: 20240509
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: 24929592
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
03-31-2024
03-31-2024
Campbell Wealth Management
330 JOHN CARLYLE STREET
SUITE 400
ALEXANDRIA
VA
22314
13F HOLDINGS REPORT
028-19262
N
Ashleigh Swayze
Counsel
6463953900
Ashleigh Swayze
Newtown
PA
05-09-2024
0
92
1006396
false
INFORMATION TABLE
2
Campbell13f_1q2024.xml
3M CO
COM
88579Y101
254
2394
SH
SOLE
0
0
2394
ABBOTT LABS
COM
002824100
620
5451
SH
SOLE
0
0
5451
ABBVIE INC
COM
00287Y109
713
3918
SH
SOLE
0
0
3918
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
229
661
SH
SOLE
0
0
661
ALPHABET INC
CAP STK CL C
02079K107
260
1710
SH
SOLE
0
0
1710
AMAZON COM INC
COM
023135106
1264
7008
SH
SOLE
0
0
7008
AMGEN INC
COM
031162100
233
818
SH
SOLE
0
0
818
APPLE INC
COM
037833100
3132
18262
SH
SOLE
0
0
18262
AT&T INC
COM
00206R102
224
12710
SH
SOLE
0
0
12710
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
701
1666
SH
SOLE
0
0
1666
BRISTOL-MYERS SQUIBB CO
COM
110122108
1080
19921
SH
SOLE
0
0
19921
CACI INTL INC
CL A
127190304
334
881
SH
SOLE
0
0
881
CHEVRON CORP NEW
COM
166764100
793
5027
SH
SOLE
0
0
5027
CISCO SYS INC
COM
17275R102
211
4230
SH
SOLE
0
0
4230
CONSOLIDATED EDISON INC
COM
209115104
315
3469
SH
SOLE
0
0
3469
DOMINION ENERGY INC
COM
25746U109
644
13101
SH
SOLE
0
0
13101
EATON CORP PLC
SHS
G29183103
293
937
SH
SOLE
0
0
937
ELEVANCE HEALTH INC
COM
036752103
207
400
SH
SOLE
0
0
400
ELI LILLY & CO
COM
532457108
1915
2462
SH
SOLE
0
0
2462
EXXON MOBIL CORP
COM
30231G102
5200
44738
SH
SOLE
0
0
44738
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
33734X192
395
4131
SH
SOLE
0
0
4131
FIRST TR EXCHANGE-TRADED FD
NY ARCA BIOTECH
33733E203
389
2529
SH
SOLE
0
0
2529
GENERAL ELECTRIC CO
COM NEW
369604301
285
1626
SH
SOLE
0
0
1626
HOME DEPOT INC
COM
437076102
805
2098
SH
SOLE
0
0
2098
INTERNATIONAL BUSINESS MACHS
COM
459200101
954
4994
SH
SOLE
0
0
4994
INVESCO EXCH TRADED FD TR II
RUSEL 1000 EQL
46138E420
355
7687
SH
SOLE
0
0
7687
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
24436
1165278
SH
SOLE
0
0
1165278
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
22719
1112021
SH
SOLE
0
0
1112021
INVESCO QQQ TR
UNIT SER 1
46090E103
68137
153458
SH
SOLE
0
0
153458
ISHARES TR
CORE US AGGBD ET
464287226
119621
1221368
SH
SOLE
0
0
1221368
ISHARES TR
IBONDS 24 TRM TS
46436E874
19802
827163
SH
SOLE
0
0
827163
ISHARES TR
CORE S&P MCP ETF
464287507
1959
32260
SH
SOLE
0
0
32260
ISHARES TR
CORE S&P500 ETF
464287200
26732
50847
SH
SOLE
0
0
50847
ISHARES TR
RUS 1000 ETF
464287622
11482
39862
SH
SOLE
0
0
39862
ISHARES TR
RUS 1000 VAL ETF
464287598
282
1577
SH
SOLE
0
0
1577
ISHARES TR
RUS 1000 GRW ETF
464287614
791
2347
SH
SOLE
0
0
2347
ISHARES TR
RUSSELL 2000 ETF
464287655
3282
15606
SH
SOLE
0
0
15606
ISHARES TR
RUS MID CAP ETF
464287499
440
5237
SH
SOLE
0
0
5237
ISHARES TR
RUSSELL 3000 ETF
464287689
17490
58286
SH
SOLE
0
0
58286
ISHARES TR
0-3 MNTH TREASRY
46436E718
1643
16317
SH
SOLE
0
0
16317
ISHARES TR
0-5 YR TIPS ETF
46429B747
367
3688
SH
SOLE
0
0
3688
ISHARES TR
TIPS BD ETF
464287176
215
2004
SH
SOLE
0
0
2004
JOHNSON & JOHNSON
COM
478160104
249
1573
SH
SOLE
0
0
1573
JPMORGAN CHASE & CO
COM
46625H100
415
2070
SH
SOLE
0
0
2070
KLA CORP
COM NEW
482480100
236
337
SH
SOLE
0
0
337
L3HARRIS TECHNOLOGIES INC
COM
502431109
255
1195
SH
SOLE
0
0
1195
LOCKHEED MARTIN CORP
COM
539830109
262
576
SH
SOLE
0
0
576
MARRIOTT INTL INC NEW
CL A
571903202
931
3690
SH
SOLE
0
0
3690
MASTERCARD INCORPORATED
CL A
57636Q104
282
586
SH
SOLE
0
0
586
MATSON INC
COM
57686G105
224
1996
SH
SOLE
0
0
1996
MCDONALDS CORP
COM
580135101
471
1670
SH
SOLE
0
0
1670
MERCK & CO INC
COM
58933Y105
381
2890
SH
SOLE
0
0
2890
METTLER TOLEDO INTERNATIONAL
COM
592688105
662
497
SH
SOLE
0
0
497
MICROSOFT CORP
COM
594918104
3760
8937
SH
SOLE
0
0
8937
NETFLIX INC
COM
64110L106
251
414
SH
SOLE
0
0
414
NEXTERA ENERGY INC
COM
65339F101
685
10714
SH
SOLE
0
0
10714
NVIDIA CORPORATION
COM
67066G104
689
762
SH
SOLE
0
0
762
ORACLE CORP
COM
68389X105
358
2853
SH
SOLE
0
0
2853
PEPSICO INC
COM
713448108
392
2237
SH
SOLE
0
0
2237
PHILIP MORRIS INTL INC
COM
718172109
239
2608
SH
SOLE
0
0
2608
PPG INDS INC
COM
693506107
229
1580
SH
SOLE
0
0
1580
PROCTER AND GAMBLE CO
COM
742718109
514
3170
SH
SOLE
0
0
3170
ROCKWELL AUTOMATION INC
COM
773903109
223
766
SH
SOLE
0
0
766
RTX CORPORATION
COM
75513E101
250
2561
SH
SOLE
0
0
2561
S&P GLOBAL INC
COM
78409V104
272
640
SH
SOLE
0
0
640
SALESFORCE INC
COM
79466L302
202
671
SH
SOLE
0
0
671
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
2623
53272
SH
SOLE
0
0
53272
SCHWAB STRATEGIC TR
5 10YR CORP BD
808524698
92702
2083651
SH
SOLE
0
0
2083651
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
22120
271648
SH
SOLE
0
0
271648
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
302528
4874761
SH
SOLE
0
0
4874761
SCIENCE APPLICATIONS INTL CO
COM
808625107
345
2649
SH
SOLE
0
0
2649
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
30098
714574
SH
SOLE
0
0
714574
SELECT SECTOR SPDR TR
INDL
81369Y704
37352
296539
SH
SOLE
0
0
296539
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
426
2044
SH
SOLE
0
0
2044
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
440
2395
SH
SOLE
0
0
2395
SOUTHERN CO
COM
842587107
235
3278
SH
SOLE
0
0
3278
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
59807
150360
SH
SOLE
0
0
150360
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1801
3443
SH
SOLE
0
0
3443
SPDR SER TR
PORTFOLIO S&P500
78464A854
393
6384
SH
SOLE
0
0
6384
STARBUCKS CORP
COM
855244109
232
2544
SH
SOLE
0
0
2544
TELOS CORP MD
COM
87969B101
190
45704
SH
SOLE
0
0
45704
TEXAS INSTRS INC
COM
882508104
493
2829
SH
SOLE
0
0
2829
UNION PAC CORP
COM
907818108
336
1366
SH
SOLE
0
0
1366
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
34755
453309
SH
SOLE
0
0
453309
VANGUARD INDEX FDS
SMALL CP ETF
922908751
277
1213
SH
SOLE
0
0
1213
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
519
1997
SH
SOLE
0
0
1997
VANGUARD INDEX FDS
GROWTH ETF
922908736
63187
183577
SH
SOLE
0
0
183577
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
552
1927
SH
SOLE
0
0
1927
VANGUARD WORLD FD
INF TECH ETF
92204A702
403
768
SH
SOLE
0
0
768
VISA INC
COM CL A
92826C839
253
905
SH
SOLE
0
0
905
WALMART INC
COM
931142103
251
4166
SH
SOLE
0
0
4166
WP CAREY INC
COM
92936U109
443
7856
SH
SOLE
0
0
7856