Langley Wealth Management
Langley Wealth Management reported 130 stocks worth $103M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are CGGR (6.5%), CGUS (4.4%) and RDVI (4.0%).
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 1 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CGGR Capital Group Growth | $6.6M | 6.5% | 140K | – | 1 of 1 | |
| 2 |  CGUS Capital Group Core Equity ET | $4.5M | 4.4% | 102K | – | 1 of 1 | |
| 3 |  RDVI FT Vest Rising Dividend Achievers Target Income ETF | $4.1M | 4.0% | 138K | – | 1 of 1 | |
| 4 |  NVDA Nvidia Corporation | $3.4M | 3.4% | 17K | – | 1 of 1 | |
| 5 |  QQQ Invesco Qqq TR | $3.1M | 3.0% | 4,221 | – | 1 of 1 | |
| 6 |  CGDV Capital Group Dividend | $2.6M | 2.5% | 52K | – | 1 of 1 | |
| 7 |  AAPL Apple Inc | $2.5M | 2.4% | 8,660 | – | 1 of 1 | |
| 8 |  CAT Caterpillar Inc | $2.3M | 2.2% | 2,142 | – | 1 of 1 | |
| 9 |  WMT Walmart Inc | $2.2M | 2.1% | 19K | – | 1 of 1 | |
| 10 |  MSFT Microsoft Corp | $2M | 2.0% | 5,468 | – | 1 of 1 |
Positions at Jun 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR/A Amendment | Q2 2026 | SEC filing ↗ |
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
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All hedge fund holdings →Langley Wealth Management 13F FAQ
What does Langley Wealth Management own?
Langley Wealth Management reported 130 stocks worth $103M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are CGGR (6.5%), CGUS (4.4%) and RDVI (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Langley Wealth Management buy and sell in Q2 2026?
This is the first quarter we have for this fund, so there is nothing to compare with yet.
When will Langley Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Langley Wealth Management's portfolio worth?
The Q2 2026 filing reports $103M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.