Orgel Wealth Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Orgel Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 81 holdings worth $3.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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: 0001658535
Manager Name: Orgel Wealth Management, LLC

Data Enrichment

73% identified

59 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

81 positions • $3,849,926.041K total value

81 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 1 of 5

Sort by:

92206C102

VGSH|92206C102

Value:

$442.3B(+2.6%)

464288414

MUB|464288414

Value:

$357.5B(-0.3%)

808524797

SCHD|808524797

Value:

$322.1B(+6.6%)

46432F339

QUAL|46432F339

Value:

$321.9B(+40.9%)

78464A409

SPYG|78464A409

Value:

$296.8B(+2.0%)

464287200

IVV|464287200

Value:

$273.9B(+2.2%)

72201R569

Value:

$212.3B(+55.5%)

921946794

VYMI|921946794

Value:

$190.0B(+8.1%)

808524805

SCHF|808524805

Value:

$170.5B(+10.1%)

921937835

BND|921937835

Value:

$167.9B(-28.1%)

45409F843

Value:

$145.2B(-0.6%)

922907746

VTEB|922907746

Value:

$121.9B(-4.6%)

922908512

VOE|922908512

Value:

$119.0B(+5.7%)

921932828

Value:

$114.6B(-33.7%)

808524201

SCHX|808524201

Value:

$102.3B(-4.7%)

35473P884

Value:

$78.4B(-6.1%)

316092790

Value:

$60.6B(-4.0%)

46432F842

IEFA|46432F842

Value:

$55.5B(+7.4%)

808524706

Value:

$51.5B(+8.1%)

922908538

VOT|922908538

Value:

$50.9B(-6.6%)

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