LANGLEY WEALTH MANAGEMENT, LLC
Sector Allocation
- Other45.2%$46.4M
- Technology16.4%$16.9M
- Industrials8.5%$8.7M
- Financials8.0%$8.2M
- Consumer Staples7.5%$7.7M
- Healthcare5.3%$5.4M
- Energy4.1%$4.2M
- Consumer Discretionary3.7%$3.8M
- Communication Services0.9%$881,527
- Real Estate0.4%$435,836
Largest positions — Q2 2026
- CAPITAL$6.6M
- CAPITAL$4.5M
- FT$4.1M
NVDA
$3.4MQQQ
$3.1M- CAPITAL$2.6M
AAPL
$2.5MCAT
$2.3MWMT
$2.2MMSFT
$2.0M- FT$2.0M
AMZN
$1.9M- CAPITAL$1.8M
- DIMENSIONAL$1.6M
- VANECK$1.5M
META
$1.5M- CAPITAL$1.4M
- CAPITAL$1.4M
MRK
$1.4MPFE
$1.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/langley-wealth-management-llc-2141692
LANGLEY WEALTH MANAGEMENT, LLC 13F holdings — Q2 2026
$102.5M portfolio · 130 holdings · Q2 2026 13F · top 10 are 33% of the stock portfolio
- 1
CAPITAL GROUP GROWTH ETF SHS CREATION UNIT - SHS CREAT UNIT
$6.6M
6.5% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 2
CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT - SHS CREAT UNIT
$4.5M
4.4% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 3
FT VEST RISING DIVIDEND ACHIEVERS TARGET - FT VEST RIS
$4.1M
4.0% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— $3.4M
3.4% of stocks
—This quarter-0.7%Since filed1+ qtrsHeld$3.1M
3.0% of stocks
—This quarter-1.2%Since filed1+ qtrsHeld- 6
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT - SHS CREAT UNIT
$2.6M
2.5% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— $2.5M
2.4% of stocks
—This quarter+11.6%Since filed1+ qtrsHeld$2.3M
2.2% of stocks
—This quarter-17.4%Since filed1+ qtrsHeld$2.2M
2.1% of stocks
—This quarter+6.8%Since filed1+ qtrsHeld$2.0M
2.0% of stocks
—This quarter+5.2%Since filed1+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT - SHS CREAT UNIT | $6.6M | 6.5% | — | — | — | — | — | |
| 2 | CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT - SHS CREAT UNIT | $4.5M | 4.4% | — | — | — | — | — | |
| 3 | FT VEST RISING DIVIDEND ACHIEVERS TARGET - FT VEST RIS | $4.1M | 4.0% | — | — | — | — | — | |
| 4 | $3.4M | 3.4% | — | -0.7% | 1+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $3.1M | 3.0% | — | -1.2% | 1+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT - SHS CREAT UNIT | $2.6M | 2.5% | — | — | — | — | — | |
| 7 | $2.5M | 2.4% | — | +11.6% | 1+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $2.3M | 2.2% | — | -17.4% | 1+ qtrs | 66.6#398 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $2.2M | 2.1% | — | +6.8% | 1+ qtrs | 60.1#878 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $2.0M | 2.0% | — | +5.2% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — LANGLEY WEALTH MANAGEMENT, LLC (Q2 2026)
130 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF - FT VEST S&P 500etf/fund | — | $2.0M | 2.0% | 40K | — | — | — | 13F |
| 12 | AMAZON COM INC | Consumer Discretionary | $1.9M | 1.9% | 8,150 | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | CAPITAL GROUP FIXED INCOME ETF - CORE PLUS INCMetf/fund | — | $1.8M | 1.7% | 79K | — | — | — | 13F |
| 14 | — | DIMENSIONAL US CORE EQUITY MARKET ETF - US CORE EQT MKTetf/fund | — | $1.6M | 1.6% | 32K | — | — | — | 13F |
| 15 | — | VANECK SEMICONDUCTOR ETF - SEMICONDUCTR ETFetf/fund | — | $1.5M | 1.5% | 2,353 | — | — | — | 13F |
| 16 | Meta Platforms, Inc. | Technology | $1.5M | 1.5% | 2,702 | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | CAPITAL GROUP CORE BALANCED ETF - SHSetf/fund | — | $1.4M | 1.4% | 37K | — | — | — | 13F |
| 18 | — | CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT - SHS CREAT UNITlp unit | — | $1.4M | 1.4% | 33K | — | — | — | 13F |
| 19 | Merck & Co., Inc. | Healthcare | $1.4M | 1.3% | 11K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | PFIZER INC | Healthcare | $1.3M | 1.3% | 55K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Alphabet Inc. | Technology | $1.3M | 1.3% | 3,668 | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | COCA COLA CO | Consumer Staples | $1.3M | 1.3% | 16K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | JPMORGAN CHASE & CO | Financials | $1.2M | 1.2% | 3,799 | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | BOEING CO | Industrials | $1.2M | 1.2% | 5,646 | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | AbbVie Inc. | Healthcare | $1.2M | 1.2% | 4,837 | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ET | Energy Transfer LP | Energy | $1.1M | 1.1% | 59K | — | |||
| 27 | — | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF - RBA INDL ETF | — | $1.1M | 1.1% | 8,435 | — | |||
| 28 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.1M | 1.1% | 10K | — | |||
| 29 | — | GQG US EQUITY ETF - GQG US EQUIT ETF | — | $1.1M | 1.1% | 43K | — | |||
| 30 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $986K | 1.0% | 14K | — | |||
| 31 | — | FT VEST NASDAQ-100 MODERATE BUFFER ETF MAY - VEST NASDAQ 100 | — | $967K | 0.9% | 37K | — | |||
| 32 | $USA | LIBERTY ALL STAR EQUITY FUND | Other | $896K | 0.9% | 154K | — | |||
| 33 | $CSCO | CISCO SYSTEMS, INC. | Technology | $889K | 0.9% | 7,567 | — | |||
| 34 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE - FT VEST U.S EQT | — | $871K | 0.8% | 21K | — | |||
| 35 | $MS | MORGAN STANLEY | Financials | $867K | 0.8% | 4,148 | — | |||
| 36 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $840K | 0.8% | 1,678 | — | |||
| 37 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $836K | 0.8% | 5,700 | — | |||
| 38 | $CVX | CHEVRON CORP | Energy | $819K | 0.8% | 4,943 | — | |||
| 39 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $801K | 0.8% | 2,849 | — | |||
| 40 | $GEV | GE Vernova Inc. | Industrials | $798K | 0.8% | 679 | — | |||
| 41 | $JNJ | JOHNSON & JOHNSON | Healthcare | $792K | 0.8% | 3,120 | — | |||
| 42 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY - FT VEST US EQT | — | $705K | 0.7% | 16K | — | |||
| 43 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $701K | 0.7% | 12K | — | |||
| 44 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $687K | 0.7% | 2,185 | — | |||
| 45 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $679K | 0.7% | 726 | — | |||
| 46 | — | CAPITAL GROUP INTL FOCUS SHS CREATION UNIT - SHS CREAT UNIT | — | $671K | 0.7% | 19K | — | |||
| 47 | $T | AT&T INC. | Communication Services | $671K | 0.7% | 32K | — | |||
| 48 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $661K | 0.6% | 37K | — | |||
| 49 | — | CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF - SHS | — | $649K | 0.6% | 18K | — | |||
| 50 | $RTX | RTX Corp | Industrials | $625K | 0.6% | 3,296 | — | |||
| 51 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY - FT VEST U.S EQT | — | $611K | 0.6% | 14K | — | |||
| 52 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $607K | 0.6% | 4,442 | — | |||
| 53 | — | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF - CWP ENHANCED DIV | — | $581K | 0.6% | 13K | — | |||
| 54 | — | AVANTIS U.S. EQUITY ETF - US EQT ETF | — | $573K | 0.6% | 4,477 | — | |||
| 55 | $GE | GENERAL ELECTRIC CO | Industrials | $572K | 0.6% | 1,529 | — | |||
| 56 | $GIS | GENERAL MILLS INC | Consumer Staples | $551K | 0.5% | 16K | — | |||
| 57 | $WT | WisdomTree, Inc. | Financials | $536K | 0.5% | 3,091 | — | |||
| 58 | $SUNC | SunocoCorp LLC | Energy | $534K | 0.5% | 7,896 | — | |||
| 59 | — | PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF - ARIST HIGH ETF | — | $517K | 0.5% | 11K | — | |||
| 60 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $505K | 0.5% | 869 | — | |||
| 61 | $VRT | Vertiv Holdings Co | Technology | $484K | 0.5% | 1,446 | — | |||
| 62 | $V | VISA INC. | Financials | $483K | 0.5% | 1,408 | — | |||
| 63 | — | FIRST TRUST BUYWRITE INCOME ETF - BUYWRIT INCM ETF | — | $479K | 0.5% | 20K | — | |||
| 64 | $GS | GOLDMAN SACHS GROUP INC | Financials | $478K | 0.5% | 473 | — | |||
| 65 | $LRCX | LAM RESEARCH CORP | Technology | $466K | 0.5% | 1,075 | — | |||
| 66 | — | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW - S&P 500 ETF SHS | — | $455K | 0.4% | 662 | — | |||
| 67 | $DELL | Dell Technologies Inc. | Technology | $450K | 0.4% | 1,044 | — | |||
| 68 | $SHEL | Shell plc | Energy | $443K | 0.4% | 5,717 | — | |||
| 69 | $IBIT | iShares Bitcoin Trust ETF | Financials | $438K | 0.4% | 13K | — | |||
| 70 | $AZO | AUTOZONE INC | Consumer Discretionary | $435K | 0.4% | 136 | — | |||
| 71 | $NKE | NIKE, Inc. | Consumer Discretionary | $427K | 0.4% | 10K | — | |||
| 72 | $TSLA | Tesla, Inc. | Consumer Discretionary | $408K | 0.4% | 970 | — | |||
| 73 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $390K | 0.4% | 11K | — | |||
| 74 | $C | CITIGROUP INC | Financials | $378K | 0.4% | 2,698 | — | |||
| 75 | $AVGO | Broadcom Inc. | Technology | $376K | 0.4% | 995 | — | |||
| 76 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ST STR P500GRW | — | $373K | 0.4% | 3,138 | — | |||
| 77 | — | CAPITAL GROUP DIVID GROWERS ETF - SHS ETF | — | $370K | 0.4% | 9,861 | — | |||
| 78 | $AXP | AMERICAN EXPRESS CO | Financials | $368K | 0.4% | 1,087 | — | |||
| 79 | — | DISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETF - DISTILLATE US | — | $365K | 0.4% | 6,086 | — | |||
| 80 | — | PACER US CASH COWS 100 ETF - US CASH COWS 100 | — | $364K | 0.3% | 5,848 | — | |||
| 81 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $353K | 0.3% | 463 | — | |||
| 82 | $SNOW | Snowflake Inc. | Technology | $349K | 0.3% | 1,371 | — | |||
| 83 | $KHC | Kraft Heinz Co | Consumer Staples | $345K | 0.3% | 15K | — | |||
| 84 | $MRVL | Marvell Technology, Inc. | Technology | $343K | 0.3% | 1,152 | — | |||
| 85 | $SPY | SPDR S&P 500 ETF TRUST | — | $332K | 0.3% | 444 | — | |||
| 86 | $MU | MICRON TECHNOLOGY INC | Technology | $327K | 0.3% | 284 | — | |||
| 87 | — | ISHARES TR MSCI USA MIN ETF - MSCI USA MIN ETF | — | $327K | 0.3% | 3,391 | — | |||
| 88 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $315K | 0.3% | 1,409 | — | |||
| 89 | $HONA | Honeywell Aerospace Inc. | Industrials | $311K | 0.3% | 1,407 | — | |||
| 90 | $CLX | CLOROX CO /DE/ | Consumer Staples | $310K | 0.3% | 3,246 | — | |||
| 91 | $LLY | ELI LILLY & Co | Healthcare | $307K | 0.3% | 256 | — | |||
| 92 | $IVZ | Invesco Ltd. | Financials | $307K | 0.3% | 1,012 | — | |||
| 93 | — | FT VEST SMID RISING DIVID ACHIEVERS TARGET - FT VEST SMID | — | $296K | 0.3% | 13K | — | |||
| 94 | — | FIDELITY NASDAQ COMPOSITE INDEX ETF - NASDAQ COMPSIT | — | $277K | 0.3% | 2,686 | — | |||
| 95 | — | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF - INTL CORE EQUITY | — | $272K | 0.3% | 7,309 | — | |||
| 96 | — | STATE STREET MULTI-ASSET REAL RETURN ETF - ST STR REAL ETF | — | $272K | 0.3% | 7,871 | — | |||
| 97 | — | GMO US QUALITY ETF - US QUALITY ETF | — | $267K | 0.3% | 6,417 | — | |||
| 98 | $CRM | Salesforce, Inc. | Technology | $260K | 0.3% | 1,661 | — | |||
| 99 | — | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS - RISNG DIVD ACHIV | — | $254K | 0.3% | 3,137 | — | |||
| 100 | — | VANECK MORNINGSTAR WIDE MOAT ETF - MRNGSTR WDE MOAT | — | $249K | 0.2% | 2,399 | — | |||
| 101 | $NAD | Nuveen Quality Municipal Income Fund | Other | $247K | 0.2% | 20K | — | |||
| 102 | $Q | Qnity Electronics, Inc. | Technology | $246K | 0.2% | 1,507 | — | |||
| 103 | $BX | Blackstone Inc. | Financials | $246K | 0.2% | 2,091 | — | |||
| 104 | $PM | Philip Morris International Inc. | Consumer Staples | $240K | 0.2% | 1,326 | — | |||
| 105 | $OKE | ONEOK INC /NEW/ | Energy | $236K | 0.2% | 2,718 | — | |||
| 106 | — | PACER GLOBAL CASH COWS DIVIDEND ETF - GLOBL CASH ETF | — | $235K | 0.2% | 5,434 | — | |||
| 107 | $BROS | Dutch Bros Inc. | Consumer Discretionary | $234K | 0.2% | 3,262 | — | |||
| 108 | $GSK | GSK plc | Healthcare | $234K | 0.2% | 4,467 | — | |||
| 109 | $MCK | MCKESSON CORP | Consumer Staples | $230K | 0.2% | 305 | — | |||
| 110 | $HOOD | Robinhood Markets, Inc. | Financials | $230K | 0.2% | 2,297 | — | |||
| 111 | $NZF | Nuveen Municipal Credit Income Fund | Other | $225K | 0.2% | 18K | — | |||
| 112 | $AMGN | AMGEN INC | Healthcare | $216K | 0.2% | 596 | — | |||
| 113 | $XPO | XPO, Inc. | Industrials | $215K | 0.2% | 1,046 | — | |||
| 114 | $MET | METLIFE INC | Financials | $214K | 0.2% | 2,525 | — | |||
| 115 | $JLL | JONES LANG LASALLE INC | Real Estate | $212K | 0.2% | 685 | — | |||
| 116 | — | CAPITAL GROUP FXD INCOME ETF MUN INCOME ETF - MUN INM ETF | — | $212K | 0.2% | 7,711 | — | |||
| 117 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $211K | 0.2% | 4,983 | — | |||
| 118 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $209K | 0.2% | 949 | — | |||
| 119 | $MHO | M/I HOMES, INC. | Industrials | $205K | 0.2% | 1,278 | — | |||
| 120 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - EQUITY PREMIUM | — | $204K | 0.2% | 3,612 | — | |||
| 121 | $COHR | COHERENT CORP. | Technology | $204K | 0.2% | 517 | — | |||
| 122 | — | RJ EAGLE MUNICIPAL INCOME ETF - RJ EA MUN IN ETF | — | $203K | 0.2% | 7,881 | — | |||
| 123 | $FDX | FEDEX CORP | Industrials | $203K | 0.2% | 647 | — | |||
| 124 | $ETHA | iShares Ethereum Trust ETF | Financials | $183K | 0.2% | 15K | — | |||
| 125 | $F | FORD MOTOR CO | Consumer Discretionary | $172K | 0.2% | 12K | — | |||
| 126 | $RDW | Redwire Corp | Industrials | $144K | 0.1% | 12K | — | |||
| 127 | $RLJ | RLJ Lodging Trust | Real Estate | $129K | 0.1% | 11K | — | |||
| 128 | $MFM | ABERDEEN MUNICIPAL INCOME FUND | — | $112K | 0.1% | 20K | — | |||
| 129 | $PMM | FRANKLIN MANAGED MUNICIPAL INCOME TRUST | Other | $107K | 0.1% | 16K | — | |||
| 130 | $RITM | Rithm Capital Corp. | Real Estate | $95K | 0.1% | 10K | — |
Is it too late to follow LANGLEY WEALTH MANAGEMENT?
Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of LANGLEY WEALTH MANAGEMENT's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+1.0%
Value-weighted move of the 10 largest stock positions
Turnover
—
Last quarter
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LANGLEY WEALTH MANAGEMENT, LLC disclosed 130 positions worth $102.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 130 new positions and exited 0. The portfolio is most concentrated in Other (45.2% of disclosed assets). All figures are sourced directly from LANGLEY WEALTH MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 2141692.
Funds like this
managers whose biggest positions overlap LANGLEY WEALTH MANAGEMENT'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: LANGLEY WEALTH MANAGEMENT, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For LANGLEY WEALTH MANAGEMENT, LLC (SEC CIK: 2141692), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in LANGLEY WEALTH MANAGEMENT, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.