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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, IVV, VGSH, SPYG, VYMI, and represent 43.00% of Orgel Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VSDB (+$266M), VYMI (+$53M), QUAL (+$46M), IVV (+$34M), FLQM (+$16M), SCHF (+$12M), VOE (+$9.6M), MUB (+$6.5M), MMIT (+$6.0M), VIOO (+$5.9M).
Started 8 new stock positions in GOOGL, GOOG, IGRO, MLPX, VSDB, IWS, DGRE, PSQA.
Reduced shares in these 10 stocks: VGSH (-$132M), BND (-$116M), SPYG (-$26M), PFFD (-$6.0M), VTEB, IEFA, SCHD, FAST, IMCV, IEMG.
Sold out of its positions in FAST, QQQM, SMH, MGK, BND.
Orgel Wealth Management was a net buyer of stock by $186M.
Orgel Wealth Management has $4.6B in assets under management (AUM), dropping by 2.39%.
Central Index Key (CIK): 0001658535

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Portfolio Holdings for Orgel Wealth Management

Orgel Wealth Management holds 95 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL)	13.6	$632M	+7%	3.3M	191.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	8.6	$398M	+9%	610k	653.21	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	7.4	$341M	-27%	5.8M	58.54	View chart
Spdr Series Trust State Street Spd (SPYG)	7.2	$336M	-7%	3.4M	97.91	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	6.2	$289M	+22%	3.1M	94.24	View chart
Ishares Tr National Mun Etf (MUB)	6.1	$284M	+2%	2.7M	106.15	View chart
Vanguard Malvern Fds Short Duration B (VSDB)	5.7	$266M	NEW	3.5M	76.25	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	5.2	$239M		4.8M	49.60	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.0	$233M	+5%	9.4M	24.75	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.7	$173M	-2%	3.5M	49.89	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.6	$166M	+6%	899k	184.28	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	3.5	$164M		684k	239.99	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	3.4	$159M	+3%	6.6M	24.11	View chart
Global X Fds Us Pfd Etf (PFFD)	2.8	$130M	-4%	7.0M	18.40	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	2.7	$125M	+4%	1.1M	114.83	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.6	$120M		4.7M	25.64	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	2.1	$99M	+18%	1.8M	54.93	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.5	$70M	+5%	2.1M	32.95	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	1.4	$65M		900k	72.60	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$64M	-2%	702k	90.53	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.2	$56M		219k	257.35	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$30M		398k	75.19	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.6	$29M	-4%	343k	84.79	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.5	$23M		292k	78.77	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$21M	-4%	307k	69.75	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$16M	+8%	138k	112.27	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$9.3M		202k	46.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$9.1M	-15%	296k	30.68	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$9.0M	+60%	126k	71.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$8.9M		34k	261.92	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$8.7M	+56%	91k	95.62	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$6.4M	+7%	221k	29.13	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$5.8M	-2%	198k	29.08	View chart
Tidal Trust Iii Affordable Hous (OWNS)	0.1	$5.0M		286k	17.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$4.1M		6.3k	650.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$3.8M	+3%	6.3k	597.55	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.3M	-2%	34k	97.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$2.1M	+8%	6.6k	320.81	View chart
Apple (AAPL)	0.0	$2.0M		7.8k	253.79	View chart
Microsoft Corporation (MSFT)	0.0	$2.0M	+2%	5.3k	370.17	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.0	$1.7M	-23%	24k	70.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.6M		6.6k	248.00	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$1.5M		14k	113.60	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$1.5M	-3%	19k	78.66	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.4M		3.3k	430.27	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$1.4M	-2%	14k	97.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$1.3M	+3%	3.0k	426.40	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$1.2M	+21%	5.8k	215.06	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$1.2M	+17%	1.9k	616.76	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$1.2M	-2%	12k	99.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$1.1M	+13%	8.0k	142.43	View chart
Palmer Square Funds Tr Clo Sr Debt Etf (PSQA)	0.0	$995k	NEW	49k	20.44	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$988k	-7%	2.3k	436.79	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.0	$963k		30k	32.41	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$933k	+74%	12k	76.54	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$776k	NEW	11k	73.94	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$750k	+16%	7.0k	106.50	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$716k	+79%	13k	56.68	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$709k		20k	35.44	View chart
Amazon (AMZN)	0.0	$696k	+16%	3.3k	208.25	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$642k		3.0k	213.67	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.0	$597k	-16%	7.4k	80.10	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$555k	+93%	10k	55.52	View chart
Meta Platforms Cl A (META)	0.0	$525k	-2%	918.00	572.13	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$507k	+2%	6.8k	75.10	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$480k		2.5k	191.92	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$473k	+69%	15k	31.66	View chart
Caterpillar (CAT)	0.0	$472k	+10%	666.00	708.46	View chart
Progressive Corporation (PGR)	0.0	$465k		2.3k	198.24	View chart
Mastercard Incorporated Cl A (MA)	0.0	$449k	+7%	898.00	499.56	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$426k		3.4k	124.31	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$419k		1.3k	313.81	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$410k		2.0k	205.80	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$404k	+59%	3.2k	128.12	View chart
Firstservice Corp (FSV)	0.0	$398k		2.9k	138.94	View chart
JPMorgan Chase & Co. (JPM)	0.0	$352k	-5%	1.2k	294.16	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.0	$341k		8.8k	38.96	View chart
Cintas Corporation (CTAS)	0.0	$338k		2.0k	169.14	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$335k		940.00	356.56	View chart
Wisdomtree Tr Em Mkts Qtly Div (DGRE)	0.0	$332k	NEW	10k	33.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$329k	+44%	687.00	479.20	View chart
Spdr Index Shs Fds State Street Spd (QEFA)	0.0	$328k	+7%	3.5k	93.27	View chart
Johnson & Johnson (JNJ)	0.0	$323k		1.3k	244.44	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$305k		6.3k	48.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$301k	NEW	1.0k	287.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$286k	+35%	496.00	577.18	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$285k	-3%	5.3k	54.05	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.0	$281k	NEW	3.4k	83.77	View chart
Illinois Tool Works (ITW)	0.0	$260k		1.0k	260.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$259k	NEW	903.00	286.86	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$244k	NEW	1.7k	145.74	View chart
Pepsi (PEP)	0.0	$233k		1.5k	155.29	View chart
Nasdaq Omx (NDAQ)	0.0	$213k	-4%	2.5k	84.89	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$206k	-7%	1.1k	196.20	View chart
Home Depot (HD)	0.0	$202k	-18%	613.00	328.89	View chart

Past Filings by Orgel Wealth Management

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

Orgel Wealth Management 2026 Q1 filed April 7, 2026
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

View all past filings

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