LANGLEY WEALTH MANAGEMENT, LLC
Clone Performance
Aug 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
98 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 29.2% | $23,197,682 |
| Technology | 17.1% | $13,557,106 |
| Industrials | 11.3% | $8,966,162 |
| Financial Services | 10.4% | $8,295,917 |
| Consumer Defensive | 9.4% | $7,440,547 |
| Healthcare | 7.1% | $5,671,591 |
| Energy | 5.2% | $4,160,315 |
| Consumer Cyclical | 5.1% | $4,033,270 |
| Communication Services | 4.7% | $3,714,377 |
| Real Estate | 0.5% | $435,838 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CGGR |
Capital Group Growth ETF
|
First | 140,494 | $6,631,316 | 8.34% | |
| CGUS |
Capital Group Core Equity ETF
|
First | 101,892 | $4,532,156 | 5.70% | |
| NVDA |
Nvidia Corp
Technology
|
First | 17,198 | $3,441,147 | 4.33% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 4,221 | $3,108,344 | 3.91% | |
| CGDV |
Capital Group Dividend Value ETF
|
First | 51,753 | $2,550,387 | 3.21% | |
| AAPL |
Apple Inc.
Technology
|
First | 8,660 | $2,505,857 | 3.15% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 2,142 | $2,281,015 | 2.87% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 19,320 | $2,188,183 | 2.75% | |
| MSFT |
Microsoft Corp
Technology
|
First | 5,468 | $2,039,673 | 2.57% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 8,150 | $1,942,471 | 2.44% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 2,702 | $1,522,009 | 1.92% | |
| CGBL |
Capital Group Core Balanced ETF
|
First | 36,884 | $1,400,116 | 1.76% | |
| CGGO |
Capital Group Global Growth Equity ETF
|
First | 32,884 | $1,391,979 | 1.75% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 10,546 | $1,355,161 | 1.71% | |
| PFE |
Pfizer Inc
Healthcare
|
First | 54,791 | $1,319,367 | 1.66% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 3,668 | $1,310,833 | 1.65% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 16,066 | $1,305,683 | 1.64% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 3,799 | $1,243,526 | 1.56% | |
| BA |
Boeing Co
Industrials
|
First | 5,646 | $1,222,189 | 1.54% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 4,837 | $1,217,182 | 1.53% | |
| ET |
Energy Transfer LP
Energy
|
First | 59,093 | $1,129,858 | 1.42% | |
| AIRR |
First Trust RBA American Industrial Renaissance ETF
|
First | 8,435 | $1,123,963 | 1.41% | |
| UPS |
United Parcel Service Inc
Industrials
|
First | 10,314 | $1,108,755 | 1.40% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
First | 13,700 | $985,715 | 1.24% | |
| USA |
Liberty All Star Equity Fund
Financial Services
|
First | 154,145 | $895,582 | 1.13% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 7,567 | $888,819 | 1.12% | |
| MS |
Morgan Stanley
Financial Services
|
First | 4,148 | $867,097 | 1.09% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 1,678 | $839,654 | 1.06% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 5,700 | $835,848 | 1.05% | |
| CVX |
Chevron Corp
Energy
|
First | 4,943 | $819,351 | 1.03% | |
| IBM |
International Business Machines Corp
Technology
|
First | 2,849 | $801,167 | 1.01% | |
| GEV |
GE Vernova Inc.
Industrials
|
First | 679 | $797,729 | 1.00% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 3,120 | $792,386 | 1.00% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 12,307 | $701,252 | 0.88% | |
| NSC |
Norfolk Southern Corp
Industrials
|
First | 2,185 | $687,379 | 0.86% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 726 | $679,151 | 0.85% | |
| CGXU |
Capital Group International Focus Equity ETF
|
First | 19,388 | $671,212 | 0.84% | |
| T |
At&T Inc.
Communication Services
|
First | 32,394 | $670,555 | 0.84% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
First | 37,255 | $660,531 | 0.83% | |
| CGIC |
Capital Group International Core Equity ETF
|
First | 17,839 | $649,161 | 0.82% | |
| RTX |
RTX Corp
Industrials
|
First | 3,296 | $625,350 | 0.79% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 4,442 | $607,310 | 0.76% | |
| GE |
General Electric Co
Industrials
|
First | 1,529 | $571,433 | 0.72% | |
| GIS |
General Mills Inc
Consumer Defensive
|
First | 15,841 | $551,266 | 0.69% | |
| SUNC |
SunocoCorp LLC
Energy
|
First | 7,896 | $534,322 | 0.67% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 869 | $504,810 | 0.64% | |
| VRT |
Vertiv Holdings Co
Industrials
|
First | 1,446 | $484,149 | 0.61% | |
| V |
Visa Inc.
Financial Services
|
First | 1,408 | $483,070 | 0.61% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
First | 473 | $478,378 | 0.60% | |
| LRCX |
Lam Research Corp
Technology
|
First | 1,075 | $465,829 | 0.59% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.