§ 13F · FUND PROFILE
LANGLEY WEALTH MANAGEMENT, LLC.
AUM · $118M (13F)Positions · 260Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$57M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CGGR | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | 140K | $7M | 5.6% | — |
| 2 | CGUS | CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT | 102K | $5M | 3.8% | NEW |
| 3 | RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET | 138K | $4M | 3.4% | NEW |
| 4 | NVDA | NVIDIA CORPORATION | 17K | $3M | 2.9% | NEW |
| 5 | QQQ | INVESCO QQQ TRUST | 4K | $3M | 2.6% | — |
| 6 | CGDV | CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | 52K | $3M | 2.2% | — |
| 7 | AAPL | APPLE INCORPORATED | 9K | $3M | 2.1% | NEW |
| 8 | CAT | CATERPILLAR INCORPORATED | 2K | $2M | 1.9% | NEW |
| 9 | WMT | WALMART INC | 19K | $2M | 1.9% | NEW |
| 10 | MSFT | MICROSOFT CORPORATION | 5K | $2M | 1.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LANGLEY SIGNAL
AC read
LANGLEY WEALTH MANAGEMENT, LLC is a institutional fund managing $118 million in assets. The fund runs a broad portfolio of 260 positions.
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