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LANGLEY WEALTH MANAGEMENT, LLC
First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.
Q2 2026 · Filed 2026-08-10
Market Value
$103M
Holdings
130
New Purchases
130
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
32.5%
Turnover
100.0%
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 44 | $42M | 41.2% |
| Large Cap | 50 | $37M | 35.9% |
| Mid Cap | 23 | $17M | 16.3% |
| Small Cap | 7 | $4M | 3.6% |
| Micro Cap | 6 | $3M | 3.0% |
Portfolio Analytics
Avg Market Cap
$372.2B
Median Market Cap
$70.2B
Avg P/E
36.9
Median P/E
21.5
Avg Dividend Yield
0.03%
Avg Beta
0.96
# Stocks
81
# ETFs / Funds
49
Top Holdings (130 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CGGR | 6.47% | 140,494 | $7M | $47.20 | — | — | — | |
| 2 | CGUS | 4.42% | 101,892 | $5M | $44.48 | — | — | — | |
| 3 | RDVI | 3.95% | 137,795 | $4M | $29.40 | — | — | — | |
| 4 | NVDA | 3.36% | 17,198 | $3M | $200.09 | — | — | — | |
| 5 | QQQ | 3.03% | 4,221 | $3M | $736.45 | — | — | — | |
| 6 | CGDV | 2.49% | 51,753 | $3M | $49.28 | — | — | — | |
| 7 | AAPL | 2.44% | 8,660 | $3M | $289.37 | — | — | — | |
| 8 | CAT | 2.22% | 2,142 | $2M | $1,064.82 | — | — | — | |
| 9 | WMT | 2.13% | 19,320 | $2M | $113.26 | — | — | — | |
| 10 | MSFT | 1.99% | 5,468 | $2M | $373.02 | — | — | — | |
| 11 | KNG | 1.97% | 40,069 | $2M | $50.50 | — | — | — | |
| 12 | AMZN | 1.89% | 8,150 | $2M | $238.34 | — | — | — | |
| 13 | CGCP | 1.71% | 78,889 | $2M | $22.29 | — | — | — | |
| 14 | DFAU | 1.60% | 31,712 | $2M | $51.69 | — | — | — | |
| 15 | SMH | 1.50% | 2,353 | $2M | $655.85 | — | — | — | |
| 16 | META | 1.48% | 2,702 | $2M | $563.27 | — | — | — | |
| 17 | CGBL | 1.37% | 36,884 | $1M | $37.96 | — | — | — | |
| 18 | CGGO | 1.36% | 32,884 | $1M | $42.33 | — | — | — | |
| 19 | MRK | 1.32% | 10,546 | $1M | $128.50 | — | — | — | |
| 20 | PFE | 1.29% | 54,791 | $1M | $24.08 | — | — | — | |
| 21 | GOOGL | 1.28% | 3,668 | $1M | $357.35 | — | — | — | |
| 22 | KO | 1.27% | 16,066 | $1M | $81.27 | — | — | — | |
| 23 | JPM | 1.21% | 3,799 | $1M | $327.29 | — | — | — | |
| 24 | BA | 1.19% | 5,646 | $1M | $216.46 | — | — | — | |
| 25 | ABBV | 1.19% | 4,837 | $1M | $251.64 | — | — | — | |
| 26 | ET | 1.10% | 59,093 | $1M | $19.12 | — | — | — | |
| 27 | AIRR | 1.10% | 8,435 | $1M | $133.25 | — | — | — | |
| 28 | UPS | 1.08% | 10,314 | $1M | $107.50 | — | — | — | |
| 29 | GQGU | 1.07% | 43,353 | $1M | $25.40 | — | — | — | |
| 30 | MO | 0.96% | 13,700 | $986K | $71.95 | — | — | — | |
| 31 | QMMY | 0.94% | 36,501 | $967K | $26.49 | — | — | — | |
| 32 | USA | 0.87% | 154,145 | $896K | $5.81 | — | — | — | |
| 33 | CSCO | 0.87% | 7,567 | $889K | $117.45 | — | — | — | |
| 34 | GJUN | 0.85% | 21,138 | $871K | $41.19 | — | — | — | |
| 35 | MS | 0.85% | 4,148 | $867K | $209.02 | — | — | — | |
| 36 | BRK-B | 0.82% | 1,678 | $840K | $500.39 | — | — | — | |
| 37 | PG | 0.82% | 5,700 | $836K | $146.63 | — | — | — | |
| 38 | CVX | 0.80% | 4,943 | $819K | $165.77 | — | — | — | |
| 39 | IBM | 0.78% | 2,849 | $801K | $281.20 | — | — | — | |
| 40 | GEV | 0.78% | 679 | $798K | $1,175.06 | — | — | — | |
| 41 | JNJ | 0.77% | 3,120 | $792K | $253.95 | — | — | — | |
| 42 | GFEB | 0.69% | 16,014 | $705K | $44.03 | — | — | — | |
| 43 | BAC | 0.68% | 12,307 | $701K | $56.98 | — | — | — | |
| 44 | NSC | 0.67% | 2,185 | $687K | $314.55 | — | — | — | |
| 45 | COST | 0.66% | 726 | $679K | $935.62 | — | — | — | |
| 46 | CGXU | 0.65% | 19,388 | $671K | $34.62 | — | — | — | |
| 47 | T | 0.65% | 32,394 | $671K | $20.70 | — | — | — | |
| 48 | HBAN | 0.64% | 37,255 | $661K | $17.73 | — | — | — | |
| 49 | CGIC | 0.63% | 17,839 | $649K | $36.39 | — | — | — | |
| 50 | RTX | 0.61% | 3,296 | $625K | $189.71 | — | — | — | |
| 51 | GMAY | 0.60% | 14,189 | $611K | $43.04 | — | — | — | |
| 52 | XONA.DE | 0.59% | 4,442 | $607K | $136.72 | — | — | — | |
| 53 | DIVO | 0.57% | 12,719 | $581K | $45.70 | — | — | — | |
| 54 | AVUS | 0.56% | 4,477 | $573K | $128.08 | — | — | — | |
| 55 | GE | 0.56% | 1,529 | $572K | $373.82 | — | — | — | |
| 56 | GIS | 0.54% | 15,841 | $551K | $34.80 | — | — | — | |
| 57 | DXJ | 0.52% | 3,091 | $536K | $173.54 | — | — | — | |
| 58 | SUNC | 0.52% | 7,896 | $534K | $67.67 | — | — | — | |
| 59 | FLRT | 0.50% | 11,093 | $517K | $46.63 | — | — | — | |
| 60 | AMD | 0.49% | 869 | $505K | $580.91 | — | — | — | |
| 61 | VRT | 0.47% | 1,446 | $484K | $334.92 | — | — | — | |
| 62 | V | 0.47% | 1,408 | $483K | $343.05 | — | — | — | |
| 63 | FTHI | 0.47% | 20,086 | $479K | $23.85 | — | — | — | |
| 64 | GS | 0.47% | 473 | $478K | $1,011.15 | — | — | — | |
| 65 | LRCX | 0.45% | 1,075 | $466K | $433.35 | — | — | — | |
| 66 | VOO | 0.44% | 662 | $455K | $686.67 | — | — | — | |
| 67 | DELL | 0.44% | 1,044 | $450K | $431.28 | — | — | — | |
| 68 | SHEL | 0.43% | 5,717 | $443K | $77.54 | — | — | — | |
| 69 | IBIT | 0.43% | 13,145 | $438K | $33.29 | — | — | — | |
| 70 | AZO | 0.42% | 136 | $435K | $3,195.94 | — | — | — | |
| 71 | NKE | 0.42% | 10,406 | $427K | $41.05 | — | — | — | |
| 72 | TSLA | 0.40% | 970 | $408K | $420.60 | — | — | — | |
| 73 | EPD | 0.38% | 10,606 | $390K | $36.76 | — | — | — | |
| 74 | C | 0.37% | 2,698 | $378K | $139.95 | — | — | — | |
| 75 | AVGO | 0.37% | 995 | $376K | $377.68 | — | — | — | |
| 76 | SPYG | 0.36% | 3,138 | $373K | $118.99 | — | — | — | |
| 77 | CGDG | 0.36% | 9,861 | $370K | $37.51 | — | — | — | |
| 78 | AXP | 0.36% | 1,087 | $368K | $338.27 | — | — | — | |
| 79 | DSTL | 0.36% | 6,086 | $365K | $59.90 | — | — | — | |
| 80 | COWZ | 0.35% | 5,848 | $364K | $62.21 | — | — | — | |
| 81 | CRWD | 0.34% | 463 | $353K | $763.14 | — | — | — | |
| 82 | SNOW | 0.34% | 1,371 | $349K | $254.50 | — | — | — | |
| 83 | KHC | 0.34% | 14,607 | $345K | $23.62 | — | — | — | |
| 84 | MRVL | 0.33% | 1,152 | $343K | $297.89 | — | — | — | |
| 85 | SPY | 0.32% | 444 | $332K | $747.07 | — | — | — | |
| 86 | MU | 0.32% | 284 | $327K | $1,152.73 | — | — | — | |
| 87 | USMV | 0.32% | 3,391 | $327K | $96.46 | — | — | — | |
| 88 | HONIV | 0.31% | 1,409 | $315K | $223.84 | — | — | — | |
| 89 | HONAV | 0.30% | 1,407 | $311K | $221.08 | — | — | — | |
| 90 | CLX | 0.30% | 3,246 | $310K | $95.45 | — | — | — | |
| 91 | LLY | 0.30% | 256 | $307K | $1,198.97 | — | — | — | |
| 92 | QQQM | 0.30% | 1,012 | $307K | $302.97 | — | — | — | |
| 93 | SDVD | 0.29% | 12,829 | $296K | $23.09 | — | — | — | |
| 94 | ONEQ | 0.27% | 2,686 | $277K | $103.20 | — | — | — | |
| 95 | DFIC | 0.27% | 7,309 | $272K | $37.26 | — | — | — | |
| 96 | RLY | 0.26% | 7,871 | $272K | $34.51 | — | — | — | |
| 97 | QLTY | 0.26% | 6,417 | $267K | $41.62 | — | — | — | |
| 98 | CRM | 0.25% | 1,661 | $260K | $156.67 | — | — | — | |
| 99 | RDVY | 0.25% | 3,137 | $254K | $81.06 | — | — | — | |
| 100 | MOAT | 0.24% | 2,399 | $249K | $103.97 | — | — | — |