§ 13F · FUND PROFILE
Orgel Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4150.1T (13F)Positions · 86Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | 3.05M | $605.9T | 13.4% | +1% |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | 8.08M | $474.5T | 10.5% | +7% |
| 3 | SPYG | SPDR SERIES TRUST | 3.69M | $393.8T | 8.7% | −4% |
| 4 | IVV | ISHARES TR | 557K | $381.7T | 8.4% | +2% |
| 5 | MUB | ISHARES TR | 2.62M | $280.2T | 6.2% | +2% |
| 6 | PMBS | PIMCO ETF TR | 4.73M | $235.1T | 5.2% | +5% |
| 7 | VYMI | VANGUARD WHITEHALL FDS | 2.50M | $225.2T | 5.0% | −1% |
| 8 | SCHF | SCHWAB STRATEGIC TR | 8.93M | $214.7T | 4.7% | +2% |
| 9 | VTEB | VANGUARD MUN BD FDS | 3.56M | $178.9T | 3.9% | +11% |
| 10 | MTUM | ISHARES TR | 676K | $169.3T | 3.7% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ORGEL SIGNAL
AC read
Orgel Wealth Management, LLC is a Other fund managing $4150052.2 trillion in assets. The fund runs a portfolio of 86 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed