LANGLEY WEALTH MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
Corinth, MS
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
130
Total value ($000)
$15,183
Net value change ($000)
New positions
130
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WMT 2,188
SMH 1,543
UPS 1,109
RTX 625
DXJ 536
SUNC 534
VRT 484
V 483
VOO 455
SHEL 443
Top Reduces (Value $000, Stocks/ETFs)
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type