LANGLEY WEALTH MANAGEMENT, LLC

CIK 0002141692 • 2 13F filings • Aug 6, 2026 – Aug 10, 2026

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Filer information

Filed by: LANGLEY WEALTH MANAGEMENT, LLC, Consultant
Address: 605 FOOTE STREET, CORINTH, MS, 38834
Phone: 5135621671
AUM: $102.5M

AUM over time

$102.5M

Sector allocation over time

Past 1 quarter

Q2 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $102.5M130 positionsView on SEC.gov

			% of Portfolio
ABBVIE INCORPORATED	COM	$1.2M	1.2%	4,837 SH
ABERDEEN MUN INCOME FD SH BEN INT	SH BEN INT	$112K	0.1%	19,981 SH
ADVANCED MICRO DEVICES INCORPORATED	COM	$505K	0.5%	869 SH
ALPHABET INCORPORATED CAP STK CLASS A	CAP STK CL A	$1.3M	1.3%	3,668 SH
ALTRIA GROUP INCORPORATED	COM	$986K	1.0%	13,700 SH
AMAZON COM INCORPORATED	COM	$1.9M	1.9%	8,150 SH
AMERICAN EXPRESS COMPANY	COM	$368K	0.4%	1,087 SH
AMGEN INCORPORATED	COM	$216K	0.2%	596 SH
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF	CWP ENHANCED DIV	$581K	0.6%	12,719 SH
APPLE INCORPORATED	COM	$2.5M	2.4%	8,660 SH
AT&T INCORPORATED	COM	$671K	0.7%	32,394 SH
AUTOZONE INCORPORATED	COM	$435K	0.4%	136 SH
AVANTIS U.S. EQUITY ETF	US EQT ETF	$573K	0.6%	4,477 SH
BANK OF AMER CORPORATION	COM	$701K	0.7%	12,307 SH
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	CL B NEW	$840K	0.8%	1,678 SH
BLACKSTONE INCORPORATED	COM	$246K	0.2%	2,091 SH
BOEING COMPANY	COM	$1.2M	1.2%	5,646 SH
BROADCOM INCORPORATED	COM	$376K	0.4%	995 SH
CAPITAL GROUP CORE BALANCED ETF	SHS	$1.4M	1.4%	36,884 SH
CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT	SHS CREAT UNIT	$4.5M	4.4%	101,892 SH
CAPITAL GROUP DIVID GROWERS ETF	SHS ETF	$370K	0.4%	9,861 SH
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT	SHS CREAT UNIT	$2.6M	2.5%	51,753 SH
CAPITAL GROUP FIXED INCOME ETF	CORE PLUS INCM	$1.8M	1.7%	78,889 SH
CAPITAL GROUP FXD INCOME ETF MUN INCOME ETF	MUN INM ETF	$212K	0.2%	7,711 SH
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT	SHS CREAT UNIT	$1.4M	1.4%	32,884 SH
CAPITAL GROUP GROWTH ETF SHS CREATION UNIT	SHS CREAT UNIT	$6.6M	6.5%	140,494 SH
CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF	SHS	$649K	0.6%	17,839 SH
CAPITAL GROUP INTL FOCUS SHS CREATION UNIT	SHS CREAT UNIT	$671K	0.7%	19,388 SH
CATERPILLAR INCORPORATED	COM	$2.3M	2.2%	2,142 SH
CHEVRON CORPORATION	COM	$819K	0.8%	4,943 SH
CISCO SYSTEMS INCORPORATED	COM	$889K	0.9%	7,567 SH
CITIGROUP INCORPORATED COM NEW	COM NEW	$378K	0.4%	2,698 SH
CLOROX COMPANY DEL	COM	$310K	0.3%	3,246 SH
COCA COLA COMPANY	COM	$1.3M	1.3%	16,066 SH
COHERENT CORPORATION	COM	$204K	0.2%	517 SH
COSTCO WHOLESALE CORPORATION	COM	$679K	0.7%	726 SH
CROWDSTRIKE HLDGS INCORPORATED CLASS A	CL A	$353K	0.3%	463 SH
DELL TECHNOLOGIES INCORPORATED CLASS C	CL C	$450K	0.4%	1,044 SH
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	INTL CORE EQUITY	$272K	0.3%	7,309 SH
DIMENSIONAL US CORE EQUITY MARKET ETF	US CORE EQT MKT	$1.6M	1.6%	31,712 SH
DISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETF	DISTILLATE US	$365K	0.4%	6,086 SH
DUTCH BROS INCORPORATED CLASS A	CL A	$234K	0.2%	3,262 SH
ELI LILLY & COMPANY	COM	$307K	0.3%	256 SH
ENERGY TRANSFER L P COM UT LTD PTN	COM UT LTD PTN	$1.1M	1.1%	59,093 SH
ENTERPRISE PRODUCTS PARTNERS L P	COM	$390K	0.4%	10,606 SH
EXXON MOBIL CORPORATION	COM	$607K	0.6%	4,442 SH
FEDEX CORPORATION	COM	$203K	0.2%	647 SH
FIDELITY NASDAQ COMPOSITE INDEX ETF	NASDAQ COMPSIT	$277K	0.3%	2,686 SH
FIRST TRUST BUYWRITE INCOME ETF	BUYWRIT INCM ETF	$479K	0.5%	20,086 SH
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS	RISNG DIVD ACHIV	$254K	0.2%	3,137 SH
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF	RBA INDL ETF	$1.1M	1.1%	8,435 SH
FORD MTR COMPANY	COM	$172K	0.2%	12,376 SH
FT VEST NASDAQ-100 MODERATE BUFFER ETF MAY	VEST NASDAQ 100	$967K	0.9%	36,501 SH
FT VEST RISING DIVIDEND ACHIEVERS TARGET	FT VEST RIS	$4.1M	4.0%	137,795 SH
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF	FT VEST S&P 500	$2.0M	2.0%	40,069 SH
FT VEST SMID RISING DIVID ACHIEVERS TARGET	FT VEST SMID	$296K	0.3%	12,829 SH
FT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY	FT VEST US EQT	$705K	0.7%	16,014 SH
FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE	FT VEST U.S EQT	$871K	0.8%	21,138 SH
FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY	FT VEST U.S EQT	$611K	0.6%	14,189 SH
GE AEROSPACE COM NEW	COM NEW	$572K	0.6%	1,529 SH
GE VERNOVA INCORPORATED	COM	$798K	0.8%	679 SH
GENERAL MILLS INCORPORATED	COM	$551K	0.5%	15,841 SH
GMO US QUALITY ETF	US QUALITY ETF	$267K	0.3%	6,417 SH
GOLDMAN SACHS GROUP INCORPORATED	COM	$478K	0.5%	473 SH
GQG US EQUITY ETF	GQG US EQUIT ETF	$1.1M	1.1%	43,353 SH
GSK PLC SPONSORED ADR (UNITED KINGDOM)	SPONSORED ADR	$234K	0.2%	4,467 SH
HONEYWELL AEROSPACE INC	COM	$311K	0.3%	1,407 SH
HONEYWELL INTERNATIONAL INC	COM	$315K	0.3%	1,409 SH
HUNTINGTON BANCSHARES INCORPORATED	COM	$661K	0.6%	37,255 SH
INTERNATIONAL BUSINESS MACHINES	COM	$801K	0.8%	2,849 SH
INVESCO NASDAQ 100 ETF	NASDAQ 100 ETF	$307K	0.3%	1,012 SH
INVESCO QQQ TRUST	UNIT SER 1	$3.1M	3.0%	4,221 SH
ISHARES BITCOIN TRUST ETF SHS BEN INT	SHS BEN INT	$438K	0.4%	13,145 SH
ISHARES ETHEREUM TR SHS	SHS	$183K	0.2%	15,361 SH
ISHARES TR MSCI USA MIN ETF	MSCI USA MIN ETF	$327K	0.3%	3,391 SH
JOHNSON & JOHNSON	COM	$792K	0.8%	3,120 SH
JONES LANG LASALLE INCORPORATED	COM	$212K	0.2%	685 SH
JPMORGAN CHASE & COMPANY	COM	$1.2M	1.2%	3,799 SH
JPMORGAN EQUITY PREMIUM INCOME ETF	EQUITY PREMIUM	$204K	0.2%	3,612 SH
KRAFT HEINZ COMPANY	COM	$345K	0.3%	14,607 SH
LAM RESEARCH CORPORATION COM NEW	COM NEW	$466K	0.5%	1,075 SH
LIBERTY ALL STAR EQUITY FD SH BEN INT	SH BEN INT	$896K	0.9%	154,145 SH
LOWES COMPANIES INCORPORATED	COM	$209K	0.2%	949 SH
M/I HOMES INCORPORATED	COM	$205K	0.2%	1,278 SH
MARVELL TECHNOLOGY INCORPORATED	COM	$343K	0.3%	1,152 SH
MCKESSON CORPORATION	COM	$230K	0.2%	305 SH
MERCK & COMPANY INCORPORATED	COM	$1.4M	1.3%	10,546 SH
META PLATFORMS INCORPORATED CLASS A	CL A	$1.5M	1.5%	2,702 SH
METLIFE INCORPORATED	COM	$214K	0.2%	2,525 SH
MICRON TECHNOLOGY INCORPORATED	COM	$327K	0.3%	284 SH
MICROSOFT CORPORATION	COM	$2.0M	2.0%	5,468 SH
MORGAN STANLEY COM NEW	COM NEW	$867K	0.8%	4,148 SH
NIKE INCORPORATED CLASS B	CL B	$427K	0.4%	10,406 SH
NORFOLK SOUTHN CORPORATION	COM	$687K	0.7%	2,185 SH
NUVEEN MUNICIPAL CREDIT INCOME FUND	COM SH BEN INT	$225K	0.2%	17,774 SH
NUVEEN QUALITY MUNCP INCOME FD	COM	$247K	0.2%	20,368 SH
NVIDIA CORPORATION	COM	$3.4M	3.4%	17,198 SH
ONEOK INCORPORATED NEW	COM	$236K	0.2%	2,718 SH
PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF	ARIST HIGH ETF	$517K	0.5%	11,093 SH
PACER GLOBAL CASH COWS DIVIDEND ETF	GLOBL CASH ETF	$235K	0.2%	5,434 SH
PACER US CASH COWS 100 ETF	US CASH COWS 100	$364K	0.4%	5,848 SH
PFIZER INCORPORATED	COM	$1.3M	1.3%	54,791 SH
PHILIP MORRIS INTERNATIONAL INCORPORATED	COM	$240K	0.2%	1,326 SH
PROCTER & GAMBLE COMPANY	COM	$836K	0.8%	5,700 SH
PUTNAM MANAGED MUN INCOME TR	COM	$107K	0.1%	16,358 SH
QNITY ELECTRONICS INCORPORATED COMMON STOCK	COMMON STOCK	$246K	0.2%	1,507 SH
REDWIRE CORPORATION	COM	$144K	0.1%	11,799 SH
RITHM CAPITAL CORPORATION COM NEW REIT	COM NEW	$95K	0.1%	10,088 SH
RJ EAGLE MUNICIPAL INCOME ETF	RJ EA MUN IN ETF	$203K	0.2%	7,881 SH
RLJ LODGING TR REIT	COM	$129K	0.1%	10,869 SH
ROBINHOOD MKTS INCORPORATED COM CLASS A	COM CL A	$230K	0.2%	2,297 SH
RTX CORPORATION	COM	$625K	0.6%	3,296 SH
SALESFORCE INCORPORATED	COM	$260K	0.3%	1,661 SH
SHELL PLC SPON ADS (UNITED KINGDOM)	SPON ADS	$443K	0.4%	5,717 SH
SNOWFLAKE INCORPORATED COM SHS	COM SHS	$349K	0.3%	1,371 SH
STATE STREET MULTI-ASSET REAL RETURN ETF	ST STR REAL ETF	$272K	0.3%	7,871 SH
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	ST STR P500GRW	$373K	0.4%	3,138 SH
STATE STREET SPDR S&P 500 ETF TRUST	TR UNIT	$332K	0.3%	444 SH
SUNOCOCORP LLC COM SHS LLC	COM SHS LLC	$534K	0.5%	7,896 SH
TESLA INCORPORATED	COM	$408K	0.4%	970 SH
UNITED PARCEL SVCS INCORPORATED CLASS B	CL B	$1.1M	1.1%	10,314 SH
VANECK MORNINGSTAR WIDE MOAT ETF	MRNGSTR WDE MOAT	$249K	0.2%	2,399 SH
VANECK SEMICONDUCTOR ETF	SEMICONDUCTR ETF	$1.5M	1.5%	2,353 SH
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW	S&P 500 ETF SHS	$455K	0.4%	662 SH
VERIZON COMMUNICATIONS INCORPORATED	COM	$211K	0.2%	4,983 SH
VERTIV HOLDINGS COMPANY COM CLASS A	COM CL A	$484K	0.5%	1,446 SH
VISA INCORPORATED COM CLASS A	COM CL A	$483K	0.5%	1,408 SH
WALMART INC	COM	$2.2M	2.1%	19,320 SH
WISDOMTREE JAPAN HEDGED EQUITY FUND	JAPN HEDGE EQT	$536K	0.5%	3,091 SH
XPO INCORPORATED	COM	$215K	0.2%	1,046 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Aug 10, 2026	Q2 2026	13F-HR/A	0002141692-26-000002	$102.5M	View