0001798172-23-000002.txt : 20230110 0001798172-23-000002.hdr.sgml : 20230110 20230110110013 ACCESSION NUMBER: 0001798172-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230110 DATE AS OF CHANGE: 20230110 EFFECTIVENESS DATE: 20230110 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: 23520109 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 12-31-2022 12-31-2022 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 01-10-2023 0 74 718483 false INFORMATION TABLE 2 Campbell13f_4q2022.xml 3M CO COM 88579Y101 270 2248 SH SOLE 0 0 2248 ABBVIE INC COM 00287Y109 398 2462 SH SOLE 0 0 2462 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 201 753 SH SOLE 0 0 753 AMAZON COM INC COM 023135106 374 4458 SH SOLE 0 0 4458 APPLE INC COM 037833100 2650 20398 SH SOLE 0 0 20398 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 564 1825 SH SOLE 0 0 1825 BRISTOL-MYERS SQUIBB CO COM 110122108 1554 21603 SH SOLE 0 0 21603 CACI INTL INC CL A 127190304 289 961 SH SOLE 0 0 961 CHEVRON CORP NEW COM 166764100 511 2847 SH SOLE 0 0 2847 CONSOLIDATED EDISON INC COM 209115104 329 3456 SH SOLE 0 0 3456 DANAHER CORPORATION COM 235851102 430 1621 SH SOLE 0 0 1621 DOMINION ENERGY INC COM 25746U109 694 11312 SH SOLE 0 0 11312 EXXON MOBIL CORP COM 30231G102 878 7959 SH SOLE 0 0 7959 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 216 3752 SH SOLE 0 0 3752 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 312 2027 SH SOLE 0 0 2027 HOME DEPOT INC COM 437076102 393 1244 SH SOLE 0 0 1244 INTERNATIONAL BUSINESS MACHS COM 459200101 604 4287 SH SOLE 0 0 4287 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 19695 938731 SH SOLE 0 0 938731 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 19617 957644 SH SOLE 0 0 957644 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 18350 911104 SH SOLE 0 0 911104 INVESCO QQQ TR UNIT SER 1 46090E103 46168 173381 SH SOLE 0 0 173381 ISHARES TR IBONDS 24 TRM TS 46436E874 37120 1556391 SH SOLE 0 0 1556391 ISHARES TR IBONDS 23 TRM TS 46436E882 38341 1552284 SH SOLE 0 0 1552284 ISHARES TR RUS 1000 ETF 464287622 8064 38305 SH SOLE 0 0 38305 ISHARES TR RUSSELL 3000 ETF 464287689 16835 76286 SH SOLE 0 0 76286 ISHARES TR CORE S&P500 ETF 464287200 20969 54577 SH SOLE 0 0 54577 ISHARES TR 0-5 YR TIPS ETF 46429B747 3072 31680 SH SOLE 0 0 31680 ISHARES TR U.S. MED DVC ETF 464288810 299 5680 SH SOLE 0 0 5680 ISHARES TR CORE S&P MCP ETF 464287507 1625 6719 SH SOLE 0 0 6719 ISHARES TR CORE 1 5 YR USD 46432F859 372 8000 SH SOLE 0 0 8000 ISHARES TR RUS 1000 GRW ETF 464287614 706 3297 SH SOLE 0 0 3297 ISHARES TR 7-10 YR TRSY BD 464287440 1107 11555 SH SOLE 0 0 11555 JOHNSON & JOHNSON COM 478160104 204 1152 SH SOLE 0 0 1152 JPMORGAN CHASE & CO COM 46625H100 295 2202 SH SOLE 0 0 2202 L3HARRIS TECHNOLOGIES INC COM 502431109 249 1198 SH SOLE 0 0 1198 LILLY ELI & CO COM 532457108 282 770 SH SOLE 0 0 770 LOCKHEED MARTIN CORP COM 539830109 290 597 SH SOLE 0 0 597 MAINSTREET BANCSHARES INC COM 56064Y100 217 7908 SH SOLE 0 0 7908 MARRIOTT INTL INC NEW CL A 571903202 550 3691 SH SOLE 0 0 3691 MASTERCARD INCORPORATED CL A 57636Q104 331 952 SH SOLE 0 0 952 MERCK & CO INC COM 58933Y105 319 2877 SH SOLE 0 0 2877 METTLER TOLEDO INTERNATIONAL COM 592688105 720 498 SH SOLE 0 0 498 MICROSOFT CORP COM 594918104 1862 7766 SH SOLE 0 0 7766 NEXTERA ENERGY INC COM 65339F101 746 8923 SH SOLE 0 0 8923 PEPSICO INC COM 713448108 301 1665 SH SOLE 0 0 1665 PFIZER INC COM 717081103 333 6498 SH SOLE 0 0 6498 PHILIP MORRIS INTL INC COM 718172109 275 2713 SH SOLE 0 0 2713 PROCTER AND GAMBLE CO COM 742718109 205 1351 SH SOLE 0 0 1351 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 198177 4389312 SH SOLE 0 0 4389312 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 16046 244562 SH SOLE 0 0 244562 SCHWAB STRATEGIC TR 5 10YR CORP BD 808524698 12361 286805 SH SOLE 0 0 286805 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1230 30362 SH SOLE 0 0 30362 SCIENCE APPLICATIONS INTL CO COM 808625107 279 2511 SH SOLE 0 0 2511 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 32840 334383 SH SOLE 0 0 334383 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 21866 639364 SH SOLE 0 0 639364 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 319 2563 SH SOLE 0 0 2563 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 282 2180 SH SOLE 0 0 2180 SOUTHERN CO COM 842587107 235 3290 SH SOLE 0 0 3290 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 26102 78779 SH SOLE 0 0 78779 SPDR S&P 500 ETF TR TR UNIT 78462F103 1055 2758 SH SOLE 0 0 2758 SPDR SER TR PORTFOLIO S&P500 78464A854 287 6384 SH SOLE 0 0 6384 SPROTT PHYSICAL GOLD TR UNIT 85207H104 165 11700 SH SOLE 0 0 11700 TELOS CORP MD COM 87969B101 233 45704 SH SOLE 0 0 45704 TEXAS INSTRS INC COM 882508104 436 2638 SH SOLE 0 0 2638 THERMO FISHER SCIENTIFIC INC COM 883556102 211 383 SH SOLE 0 0 383 UNION PAC CORP COM 907818108 288 1389 SH SOLE 0 0 1389 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 61051 810986 SH SOLE 0 0 810986 VANGUARD INDEX FDS GROWTH ETF 922908736 43932 206146 SH SOLE 0 0 206146 VANGUARD INDEX FDS TOTAL STK MKT 922908769 382 1996 SH SOLE 0 0 1996 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 49119 1051565 SH SOLE 0 0 1051565 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 219 1442 SH SOLE 0 0 1442 VANGUARD WORLD FD MEGA GRWTH IND 921910816 363 2111 SH SOLE 0 0 2111 VISA INC COM CL A 92826C839 205 987 SH SOLE 0 0 987 WP CAREY INC COM 92936U109 614 7856 SH SOLE 0 0 7856