Orgel Wealth Management, LLC
CIK: 0001658535SEC EDGAR →
Portfolio Value
$4.5B
Holdings
92
As of
Q4 2025
New Positions
4
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 3,050,553 | $605.9M | 13.37% |
| 2 | VANGUARD SCOTTSDALE FDS | 8,078,817 | $474.5M | 10.47% |
| 3 | SPDR SERIES TRUST | 3,690,972 | $393.8M | 8.69% |
| 4 | ISHARES TR | 2,615,919 | $280.2M | 6.18% |
| 5 | PIMCO ETF TR | 4,730,002 | $235.1M | 5.19% |
| 6 | VANGUARD WHITEHALL FDS | 2,502,221 | $225.2M | 4.97% |
| 7 | SCHWAB STRATEGIC TR | 8,932,214 | $214.7M | 4.74% |
| 8 | VANGUARD MUN BD FDS | 3,556,836 | $178.9M | 3.95% |
| 9 | ISHARES TR | 676,461 | $169.3M | 3.74% |
| 10 | NEW YORK LIFE INVTS ACTIVE E | 6,325,741 | $153.9M | 3.40% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 74 | $3.8B | 92.5% |
| Unknown | 7 | $302.6M | 7.3% |
| Technology | 2 | $4.7M | 0.1% |
| Industrials | 3 | $1.9M | 0.0% |
| Consumer Cyclical | 2 | $916K | 0.0% |
| Communication Services | 1 | $619K | 0.0% |
| Real Estate | 1 | $445K | 0.0% |
| Healthcare | 1 | $273K | 0.0% |
| Consumer Defensive | 1 | $215K | 0.0% |