Orgel Wealth Management
$4.6B Assets Reported
100 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| QUAL | ISHARES TR | 3,292,676 | $632M | 13.6% |
| IVV | ISHARES TR | 609,638 | $398M | 8.6% |
| VGSH | VANGUARD SCOTTSDALE FDS | 5,832,672 | $341M | 7.4% |
| SPYG | SPDR SERIES TRUST | 3,429,117 | $336M | 7.2% |
| VYMI | VANGUARD WHITEHALL FDS | 3,064,412 | $289M | 6.2% |
| MUB | ISHARES TR | 2,677,093 | $284M | 6.1% |
| VSDB | VANGUARD MALVERN FDS | 3,489,169 | $266M | 5.7% |
| PMBS | PIMCO ETF TR | 4,819,490 | $239M | 5.2% |
| SCHF | SCHWAB STRATEGIC TR | 9,411,516 | $233M | 5.0% |
| VTEB | VANGUARD MUN BD FDS | 3,465,055 | $173M | 3.7% |
Track Orgel Wealth Management's 13F portfolio: $4.6B in reported holdings, 100 positions. Top holdings, AUM, and quarterly changes on SentiSense.