13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001658535
Total reported value
$5.3B
$5.3B
86 檔
31.3%
During the Q4 2024 filing period, Orgel Wealth Management, LLC (CIK: 0001658535) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.3B across 86 reported positions.
During Q4 2024, Orgel Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 11.25% | -7.32% | +3.33% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 9.36% | -0.59% | -8.34% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.89% | -0.02% | +159.84% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.59% | +0.44% | +19.68% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.99% | +0.60% | +6.83% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 6.10% | +0.01% | NEW | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.96% | +0.37% | +3.72% | |
| 8 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.59% | -0.47% | +3.00% | |
| 9 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 4.51% | +0.22% | +1.08% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.04% | +0.07% | +117.00% | |
| 11 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 3.81% | — | -3.09% | |
| 12 | PMBS | Pimco Mbs Active ETF | ETF-Other | 3.56% | -0.59% | — | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.34% | -0.29% | +2.50% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.94% | +0.03% | +5.42% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.80% | +0.01% | +205.99% | |
| 16 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 2.19% | — | +1.96% | |
| 17 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 2.18% | -2.07% | +165.38% | |
| 18 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 1.65% | -0.04% | -2.02% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.42% | +0.05% | -4.10% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.35% | -0.08% | +3.28% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.24% | +0.01% | +4.88% | |
| 22 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.67% | -0.04% | -0.46% | |
| 23 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.66% | +0.03% | -0.31% | |
| 24 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.62% | +0.04% | -3.30% | |
| 25 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.56% | +0.03% | -0.45% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.46% | +0.03% | +1.13% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.28% | — | +0.41% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.26% | -0.03% | -2.07% | |
| 29 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.23% | -0.01% | +6.42% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.15% | +0.01% | +94.64% | |
| 31 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.13% | — | +7.60% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | — | -0.03% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | +0.02% | +52.88% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.07% | +0.01% | +326.05% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.06% | — | — | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | — | -3.40% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.05% | +0.02% | +0.51% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.05% | — | NEW | |
| 39 | SHYM | Ishares Short Duration High | ETF-Other | 0.05% | +3.47% | NEW | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | +0.01% | +46.77% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.04% | — | +0.12% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.03% | +0.01% | +219.10% | |
| 43 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.03% | — | -1.62% | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.03% | +0.01% | +1.26% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.03% | +0.01% | +3.49% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.02% | — | +4.31% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.02% | — | +1.93% | |
| 48 | GVI | Ishares Intermediate Governm | ETF-Other | 0.02% | — | — | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.02% | — | -25.73% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.02% | — | +7.08% |
According to official SEC Form 13F filings, Orgel Wealth Management, LLC reported a total U.S. public equity portfolio value of $5.3B across 86 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, MUB, SCHD) accounted for 31.3% of total reported equity market value during Q4 2024.
During Q4 2024, Orgel Wealth Management, LLC's top holdings by market value included VGSH (11.3%)、MUB (9.4%)、SCHD (7.9%). The largest single position, VGSH, represented 11.3% of total portfolio value.
In Q4 2024, Orgel Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.