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Orgel Wealth Management

Latest statistics and disclosures from Orgel Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are QUAL, VGSH, SPYG, IVV, MUB, and represent 47.16% of Orgel Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTEB (+$14M), VGSH (+$13M), QUAL (+$9.9M), IVV (+$9.1M), MMIT, PMBS, SCHF, VOE, FLQM, MUB.
Started 4 new stock positions in SCHY, URI, PEP, CAT.
Reduced shares in these 10 stocks: VIOO (-$33M), SPYG (-$7.0M), VB, SHYM, FQAL, SCHA, SCHX, IEMG, VOT, IMCG.
Sold out of its positions in SHYM, DIS.
Orgel Wealth Management was a net buyer of stock by $25M.
Orgel Wealth Management has $4.4B in assets under management (AUM), dropping by 5.63%.
Central Index Key (CIK): 0001658535

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Portfolio Holdings for Orgel Wealth Management

Orgel Wealth Management holds 88 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL)	13.3	$585M		3.0M	194.50	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	10.1	$443M	+3%	7.5M	58.85	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	9.1	$400M		3.8M	104.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	8.4	$366M	+2%	547k	669.30	View chart
Ishares Tr National Mun Etf (MUB)	6.2	$274M		2.6M	106.49	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	5.1	$223M	+2%	4.5M	49.66	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	4.9	$214M		2.5M	84.68	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.7	$204M	+2%	8.8M	23.28	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	3.9	$170M		664k	256.45	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.7	$160M	+9%	3.2M	50.07	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	3.4	$148M	+3%	6.1M	24.30	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.3	$143M	+3%	820k	174.58	View chart
Global X Fds Us Pfd Etf (PFFD)	3.1	$137M		7.0M	19.43	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.8	$124M		4.7M	26.34	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	2.6	$112M	-22%	1.0M	110.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.5	$111M		1.5M	74.37	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	1.8	$79M	+4%	1.4M	56.45	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	1.6	$70M		932k	74.72	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.5	$66M		2.0M	33.37	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.5	$65M		220k	293.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$63M		726k	87.31	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.7	$31M		426k	73.29	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.7	$29M		360k	80.35	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.5	$24M		290k	82.73	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$22M	-2%	334k	65.92	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$15M		128k	118.44	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$11M		396k	27.30	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$9.6M		205k	46.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$9.3M	-25%	37k	254.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$6.1M	+10%	190k	31.91	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$5.7M	-17%	204k	27.90	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$5.7M		82k	69.37	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$5.4M		58k	92.98	View chart
Tidal Trust Iii Affordable Hous (OWNS)	0.1	$4.9M	+4%	283k	17.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$4.2M	-5%	6.3k	666.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$3.7M		6.0k	612.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.2M		34k	93.37	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.1	$3.1M	-5%	42k	74.78	View chart
Microsoft Corporation (MSFT)	0.1	$2.5M		4.9k	517.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$2.0M	+6%	6.0k	328.17	View chart
Apple (AAPL)	0.0	$1.8M		7.2k	254.63	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$1.6M		14k	117.04	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.6M	-2%	6.6k	241.96	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$1.5M		16k	96.55	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$1.3M		20k	67.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$1.3M	-14%	2.7k	468.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.2M	+2%	3.3k	355.46	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$1.1M		2.3k	479.61	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$1.1M		2.9k	365.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$1.0M		7.1k	145.65	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$975k		1.6k	596.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$968k	+13%	4.5k	215.79	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.0	$906k	-2%	31k	29.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$854k	+6%	8.5k	100.25	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.0	$758k	+3%	9.1k	83.17	View chart
Meta Platforms Cl A (META)	0.0	$651k		886.00	734.38	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$628k	+3%	5.9k	106.78	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$606k		3.0k	203.59	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$592k		20k	29.62	View chart
Progressive Corporation (PGR)	0.0	$579k		2.3k	246.95	View chart
Amazon (AMZN)	0.0	$551k		2.5k	219.57	View chart
Firstservice Corp (FSV)	0.0	$546k		2.9k	190.49	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.0	$482k	+11%	6.2k	78.34	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$471k		6.6k	71.37	View chart
Mastercard Incorporated Cl A (MA)	0.0	$456k		801.00	568.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$434k	-12%	3.7k	118.82	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$429k	+4%	1.3k	320.04	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$417k		2.0k	209.34	View chart
Cintas Corporation (CTAS)	0.0	$411k		2.0k	205.26	View chart
JPMorgan Chase & Co. (JPM)	0.0	$352k		1.1k	315.43	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$336k	+15%	5.9k	57.10	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.0	$315k		8.8k	35.91	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$312k		3.1k	99.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$294k	+5%	5.4k	54.18	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$292k	-9%	2.1k	142.41	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.0	$289k	-16%	3.3k	87.91	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$281k		6.3k	44.69	View chart
Illinois Tool Works (ITW)	0.0	$261k		1.0k	260.76	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$254k	+14%	4.4k	57.52	View chart
Johnson & Johnson (JNJ)	0.0	$245k	-26%	1.3k	185.42	View chart
Caterpillar (CAT)	0.0	$241k	NEW	506.00	477.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$240k		477.00	502.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$229k	+4%	382.00	600.37	View chart
Nasdaq Omx (NDAQ)	0.0	$222k		2.5k	88.45	View chart
Home Depot (HD)	0.0	$221k		545.00	405.19	View chart
United Rentals (URI)	0.0	$220k	NEW	230.00	954.66	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$213k	NEW	7.6k	27.94	View chart
Pepsi (PEP)	0.0	$211k	NEW	1.5k	140.44	View chart

Past Filings by Orgel Wealth Management

SEC 13F filings are viewable for Orgel Wealth Management going back to 2015

Orgel Wealth Management 2025 Q3 filed Oct. 6, 2025
Orgel Wealth Management 2025 Q2 filed July 10, 2025
Orgel Wealth Management 2025 Q1 filed April 15, 2025
Orgel Wealth Management 2024 Q4 filed Jan. 15, 2025
Orgel Wealth Management 2024 Q3 filed Oct. 17, 2024
Orgel Wealth Management 2024 Q2 filed July 22, 2024
Orgel Wealth Management 2024 Q1 filed April 15, 2024
Orgel Wealth Management 2023 Q4 filed Jan. 11, 2024
Orgel Wealth Management 2023 Q3 filed Oct. 26, 2023
Orgel Wealth Management 2023 Q2 filed July 10, 2023
Orgel Wealth Management 2023 Q1 filed April 6, 2023
Orgel Wealth Management 2022 Q4 filed Jan. 17, 2023
Orgel Wealth Management 2022 Q3 filed Oct. 25, 2022
Orgel Wealth Management 2022 Q2 filed July 13, 2022
Orgel Wealth Management 2022 Q1 filed May 10, 2022
Orgel Wealth Management 2021 Q4 filed Jan. 24, 2022

View all past filings

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