Orgel Wealth Management, LLC
CIK: 1658535SEC EDGAR →
Portfolio Value
$2.8T
Holdings
95
As of
Q1 2026
New Positions
95
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 5,832,672 | $341.4B | 12.37% |
| 2 | SPDR SERIES TRUST | 3,429,117 | $335.7B | 12.17% |
| 3 | VANGUARD WHITEHALL FDS | 3,064,412 | $288.8B | 10.47% |
| 4 | VANGUARD MALVERN FDS | 3,489,169 | $266.0B | 9.64% |
| 5 | PIMCO ETF TR | 4,819,490 | $239.0B | 8.66% |
| 6 | SCHWAB STRATEGIC TR | 9,411,516 | $232.9B | 8.44% |
| 7 | VANGUARD MUN BD FDS | 3,465,055 | $172.9B | 6.26% |
| 8 | NEW YORK LIFE INVTS ACTIVE E | 6,575,324 | $158.5B | 5.74% |
| 9 | GLOBAL X FDS | 7,045,871 | $129.6B | 4.70% |
| 10 | SCHWAB STRATEGIC TR | 4,691,102 | $120.3B | 4.36% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 75 | $2.2T | 79.4% |
| Unknown | 8 | $569.4B | 20.6% |
| Technology | 2 | $4.0M | 0.0% |
| Communication Services | 3 | $1.1M | 0.0% |
| Consumer Cyclical | 2 | $898K | 0.0% |
| Industrials | 2 | $732K | 0.0% |
| Real Estate | 1 | $398K | 0.0% |
| Healthcare | 1 | $323K | 0.0% |
| Consumer Defensive | 1 | $233K | 0.0% |