StockDriftsStockDriftsTop 50 Langley Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | 6.47% | 140.5K | $6.6M | new | $42.97(+9.50%) | 2026-06-30 | |
| CGUS | CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT | 4.42% | 101.9K | $4.5M | new | $40.91(+13.24%) | 2026-06-30 | |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET | 3.95% | 137.8K | $4.1M | new | $27.14(+10.10%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.36% | 17.2K | $3.4M | new | $182.63(+20.71%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TRUST | 3.03% | 4.2K | $3.1M | new | $647.34(+11.35%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | 2.49% | 51.8K | $2.6M | new | $45.37(+13.08%) | 2026-06-30 | |
| AAPL | APPLE INCORPORATED | 2.44% | 8.7K | $2.5M | new | $267.99(+14.43%) | 2026-06-30 | |
| CAT | CATERPILLAR INCORPORATED | 2.22% | 2.1K | $2.3M | new | $866.17(-1.20%) | 2026-06-30 | |
| WMT | WALMART INC | 2.13% | 19.3K | $2.2M | new | $118.38(-4.43%) | 2026-06-30 | |
| MSFT | MICROSOFT CORPORATION | 1.99% | 5.5K | $2.0M | new | $365.99(+37.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Langley Wealth Management LLC reports $102.54M in US-listed equity holdings across 130 positions in its most recent 13F filing. Its largest disclosed positions are CGGR (6.5%), CGUS (4.4%) and RDVI (4.0%). The top 20 holdings account for 47.99% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Langley Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2141692). View Langley Wealth Management LLC’s 13F filings on SEC