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CIK: 0001658535
Total reported value
$5.3B
$5.3B
86 檔
36.8%
The Q2 2025 SEC filing reveals that Orgel Wealth Management, LLC held a total portfolio value of $5.3B, covering 86 public equity positions.
During Q2 2025, 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 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 13.02% | +0.37% | +56.83% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 10.34% | -7.32% | -3.12% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 8.95% | +0.44% | +5.49% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.99% | +0.60% | +9.52% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 6.41% | -0.59% | -24.94% | |
| 6 | PMBS | Pimco Mbs Active ETF | ETF-Other | 5.20% | -0.59% | +1.61% | |
| 7 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.88% | -0.47% | -2.06% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.56% | +0.07% | -0.59% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.82% | +0.83% | — | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.46% | -0.29% | +19.13% | |
| 11 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 3.40% | -3.42% | EXIT | |
| 12 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 3.20% | +0.22% | +10.42% | |
| 13 | PFFD | Global X US Preferred ETF | ETF-Other | 3.16% | -0.37% | — | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.15% | +0.03% | +7.33% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.78% | +0.01% | +2.01% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 2.60% | +0.01% | NEW | |
| 17 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 1.75% | -2.07% | -9.37% | |
| 18 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 1.60% | -0.04% | +0.70% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.52% | +0.05% | +6.31% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.47% | -0.08% | -0.48% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.42% | +0.01% | +4.33% | |
| 22 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.74% | +0.03% | +3.22% | |
| 23 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.66% | -0.04% | +5.71% | |
| 24 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.57% | +0.04% | -1.38% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.50% | +0.03% | +1.36% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.34% | +0.03% | -7.14% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.28% | — | +7.67% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.25% | -0.02% | -96.56% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.23% | -0.03% | -5.97% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.15% | +0.01% | +8.83% | |
| 31 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.13% | — | -9.55% | |
| 32 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.12% | -0.01% | -41.99% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.12% | +0.01% | +17.75% | |
| 34 | OWNS | Ccm Affordable Hous Mbs ETF | ETF-Other | 0.11% | -0.01% | +532.45% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | — | +0.82% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | +0.02% | +9.53% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.07% | — | — | |
| 38 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.07% | — | -44.03% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | — | -3.40% | |
| 40 | SHYM | Ishares Short Duration High | ETF-Other | 0.05% | +3.47% | NEW | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | +0.01% | +21.61% | |
| 42 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.04% | — | +3.88% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.04% | +0.02% | -3.21% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.04% | — | -1.83% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.03% | — | +1.99% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.03% | +0.01% | -0.65% | |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.03% | +0.01% | -1.40% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.02% | — | +7.80% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.02% | -0.01% | — | |
| 50 | IWB | Ishares Russell 1000 ETF | 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 86 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including QUAL, VGSH, SPYG) accounted for 36.8% of total reported equity market value during Q2 2025.
During Q2 2025, Orgel Wealth Management, LLC's top holdings by market value included QUAL (13.0%)、VGSH (10.3%)、SPYG (8.9%). The largest single position, QUAL, represented 13.0% of total portfolio value.
In Q2 2025, 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.
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