Arkolith/Funds/Langley Wealth Management, LLC

Langley Wealth Management, LLC

CIK 2141692Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR/AAmended
Active Filer

Langley Wealth Management, LLC holds a diversified book of 130 stocks worth $102.5M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). Their largest long position is Cap Group Growth Equity at 6% of the equity book.

First tracked quarter for this filer. Quarter-over-quarter changes (opened / added / trimmed / sold) appear once the next 13F is filed and there is a prior book to compare.

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
33%
Top 20 holdings
48%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

53% mapped to company sectors

ETF / fund or unclassified
47%
Information Technology
17%
Industrials
7%
Financials
7%
Consumer Discretionary
6%
Health Care
5%
Consumer Staples
3%
Energy
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Funds with the most overlap

Other tracked managers holding the same core names as Langley Wealth Management, LLC

Manager / fundShared namesTheir $ in those
RAYMOND JAMES FINANCIAL INC80 / 80$97.8B
LPL Financial LLC80 / 80$74.4B
ENVESTNET ASSET MANAGEMENT INC79 / 80$53.4B
COMMONWEALTH EQUITY SERVICES, LLC79 / 80$17.5B
OSAIC HOLDINGS, INC.79 / 80$16.0B
CWM, LLC79 / 80$6.5B
IFP Advisors, Inc79 / 80$1.2B
TRUIST FINANCIAL CORP78 / 80$19.0B

Ranked by how many of Langley Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

130 positions
#SecurityValueShares% PortLast moveHistory
1Capital Group Growth ETF SHS Creation Unit
SHS CREAT UNIT
$6.6M140.5K
6.5%
New
New position
2Capital Group Core Equity ETF SHS Creation Unit
SHS CREAT UNIT
$4.5M101.9K
4.4%
New
New position
3FT Vest Rising Dividend Achievers Target
FT VEST RIS
$4.1M137.8K
4.0%
New
New position
4Nvidia Corporation
COM
$3.4M17.2K
3.4%
New
New position
5Invesco QQQ Trust
UNIT SER 1
$3.1M4.2K
3.0%
New
New position
6Capital Group Divid Value ETF SHS Creation Unit
SHS CREAT UNIT
$2.6M51.8K
2.5%
New
New position
7Apple Incorporated
COM
$2.5M8.7K
2.4%
New
New position
8Caterpillar Incorporated
COM
$2.3M2.1K
2.2%
New
New position
9Walmart Inc
COM
$2.2M19.3K
2.1%
New
New position
10Microsoft Corporation
COM
$2.0M5.5K
2.0%
New
New position
11FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT VEST S&P 500
$2.0M40.1K
2.0%
New
New position
12Amazon Com Incorporated
COM
$1.9M8.2K
1.9%
New
New position
13Capital Group Fixed Income ETF
CORE PLUS INCM
$1.8M78.9K
1.7%
New
New position
14Dimensional US Core Equity Market ETF
US CORE EQT MKT
$1.6M31.7K
1.6%
New
New position
15Vaneck Semiconductor ETF
SEMICONDUCTR ETF
$1.5M2.4K
1.5%
New
New position
16Meta Platforms Incorporated Class A
CL A
$1.5M2.7K
1.5%
New
New position
17Capital Group Core Balanced ETF
SHS
$1.4M36.9K
1.4%
New
New position
18Capital Group Global Growth SHS Creation Unit
SHS CREAT UNIT
$1.4M32.9K
1.4%
New
New position
19Merck & Company Incorporated
COM
$1.4M10.5K
1.3%
New
New position
20Pfizer Incorporated
COM
$1.3M54.8K
1.3%
New
New position
21Alphabet Incorporated Cap STK Class A
CAP STK CL A
$1.3M3.7K
1.3%
New
New position
22Coca Cola Company
COM
$1.3M16.1K
1.3%
New
New position
23JPMorgan Chase & Company
COM
$1.2M3.8K
1.2%
New
New position
24Boeing Company
COM
$1.2M5.6K
1.2%
New
New position
25Abbvie Incorporated
COM
$1.2M4.8K
1.2%
New
New position
26Energy Transfer L P Com Ut Ltd PTN
COM UT LTD PTN
$1.1M59.1K
1.1%
New
New position
27First Trust Rba American Industrial Renaissance ETF
RBA INDL ETF
$1.1M8.4K
1.1%
New
New position
28United Parcel Svcs Incorporated Class B
CL B
$1.1M10.3K
1.1%
New
New position
29GQG US Equity ETF
GQG US EQUIT ETF
$1.1M43.4K
1.1%
New
New position
30Altria Group Incorporated
COM
$986K13.7K
1.0%
New
New position
31FT Vest Nasdaq-100 Moderate Buffer ETF May
VEST NASDAQ 100
$967K36.5K
0.9%
New
New position
32Liberty All Star Equity FD SH Ben Int
SH BEN INT
$896K154.1K
0.9%
New
New position
33Cisco Systems Incorporated
COM
$889K7.6K
0.9%
New
New position
34FT Vest U.S. Equity Moderate Buffer ETF - June
FT VEST U.S EQT
$871K21.1K
0.8%
New
New position
35Morgan Stanley Com New
COM NEW
$867K4.1K
0.8%
New
New position
36Berkshire Hathaway Incorporated Del Class B New
CL B NEW
$840K1.7K
0.8%
New
New position
37Procter & Gamble Company
COM
$836K5.7K
0.8%
New
New position
38Chevron Corporation
COM
$819K4.9K
0.8%
New
New position
39International Business Machines
COM
$801K2.8K
0.8%
New
New position
40Ge Vernova Incorporated
COM
$798K679
0.8%
New
New position
41Johnson & Johnson
COM
$792K3.1K
0.8%
New
New position
42FT Vest U.S. Equity Moderate Buffer ETF - February
FT VEST US EQT
$705K16.0K
0.7%
New
New position
43Bank Of Amer Corporation
COM
$701K12.3K
0.7%
New
New position
44Norfolk Southn Corporation
COM
$687K2.2K
0.7%
New
New position
45Costco Wholesale Corporation
COM
$679K726
0.7%
New
New position
46Capital Group Intl Focus SHS Creation Unit
SHS CREAT UNIT
$671K19.4K
0.7%
New
New position
47AT&T Incorporated
COM
$671K32.4K
0.7%
New
New position
48Huntington Bancshares Incorporated
COM
$661K37.3K
0.6%
New
New position
49Capital Group International Core Equity ETF
SHS
$649K17.8K
0.6%
New
New position
50RTX Corporation
COM
$625K3.3K
0.6%
New
New position
Showing 50 of 130 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026130$102.5M13F-HR/A
Amended / restated
  • Q2 2026 · filed Aug 6, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.