Orgel Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, Orgel Wealth Management, LLC held in its portfolio 91 assets valued at $4,532,812,766 (i.e. $4.53B).
The most valuable assets in the portfolio included: ISHARES TR ($605.90M), VANGUARD SCOTTSDALE FDS ($474.47M), and SPDR SERIES TRUST ($394.39M).
The chart below shows the top 10 valuable assets, and the table below shows the top 91 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Orgel Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 3050553 | 605900885 | MSCI USA QLT FCT |
| VANGUARD SCOTTSDALE FDS | 8078817 | 474468930 | SHORT TERM TREAS |
| SPDR SERIES TRUST | 3697938 | 394385538 | STATE STREET SPD |
| ISHARES TR | 557287 | 381708045 | CORE S&P500 ETF |
| ISHARES TR | 2615919 | 280191085 | NATIONAL MUN ETF |
| PIMCO ETF TR | 4730002 | 235057442 | MTG BKD SECS ACT |
| VANGUARD WHITEHALL FDS | 2502221 | 225199882 | INTL HIGH ETF |
| SCHWAB STRATEGIC TR | 8932214 | 214730436 | INTL EQTY ETF |
| VANGUARD MUN BD FDS | 3556836 | 178873283 | TAX EXEMPT BD |
| ISHARES TR | 676461 | 169324907 | MSCI USA MMENTM |
| NEW YORK LIFE INVTS ACTIVE E | 6325741 | 153905278 | NYLI MACKAY MUN |
| VANGUARD INDEX FDS | 847200 | 150267787 | MCAP VL IDXVIP |
| GLOBAL X FDS | 7370268 | 139371772 | US PFD ETF |
| SCHWAB STRATEGIC TR | 4679398 | 125922601 | US LRG CAP ETF |
| VANGUARD BD INDEX FDS | 1565416 | 115950359 | TOTAL BND MRKT |
| VANGUARD ADMIRAL FDS INC | 1035330 | 114880222 | SMLLCP 600 IDX |
| FRANKLIN TEMPLETON ETF TR | 1510839 | 84999829 | US MID CP MLTFCT |
| FIDELITY COVINGTON TRUST | 909586 | 68755606 | QLTY FCTOR ETF |
| SCHWAB STRATEGIC TR | 2002676 | 65587643 | EMRG MKTEQ ETF |
| ISHARES TR | 723576 | 64731109 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 215245 | 60083397 | MCAP GR IDXVIP |
| INVESCO EXCHANGE TRADED FD T | 402733 | 30225112 | S&P500 QUALITY |
| ISHARES TR | 358216 | 29494861 | MRGSTR MD CP VAL |
| ISHARES TR | 291237 | 23252363 | MRGSTR MD CP GRW |
| ISHARES INC | 320235 | 21526197 | CORE MSCI EMKT |
| VANGUARD WORLD FD | 127889 | 15469454 | ESG US STK ETF |
| SCHWAB STRATEGIC TR | 349405 | 9584166 | US DIVIDEND EQ |
| ISHARES TR | 203722 | 9481222 | CORE UNIVRSL USD |
| VANGUARD INDEX FDS | 34183 | 8817505 | SMALL CP ETF |
| SCHWAB STRATEGIC TR | 205856 | 6715023 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 202769 | 5774863 | US SML CAP ETF |
| VANGUARD WORLD FD | 78735 | 5639001 | ESG INTL STK ETF |
| ISHARES TR | 57918 | 5507423 | ESG AW MSCI EAFE |
| TIDAL TRUST III | 287779 | 5024622 | AFFORDABLE HOUS |
| SPDR S&P 500 ETF TR | 6263 | 4270865 | TR UNIT |
| VANGUARD INDEX FDS | 6089 | 3818634 | S&P 500 ETF SHS |
| ISHARES TR | 34420 | 3305353 | MSCI EAFE ETF |
| MICROSOFT CORP | 5197 | 2513374 | COM |
| JANUS DETROIT STR TR | 31869 | 2344415 | HENDERSN CAP ETF |
| APPLE INC | 7893 | 2145791 | COM |
| VANGUARD INDEX FDS | 6117 | 2050847 | TOTAL STK MKT |
| ISHARES TR | 13742 | 1666442 | ESG MSCI LEADR |
| ISHARES TR | 6484 | 1596102 | RUSSELL 2000 ETF |
| ISHARES INC | 19739 | 1434631 | MSCI EMRG CHN |
| ISHARES TR | 14593 | 1404869 | RUS MID CAP ETF |
| ISHARES TR | 2859 | 1353165 | RUS 1000 GRW ETF |
| SPDR GOLD TR | 3341 | 1324022 | GOLD SHS |
| FASTENAL CO | 32890 | 1319876 | COM |
| VANGUARD INDEX FDS | 2450 | 1195257 | GROWTH ETF |
| ISHARES TR | 11934 | 1191968 | CORE US AGGBD ET |
| ISHARES TR | 7065 | 1050495 | CORE S&P TTL STK |
| VANGUARD SPECIALIZED FUNDS | 4724 | 1038241 | DIV APP ETF |
| SPDR S&P MIDCAP 400 ETF TR | 1614 | 973694 | UTSER1 S&PDCRP |
| DBX ETF TR | 29459 | 912935 | XTRACK MSCI EAFE |
| FIDELITY COVINGTON TRUST | 8961 | 752366 | MOMENTUM FACTR |
| SPROTT ASSET MANAGEMENT LP | 20000 | 660400 | PHYSICAL GOLD TR |
| AMAZON COM INC | 2859 | 659915 | COM |
| ISHARES TR | 6039 | 644362 | SHRT NAT MUN ETF |
| ISHARES TR | 2964 | 623448 | RUS 1000 VAL ETF |
| META PLATFORMS INC | 938 | 619165 | CL A |
| VANECK ETF TRUST | 1509 | 543437 | SEMICONDUCTR ETF |
| PROGRESSIVE CORP | 2385 | 543113 | COM |
| VANGUARD WORLD FD | 1276 | 526695 | MEGA GRWTH IND |
| INVESCO EXCH TRADED FD TR II | 2067 | 522786 | NASDAQ 100 ETF |
| VANGUARD INTL EQUITY INDEX F | 6592 | 484908 | ALLWRLD EX US |
| MASTERCARD INCORPORATED | 836 | 477256 | CL A |
| INVESCO EXCHANGE TRADED FD T | 2465 | 472196 | S&P500 EQL WGT |
| FIRSTSERVICE CORP NEW | 2865 | 445594 | COM |
| ISHARES TR | 1334 | 430896 | RUS 2000 GRW ETF |
| VANGUARD INDEX FDS | 1993 | 416777 | EXTEND MKT ETF |
| ISHARES TR | 3452 | 414814 | CORE S&P SCP ETF |
| JPMORGAN CHASE & CO. | 1273 | 410187 | COM |
| J P MORGAN EXCHANGE TRADED F | 7061 | 404172 | EQUITY PREMIUM |
| CINTAS CORP | 2000 | 376140 | COM |
| ISHARES TR | 923 | 344686 | RUS 1000 ETF |
| CATERPILLAR INC | 601 | 344295 | COM |
| ISHARES TR | 8762 | 330766 | INTL EQTY FACTOR |
| J P MORGAN EXCHANGE TRADED F | 5153 | 299493 | NASDAQ EQT PREM |
| SPDR INDEX SHS FDS | 3283 | 297670 | MSCI EAFE STRTGC |
| VANGUARD INTL EQUITY INDEX F | 5464 | 293745 | FTSE EMR MKT ETF |
| DIMENSIONAL ETF TRUST | 6283 | 292725 | US MKTWIDE VALUE |
| JOHNSON & JOHNSON | 1322 | 273588 | COM |
| ISHARES TR | 1978 | 270868 | RUS MD CP GR ETF |
| SCHWAB STRATEGIC TR | 8806 | 262595 | INTERNL DIVID |
| HOME DEPOT INC | 748 | 257387 | COM |
| NASDAQ INC | 2623 | 254772 | COM |
| ILLINOIS TOOL WKS INC | 1000 | 246300 | COM |
| BERKSHIRE HATHAWAY INC DEL | 477 | 239765 | CL B NEW |
| INVESCO QQQ TR | 365 | 224224 | UNIT SER 1 |
| VANGUARD INDEX FDS | 1137 | 217156 | VALUE ETF |
| PEPSICO INC | 1500 | 215280 | COM |
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