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Q2 2026 13F · SEC CIK 2141692

Langley Wealth Management, LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$102.5M
Reported positions
130
Holdings vs S&P 500, 3 yrs
—
Assets under management
$370.6M

Langley Wealth Management, LLC is a wealth manager that reported 130 positions worth $102.5M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Capital Group Growth ETF (CGGR, 6.5%), Capital Group Core Equity Et (CGUS, 4.4%), First Tr Exchange-Traded Fd (RDVI, 4.0%).

Langley Wealth Management, LLC holdings largest 50 of 130 positions.

Weights are shares of the filer's total reported 13F value, compared with the prior quarter. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Langley Wealth Management, LLC 13F holdings
Stock% of 13F valueShare changeReported value
CGGRCapital Group Growth ETF6.5%—$6.6M
CGUSCapital Group Core Equity Et4.4%—$4.5M
RDVIFirst Tr Exchange-Traded Fd4.0%—$4.1M
NVDANvidia Corporation3.4%—$3.4M
QQQInvesco Qqq Tr3.0%—$3.1M
CGDVCapital Group Dividend Value2.5%—$2.6M
AAPLApple Inc2.4%—$2.5M
CATCaterpillar Inc2.2%—$2.3M
WMTWalmart Inc2.1%—$2.2M
MSFTMicrosoft Corp2.0%—$2.0M
KNGFirst Tr Exchange-Traded Fd2.0%—$2.0M
AMZNAmazon Com Inc1.9%—$1.9M
CGCPCapital Grp Fixed Incm ETF T1.7%—$1.8M
DFAUDimensional ETF Trust1.6%—$1.6M
SMHVaneck ETF Trust1.5%—$1.5M
METAMeta Platforms Inc1.5%—$1.5M
CGBLCapital Group Core Balanced1.4%—$1.4M
CGGOCapital Group Gbl Growth Eqt1.4%—$1.4M
MRKMerck & Co Inc1.3%—$1.4M
PFEPfizer Inc1.3%—$1.3M
GOOGLAlphabet Inc1.3%—$1.3M
KOCoca Cola Co1.3%—$1.3M
JPMJpmorgan Chase & Co1.2%—$1.2M
BABoeing Co1.2%—$1.2M
ABBVAbbvie Inc1.2%—$1.2M
ETPCEnergy Transfer L P1.1%—$1.1M
AIRRFirst Tr Exchange Traded Fd1.1%—$1.1M
UPSUnited Parcel Svcs Inc1.1%—$1.1M
GQGUAdvisors Inner Circle Fd III1.1%—$1.1M
MOAltria Group Inc1.0%—$986K
QMMYFirst Tr Exchng Traded Fd Vi0.9%—$967K
USALiberty All Star Equity Fd0.9%—$896K
CSCOCisco Sys Inc0.9%—$889K
GJUNFirst Tr Exchng Traded Fd Vi0.8%—$871K
MSMorgan Stanley0.8%—$867K
BRK-BBerkshire Hathaway Inc Del0.8%—$840K
PGProcter & Gamble Co0.8%—$836K
CVXChevron Corporation0.8%—$819K
IBMInternational Business Machs0.8%—$801K
GEVGe Vernova Inc0.8%—$798K
JNJJohnson & Johnson0.8%—$792K
GFEBFirst Tr Exchng Traded Fd Vi0.7%—$705K
BACBank of Amer Corp0.7%—$701K
NSCNorfolk Southn Corporation0.7%—$687K
COSTCostco Wholesale Corporation0.7%—$679K
CGXUCapital Group Intl Focus Eqt0.7%—$671K
TAt&t Inc0.7%—$671K
HBANHuntington Bancshares Inc0.6%—$661K
CGICCapital Group International0.6%—$649K
RTXRtx Corporation0.6%—$625K

How the holdings did against the S&P 500.

1 year
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3 years
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5 years
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A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$102.5M130

Questions about Langley Wealth Management, LLC's portfolio

What stocks does Langley Wealth Management, LLC own?

Langley Wealth Management, LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 130 positions worth $102.5M. The largest are Capital Group Growth ETF (CGGR) at 6.5%, Capital Group Core Equity Et (CGUS) at 4.4%, First Tr Exchange-Traded Fd (RDVI) at 4.0%, Nvidia Corporation (NVDA) at 3.4% and Invesco Qqq Tr (QQQ) at 3.0%.

When is Langley Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Langley Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Langley Wealth Management, LLC manage?

Langley Wealth Management, LLC reported $370.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $102.5M.