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
Capital Group Growth Etf Shs Creation Unit Shs Creat Unit (CGGR)	6.5	$6.6M	141k	47.20	View chart
Capital Group Core Equity Etf Shs Creation Unit Shs Creat Unit (CGUS)	4.4	$4.5M	102k	44.48	View chart
Ft Vest Rising Dividend Achievers Target Ft Vest Ris (RDVI)	4.0	$4.1M	138k	29.40	View chart
NVIDIA Corporation (NVDA)	3.4	$3.4M	17k	200.09	View chart
Invesco Qqq Trust Unit Ser 1 (QQQ)	3.0	$3.1M	4.2k	736.45	View chart
Capital Group Divid Value Etf Shs Creation Unit Shs Creat Unit (CGDV)	2.5	$2.6M	52k	49.28	View chart
Apple (AAPL)	2.4	$2.5M	8.7k	289.37	View chart
Caterpillar (CAT)	2.2	$2.3M	2.1k	1064.82	View chart
Wal-Mart Stores (WMT)	2.1	$2.2M	19k	113.26	View chart
Microsoft Corporation (MSFT)	2.0	$2.0M	5.5k	373.02	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Ft Vest S&p 500 (KNG)	2.0	$2.0M	40k	50.50	View chart
Amazon (AMZN)	1.9	$1.9M	8.2k	238.34	View chart
Capital Group Fixed Income Etf Core Plus Incm (CGCP)	1.7	$1.8M	79k	22.29	View chart
Dimensional Us Core Equity Market Etf Us Core Eqt Mkt (DFAU)	1.6	$1.6M	32k	51.69	View chart
Vaneck Semiconductor Etf Semiconductr Etf (SMH)	1.5	$1.5M	2.4k	655.85	View chart
Meta Platforms Incorporated Class A Cl A (META)	1.5	$1.5M	2.7k	563.27	View chart
Capital Group Core Balanced Etf SHS (CGBL)	1.4	$1.4M	37k	37.96	View chart
Capital Group Global Growth Shs Creation Unit Shs Creat Unit (CGGO)	1.4	$1.4M	33k	42.33	View chart
Merck & Co (MRK)	1.3	$1.4M	11k	128.50	View chart
Pfizer (PFE)	1.3	$1.3M	55k	24.08	View chart
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)	1.3	$1.3M	3.7k	357.35	View chart
Coca-Cola Company (KO)	1.3	$1.3M	16k	81.27	View chart
JPMorgan Chase & Co. (JPM)	1.2	$1.2M	3.8k	327.29	View chart
Boeing Company (BA)	1.2	$1.2M	5.6k	216.46	View chart
Abbvie (ABBV)	1.2	$1.2M	4.8k	251.64	View chart
Energy Transfer L P Com Ut Ltd Ptn Com Ut Ltd Ptn (ET)	1.1	$1.1M	59k	19.12	View chart
First Trust Rba American Industrial Renaissance Etf Rba Indl Etf (AIRR)	1.1	$1.1M	8.4k	133.25	View chart
United Parcel Svcs Incorporated Class B CL B (UPS)	1.1	$1.1M	10k	107.50	View chart
Gqg Us Equity Etf Gqg Us Equit Etf (GQGU)	1.1	$1.1M	43k	25.40	View chart
Altria (MO)	1.0	$986k	14k	71.95	View chart
Ft Vest Nasdaq-100 Moderate Buffer Etf May Vest Nasdaq 100 (QMMY)	0.9	$967k	37k	26.49	View chart
Liberty All Star Equity Fd Sh Ben Int Sh Ben Int (USA)	0.9	$896k	154k	5.81	View chart
Cisco Systems (CSCO)	0.9	$889k	7.6k	117.45	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Ft Vest U.s Eqt (GJUN)	0.8	$871k	21k	41.19	View chart
Morgan Stanley Com New (MS)	0.8	$867k	4.1k	209.02	View chart
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)	0.8	$840k	1.7k	500.39	View chart
Procter & Gamble Company (PG)	0.8	$836k	5.7k	146.63	View chart
Chevron Corporation (CVX)	0.8	$819k	4.9k	165.77	View chart
International Business Machines (IBM)	0.8	$801k	2.8k	281.20	View chart
Ge Vernova (GEV)	0.8	$798k	679.00	1175.06	View chart
Johnson & Johnson (JNJ)	0.8	$792k	3.1k	253.95	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - February Ft Vest Us Eqt (GFEB)	0.7	$705k	16k	44.03	View chart
Bank of America Corporation (BAC)	0.7	$701k	12k	56.98	View chart
Norfolk Southern (NSC)	0.7	$687k	2.2k	314.55	View chart
Costco Wholesale Corporation (COST)	0.7	$679k	726.00	935.62	View chart
Capital Group Intl Focus Shs Creation Unit Shs Creat Unit (CGXU)	0.7	$671k	19k	34.62	View chart
At&t (T)	0.7	$671k	32k	20.70	View chart
Huntington Bancshares Incorporated (HBAN)	0.6	$661k	37k	17.73	View chart
Capital Group International Core Equity Etf SHS (CGIC)	0.6	$649k	18k	36.39	View chart
Raytheon Technologies Corp (RTX)	0.6	$625k	3.3k	189.71	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - May Ft Vest U.s Eqt (GMAY)	0.6	$611k	14k	43.04	View chart
Exxon Mobil Corporation (XOM)	0.6	$607k	4.4k	136.72	View chart
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO)	0.6	$581k	13k	45.70	View chart
Avantis U.s. Equity Etf Us Eqt Etf (AVUS)	0.6	$573k	4.5k	128.08	View chart
Ge Aerospace Com New (GE)	0.6	$572k	1.5k	373.82	View chart
General Mills (GIS)	0.5	$551k	16k	34.80	View chart
Wisdomtree Japan Hedged Equity Fund Japn Hedge Eqt (DXJ)	0.5	$536k	3.1k	173.54	View chart
Sunococorp Com Shs Llc (SUNC)	0.5	$534k	7.9k	67.67	View chart
Pacer Aristotle Pacific Floating Rate High Income Etf Arist High Etf (FLRT)	0.5	$517k	11k	46.63	View chart
Advanced Micro Devices (AMD)	0.5	$505k	869.00	580.91	View chart
Vertiv Holdings Company Com Class A Com Cl A (VRT)	0.5	$484k	1.4k	334.92	View chart
Visa Incorporated Com Class A Com Cl A (V)	0.5	$483k	1.4k	343.05	View chart
First Trust Buywrite Income Etf Buywrit Incm Etf (FTHI)	0.5	$479k	20k	23.85	View chart
Goldman Sachs (GS)	0.5	$478k	473.00	1011.15	View chart
Lam Research Corporation Com New (LRCX)	0.5	$466k	1.1k	433.35	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	0.4	$455k	662.00	686.67	View chart
Dell Technologies Incorporated Class C CL C (DELL)	0.4	$450k	1.0k	431.28	View chart
Shell Plc Spon Ads Spon Ads (SHEL)	0.4	$443k	5.7k	77.54	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Shs Ben Int (IBIT)	0.4	$438k	13k	33.29	View chart
AutoZone (AZO)	0.4	$435k	136.00	3195.94	View chart
Nike Incorporated Class B CL B (NKE)	0.4	$427k	10k	41.05	View chart
Tesla Motors (TSLA)	0.4	$408k	970.00	420.60	View chart
Enterprise Products Partners (EPD)	0.4	$390k	11k	36.76	View chart
Citigroup Incorporated Com New (C)	0.4	$378k	2.7k	139.95	View chart
Broadcom (AVGO)	0.4	$376k	995.00	377.68	View chart
State Street Spdr Portfolio S&p 500 Growth Etf ST STR P500GRW (SPYG)	0.4	$373k	3.1k	118.99	View chart
Capital Group Divid Growers Etf Shs Etf (CGDG)	0.4	$370k	9.9k	37.51	View chart
American Express Company (AXP)	0.4	$368k	1.1k	338.27	View chart
Distillate U.s. Fundamental Stability & Value Etf Distillate Us (DSTL)	0.4	$365k	6.1k	59.90	View chart
Pacer Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)	0.4	$364k	5.8k	62.20	View chart
Crowdstrike Hldgs Incorporated Class A Cl A (CRWD)	0.3	$353k	463.00	763.14	View chart
Snowflake Incorporated Com Shs (SNOW)	0.3	$349k	1.4k	254.50	View chart
Kraft Heinz (KHC)	0.3	$345k	15k	23.62	View chart
Marvell Technology (MRVL)	0.3	$343k	1.2k	297.89	View chart
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)	0.3	$332k	444.00	747.07	View chart
Micron Technology (MU)	0.3	$327k	284.00	1152.73	View chart
Ishares Tr Msci Usa Min Etf Msci Usa Min Etf (USMV)	0.3	$327k	3.4k	96.46	View chart
Honeywell International (HON)	0.3	$315k	1.4k	223.84	View chart
Honeywell Aerospace (HONA)	0.3	$311k	1.4k	221.08	View chart
Clorox Company (CLX)	0.3	$310k	3.2k	95.45	View chart
Eli Lilly & Co. (LLY)	0.3	$307k	256.00	1198.97	View chart
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)	0.3	$307k	1.0k	302.97	View chart
Ft Vest Smid Rising Divid Achievers Target Ft Vest Smid (SDVD)	0.3	$296k	13k	23.09	View chart
Fidelity Nasdaq Composite Index Etf Nasdaq Compsit (ONEQ)	0.3	$277k	2.7k	103.20	View chart
Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)	0.3	$272k	7.3k	37.26	View chart
State Street Multi-asset Real Return Etf St Str Real Etf (RLY)	0.3	$272k	7.9k	34.51	View chart
Gmo Us Quality Etf Us Quality Etf (QLTY)	0.3	$267k	6.4k	41.62	View chart
salesforce (CRM)	0.3	$260k	1.7k	156.67	View chart
First Trust Nasdaq Rising Dividend Achievers Risng Divd Achiv (RDVY)	0.2	$254k	3.1k	81.06	View chart
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)	0.2	$249k	2.4k	103.97	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.2	$247k	20k	12.12	View chart
Qnity Electronics Incorporated Common Stock (Q)	0.2	$246k	1.5k	163.28	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$246k	2.1k	117.65	View chart
Philip Morris International (PM)	0.2	$240k	1.3k	180.97	View chart
Oneok (OKE)	0.2	$236k	2.7k	86.93	View chart
Pacer Global Cash Cows Dividend Etf Globl Cash Etf (GCOW)	0.2	$235k	5.4k	43.30	View chart
Dutch Bros Incorporated Class A Cl A (BROS)	0.2	$234k	3.3k	71.81	View chart
GSK Sponsored Adr (GSK)	0.2	$234k	4.5k	52.42	View chart
McKesson Corporation (MCK)	0.2	$230k	305.00	755.45	View chart
Robinhood Mkts Incorporated Com Class A Com Cl A (HOOD)	0.2	$230k	2.3k	100.28	View chart
Nuveen Municipal Credit Income Fund Com Sh Ben Int (NZF)	0.2	$225k	18k	12.68	View chart
Amgen (AMGN)	0.2	$216k	596.00	362.22	View chart
Xpo Logistics Inc equity (XPO)	0.2	$215k	1.0k	205.29	View chart
MetLife (MET)	0.2	$214k	2.5k	84.61	View chart
Jones Lang LaSalle Incorporated (JLL)	0.2	$212k	685.00	309.95	View chart
Capital Group Fxd Income Etf Mun Income Etf Mun Inm Etf (CGMU)	0.2	$212k	7.7k	27.47	View chart
Verizon Communications (VZ)	0.2	$211k	5.0k	42.34	View chart
Lowe's Companies (LOW)	0.2	$209k	949.00	220.56	View chart
M/I Homes (MHO)	0.2	$206k	1.3k	160.79	View chart
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)	0.2	$204k	3.6k	56.48	View chart
Coherent Corp (COHR)	0.2	$204k	517.00	394.47	View chart
Rj Eagle Municipal Income Etf Rj Ea Mun In Etf (RJMI)	0.2	$203k	7.9k	25.75	View chart
FedEx Corporation (FDX)	0.2	$203k	647.00	313.26	View chart
Ishares Ethereum Tr SHS (ETHA)	0.2	$183k	15k	11.89	View chart
Ford Motor Company (F)	0.2	$172k	12k	13.90	View chart
Redwire Corporation (RDW)	0.1	$144k	12k	12.23	View chart
Rlj Lodging Trust (RLJ)	0.1	$129k	11k	11.85	View chart
Aberdeen Mun Income Fd Sh Ben Int Sh Ben Int (MFM)	0.1	$112k	20k	5.62	View chart
Putnam Managed Municipal Income Trust (PMM)	0.1	$107k	16k	6.54	View chart
Rithm Capital Corporation Com New Reit Com New (RITM)	0.1	$95k	10k	9.39	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 restated filed Aug. 10, 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