Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Langley Wealth Management

Latest statistics and disclosures from Langley Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002141692

Tip: Access up to 7 years of quarterly data

Positions held by Langley Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Langley Wealth Management

Langley Wealth Management holds 130 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Wal-Mart Stores (WMT)	14.4	$2.2M	19k	113.26	View chart
Vaneck Semiconductor Etf Semiconductr Etf (SMH)	10.2	$1.5M	2.4k	655.85	View chart
United Parcel Svcs Incorporated Class B CL B (UPS)	7.3	$1.1M	10k	107.50	View chart
Raytheon Technologies Corp (RTX)	4.1	$625k	3.3k	189.71	View chart
Wisdomtree Japan Hedged Equity Fund Japn Hedge Eqt (DXJ)	3.5	$536k	3.1k	173.54	View chart
Sunococorp Com Shs Llc (SUNC)	3.5	$534k	7.9k	67.67	View chart
Vertiv Holdings Company Com Class A Com Cl A (VRT)	3.2	$484k	1.4k	334.92	View chart
Visa Incorporated Com Class A Com Cl A (V)	3.2	$483k	1.4k	343.05	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	3.0	$455k	662.00	686.67	View chart
Shell Plc Spon Ads Spon Ads (SHEL)	2.9	$443k	5.7k	77.54	View chart
Tesla Motors (TSLA)	2.7	$408k	970.00	420.60	View chart
State Street Spdr Portfolio S&p 500 Growth Etf ST STR P500GRW (SPYG)	2.5	$373k	3.1k	118.99	View chart
Snowflake Incorporated Com Shs (SNOW)	2.3	$349k	1.4k	254.50	View chart
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)	2.2	$332k	444.00	747.07	View chart
State Street Multi-asset Real Return Etf St Str Real Etf (RLY)	1.8	$272k	7.9k	34.51	View chart
salesforce (CRM)	1.7	$260k	1.7k	156.67	View chart
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)	1.6	$249k	2.4k	103.97	View chart
Xpo Logistics Inc equity (XPO)	1.4	$215k	1.0k	205.29	View chart
Verizon Communications (VZ)	1.4	$211k	5.0k	42.34	View chart
Advanced Micro Devices (AMD)	1.3	$190k	869.00	219.16	View chart
NVIDIA Corporation (NVDA)	1.1	$174k	17k	10.11	View chart
Bank of America Corporation (BAC)	1.1	$170k	12k	13.82	View chart
Clorox Company (CLX)	1.1	$166k	3.2k	51.10	View chart
Capital Group Divid Value Etf Shs Creation Unit Shs Creat Unit (CGDV)	1.0	$157k	52k	3.03	View chart
Putnam Managed Municipal Income Trust (PMM)	1.0	$148k	16k	9.04	View chart
Chevron Corporation (CVX)	0.9	$141k	4.9k	28.45	View chart
Goldman Sachs (GS)	0.9	$138k	473.00	291.80	View chart
First Trust Rba American Industrial Renaissance Etf Rba Indl Etf (AIRR)	0.9	$137k	8.4k	16.20	View chart
Caterpillar (CAT)	0.9	$130k	2.1k	60.87	View chart
Ge Aerospace Com New (GE)	0.8	$128k	1.5k	83.95	View chart
Coca-Cola Company (KO)	0.8	$126k	16k	7.84	View chart
McKesson Corporation (MCK)	0.8	$121k	305.00	394.94	View chart
Boeing Company (BA)	0.7	$109k	5.6k	19.34	View chart
Redwire Corporation (RDW)	0.7	$107k	12k	9.06	View chart
International Business Machines (IBM)	0.6	$99k	2.8k	34.56	View chart
MetLife (MET)	0.6	$96k	2.5k	38.12	View chart
Oneok (OKE)	0.6	$95k	2.7k	35.04	View chart
Pacer Global Cash Cows Dividend Etf Globl Cash Etf (GCOW)	0.5	$71k	5.4k	13.14	View chart
Dimensional Us Core Equity Market Etf Us Core Eqt Mkt (DFAU)	0.4	$65k	32k	2.05	View chart
Dutch Bros Incorporated Class A Cl A (BROS)	0.4	$63k	3.3k	19.43	View chart
AutoZone (AZO)	0.4	$63k	136.00	463.18	View chart
Lam Research Corporation Com New (LRCX)	0.4	$55k	1.1k	51.00	View chart
Norfolk Southern (NSC)	0.4	$54k	2.2k	24.70	View chart
Johnson & Johnson (JNJ)	0.4	$53k	3.1k	17.05	View chart
Amgen (AMGN)	0.3	$49k	596.00	81.86	View chart
Capital Group Fxd Income Etf Mun Income Etf Mun Inm Etf (CGMU)	0.3	$48k	7.7k	6.18	View chart
Nuveen Municipal Credit Income Fund Com Sh Ben Int (NZF)	0.3	$45k	18k	2.55	View chart
M/I Homes (MHO)	0.3	$45k	1.3k	35.40	View chart
Capital Group Growth Etf Shs Creation Unit Shs Creat Unit (CGGR)	0.3	$45k	141k	0.32	View chart
Dell Technologies Incorporated Class C CL C (DELL)	0.3	$45k	1.0k	42.60	View chart
Pacer Aristotle Pacific Floating Rate High Income Etf Arist High Etf (FLRT)	0.3	$44k	11k	3.99	View chart
Capital Group Fixed Income Etf Core Plus Incm (CGCP)	0.3	$43k	79k	0.54	View chart
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO)	0.3	$40k	13k	3.17	View chart
Robinhood Mkts Incorporated Com Class A Com Cl A (HOOD)	0.3	$40k	2.3k	17.18	View chart
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)	0.3	$38k	3.6k	10.51	View chart
Costco Wholesale Corporation (COST)	0.2	$35k	726.00	47.59	View chart
First Trust Nasdaq Rising Dividend Achievers Risng Divd Achiv (RDVY)	0.2	$29k	3.1k	9.14	View chart
Lowe's Companies (LOW)	0.2	$29k	949.00	30.06	View chart
At&t (T)	0.2	$25k	32k	0.78	View chart
Micron Technology (MU)	0.2	$25k	284.00	88.10	View chart
Honeywell Aerospace (HONA)	0.2	$24k	1.4k	17.00	View chart
Ft Vest Rising Dividend Achievers Target Ft Vest Ris (RDVI)	0.2	$24k	138k	0.17	View chart
Ishares Tr Msci Usa Min Etf Msci Usa Min Etf (USMV)	0.2	$23k	3.4k	6.73	View chart
Capital Group International Core Equity Etf SHS (CGIC)	0.1	$23k	18k	1.26	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$22k	37k	0.60	View chart
Capital Group Core Balanced Etf SHS (CGBL)	0.1	$22k	37k	0.60	View chart
Meta Platforms Incorporated Class A Cl A (META)	0.1	$21k	2.7k	7.78	View chart
First Trust Buywrite Income Etf Buywrit Incm Etf (FTHI)	0.1	$21k	20k	1.03	View chart
Procter & Gamble Company (PG)	0.1	$21k	5.7k	3.60	View chart
Nike Incorporated Class B CL B (NKE)	0.1	$20k	10k	1.95	View chart
Invesco Qqq Trust Unit Ser 1 (QQQ)	0.1	$20k	4.2k	4.73	View chart
Aberdeen Mun Income Fd Sh Ben Int Sh Ben Int (MFM)	0.1	$16k	20k	0.81	View chart
Capital Group Intl Focus Shs Creation Unit Shs Creat Unit (CGXU)	0.1	$16k	19k	0.83	View chart
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)	0.1	$16k	1.7k	9.51	View chart
Eli Lilly & Co. (LLY)	0.1	$16k	256.00	60.52	View chart
Microsoft Corporation (MSFT)	0.1	$14k	5.5k	2.60	View chart
Morgan Stanley Com New (MS)	0.1	$14k	4.1k	3.39	View chart
Distillate U.s. Fundamental Stability & Value Etf Distillate Us (DSTL)	0.1	$14k	6.1k	2.26	View chart
Citigroup Incorporated Com New (C)	0.1	$14k	2.7k	5.05	View chart
Capital Group Core Equity Etf Shs Creation Unit Shs Creat Unit (CGUS)	0.1	$13k	102k	0.13	View chart
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)	0.1	$12k	3.7k	3.38	View chart
Merck & Co (MRK)	0.1	$12k	11k	1.11	View chart
Altria (MO)	0.1	$12k	14k	0.85	View chart
Gmo Us Quality Etf Us Quality Etf (QLTY)	0.1	$12k	6.4k	1.79	View chart
Abbvie (ABBV)	0.1	$11k	4.8k	2.32	View chart
Capital Group Divid Growers Etf Shs Etf (CGDG)	0.1	$11k	9.9k	1.11	View chart
Honeywell International (HON)	0.1	$11k	1.4k	7.55	View chart
General Mills (GIS)	0.1	$11k	16k	0.67	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - May Ft Vest U.s Eqt (GMAY)	0.1	$10k	14k	0.72	View chart
JPMorgan Chase & Co. (JPM)	0.1	$9.3k	3.8k	2.45	View chart
Cisco Systems (CSCO)	0.1	$8.1k	7.6k	1.07	View chart
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)	0.1	$8.0k	1.0k	7.90	View chart
Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)	0.1	$7.7k	7.3k	1.05	View chart
Philip Morris International (PM)	0.0	$7.5k	1.3k	5.63	View chart
American Express Company (AXP)	0.0	$7.4k	1.1k	6.79	View chart
Ford Motor Company (F)	0.0	$7.1k	12k	0.57	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$6.5k	15k	0.42	View chart
Amazon (AMZN)	0.0	$6.2k	8.2k	0.76	View chart
Pacer Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)	0.0	$6.1k	5.8k	1.05	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Ft Vest U.s Eqt (GJUN)	0.0	$5.1k	21k	0.24	View chart
Enterprise Products Partners (EPD)	0.0	$4.6k	11k	0.43	View chart
Pfizer (PFE)	0.0	$4.4k	55k	0.08	View chart
Liberty All Star Equity Fd Sh Ben Int Sh Ben Int (USA)	0.0	$4.3k	154k	0.03	View chart
Apple (AAPL)	0.0	$4.3k	8.7k	0.50	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - February Ft Vest Us Eqt (GFEB)	0.0	$4.3k	16k	0.27	View chart
Exxon Mobil Corporation (XOM)	0.0	$3.8k	4.4k	0.85	View chart
Crowdstrike Hldgs Incorporated Class A Cl A (CRWD)	0.0	$3.7k	463.00	7.89	View chart
Qnity Electronics Incorporated Common Stock (Q)	0.0	$3.6k	1.5k	2.41	View chart
Jones Lang LaSalle Incorporated (JLL)	0.0	$3.6k	685.00	5.29	View chart
Ft Vest Smid Rising Divid Achievers Target Ft Vest Smid (SDVD)	0.0	$3.5k	13k	0.28	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$3.5k	2.1k	1.67	View chart
Avantis U.s. Equity Etf Us Eqt Etf (AVUS)	0.0	$3.4k	4.5k	0.76	View chart
Rithm Capital Corporation Com New Reit Com New (RITM)	0.0	$3.0k	10k	0.29	View chart
Ge Vernova (GEV)	0.0	$2.9k	679.00	4.32	View chart
Ft Vest Nasdaq-100 Moderate Buffer Etf May Vest Nasdaq 100 (QMMY)	0.0	$2.8k	37k	0.08	View chart
Energy Transfer L P Com Ut Ltd Ptn Com Ut Ltd Ptn (ET)	0.0	$2.8k	59k	0.05	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$2.7k	20k	0.13	View chart
Rj Eagle Municipal Income Etf Rj Ea Mun In Etf (RJMI)	0.0	$2.4k	7.9k	0.30	View chart
Marvell Technology (MRVL)	0.0	$2.2k	1.2k	1.88	View chart
Kraft Heinz (KHC)	0.0	$2.2k	15k	0.15	View chart
Fidelity Nasdaq Composite Index Etf Nasdaq Compsit (ONEQ)	0.0	$1.9k	2.7k	0.70	View chart
FedEx Corporation (FDX)	0.0	$1.8k	647.00	2.81	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Shs Ben Int (IBIT)	0.0	$1.7k	13k	0.13	View chart
Coherent Corp (COHR)	0.0	$1.7k	517.00	3.27	View chart
Rlj Lodging Trust (RLJ)	0.0	$1.6k	11k	0.15	View chart
Capital Group Global Growth Shs Creation Unit Shs Creat Unit (CGGO)	0.0	$1.5k	33k	0.05	View chart
Gqg Us Equity Etf Gqg Us Equit Etf (GQGU)	0.0	$1.3k	43k	0.03	View chart
Broadcom (AVGO)	0.0	$1.0k	995.00	1.03	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Ft Vest S&p 500 (KNG)	0.0	$977.683600	40k	0.02	View chart
GSK Sponsored Adr (GSK)	0.0	$158.131800	4.5k	0.04	View chart

Past Filings by Langley Wealth Management

SEC 13F filings are viewable for Langley Wealth Management going back to 2026

Langley Wealth Management 2026 Q2 filed Aug. 6, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z