0001763722-22-000003.txt : 20220127
0001763722-22-000003.hdr.sgml : 20220127
20220127132808
ACCESSION NUMBER: 0001763722-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220127
DATE AS OF CHANGE: 20220127
EFFECTIVENESS DATE: 20220127
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: 22562143
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
12-31-2021
12-31-2021
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
01-27-2022
0
79
874719
false
INFORMATION TABLE
2
campbell4q202213F.xml
ISHARES TR
CORE US AGGBD ET
464287226
78008
683802
SH
SOLE
0
0
683802
ISHARES TR
RUS 1000 ETF
464287622
71979
272203
SH
SOLE
0
0
272203
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
255033
2240672
SH
SOLE
0
0
2240672
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
17750
220694
SH
SOLE
0
0
220694
VANGUARD INDEX FDS
GROWTH ETF
922908736
57708
179832
SH
SOLE
0
0
179832
INVESCO QQQ TR
UNIT SER 1
46090E103
60027
150877
SH
SOLE
0
0
150877
ISHARES TR
RUSSELL 3000 ETF
464287689
20736
74724
SH
SOLE
0
0
74724
ISHARES TR
ISHS 5-10YR INVT
464288638
41283
696524
SH
SOLE
0
0
696524
ISHARES TR
CORE 1 5 YR USD
46432F859
77145
1529742
SH
SOLE
0
0
1529742
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
27624
76033
SH
SOLE
0
0
76033
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
23980
614095
SH
SOLE
0
0
614095
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
33434
315979
SH
SOLE
0
0
315979
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
49017
578369
SH
SOLE
0
0
578369
ISHARES TR
CONV BD ETF
46435G102
707
7925
SH
SOLE
0
0
7925
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
775
7572
SH
SOLE
0
0
7572
DOMINION ENERGY INC
COM
25746U109
1020
12980
SH
SOLE
0
0
12980
FIRST TR EXCHANGE-TRADED FD
NY ARCA BIOTECH
33733E203
369
2280
SH
SOLE
0
0
2280
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
33734X192
437
4189
SH
SOLE
0
0
4189
ISHARES TR
U.S. MED DVC ETF
464288810
436
6623
SH
SOLE
0
0
6623
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
507
2482
SH
SOLE
0
0
2482
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
529
3042
SH
SOLE
0
0
3042
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
463
1774
SH
SOLE
0
0
1774
ISHARES TR
CORE S&P500 ETF
464287200
25887
54272
SH
SOLE
0
0
54272
ISHARES TR
CORE S&P MCP ETF
464287507
1739
6144
SH
SOLE
0
0
6144
PROCTER AND GAMBLE CO
COM
742718109
216
1318
SH
SOLE
0
0
1318
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
248
1442
SH
SOLE
0
0
1442
MARRIOTT INTL INC NEW
CL A
571903202
609
3689
SH
SOLE
0
0
3689
PFIZER INC
COM
717081103
344
5819
SH
SOLE
0
0
5819
APPLE INC
COM
037833100
4016
22617
SH
SOLE
0
0
22617
BRISTOL-MYERS SQUIBB CO
COM
110122108
1342
21530
SH
SOLE
0
0
21530
HOME DEPOT INC
COM
437076102
453
1091
SH
SOLE
0
0
1091
MICROSOFT CORP
COM
594918104
2737
8138
SH
SOLE
0
0
8138
AT&T INC
COM
00206R102
202
8206
SH
SOLE
0
0
8206
ALPHABET INC
CAP STK CL A
02079K305
261
90
SH
SOLE
0
0
90
INTUIT
COM
461202103
228
355
SH
SOLE
0
0
355
EXXON MOBIL CORP
COM
30231G102
1084
17716
SH
SOLE
0
0
17716
ABBOTT LABS
COM
002824100
220
1564
SH
SOLE
0
0
1564
ABBVIE INC
COM
00287Y109
354
2614
SH
SOLE
0
0
2614
MCDONALDS CORP
COM
580135101
269
1002
SH
SOLE
0
0
1002
SOUTHERN CO
COM
842587107
227
3307
SH
SOLE
0
0
3307
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
540
2236
SH
SOLE
0
0
2236
HP INC
COM
40434L105
251
6672
SH
SOLE
0
0
6672
CONSOLIDATED EDISON INC
COM
209115104
294
3443
SH
SOLE
0
0
3443
MASTERCARD INCORPORATED
CL A
57636Q104
382
1062
SH
SOLE
0
0
1062
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1322
2784
SH
SOLE
0
0
2784
INTERNATIONAL BUSINESS MACHS
COM
459200101
399
2988
SH
SOLE
0
0
2988
ISHARES TR
RUS 1000 GRW ETF
464287614
348
1138
SH
SOLE
0
0
1138
ISHARES TR
CORE S&P TTL STK
464287150
386
3605
SH
SOLE
0
0
3605
JPMORGAN CHASE & CO
COM
46625H100
366
2308
SH
SOLE
0
0
2308
DISNEY WALT CO
COM
254687106
300
1936
SH
SOLE
0
0
1936
VISA INC
COM CL A
92826C839
251
1157
SH
SOLE
0
0
1157
AMAZON COM INC
COM
023135106
837
251
SH
SOLE
0
0
251
ANSYS INC
COM
03662Q105
301
750
SH
SOLE
0
0
750
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
537
1795
SH
SOLE
0
0
1795
ORACLE CORP
COM
68389X105
309
3545
SH
SOLE
0
0
3545
SCIENCE APPLICATIONS INTL CO
COM
808625107
203
2434
SH
SOLE
0
0
2434
LOCKHEED MARTIN CORP
COM
539830109
418
1175
SH
SOLE
0
0
1175
NVIDIA CORPORATION
COM
67066G104
388
1318
SH
SOLE
0
0
1318
PHILIP MORRIS INTL INC
COM
718172109
248
2608
SH
SOLE
0
0
2608
CACI INTL INC
CL A
127190304
259
961
SH
SOLE
0
0
961
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
301
726
SH
SOLE
0
0
726
DANAHER CORPORATION
COM
235851102
528
1605
SH
SOLE
0
0
1605
WP CAREY INC
COM
92936U109
300
3654
SH
SOLE
0
0
3654
CHEVRON CORP NEW
COM
166764100
323
2754
SH
SOLE
0
0
2754
LILLY ELI & CO
COM
532457108
210
760
SH
SOLE
0
0
760
TEXAS INSTRS INC
COM
882508104
478
2536
SH
SOLE
0
0
2536
MERCK & CO INC
COM
58933Y105
226
2943
SH
SOLE
0
0
2943
3M CO
COM
88579Y101
394
2217
SH
SOLE
0
0
2217
PPG INDS INC
COM
693506107
259
1500
SH
SOLE
0
0
1500
NEXTERA ENERGY INC
COM
65339F101
828
8874
SH
SOLE
0
0
8874
PEPSICO INC
COM
713448108
283
1632
SH
SOLE
0
0
1632
MAINSTREET BANCSHARES INC
COM
56064Y100
263
10682
SH
SOLE
0
0
10682
THERMO FISHER SCIENTIFIC INC
COM
883556102
254
381
SH
SOLE
0
0
381
SPDR SER TR
PORTFOLIO S&P500
78464A854
356
6384
SH
SOLE
0
0
6384
METTLER TOLEDO INTERNATIONAL
COM
592688105
957
564
SH
SOLE
0
0
564
NETFLIX INC
COM
64110L106
231
384
SH
SOLE
0
0
384
L3HARRIS TECHNOLOGIES INC
COM
502431109
228
1069
SH
SOLE
0
0
1069
UNION PAC CORP
COM
907818108
349
1387
SH
SOLE
0
0
1387
ROCKWELL AUTOMATION INC
COM
773903109
209
600
SH
SOLE
0
0
600