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CIK: 0001658535
Total reported value
$5.3B
$5.3B
88 檔
39.2%
In Q3 2025, Orgel Wealth Management, LLC's U.S. equity holdings reached a combined market value of $5.3B, distributed across 88 disclosed stock positions.
Orgel Wealth Management, LLC executed strategic sector rebalancing during Q3 2025, establishing 5 new positions while fully exiting 3 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 13.34% | +0.37% | +1.73% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 10.10% | -7.32% | +3.08% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.13% | +0.44% | -1.73% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.36% | +0.60% | +2.55% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 6.24% | -0.59% | +0.94% | |
| 6 | PMBS | Pimco Mbs Active ETF | ETF-Other | 5.08% | -0.59% | +2.06% | |
| 7 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.89% | -0.47% | +0.15% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.65% | +0.07% | +2.25% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.88% | +0.83% | +0.65% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.65% | -0.29% | +9.32% | |
| 11 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 3.38% | -3.42% | EXIT | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.26% | +0.03% | +3.05% | |
| 13 | PFFD | Global X US Preferred ETF | ETF-Other | 3.11% | -0.37% | +0.92% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.82% | +0.01% | -0.73% | |
| 15 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 2.55% | +0.22% | -22.75% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 2.53% | +0.01% | NEW | |
| 17 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 1.81% | -2.07% | +4.74% | |
| 18 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 1.59% | -0.04% | -1.97% | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.50% | +0.01% | +0.94% | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.47% | +0.05% | -0.75% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.44% | -0.08% | -0.67% | |
| 22 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.71% | +0.03% | -0.90% | |
| 23 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.66% | -0.04% | +0.06% | |
| 24 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.55% | +0.04% | -1.92% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.50% | +0.03% | -2.54% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.35% | +0.03% | -0.06% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.25% | -0.02% | -0.19% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.22% | -0.03% | +0.01% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.21% | — | -25.02% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.14% | +0.01% | +10.42% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.13% | +0.01% | -17.33% | |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.13% | — | -1.01% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.12% | -0.01% | +0.17% | |
| 34 | OWNS | Ccm Affordable Hous Mbs ETF | ETF-Other | 0.11% | -0.01% | +4.54% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | — | -5.29% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | +0.02% | +1.91% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.07% | — | — | |
| 38 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.07% | — | -5.01% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | — | -0.12% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.05% | +0.01% | +6.93% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.04% | +0.02% | — | |
| 42 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.04% | — | +1.36% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.04% | — | -2.34% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.03% | — | -1.63% | |
| 45 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.03% | +0.01% | — | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.03% | +0.01% | -14.75% | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.03% | -0.01% | +2.36% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.03% | — | -0.22% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.02% | — | — | |
| 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 88 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including QUAL, VGSH, SPYG) accounted for 39.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
MTUM
市值: $170.3M
Top Position Liquidated / Trimmed
MMIN
前期市值: $145.2M
During Q3 2025, Orgel Wealth Management, LLC's top holdings by market value included QUAL (13.3%)、VGSH (10.1%)、SPYG (9.1%). The largest single position, QUAL, represented 13.3% of total portfolio value.
In Q3 2025, Orgel Wealth Management, LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 20 positions, trimming 21 holdings, and fully liquidating 3 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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