account_balance
Investment manager · 13F filer · SEC CIK 2141692
Langley Wealth Management, LLC
Reported value$102Mas of Sep 30, 2026
Positions116 9 new, 23 sold out
Top 10 weight34.4%CGGR alone is 7%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGGRCapital Group Growth ETF
6.8%Added +4%
RDVIFt Vest Rising Dividend Achievers Target
4.7%Added +24%
CGUSCapital Group Core Equity ETF
4.5%Added +2%
NVDANVIDIA Corp
3.3%Trimmed −14%
QQQInvesco QQQ Trust
3.1%Added +3%
AAPLApple Inc.
2.8%
MSFTMicrosoft Corp
2.7%Trimmed −2%
CGDVCapital Group Dividend Value ETF
2.6%Added +5%
AMZNAmazon.com Inc
2.0%
WMTWalmart Inc.
1.9%−4%
METAMeta Platforms, Inc.
1.9%Trimmed −3%
KNGFt Vest S&P 500 Dividend Aristocrats Target Income ETF
1.8%Trimmed −3%
CGGRCapital Group Growth ETF
6.8%Added +4%
RDVIFt Vest Rising Dividend Achievers Target
4.7%Added +24%
CGUSCapital Group Core Equity ETF
4.5%Added +2%
NVDANVIDIA Corp
3.3%−14%
QQQInvesco QQQ Trust
3.1%+3%
AAPLApple Inc.
2.8%
MSFTMicrosoft Corp
2.7%
CGDVCapital Group Dividend Value ETF
2.6%
AMZNAmazon.com Inc
2.0%
WMT1.9%METAKNG1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CGGR Capital Group Growth ETF 6.8% Added +4%
RDVI Ft Vest Rising Dividend Achievers Target 4.7% Added +24%
CGUS Capital Group Core Equity ETF 4.5% Added +2%
NVDA NVIDIA Corp 3.3% Trimmed −14%QQQ Invesco QQQ Trust 3.1% Added +3%
AAPL Apple Inc. 2.8% HeldMSFT Microsoft Corp 2.7% Trimmed −2%CGDV Capital Group Dividend Value ETF 2.6% Added +5%
AMZN Amazon.com Inc 2.0% HeldWMT Walmart Inc. 1.9% Trimmed −4%META Meta Platforms, Inc. 1.9% Trimmed −3%KNG Ft Vest S&P 500 Dividend Aristocrats Target Income ETF 1.8% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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