← Every investor
Orgel Wealth Management, LLC Portfolio
$5.3B across 111 positions as of 2026-09-30, with 68% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VANGUARD MALVERN FDS | $619.3M | 11.7% | 8,294,431 |
| IVViShares Core S&P 500 ETF | $514.2M | 9.7% | 671,431 |
| QUALiShares MSCI USA Quality Factor ETF | $487.8M | 9.2% | 2,195,000 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $422.5M | 8.0% | 3,432,643 |
| VYMIVanguard International High Dividend Yield ETF | $312.9M | 5.9% | 3,093,903 |
| SCHFSchwab International Equity ETF | $275.1M | 5.2% | 10,014,163 |
| MTUMiShares MSCI USA Momentum Factor ETF | $271.1M | 5.1% | 854,260 |
| MUBiShares National Muni Bond ETF | $255.4M | 4.8% | 2,526,062 |
| PIMCO ETF TR | $238M | 4.5% | 5,144,104 |
| ISHARES TR | $214.8M | 4.1% | 8,652,642 |
| VTEBVanguard Tax-Exempt Bond ETF | $205.3M | 3.9% | 4,334,288 |
| BLACKROCK ETF TRUST II | $188.8M | 3.6% | 8,832,260 |
| VOEVanguard Mid-Cap Value ETF | $181.7M | 3.4% | 929,178 |
| VIOOVanguard S&P Small-Cap 600 ETF | $145.9M | 2.8% | 1,153,226 |
| SCHXSchwab U.S. Large-Cap ETF | $139.5M | 2.6% | 4,649,120 |
| PFFDGlobal X U.S. Preferred ETF | $121.9M | 2.3% | 6,927,424 |
| IJHiShares Core S&P Mid-Cap ETF | $119.2M | 2.3% | 1,657,388 |
| SCHESchwab Emerging Markets Equity ETF | $82.9M | 1.6% | 2,274,253 |
| FQALFidelity Quality Factor ETF | $69.4M | 1.3% | 833,329 |
| IEFAiShares Core MSCI EAFE ETF | $68.7M | 1.3% | 709,450 |
| VOTVanguard Mid-Cap Growth ETF | $62.7M | 1.2% | 214,701 |
| SPHQInvesco S&P 500 Quality ETF | $29M | 0.5% | 345,076 |
| IMCViShares Morningstar Mid-Cap Value ETF | $29M | 0.5% | 316,009 |
| IMCGiShares Morningstar Mid-Cap Growth ETF | $26.2M | 0.5% | 279,574 |
| IEMGiShares Core MSCI Emerging Markets ETF | $24.6M | 0.5% | 303,551 |
| ESGVVanguard ESG U.S. Stock ETF | $19.6M | 0.4% | 144,730 |
| AMERICAN CENTY ETF TR | $10.2M | 0.2% | 129,207 |
| VSGXVanguard ESG International Stock ETF | $9.8M | 0.2% | 121,455 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $9.4M | 0.2% | 91,407 |
| VBVanguard Small-Cap ETF | $9M | 0.2% | 31,551 |
| SCHDSchwab US Dividend Equity ETF | $8.9M | 0.2% | 272,367 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $8.5M | 0.2% | 236,028 |
| IUSBiShares Core Total USD Bond Market ETF | $8.2M | 0.2% | 184,975 |
| NORTHERN LTS FD TR IV | $7.4M | 0.1% | 27,205 |
| SCHASchwab U.S. Small-Cap ETF | $6.2M | 0.1% | 191,083 |
| VOOVanguard S&P 500 ETF | $6.1M | 0.1% | 8,774 |
| STRATEGY SHS | $5.8M | 0.1% | 203,660 |
| SPYState Street SPDR S&P 500 ETF Trust | $5.1M | 0.1% | 6,713 |
| OWNSQuaker Investment Trust CCM Affordable Housing MBS ETF | $4.8M | 0.1% | 295,850 |
| EFAiShares MSCI EAFE ETF | $3.6M | 0.1% | 34,897 |
| FRANKLIN TEMPLETON ETF TR | $3.1M | 0.1% | 54,702 |
| MSFTMicrosoft Corp | $3M | 0.1% | 5,813 |
| VTIVanguard Total Stock Market ETF | $2.8M | 0.1% | 7,426 |
| AAPLApple Inc | $2.7M | 0.1% | 8,182 |
| IVWiShares S&P 500 Growth ETF | $2.2M | 0.0% | 15,590 |
| IWMiShares Russell 2000 Index Fund | $2.1M | 0.0% | 7,557 |
| IVEiShares S&P 500 Value ETF | $2M | 0.0% | 8,860 |
| IWFiShares Russell 1000 Growth ETF | $1.9M | 0.0% | 15,465 |
| JANUS DETROIT STR TR | $1.9M | 0.0% | 22,298 |
| VIGVanguard Div Appreciation ETF | $1.9M | 0.0% | 8,188 |
| VGSHVanguard Short-Term Treasury ETF | $1.9M | 0.0% | 32,896 |
| VEAVanguard FTSE Developed Markets ETF | $1.8M | 0.0% | 25,765 |
| ISHARES TR | $1.8M | 0.0% | 13,317 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $1.8M | 0.0% | 20,040 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $1.8M | 0.0% | 18,110 |
| IWRiShares Russell Mid-Cap ETF | $1.5M | 0.0% | 14,403 |
| AGGiShares Core U.S. Aggregate Bond ETF | $1.5M | 0.0% | 15,568 |
| JEPIJPMorgan Equity Premium Income ETF | $1.5M | 0.0% | 25,907 |
| MDYSPDR MidCap Trust Series I | $1.3M | 0.0% | 2,017 |
| IWDiShares Russell 1000 Value ETF | $1.3M | 0.0% | 5,240 |
| GLDSPDR Gold Shares | $1.3M | 0.0% | 3,341 |
| VUGVanguard Growth ETF | $1.2M | 0.0% | 13,060 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $1.2M | 0.0% | 7,065 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $1M | 0.0% | 16,934 |
| MLPXGlobal X MLP & Energy Infrastructure ETF | $1M | 0.0% | 14,470 |
| DBX ETF TR | $935K | 0.0% | 28,902 |
| AMZNAmazon.com Inc | $898.1K | 0.0% | 3,605 |
| SCHYSchwab International Dividend Equity ETF | $885.8K | 0.0% | 28,209 |
| SUBiShares Short-Term National Muni Bond ETF | $779.7K | 0.0% | 7,458 |
| IWYiShares Russell Top 200 Growth ETF | $777.1K | 0.0% | 2,635 |
| METAMeta Platforms Inc | $702K | 0.0% | 968 |
| FIDELITY COVINGTON TRUST | $676K | 0.0% | 7,116 |
| RSPInvesco S&P 500 Equal Weight ETF | $646.9K | 0.0% | 3,110 |
| PHYSSprott Physical Gold Trust ETV | $625.4K | 0.0% | 20,000 |
| WISDOMTREE TR | $613.6K | 0.0% | 15,145 |
| IJRiShares Core S&P Small-Cap ETF | $562.2K | 0.0% | 4,133 |
| VEUVanguard FTSE All World Ex US ETF | $560K | 0.0% | 6,750 |
| CATCaterpillar Inc | $537.6K | 0.0% | 663 |
| MAMastercard Inc | $519.4K | 0.0% | 942 |
| PGRProgressive Corp | $489.5K | 0.0% | 2,361 |
| QQQInvesco QQQ Trust, Series 1 | $488.5K | 0.0% | 660 |
| IWPiShares Russell Midcap Growth ETF | $482.8K | 0.0% | 3,507 |
| IWOiShares Russell 2000 Growth Fund | $476.1K | 0.0% | 1,334 |
| ISHARES TR | $460.8K | 0.0% | 5,191 |
| VOVanguard Mid-Cap ETF | $455.8K | 0.0% | 5,812 |
| GOOGLAlphabet Inc | $455.2K | 0.0% | 1,323 |
| JPMJPMorgan Chase & Co | $444.6K | 0.0% | 1,344 |
| VXFVanguard Extended Market ETF | $436.4K | 0.0% | 1,884 |
| EEMiShares MSCI Emerging Index Fund | $435.9K | 0.0% | 6,527 |
| BNDVanguard Total Bond Market ETF | $394.3K | 0.0% | 5,621 |
| INTFiShares International Equity Factor ETF | $392.1K | 0.0% | 9,445 |
| IWBiShares Russell 1000 ETF | $391.2K | 0.0% | 940 |
| CTASCintas Corp | $390.1K | 0.0% | 2,000 |
| NVDANVIDIA Corp | $385.3K | 0.0% | 1,687 |
| SPDR INDEX SHS FDS | $374.4K | 0.0% | 3,839 |
| FSVFirstService Corp | $366.4K | 0.0% | 2,865 |
| VWOVanguard FTSE Emerging Markets ETF | $352.3K | 0.0% | 5,939 |
| DIMENSIONAL ETF TRUST | $345.6K | 0.0% | 6,283 |
| BRK.BBerkshire Hathaway Inc | $342.1K | 0.0% | 687 |
| GOOGAlphabet Inc | $311.1K | 0.0% | 913 |
| IWSiShares Russell Mid-cap Value ETF | $309.1K | 0.0% | 1,923 |
| JNJJohnson & Johnson | $306K | 0.0% | 1,156 |
| ITWIllinois Tool Works Inc | $257.3K | 0.0% | 1,000 |
| VTVVanguard Value ETF | $243.1K | 0.0% | 1,125 |
| NDAQNasdaq Inc | $230.5K | 0.0% | 2,505 |
| URIUnited Rentals Inc | $230.2K | 0.0% | 230 |
| CSCOCisco Systems Inc | $224.3K | 0.0% | 2,084 |
| ETF SER SOLUTIONS | $221.7K | 0.0% | 3,058 |
| DFIVDimensional International Value ETF | $213.7K | 0.0% | 3,825 |
| FVFirst Trust Dorsey Wright Focus 5 ETF | $209.3K | 0.0% | 2,851 |
| UNHUnitedHealth Group Inc | $207.4K | 0.0% | 565 |
Quarter ending 2026-09-30.
Follow Orgel Wealth Management, LLC by email
Orgel Wealth Management, LLC's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.