0001736648-22-000005.txt : 20221222 0001736648-22-000005.hdr.sgml : 20221222 20221222133741 ACCESSION NUMBER: 0001736648-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20221222 DATE AS OF CHANGE: 20221222 EFFECTIVENESS DATE: 20221222 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-19262 FILM NUMBER: 221481388 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/A 1 primary_doc.xml 13F-HR/A LIVE false true false 0001736648 XXXXXXXX 09-30-2021 09-30-2021 true 1 RESTATEMENT Campbell Wealth Management

330 JOHN CARLYLE STREET SUITE 400 ALEXANDRIA VA 22314

13F HOLDINGS REPORT 028-19262 N Ashleigh Swayze 646-395-3900 Ashleigh Swayze Newtown PA 12-22-2022 0 77 746782 false INFORMATION TABLE 2 Campbell13F_3q2021v1.xml ISHARES TR CORE US AGGBD ET 464287226 76467 665911 SH SOLE 0 0 665911 ISHARES TR RUS 1000 ETF 464287622 62824 259916 SH SOLE 0 0 259916 ISHARES TR CORE 1 5 YR USD 46432F859 74967 1467934 SH SOLE 0 0 1467934 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 16057 209461 SH SOLE 0 0 209461 ISHARES TR ISHS 5-10YR INVT 464288638 40912 681191 SH SOLE 0 0 681191 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 22211 591820 SH SOLE 0 0 591820 ISHARES TR RUSSELL 3000 ETF 464287689 18594 72959 SH SOLE 0 0 72959 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 47441 555187 SH SOLE 0 0 555187 INVESCO QQQ TR UNIT SER 1 46090E103 52756 147379 SH SOLE 0 0 147379 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 225615 2168753 SH SOLE 0 0 2168753 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 24661 72900 SH SOLE 0 0 72900 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 29412 300615 SH SOLE 0 0 300615 ISHARES TR CORE S&P TTL STK 464287150 355 3605 SH SOLE 0 0 3605 ISHARES TR CONV BD ETF 46435G102 689 6906 SH SOLE 0 0 6906 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 661 6607 SH SOLE 0 0 6607 WP CAREY INC COM 92936U109 267 3654 SH SOLE 0 0 3654 ISHARES TR CORE S&P MCP ETF 464287507 1664 6327 SH SOLE 0 0 6327 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 490 1795 SH SOLE 0 0 1795 ISHARES TR CORE S&P500 ETF 464287200 23836 55326 SH SOLE 0 0 55326 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 375 2090 SH SOLE 0 0 2090 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 359 3408 SH SOLE 0 0 3408 AMAZON COM INC COM 023135106 762 232 SH SOLE 0 0 232 ISHARES TR U.S. MED DVC ETF 464288810 333 5298 SH SOLE 0 0 5298 ISHARES TR RUS 1000 GRW ETF 464287614 307 1119 SH SOLE 0 0 1119 VANGUARD WORLD FD MEGA GRWTH IND 921910816 343 1459 SH SOLE 0 0 1459 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 376 2519 SH SOLE 0 0 2519 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 281 1691 SH SOLE 0 0 1691 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 221 1442 SH SOLE 0 0 1442 SPDR S&P 500 ETF TR TR UNIT 78462F103 1130 2634 SH SOLE 0 0 2634 MICROSOFT CORP COM 594918104 2270 8050 SH SOLE 0 0 8050 BOEING CO COM 097023105 202 919 SH SOLE 0 0 919 MASTERCARD INCORPORATED CL A 57636Q104 329 947 SH SOLE 0 0 947 APPLE INC COM 037833100 3358 23733 SH SOLE 0 0 23733 DOMINION ENERGY INC COM 25746U109 828 11341 SH SOLE 0 0 11341 ORACLE CORP COM 68389X105 309 3545 SH SOLE 0 0 3545 PFIZER INC COM 717081103 250 5818 SH SOLE 0 0 5818 VANGUARD INDEX FDS TOTAL STK MKT 922908769 497 2236 SH SOLE 0 0 2236 JPMORGAN CHASE & CO COM 46625H100 350 2139 SH SOLE 0 0 2139 3M CO COM 88579Y101 388 2213 SH SOLE 0 0 2213 DANAHER CORPORATION COM 235851102 456 1499 SH SOLE 0 0 1499 SCIENCE APPLICATIONS INTL CO COM 808625107 208 2434 SH SOLE 0 0 2434 DISNEY WALT CO COM 254687106 288 1703 SH SOLE 0 0 1703 NETFLIX INC COM 64110L106 234 384 SH SOLE 0 0 384 SPDR SER TR PORTFOLIO S&P500 78464A854 322 6384 SH SOLE 0 0 6384 AT&T INC COM 00206R102 257 9498 SH SOLE 0 0 9498 ALPHABET INC CAP STK CL A 02079K305 203 76 SH SOLE 0 0 76 LOCKHEED MARTIN CORP COM 539830109 405 1175 SH SOLE 0 0 1175 THERMO FISHER SCIENTIFIC INC COM 883556102 218 381 SH SOLE 0 0 381 VISA INC COM CL A 92826C839 252 1132 SH SOLE 0 0 1132 HOME DEPOT INC COM 437076102 376 1146 SH SOLE 0 0 1146 INTERNATIONAL BUSINESS MACHS COM 459200101 425 3056 SH SOLE 0 0 3056 ABBVIE INC COM 00287Y109 266 2467 SH SOLE 0 0 2467 MARRIOTT INTL INC NEW CL A 571903202 571 3856 SH SOLE 0 0 3856 VERIZON COMMUNICATIONS INC COM 92343V104 247 4582 SH SOLE 0 0 4582 BRISTOL-MYERS SQUIBB CO COM 110122108 1322 22346 SH SOLE 0 0 22346 EXXON MOBIL CORP COM 30231G102 1054 17920 SH SOLE 0 0 17920 UNION PAC CORP COM 907818108 273 1394 SH SOLE 0 0 1394 MCDONALDS CORP COM 580135101 241 999 SH SOLE 0 0 999 LEIDOS HOLDINGS INC COM 525327102 528 5495 SH SOLE 0 0 5495 MERCK & CO INC COM 58933Y105 219 2915 SH SOLE 0 0 2915 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 232 726 SH SOLE 0 0 726 ZIMMER BIOMET HOLDINGS INC COM 98956P102 201 1372 SH SOLE 0 0 1372 TEXAS INSTRS INC COM 882508104 511 2657 SH SOLE 0 0 2657 CACI INTL INC CL A 127190304 252 961 SH SOLE 0 0 961 CONSOLIDATED EDISON INC COM 209115104 250 3440 SH SOLE 0 0 3440 PEPSICO INC COM 713448108 258 1712 SH SOLE 0 0 1712 PHILIP MORRIS INTL INC COM 718172109 251 2653 SH SOLE 0 0 2653 CHEVRON CORP NEW COM 166764100 316 3116 SH SOLE 0 0 3116 SOUTHERN CO COM 842587107 213 3443 SH SOLE 0 0 3443 ANSYS INC COM 03662Q105 255 750 SH SOLE 0 0 750 MAINSTREET BANCSHARES INC COM 56064Y100 256 10682 SH SOLE 0 0 10682 NEXTERA ENERGY INC COM 65339F101 697 8874 SH SOLE 0 0 8874 VALERO ENERGY CORP COM 91913Y100 242 3423 SH SOLE 0 0 3423 22ND CENTY GROUP INC COM 90137F103 44 15000 SH SOLE 0 0 15000 L3HARRIS TECHNOLOGIES INC COM 502431109 300 1362 SH SOLE 0 0 1362 CONOCOPHILLIPS COM 20825C104 204 3012 SH SOLE 0 0 3012 METTLER TOLEDO INTERNATIONAL COM 592688105 788 572 SH SOLE 0 0 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