Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LANGLEY WEALTH MANAGEMENT, LLC (CIK 2141692) reported $102.5M across 130 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CGGR ($6.6M, 6.47%), CGUS ($4.5M, 4.42%), RDVI ($4.1M, 3.95%), NVDA ($3.4M, 3.36%), QQQ ($3.1M, 3.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGGR | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | $6.6M | 6.47% | 140,494 | New |
| 2 | CGUS | CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT | $4.5M | 4.42% | 101,892 | New |
| 3 | RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET | $4.1M | 3.95% | 137,795 | New |
| 4 | NVDA | NVIDIA CORPORATION | $3.4M | 3.36% | 17,198 | New |
| 5 | QQQ | INVESCO QQQ TRUST | $3.1M | 3.03% | 4,221 | New |
| 6 | CGDV | CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | $2.6M | 2.49% | 51,753 | New |
| 7 | AAPL | APPLE INCORPORATED | $2.5M | 2.44% | 8,660 | New |
| 8 | CAT | CATERPILLAR INCORPORATED | $2.3M | 2.22% | 2,142 | New |
| 9 | WMT | WALMART INC | $2.2M | 2.13% | 19,320 | New |
| 10 | MSFT | MICROSOFT CORPORATION | $2.0M | 1.99% | 5,468 | New |
| 11 | KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $2.0M | 1.97% | 40,069 | New |
| 12 | AMZN | AMAZON COM INCORPORATED | $1.9M | 1.89% | 8,150 | New |
| 13 | CGCP | CAPITAL GROUP FIXED INCOME ETF | $1.8M | 1.71% | 78,889 | New |
| 14 | DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $1.6M | 1.60% | 31,712 | New |
| 15 | SMH | VANECK SEMICONDUCTOR ETF | $1.5M | 1.50% | 2,353 | New |
| 16 | META | META PLATFORMS INCORPORATED CLASS A | $1.5M | 1.48% | 2,702 | New |
| 17 | CGBL | CAPITAL GROUP CORE BALANCED ETF | $1.4M | 1.37% | 36,884 | New |
| 18 | CGGO | CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | $1.4M | 1.36% | 32,884 | New |
| 19 | MRK | MERCK & COMPANY INCORPORATED | $1.4M | 1.32% | 10,546 | New |
| 20 | PFE | PFIZER INCORPORATED | $1.3M | 1.29% | 54,791 | New |
| 21 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $1.3M | 1.28% | 3,668 | New |
| 22 | KO | COCA COLA COMPANY | $1.3M | 1.27% | 16,066 | New |
| 23 | JPM | JPMORGAN CHASE & COMPANY | $1.2M | 1.21% | 3,799 | New |
| 24 | BA | BOEING COMPANY | $1.2M | 1.19% | 5,646 | New |
| 25 | ABBV | ABBVIE INCORPORATED | $1.2M | 1.19% | 4,837 | New |
Source: SEC Form 13F filings · as of 2026-06-30