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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$737,000 0.02% of portfolio
8,961
Q4 2025 Reduced 1.61%
$0
$894,000 0.02% of portfolio
29,459
Q4 2025 Reduced 4.38%
$0
$946,000 0.02% of portfolio
1,614
Q4 2025 Reduced 1.28%
$0
$860,000 0.02% of portfolio
4,724
Q4 2025 Added 5.33%
$0
$1.03 Million 0.02% of portfolio
7,065
Q4 2024 Reduced 25.73%
$0
$299,000 0.01% of portfolio
5,464
Q4 2025 Added 0.61%
$0
$245,000 0.01% of portfolio
3,283
Q3 2025 Reduced 16.14%
$0
$297,000 0.01% of portfolio
5,153
Q4 2025 Added 16.87%
$0
$322,000 0.01% of portfolio
8,762
Q3 2025 Added 0.33%
$19B
$373,000 0.01% of portfolio
2,000
Q3 2024 Added 300.0%
$0
$339,000 0.01% of portfolio
923
Q4 2025 Reduced 68.25%
$291B
$331,000 0.01% of portfolio
601
Q4 2025 Added 18.77%
$0
$282,000 0.01% of portfolio
6,283
Q4 2022 New
$522B
$263,000 0.01% of portfolio
1,322
Q3 2025 Reduced 26.84%
$0
$270,000 0.01% of portfolio
1,978
Q4 2025 Reduced 3.65%
$0
$256,000 0.01% of portfolio
8,806
Q4 2025 Added 15.55%
$42.8B
$228,000 0.01% of portfolio
2,623
Q4 2025 Added 4.71%
$74.9B
$243,000 0.01% of portfolio
1,000
Q3 2025 Reduced 0.3%
$662B
$242,000 0.01% of portfolio
477
Q3 2024 Reduced 11.34%
$0
$220,000 0.01% of portfolio
365
Q4 2025 Reduced 4.45%
$204B
$221,000 0.01% of portfolio
1,500
Q3 2025 New
$0
$400,000 0.01% of portfolio
7,061
Q4 2025 Added 19.84%
$881B
$382,000 0.01% of portfolio
1,273
Q4 2025 Added 14.17%
$0
$623,000 0.01% of portfolio
20,000
Q1 2025 New
$0
$606,000 0.01% of portfolio
2,964
Q4 2025 Reduced 0.34%
$1.37T
$571,000 0.01% of portfolio
938
Q4 2025 Added 5.87%
$0
$550,000 0.01% of portfolio
6,966
Q4 2025 Added 13.18%
$0
$520,000 0.01% of portfolio
1,509
Q4 2025 New
$132B
$537,000 0.01% of portfolio
2,385
Q4 2025 Added 1.75%
$0
$521,000 0.01% of portfolio
1,276
Q4 2025 New
$0
$518,000 0.01% of portfolio
2,067
Q4 2025 New
$0
$481,000 0.01% of portfolio
6,592
Q2 2025 Reduced 8.19%
$0
$403,000 0.01% of portfolio
3,452
Q4 2025 Reduced 5.55%
$0
$407,000 0.01% of portfolio
1,993
Q1 2025 Reduced 2.5%
$0
$416,000 0.01% of portfolio
1,334
Q4 2025 Reduced 0.52%
$6.9B
$447,000 0.01% of portfolio
2,865
Q4 2023 Reduced 12.92%
$0
$461,000 0.01% of portfolio
2,465
Q4 2025 New
$512B
$448,000 0.01% of portfolio
836
Q4 2025 Added 4.37%
Pimco ETF Tr
-
$0 0.0% of portfolio
-
Q4 2025 Added 5.43%
$0
$212,000 0.0% of portfolio
1,137
Q4 2025 New
Tidal Trust Iii
-
$0 0.0% of portfolio
-
Q4 2025 Added 1.67%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $4.24 Billion
  • Prior Value $4.15 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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