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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 47.13% of Orgel Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGSH (+$33M), VTEB (+$18M), PMBS (+$12M), QUAL (+$8.9M), IVV (+$6.8M), PFFD (+$6.5M), FLQM (+$6.0M), BND (+$5.5M), MMIT (+$5.4M), MUB (+$5.0M).
Started 6 new stock positions in RSP, FAST, VTV, QQQM, SMH, MGK.
Reduced shares in these 10 stocks: SPYG (-$15M), VYMI, SPHQ, FQAL, SCHD, VOT, IEMG, JSML, IWB, VB.
Sold out of its positions in AVUV, URI.
Orgel Wealth Management was a net buyer of stock by $100M.
Orgel Wealth Management has $4.5B in assets under management (AUM), dropping by 3.40%.
Central Index Key (CIK): 0001658535

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Portfolio Holdings for Orgel Wealth Management

Orgel Wealth Management holds 92 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL)	13.4	$606M		3.1M	198.62	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	10.5	$475M	+7%	8.1M	58.73	View chart
Spdr Series Trust State Street Spd (SPYG)	8.7	$394M	-3%	3.7M	106.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	8.4	$382M		557k	684.94	View chart
Ishares Tr National Mun Etf (MUB)	6.2	$280M		2.6M	107.11	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	5.2	$235M	+5%	4.7M	49.70	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	5.0	$225M		2.5M	90.00	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.7	$215M		8.9M	24.04	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.9	$179M	+11%	3.6M	50.29	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	3.7	$169M		677k	250.31	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	3.4	$154M	+3%	6.3M	24.33	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.3	$150M	+3%	847k	177.37	View chart
Global X Fds Us Pfd Etf (PFFD)	3.1	$139M	+4%	7.4M	18.91	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.8	$126M		4.7M	26.91	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.6	$116M	+4%	1.6M	74.07	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	2.5	$115M	+2%	1.0M	110.96	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	1.9	$85M	+7%	1.5M	56.26	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	1.5	$69M	-2%	910k	75.59	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.4	$66M		2.0M	32.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$65M		724k	89.46	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.3	$60M		215k	279.14	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.7	$30M	-5%	403k	75.05	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.7	$30M		358k	82.34	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.5	$23M		291k	79.84	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$22M	-4%	320k	67.22	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$16M		128k	120.96	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$9.6M	-11%	349k	27.43	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$9.5M		204k	46.54	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$8.8M	-6%	34k	257.95	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$6.7M	+8%	206k	32.62	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$5.8M		203k	28.48	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$5.6M	-3%	79k	71.62	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$5.5M		58k	95.09	View chart
Tidal Trust Iii Affordable Hous (OWNS)	0.1	$5.0M		288k	17.46	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$4.3M		6.3k	681.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$3.8M		6.1k	627.14	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.3M		34k	96.03	View chart
Microsoft Corporation (MSFT)	0.1	$2.5M	+5%	5.2k	483.62	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.1	$2.3M	-24%	32k	73.56	View chart
Apple (AAPL)	0.0	$2.1M	+9%	7.9k	271.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$2.1M		6.1k	335.27	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$1.7M		14k	121.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.6M		6.5k	246.16	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$1.4M		20k	72.68	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$1.4M	-6%	15k	96.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$1.4M	+4%	2.9k	473.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.3M		3.3k	396.30	View chart
Fastenal Company (FAST)	0.0	$1.3M	NEW	33k	40.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$1.2M	+5%	2.5k	487.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$1.2M	+40%	12k	99.88	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$1.1M		7.1k	148.69	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$1.0M	+5%	4.7k	219.78	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$974k		1.6k	603.28	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.0	$913k	-4%	30k	30.99	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.0	$752k		9.0k	83.96	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$660k		20k	33.02	View chart
Amazon (AMZN)	0.0	$660k	+13%	2.9k	230.82	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$644k	+2%	6.0k	106.70	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$623k		3.0k	210.34	View chart
Meta Platforms Cl A (META)	0.0	$619k	+5%	938.00	660.09	View chart
Spdr Series Trust State Street Spd (SPLG)	0.0	$559k	+13%	7.0k	80.22	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$543k	NEW	1.5k	360.13	View chart
Progressive Corporation (PGR)	0.0	$543k		2.4k	227.72	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$527k	NEW	1.3k	412.77	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$523k	NEW	2.1k	252.92	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$485k		6.6k	73.56	View chart
Mastercard Incorporated Cl A (MA)	0.0	$477k	+4%	836.00	570.88	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$472k	NEW	2.5k	191.56	View chart
Firstservice Corp (FSV)	0.0	$446k		2.9k	155.53	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$431k		1.3k	323.01	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$417k		2.0k	209.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$415k	-5%	3.5k	120.17	View chart
JPMorgan Chase & Co. (JPM)	0.0	$410k	+14%	1.3k	322.22	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$404k	+19%	7.1k	57.24	View chart
Cintas Corporation (CTAS)	0.0	$376k		2.0k	188.07	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$345k	-68%	923.00	373.44	View chart
Caterpillar (CAT)	0.0	$344k	+18%	601.00	572.87	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.0	$331k		8.8k	37.75	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$300k	+16%	5.2k	58.12	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.0	$298k		3.3k	90.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$294k		5.5k	53.76	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$293k		6.3k	46.59	View chart
Johnson & Johnson (JNJ)	0.0	$274k		1.3k	206.95	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$271k	-3%	2.0k	136.94	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$263k	+15%	8.8k	29.82	View chart
Home Depot (HD)	0.0	$257k	+37%	748.00	344.10	View chart
Nasdaq Omx (NDAQ)	0.0	$255k	+4%	2.6k	97.13	View chart
Illinois Tool Works (ITW)	0.0	$246k		1.0k	246.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$240k		477.00	502.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$224k	-4%	365.00	614.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$217k	NEW	1.1k	190.99	View chart
Pepsi (PEP)	0.0	$215k		1.5k	143.52	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 Q4 filed Jan. 7, 2026
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

View all past filings

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