LANGLEY WEALTH MANAGEMENT, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $370,645,602 | Individuals and high net worth (97%) |
| Apr 2025 to Mar 2026 | $297,148,001 | Individuals and high net worth (98%) |
| Apr 2024 to Mar 2025 | $255,790,637 | Individuals and high net worth (99%) |
| May 2023 to Mar 2024 | $203,887,472 | Individuals and high net worth (98%) |
| Apr 2023 | $203,887,472 | Individuals and high net worth (98%) |
| Apr 2022 to Mar 2023 | $221,357,662 | Individuals and high net worth (99%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 66.9%; sector active share 39.5% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
130 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 45.1% | $45,636,340 |
| Technology | 13.4% | $13,557,106 |
| Industrials | 8.9% | $8,966,162 |
| Financial Services | 8.5% | $8,602,522 |
| Consumer Defensive | 7.4% | $7,440,547 |
| Healthcare | 5.6% | $5,671,591 |
| Consumer Cyclical | 4.0% | $4,033,270 |
| Communication Services | 3.7% | $3,714,377 |
| Energy | 3.0% | $3,030,457 |
| Real Estate | 0.4% | $435,838 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CGGR |
Capital Group Growth ETF
|
First | 140,494 | $6,631,316 | 6.56% | |
| CGUS |
Capital Group Core Equity ETF
|
First | 101,892 | $4,532,156 | 4.48% | |
| RDVI |
FT Vest Rising Dividend Achievers Target Income ETF
|
First | 137,795 | $4,051,173 | 4.01% | |
| NVDA |
Nvidia Corp
Technology
|
First | 17,198 | $3,441,147 | 3.40% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 4,221 | $3,108,344 | 3.07% | |
| CGDV |
Capital Group Dividend Value ETF
|
First | 51,753 | $2,550,387 | 2.52% | |
| AAPL |
Apple Inc.
Technology
|
First | 8,660 | $2,505,857 | 2.48% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 2,142 | $2,281,015 | 2.26% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 19,320 | $2,188,183 | 2.16% | |
| MSFT |
Microsoft Corp
Technology
|
First | 5,468 | $2,039,673 | 2.02% | |
| KNG |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
|
First | 40,069 | $2,023,484 | 2.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 8,150 | $1,942,471 | 1.92% | |
| CGCP |
Capital Group Core Plus Income ETF
|
First | 78,889 | $1,758,435 | 1.74% | |
| DFAU |
Dimensional US Core Equity Market ETF
|
First | 31,712 | $1,639,193 | 1.62% | |
| SMH |
VanEck Semiconductor ETF
|
First | 2,353 | $1,543,309 | 1.53% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 2,702 | $1,522,009 | 1.51% | |
| CGBL |
Capital Group Core Balanced ETF
|
First | 36,884 | $1,400,116 | 1.39% | |
| CGGO |
Capital Group Global Growth Equity ETF
|
First | 32,884 | $1,391,979 | 1.38% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 10,546 | $1,355,161 | 1.34% | |
| PFE |
Pfizer Inc
Healthcare
|
First | 54,791 | $1,319,367 | 1.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 3,668 | $1,310,833 | 1.30% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 16,066 | $1,305,683 | 1.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 3,799 | $1,243,526 | 1.23% | |
| BA |
Boeing Co
Industrials
|
First | 5,646 | $1,222,189 | 1.21% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 4,837 | $1,217,182 | 1.20% | |
| AIRR |
First Trust Exchange-Traded Fund VI
|
First | 8,435 | $1,123,963 | 1.11% | |
| UPS |
United Parcel Service Inc
Industrials
|
First | 10,314 | $1,108,755 | 1.10% | |
| GQGU |
GQG US Equity ETF
|
First | 43,353 | $1,101,166 | 1.09% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
First | 13,700 | $985,715 | 0.98% | |
| QMMY |
FT Vest Nasdaq-100 Moderate Buffer ETF - May
|
First | 36,501 | $966,911 | 0.96% | |
| USA |
Liberty All Star Equity Fund
Financial Services
|
First | 154,145 | $895,582 | 0.89% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 7,567 | $888,819 | 0.88% | |
| GJUN |
FT Vest U.S. Equity Moderate Buffer ETF - June
|
First | 21,138 | $870,674 | 0.86% | |
| MS |
Morgan Stanley
Financial Services
|
First | 4,148 | $867,097 | 0.86% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 1,678 | $839,654 | 0.83% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 5,700 | $835,848 | 0.83% | |
| CVX |
Chevron Corp
Energy
|
First | 4,943 | $819,351 | 0.81% | |
| IBM |
International Business Machines Corp
Technology
|
First | 2,849 | $801,167 | 0.79% | |
| GEV |
GE Vernova Inc.
Industrials
|
First | 679 | $797,729 | 0.79% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 3,120 | $792,386 | 0.78% | |
| GFEB |
FT Vest U.S. Equity Moderate Buffer ETF - February
|
First | 16,014 | $705,080 | 0.70% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 12,307 | $701,252 | 0.69% | |
| NSC |
Norfolk Southern Corp
Industrials
|
First | 2,185 | $687,379 | 0.68% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 726 | $679,151 | 0.67% | |
| CGXU |
Capital Group International Focus Equity ETF
|
First | 19,388 | $671,212 | 0.66% | |
| T |
At&T Inc.
Communication Services
|
First | 32,394 | $670,555 | 0.66% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
First | 37,255 | $660,531 | 0.65% | |
| CGIC |
Capital Group International Core Equity ETF
|
First | 17,839 | $649,161 | 0.64% | |
| RTX |
RTX Corp
Industrials
|
First | 3,296 | $625,350 | 0.62% | |
| GMAY |
FT Vest U.S. Equity Moderate Buffer ETF - May
|
First | 14,189 | $610,694 | 0.60% |
Showing the top 50 of 130 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.