§ 13F · FUND PROFILE
Orgel Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4.4B (13F)Positions · 88Turnover · — · Q1Filed · Apr 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$269M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | 3.29M | $632M | 13.6% | +8% |
| 2 | IVV | ISHARES TR | 610K | $398M | 8.6% | +9% |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | 5.83M | $341M | 7.4% | −28% |
| 4 | SPYG | SPDR SERIES TRUST | 3.43M | $336M | 7.2% | −7% |
| 5 | VYMI | VANGUARD WHITEHALL FDS | 3.06M | $289M | 6.2% | +22% |
| 6 | MUB | ISHARES TR | 2.68M | $284M | 6.1% | +2% |
| 7 | VSDB | VANGUARD MALVERN FDS | 3.49M | $266M | 5.7% | NEW |
| 8 | PMBS | PIMCO ETF TR | 4.82M | $239M | 5.2% | +2% |
| 9 | SCHF | SCHWAB STRATEGIC TR | 9.41M | $233M | 5.0% | +5% |
| 10 | VTEB | VANGUARD MUN BD FDS | 3.47M | $173M | 3.7% | −3% |
§ 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 $4.4 billion in assets. The fund runs a portfolio of 88 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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