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
95 檔
37.9%
During the Q1 2026 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 95 reported positions.
In Q1 2026, Orgel Wealth Management, LLC displayed an active expansion posture, initiating 8 new positions and adding to 45 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 13.61% | +0.37% | +7.94% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.58% | +0.60% | +9.39% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 7.36% | -7.32% | -27.80% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.23% | +0.44% | -7.09% | |
| 5 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 6.22% | -0.47% | +22.47% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 6.12% | -0.59% | +2.34% | |
| 7 | VSDB | Vanguard Short Dur Bond ETF | ETF-Other | 5.73% | +6.14% | — | |
| 8 | PMBS | Pimco Mbs Active ETF | ETF-Other | 5.15% | -0.59% | +1.89% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.02% | +0.07% | +5.37% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.72% | -0.29% | -2.58% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.57% | +0.03% | +6.12% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.54% | +0.83% | +1.07% | |
| 13 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 3.41% | -3.42% | EXIT | |
| 14 | PFFD | Global X US Preferred ETF | ETF-Other | 2.79% | -0.37% | -4.40% | |
| 15 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 2.69% | +0.22% | +4.97% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.59% | +0.01% | +0.25% | |
| 17 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 2.13% | -2.07% | +18.92% | |
| 18 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.50% | +0.01% | +5.37% | |
| 19 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 1.41% | -0.04% | -1.04% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.37% | -0.08% | -2.93% | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.21% | +0.05% | +1.78% | |
| 22 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.65% | +0.03% | -1.07% | |
| 23 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.63% | -0.04% | -4.30% | |
| 24 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.49% | +0.04% | +0.13% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.46% | +0.03% | -4.28% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.33% | +0.03% | +8.01% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.20% | -0.03% | -1.02% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.20% | -0.02% | -15.17% | |
| 29 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.19% | — | +60.16% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.19% | — | -1.12% | |
| 31 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.19% | -0.01% | +56.57% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.14% | +0.01% | +7.15% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.12% | +0.01% | -2.20% | |
| 34 | OWNS | Ccm Affordable Hous Mbs ETF | ETF-Other | 0.11% | -0.01% | -0.47% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.09% | — | +0.24% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | +0.02% | +3.38% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.07% | — | -2.27% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.05% | +0.01% | +8.21% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.04% | +0.02% | -0.99% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.04% | — | +2.56% | |
| 41 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.04% | — | -23.57% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.04% | — | +1.74% | |
| 43 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.03% | — | -1.51% | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.03% | +0.01% | -3.13% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.03% | -0.01% | — | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.03% | — | -2.23% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.03% | +0.01% | +3.71% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.03% | +0.01% | +21.82% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.03% | — | +17.22% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.02% | +0.01% | -2.67% |
According to official SEC Form 13F filings, Orgel Wealth Management, LLC reported a total U.S. public equity portfolio value of $5.3B across 95 disclosed positions in Q1 2026.
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 QUAL, IVV, VGSH) accounted for 37.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
VSDB
市值: $266.0M
Top Position Liquidated / Trimmed
BND
前期市值: $116.0M
During Q1 2026, Orgel Wealth Management, LLC's top holdings by market value included QUAL (13.6%)、IVV (8.6%)、VGSH (7.4%). The largest single position, QUAL, represented 13.6% of total portfolio value.
In Q1 2026, Orgel Wealth Management, LLC made 89 total portfolio adjustments, initiating 8 new buys, adding to 45 positions, trimming 31 holdings, and fully liquidating 5 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.