Orgel Wealth Management, LLC Portfolio Holdings
Orgel Wealth Management, LLC
- $4.24 Billion
- Q4 2025
Orgel Wealth Management, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $4.24 Billion distributed in 92 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $593M, Vanguard with a value of $474M, Spdr Portfolio with a value of $387M, Ishares Core S&P 500 ETF with a value of $376M, and Ishares National Muni Bond ETF with a value of $280M.
Examining the 13F form we can see an increase of $91.2M in the current position value, from $4.15B to 4.24B.
Below you can find more details about Orgel Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.24 Billion
ETFs: $4.23 Billion
Technology: $4.75 Million
Financial Services: $2.46 Million
Industrials: $2.28 Million
Consumer Cyclical: $937,000
Communication Services: $571,000
Real Estate: $447,000
Healthcare: $263,000
Other: $221,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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