Orgel-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "FSV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  "ITW",
  "MUB",
  "META",
  null,
  null,
  null,
  "MA",
  "MSFT",
  "IJR",
  "IWD",
  null,
  "IWF",
  "PEP",
  "VGSH",
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "PG",
  null,
  "IEFA",
  "SCHX",
  "GLD",
  "SPYG",
  "SPLG",
  "VXF",
  "VOE",
  "VWO",
  null,
  "VIG",
  "IWO",
  "VYM",
  null,
  "IWP",
  "IWR",
  null,
  "AMZN",
  null,
  "ESGD",
  "VEU",
  "ESGV",
  "VUG",
  "VYMI",
  null,
  "VTEB",
  "BND",
  "VOT",
  "VB",
  "VOO",
  null,
  "SCHD",
  "SCHG",
  "SCHF",
  "SCHA",
  null,
  "BRK-B",
  "CTAS",
  null,
  "EFA",
  "IWB",
  "IWM",
  "MDY",
  "ELV",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 81
Total Value: 3849926041
Accession Number: 0001658535-25-000004
Form Type: 13F-HR
CIK: orgel-wealth-management
Manager Name: Orgel-Wealth-Management

Data Enrichment

73% identified

59 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

81 positions • $3.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92206C102

VGSH|92206C102

Shares:—

Value:$442.3M

% of Portfolio:11.5% ($442.3M/$3.8B)

464288414

MUB|464288414

Shares:—

Value:$357.5M

% of Portfolio:9.3% ($357.5M/$3.8B)

808524797

SCHD|808524797

Shares:—

Value:$322.1M

% of Portfolio:8.4% ($322.1M/$3.8B)

46432F339

QUAL|46432F339

Shares:—

Value:$321.9M

% of Portfolio:8.4% ($321.9M/$3.8B)

78464A409

SPYG|78464A409

Shares:—

Value:$296.8M

% of Portfolio:7.7% ($296.8M/$3.8B)

464287200

IVV|464287200

Shares:—

Value:$273.9M

% of Portfolio:7.1% ($273.9M/$3.8B)

72201R569

Shares:—

Value:$212.3M

% of Portfolio:5.5% ($212.3M/$3.8B)

921946794

VYMI|921946794

Shares:—

Value:$190.0M

% of Portfolio:4.9% ($190.0M/$3.8B)

808524805

SCHF|808524805

Shares:—

Value:$170.5M

% of Portfolio:4.4% ($170.5M/$3.8B)

921937835

BND|921937835

Shares:—

Value:$167.9M

% of Portfolio:4.4% ($167.9M/$3.8B)

45409F843

Shares:—

Value:$145.2M

% of Portfolio:3.8% ($145.2M/$3.8B)

922907746

VTEB|922907746

Shares:—

Value:$121.9M

% of Portfolio:3.2% ($121.9M/$3.8B)

922908512

VOE|922908512

Shares:—

Value:$119.0M

% of Portfolio:3.1% ($119.0M/$3.8B)

921932828

Shares:—

Value:$114.6M

% of Portfolio:3.0% ($114.6M/$3.8B)

808524201

SCHX|808524201

Shares:—

Value:$102.3M

% of Portfolio:2.7% ($102.3M/$3.8B)

35473P884

Shares:—

Value:$78.4M

% of Portfolio:2.0% ($78.4M/$3.8B)

316092790

Shares:—

Value:$60.6M

% of Portfolio:1.6% ($60.6M/$3.8B)

46432F842

IEFA|46432F842

Shares:—

Value:$55.5M

% of Portfolio:1.4% ($55.5M/$3.8B)

808524706

Shares:—

Value:$51.5M

% of Portfolio:1.3% ($51.5M/$3.8B)

922908538

VOT|922908538

Shares:—

Value:$50.9M

% of Portfolio:1.3% ($50.9M/$3.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGSHcusip92206C102)	—	QoQ - YoY -	All Managers (Combined)	$442.3M	11.5% ($442.3M/$3.8B)	QoQ +2.58% (+$11.2M) YoY +11.78% (+$46.6M)
(MUBcusip464288414)	—	QoQ - YoY -	All Managers (Combined)	$357.5M	9.3% ($357.5M/$3.8B)	QoQ -0.32% (-$1.2M) YoY -11.82% (-$47.9M)
(SCHDcusip808524797)	—	QoQ - YoY -	All Managers (Combined)	$322.1M	8.4% ($322.1M/$3.8B)	QoQ +6.57% (+$19.9M) YoY -3.80% (-$12.7M)
(QUALcusip46432F339)	—	QoQ - YoY -	All Managers (Combined)	$321.9M	8.4% ($321.9M/$3.8B)	QoQ +40.92% (+$93.5M) YoY +193.99% (+$212.4M)
(SPYGcusip78464A409)	—	QoQ - YoY -	All Managers (Combined)	$296.8M	7.7% ($296.8M/$3.8B)	QoQ +2.01% (+$5.9M) YoY +43.64% (+$90.2M)
(IVVcusip464287200)	—	QoQ - YoY -	All Managers (Combined)	$273.9M	7.1% ($273.9M/$3.8B)	QoQ +2.21% (+$5.9M) YoY +45.06% (+$85.1M)
(cusip72201R569)✕	—	QoQ - YoY NEW	All Managers (Combined)	$212.3M	5.5% ($212.3M/$3.8B)	QoQ +55.52% (+$75.8M) YoY NEW(+$212.3M)
(VYMIcusip921946794)	—	QoQ - YoY -	All Managers (Combined)	$190.0M	4.9% ($190.0M/$3.8B)	QoQ +8.13% (+$14.3M) YoY +13.48% (+$22.6M)
(SCHFcusip808524805)	—	QoQ - YoY -	All Managers (Combined)	$170.5M	4.4% ($170.5M/$3.8B)	QoQ +10.09% (+$15.6M) YoY +30.11% (+$39.5M)
(BNDcusip921937835)	—	QoQ - YoY -	All Managers (Combined)	$167.9M	4.4% ($167.9M/$3.8B)	QoQ -28.15% (-$65.8M) YoY -45.19% (-$138.5M)
(cusip45409F843)✕	—	QoQ - YoY -	All Managers (Combined)	$145.2M	3.8% ($145.2M/$3.8B)	QoQ -0.63% (-$927.8K) YoY +11.28% (+$14.7M)
(VTEBcusip922907746)	—	QoQ - YoY -	All Managers (Combined)	$121.9M	3.2% ($121.9M/$3.8B)	QoQ -4.64% (-$5.9M) YoY +23.11% (+$22.9M)
(VOEcusip922908512)	—	QoQ - YoY -	All Managers (Combined)	$119.0M	3.1% ($119.0M/$3.8B)	QoQ +5.69% (+$6.4M) YoY +31.05% (+$28.2M)
(cusip921932828)✕	—	QoQ - YoY -	All Managers (Combined)	$114.6M	3.0% ($114.6M/$3.8B)	QoQ -33.69% (-$58.2M) YoY -39.50% (-$74.8M)
(SCHXcusip808524201)	—	QoQ - YoY -	All Managers (Combined)	$102.3M	2.7% ($102.3M/$3.8B)	QoQ -4.68% (-$5.0M) YoY +8.10% (+$7.7M)
(cusip35473P884)✕	—	QoQ - YoY NEW	All Managers (Combined)	$78.4M	2.0% ($78.4M/$3.8B)	QoQ -6.10% (-$5.1M) YoY NEW(+$78.4M)
(cusip316092790)✕	—	QoQ - YoY -	All Managers (Combined)	$60.6M	1.6% ($60.6M/$3.8B)	QoQ -4.01% (-$2.5M) YoY -49.47% (-$59.3M)
(IEFAcusip46432F842)	—	QoQ - YoY -	All Managers (Combined)	$55.5M	1.4% ($55.5M/$3.8B)	QoQ +7.41% (+$3.8M) YoY +5.15% (+$2.7M)
(cusip808524706)✕	—	QoQ - YoY -	All Managers (Combined)	$51.5M	1.3% ($51.5M/$3.8B)	QoQ +8.14% (+$3.9M) YoY +41.39% (+$15.1M)
(VOTcusip922908538)	—	QoQ - YoY -	All Managers (Combined)	$50.9M	1.3% ($50.9M/$3.8B)	QoQ -6.56% (-$3.6M) YoY -48.29% (-$47.5M)