2026 Q2 Portfolio Activity
In 2026 Q2, LANGLEY WEALTH MANAGEMENT, LLC maintained a portfolio of 130 distinct positions.
Position History
hover any row below to update
Loading…
Total Positions
130
Quarter
2026 Q2
Top Holding
WMT (14.4%)
Top 10 Concentration
55.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 130
LANGLEY WEALTH MANAGEMENT, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
WMT
WALMART INC
|
Consumer Defensive | 14.41% | — |
#1
Prev: #—
|
9.5 |
—
|
19,320 | — |
NEW
|
19,320 | $2,188,219 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SMH
VANECK SEMICOND...
|
ETF | 10.16% | — |
#2
Prev: #—
|
9.0 |
—
|
2,353 | — |
NEW
|
2,353 | $1,543,220 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
UPS
UNITED PARCEL S...
|
Industrials | 7.30% | — |
#3
Prev: #—
|
7.4 |
—
|
10,314 | — |
NEW
|
10,314 | $1,108,760 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
RTX
RTX CORPORATION
|
Industrials | 4.12% | — |
#4
Prev: #—
|
5.6 |
—
|
3,296 | — |
NEW
|
3,296 | $625,279 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DXJ
WISDOMTREE JAPA...
|
Unknown | 3.53% | — |
#5
Prev: #—
|
5.4 |
—
|
3,091 | — |
NEW
|
3,091 | $536,406 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SUNC
SUNOCOCORP LLC ...
|
Energy | 3.52% | — |
#6
Prev: #—
|
4.9 |
—
|
7,896 | — |
NEW
|
7,896 | $534,322 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 3.19% | — |
#7
Prev: #—
|
4.8 |
—
|
1,446 | — |
NEW
|
1,446 | $484,296 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
V
VISA INCORPORAT...
|
Financial Services | 3.18% | — |
#8
Prev: #—
|
4.8 |
—
|
1,408 | — |
NEW
|
1,408 | $483,010 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.99% | — |
#9
Prev: #—
|
4.7 |
—
|
662 | — |
NEW
|
662 | $454,573 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SHEL
SHELL PLC SPON ...
|
Energy | 2.92% | — |
#10
Prev: #—
|
4.7 |
—
|
5,717 | — |
NEW
|
5,717 | $443,291 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
TSLA
TESLA INCORPORA...
|
Consumer Cyclical | 2.69% | — |
#11
Prev: #—
|
4.6 |
—
|
970 | — |
NEW
|
970 | $407,982 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SPYG
STATE STREET SP...
|
ETF | 2.46% | — |
#12
Prev: #—
|
4.5 |
—
|
3,138 | — |
NEW
|
3,138 | $373,391 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SNOW
SNOWFLAKE INCOR...
|
Technology | 2.30% | — |
#13
Prev: #—
|
4.4 |
—
|
1,371 | — |
NEW
|
1,371 | $348,920 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SPY
STATE STREET SP...
|
ETF | 2.18% | — |
#14
Prev: #—
|
4.4 |
—
|
444 | — |
NEW
|
444 | $331,699 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
RLY
STATE STREET MU...
|
ETF | 1.79% | — |
#15
Prev: #—
|
4.2 |
—
|
7,871 | — |
NEW
|
7,871 | $271,615 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
CRM
SALESFORCE INCO...
|
Technology | 1.71% | — |
#16
Prev: #—
|
4.2 |
—
|
1,661 | — |
NEW
|
1,661 | $260,233 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MOAT
VANECK MORNINGS...
|
ETF | 1.64% | — |
#17
Prev: #—
|
4.2 |
—
|
2,399 | — |
NEW
|
2,399 | $249,430 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
XPO
XPO INCORPORATE...
|
Industrials | 1.41% | — |
#18
Prev: #—
|
4.1 |
—
|
1,046 | — |
NEW
|
1,046 | $214,733 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 1.39% | — |
#19
Prev: #—
|
4.1 |
—
|
4,983 | — |
NEW
|
4,983 | $210,981 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.25% | — |
#20
Prev: #—
|
4.0 |
—
|
869 | — |
NEW
|
869 | $190,448 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.15% | — |
#21
Prev: #—
|
4.0 |
—
|
17,198 | — |
NEW
|
17,198 | $173,868 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 1.12% | — |
#22
Prev: #—
|
3.9 |
—
|
12,307 | — |
NEW
|
12,307 | $170,083 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
CLX
CLOROX COMPANY ...
|
Consumer Defensive | 1.09% | — |
#23
Prev: #—
|
3.9 |
—
|
3,246 | — |
NEW
|
3,246 | $165,864 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
CGDV
CAPITAL GROUP D...
|
ETF | 1.03% | — |
#24
Prev: #—
|
3.9 |
—
|
51,753 | — |
NEW
|
51,753 | $156,787 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
PMM
PUTNAM MANAGED ...
|
Financial Services | 0.97% | — |
#25
Prev: #—
|
3.9 |
—
|
16,358 | — |
NEW
|
16,358 | $147,811 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.93% | — |
#26
Prev: #—
|
3.9 |
—
|
4,943 | — |
NEW
|
4,943 | $140,624 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.91% | — |
#27
Prev: #—
|
3.9 |
—
|
473 | — |
NEW
|
473 | $138,021 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AIRR
FIRST TRUST RBA...
|
ETF | 0.90% | — |
#28
Prev: #—
|
3.9 |
—
|
8,435 | — |
NEW
|
8,435 | $136,617 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
CAT
CATERPILLAR INC...
|
Industrials | 0.86% | — |
#29
Prev: #—
|
3.8 |
—
|
2,142 | — |
NEW
|
2,142 | $130,378 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GE
GE AEROSPACE CO...
|
Industrials | 0.85% | — |
#30
Prev: #—
|
3.8 |
—
|
1,529 | — |
NEW
|
1,529 | $128,354 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
KO
COCA COLA COMPA...
|
Consumer Defensive | 0.83% | — |
#31
Prev: #—
|
3.8 |
—
|
16,066 | — |
NEW
|
16,066 | $126,003 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MCK
MCKESSON CORPOR...
|
Healthcare | 0.79% | — |
#32
Prev: #—
|
3.8 |
—
|
305 | — |
NEW
|
305 | $120,456 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
BA
BOEING COMPANY
|
Industrials | 0.72% | — |
#33
Prev: #—
|
3.8 |
—
|
5,646 | — |
NEW
|
5,646 | $109,213 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
RDW
REDWIRE CORPORA...
|
Industrials | 0.70% | — |
#34
Prev: #—
|
3.8 |
—
|
11,799 | — |
NEW
|
11,799 | $106,855 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.65% | — |
#35
Prev: #—
|
3.8 |
—
|
2,849 | — |
NEW
|
2,849 | $98,461 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MET
METLIFE INCORPO...
|
Financial Services | 0.63% | — |
#36
Prev: #—
|
3.8 |
—
|
2,525 | — |
NEW
|
2,525 | $96,247 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
OKE
ONEOK INCORPORA...
|
Energy | 0.63% | — |
#37
Prev: #—
|
3.8 |
—
|
2,718 | — |
NEW
|
2,718 | $95,250 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GCOW
PACER GLOBAL CA...
|
ETF | 0.47% | — |
#38
Prev: #—
|
3.7 |
—
|
5,434 | — |
NEW
|
5,434 | $71,378 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DFAU
DIMENSIONAL US ...
|
ETF | 0.43% | — |
#39
Prev: #—
|
3.7 |
—
|
31,712 | — |
NEW
|
31,712 | $65,166 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
BROS
DUTCH BROS INCO...
|
Consumer Cyclical | 0.42% | — |
#40
Prev: #—
|
3.7 |
—
|
3,262 | — |
NEW
|
3,262 | $63,393 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AZO
AUTOZONE INCORP...
|
Consumer Cyclical | 0.41% | — |
#41
Prev: #—
|
3.7 |
—
|
136 | — |
NEW
|
136 | $62,992 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.36% | — |
#42
Prev: #—
|
3.6 |
—
|
1,075 | — |
NEW
|
1,075 | $54,826 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
NSC
NORFOLK SOUTHN ...
|
Industrials | 0.36% | — |
#43
Prev: #—
|
3.6 |
—
|
2,185 | — |
NEW
|
2,185 | $53,965 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.35% | — |
#44
Prev: #—
|
3.6 |
—
|
3,120 | — |
NEW
|
3,120 | $53,200 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AMGN
AMGEN INCORPORA...
|
Healthcare | 0.32% | — |
#45
Prev: #—
|
3.6 |
—
|
596 | — |
NEW
|
596 | $48,786 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
CGMU
CAPITAL GROUP F...
|
ETF | 0.31% | — |
#46
Prev: #—
|
3.6 |
—
|
7,711 | — |
NEW
|
7,711 | $47,642 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
NZF
NUVEEN MUNICIPA...
|
Bond/Debt | 0.30% | — |
#47
Prev: #—
|
3.6 |
—
|
17,774 | — |
NEW
|
17,774 | $45,375 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MHO
M/I HOMES INCOR...
|
Consumer Cyclical | 0.30% | — |
#48
Prev: #—
|
3.6 |
—
|
1,278 | — |
NEW
|
1,278 | $45,239 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
CGGR
CAPITAL GROUP G...
|
ETF | 0.29% | — |
#49
Prev: #—
|
3.6 |
—
|
140,494 | — |
NEW
|
140,494 | $44,679 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 0.29% | — |
#50
Prev: #—
|
3.6 |
—
|
1,044 | — |
NEW
|
1,044 | $44,473 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 |
Showing 1-50 of 130 holdings