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Orgel Wealth Management, LLC 13F holdings

Filed 2026-07-13 · Orgel Wealth Management, LLC · 113 positions · $5.3B

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TickerCompanySharesValue% of portfolio
QUALISHARES TR3.4M$736.9M14.0%
VSDBVANGUARD MALVERN FDS8.2M$625.9M11.9%
IVVISHARES TR646.5K$484.2M9.2%
SPYGSPDR SERIES TRUST3.4M$404.4M7.7%
VYMIVANGUARD WHITEHALL FDS3.1M$302.9M5.7%
MUBISHARES TR2.7M$291.5M5.5%
SCHFSCHWAB STRATEGIC TR9.7M$268.5M5.1%
PMBSPIMCO ETF TR4.9M$240.5M4.6%
MTUMISHARES TR672.7K$230.6M4.4%
VOEVANGUARD INDEX FDS961.9K$190.1M3.6%
SHYMBLACKROCK ETF TRUST II8.1M$182.9M3.5%
VTEBVANGUARD MUN BD FDS3.6M$180.6M3.4%
VIOOVANGUARD ADMIRAL FDS INC1.1M$153.5M2.9%
SCHXSCHWAB STRATEGIC TR4.7M$137.1M2.6%
PFFDGLOBAL X FDS6.8M$127.6M2.4%
IJHISHARES TR1.5M$119.4M2.3%
SCHESCHWAB STRATEGIC TR2.2M$79.7M1.5%
FQALFIDELITY COVINGTON TRUST885.6K$72.1M1.4%
IEFAISHARES TR706.9K$68.3M1.3%
VOTVANGUARD INDEX FDS216.3K$66.3M1.3%
SPHQINVESCO EXCHANGE TRADED FD T395.7K$35.7M0.7%
IMCVISHARES TR341.9K$31.2M0.6%
IMCGISHARES TR284.2K$27.9M0.5%
ACWIISHARES INC310.0K$25.7M0.5%
ESGVVANGUARD WORLD FD143.2K$18.9M0.4%
AVSEAMERICAN CENTY ETF TR127.8K$10.5M0.2%
VBVANGUARD INDEX FDS33.9K$10.3M0.2%
VSGXVANGUARD WORLD FD124.7K$10.3M0.2%
ESGDISHARES TR90.6K$9.3M0.2%
SCHDSCHWAB STRATEGIC TR293.4K$9.3M0.2%
IUSBISHARES TR197.9K$9.1M0.2%
PTLNORTHERN LTS FD TR IV27.8K$7.9M0.2%
SCHGSCHWAB STRATEGIC TR227.9K$7.7M0.1%
SCHASCHWAB STRATEGIC TR192.6K$7.0M0.1%
VOOVANGUARD INDEX FDS7.5K$5.2M0.1%
—QUAKER INVT TR294.9K$5.1M0.1%
SPYSTATE STR SPDR S&P 500 ETF T6.6K$4.9M0.1%
EFAISHARES TR35.5K$3.7M0.1%
FLQMFRANKLIN TEMPLETON ETF TR54.7K$3.2M0.1%
AAPLAPPLE INC10.3K$3.0M0.1%
VTIVANGUARD INDEX FDS8.0K$3.0M0.1%
VEAVANGUARD TAX-MANAGED FDS32.7K$2.3M0.0%
JSMLJANUS DETROIT STR TR23.9K$2.2M0.0%
IWMISHARES TR7.4K$2.2M0.0%
VGSHVANGUARD SCOTTSDALE FDS36.0K$2.1M0.0%
MSFTMICROSOFT CORP5.5K$2.1M0.0%
IVWISHARES TR14.7K$2.0M0.0%
EMXCISHARES INC19.1K$2.0M0.0%
IVEISHARES TR8.4K$1.9M0.0%
VIGVANGUARD SPECIALIZED FUNDS8.1K$1.9M0.0%
IWFISHARES TR14.9K$1.8M0.0%
SUSLISHARES TR13.4K$1.8M0.0%
SPYMSPDR SERIES TRUST19.7K$1.7M0.0%
IWRISHARES TR13.6K$1.5M0.0%
IWDISHARES TR6.2K$1.5M0.0%
AGGISHARES TR14.7K$1.5M0.0%
MDYSTATE STR SPDR S&P MIDCAP 402.0K$1.4M0.0%
JEPIJ P MORGAN EXCHANGE TRADED F24.2K$1.4M0.0%
GLDSPDR GOLD TR3.3K$1.2M0.0%
ITOTISHARES TR7.1K$1.2M0.0%
Top Fund Holdings
13F
Top Fund Holdings

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