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LWM
Langley Wealth Management Portfolio holdings
AUM
$103M
This Fund
S&P 500
This Quarter
Est. Return
+15.86%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$99.6M
Cap. Flow
% of AUM
97.09%
Top 10 Holdings %
Top 10 Hldgs %
32.5%
Holding
130
New
130
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Capital Group Growth ETF
CGGR
|
+$6.35M |
| 2 |
Capital Group Core Equity ETF
CGUS
|
+$4.36M |
| 3 |
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
|
+$3.8M |
| 4 |
NVIDIA
NVDA
|
+$3.54M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$2.9M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.22% |
| 2 | Industrials | 8.74% |
| 3 | Consumer Staples | 7.26% |
| 4 | Financials | 6.54% |
| 5 | Healthcare | 5.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
FT Vest US Equity Moderate Buffer ETF May
GMAY
$544M
| $611K | 0.6% |
+14,189
| New | +$604K |
|
52
ExxonMobil
XOM
$658B
| $607K | 0.59% |
+4,442
| New | +$665K |
|
53
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.85B
| $581K | 0.57% |
+12,719
| New | +$582K |
|
54
Avantis US Equity ETF
AVUS
$14.5B
| $573K | 0.56% |
+4,477
| New | +$552K |
|
55
GE Aerospace
GE
$382B
| $572K | 0.56% |
+1,529
| New | +$479K |
|
56
General Mills
GIS
$21B
| $551K | 0.54% |
+15,841
| New | +$547K |
|
57
WisdomTree Japan Hedged Equity Fund
DXJ
$7.53B
| $536K | 0.52% |
+3,091
| New | +$520K |
|
|
SUNC
58
SunocoCorp LLC
SUNC
$3.93B
| $534K | 0.52% |
+7,896
| New | +$517K |
|
59
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$670M
| $517K | 0.5% |
+11,093
| New | +$518K |
|
60
Advanced Micro Devices
AMD
$840B
| $505K | 0.49% |
+869
| New | +$356K |
|
61
Vertiv
VRT
$113B
| $484K | 0.47% |
+1,446
| New | +$459K |
|
62
Visa
V
$680B
| $483K | 0.47% |
+1,408
| New | +$452K |
|
63
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.48B
| $479K | 0.47% |
+20,086
| New | +$476K |
|
64
Goldman Sachs
GS
$303B
| $478K | 0.47% |
+473
| New | +$461K |
|
65
Lam Research
LRCX
$416B
| $466K | 0.45% |
+1,075
| New | +$326K |
|
66
Vanguard S&P 500 ETF
VOO
$1.04T
| $455K | 0.44% |
+662
| New | +$441K |
|
67
Dell
DELL
$317B
| $450K | 0.44% |
+1,044
| New | +$302K |
|
68
Shell
SHEL
$250B
| $443K | 0.43% |
+5,717
| New | +$494K |
|
69
iShares Bitcoin Trust
IBIT
$46.8B
| $438K | 0.43% |
+13,145
| New | +$535K |
|
70
AutoZone
AZO
$49.4B
| $435K | 0.42% |
+136
| New | +$452K |
|
71
Nike
NKE
$60.4B
| $427K | 0.42% |
+10,406
| New | +$458K |
|
72
Tesla
TSLA
$1.35T
| $408K | 0.4% |
+970
| New | +$386K |
|
73
Enterprise Products Partners
EPD
$84B
| $390K | 0.38% |
+10,606
| New | +$400K |
|
74
Citigroup
C
$234B
| $378K | 0.37% |
+2,698
| New | +$351K |
|
75
Broadcom
AVGO
$1.87T
| $376K | 0.37% |
+995
| New | +$399K |
|
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Langley Wealth Management's Q2 2026 Portfolio in Review
Q2 2026 is the first quarter with a 13F filing on record for Langley Wealth Management, which disclosed 130 positions worth $103M. Its ten largest holdings account for 33% of the portfolio.
Its largest position is Capital Group Growth ETF: 140,494 shares worth $6.63M.
By sector, the portfolio is most concentrated in Technology at 13% of assets, followed by Industrials and Consumer Staples.
- Langley Wealth Management's largest Q2 2026 buy was Capital Group Growth ETF: 140,494 shares worth $6.63M.
- Langley Wealth Management's ten largest holdings make up 33% of its $103M portfolio in Q2 2026.
- Langley Wealth Management disclosed 130 positions in Q2 2026, its first 13F filing on record.
Based on Langley Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.