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CIK: 0001658535
Total reported value
$5.3B
$5.3B
81 檔
33.0%
At the close of Q1 2025, Orgel Wealth Management, LLC disclosed equity holdings valued at approximately $5.3B, spread across 81 reported holdings.
In Q1 2025, Orgel Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 11.49% | -7.32% | +1.70% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 9.29% | -0.59% | +0.72% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.37% | -0.02% | +4.14% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 8.36% | +0.37% | +46.86% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.71% | +0.44% | +11.57% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.11% | +0.60% | +7.09% | |
| 7 | PMBS | Pimco Mbs Active ETF | ETF-Other | 5.51% | -0.59% | +51.66% | |
| 8 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.94% | -0.47% | -0.40% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.43% | +0.07% | +2.97% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 4.36% | +0.01% | NEW | |
| 11 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 3.77% | — | +0.25% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.17% | -0.29% | -3.66% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.09% | +0.03% | +6.51% | |
| 14 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 2.98% | +0.22% | -27.15% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.66% | +0.01% | +0.07% | |
| 16 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 2.04% | -2.07% | -3.81% | |
| 17 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 1.57% | -0.04% | -2.11% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.44% | -0.08% | -0.21% | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.34% | +0.01% | +4.46% | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.32% | +0.05% | -3.09% | |
| 21 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.72% | +0.03% | +11.17% | |
| 22 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.66% | -0.04% | -0.83% | |
| 23 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.56% | +0.04% | -3.91% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.47% | +0.03% | +0.63% | |
| 25 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.35% | +0.03% | -32.70% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.26% | — | +2.56% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.26% | -0.03% | -2.63% | |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.21% | -0.01% | -12.34% | |
| 29 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.14% | — | +4.01% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.14% | +0.01% | +0.47% | |
| 31 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.13% | — | -93.80% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | — | +5.87% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.09% | +0.01% | +54.18% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.07% | — | +5.94% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | +0.02% | +8.43% | |
| 36 | SHYM | Ishares Short Duration High | ETF-Other | 0.06% | +3.47% | NEW | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.05% | — | -0.68% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.05% | — | NEW | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.04% | +0.02% | -5.87% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.04% | — | +91.12% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.03% | — | +0.52% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.03% | +0.01% | -19.55% | |
| 43 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.03% | — | +14.57% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.03% | +0.01% | +24.99% | |
| 45 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.03% | +0.01% | +2.15% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.02% | -0.01% | — | |
| 47 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.02% | — | — | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.02% | — | +42.29% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.02% | — | -0.18% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.02% | — | — |
According to official SEC Form 13F filings, Orgel Wealth Management, LLC reported a total U.S. public equity portfolio value of $5.3B across 81 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VGSH, MUB, SCHD) accounted for 33.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
VGSH
市值: $442.3M
During Q1 2025, Orgel Wealth Management, LLC's top holdings by market value included VGSH (11.5%)、MUB (9.3%)、SCHD (8.4%). The largest single position, VGSH, represented 11.5% of total portfolio value.
In Q1 2025, Orgel Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 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.
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