Orgel Wealth Management, LLC

Est. AUM

$4.64B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	MSCI USA QLT FCT	$631.6M	3292676	13.61%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$398.2M	609638	8.58%	SOLE
3	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$341.4M	5832672	7.36%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$335.7M	3429117	7.23%	SOLE
5	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$288.8M	3064412	6.22%	SOLE
6	ISHARES TR	NATIONAL MUN ETF	$284.2M	2677093	6.12%	SOLE
7	VANGUARD MALVERN FDS	SHORT DURATION B	$266.0M	3489169	5.73%	SOLE
8	PIMCO ETF TR	MTG BKD SECS ACT	$239.0M	4819490	5.15%	SOLE
9	SCHWAB STRATEGIC TR	INTL EQTY ETF	$232.9M	9411516	5.02%	SOLE
10	VANGUARD MUN BD FDS	TAX EXEMPT BD	$172.9M	3465055	3.72%	SOLE
11	VANGUARD INDEX FDS	MCAP VL IDXVIP	$165.7M	899090	3.57%	SOLE
12	ISHARES TR	MSCI USA MMENTM	$164.1M	683699	3.54%	SOLE
13	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$158.5M	6575324	3.41%	SOLE
14	GLOBAL X FDS	US PFD ETF	$129.6M	7045871	2.79%	SOLE
15	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$124.8M	1086768	2.69%	SOLE
16	SCHWAB STRATEGIC TR	US LRG CAP ETF	$120.3M	4691102	2.59%	SOLE
17	FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$98.7M	1796639	2.13%	SOLE
18	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$69.5M	2110215	1.50%	SOLE
19	FIDELITY COVINGTON TRUST	QLTY FCTOR ETF	$65.3M	900088	1.41%	SOLE
20	ISHARES TR	CORE MSCI EAFE	$63.6M	702396	1.37%	SOLE
21	VANGUARD INDEX FDS	MCAP GR IDXVIP	$56.4M	219081	1.21%	SOLE
22	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$30.0M	398406	0.65%	SOLE
23	ISHARES TR	MRGSTR MD CP VAL	$29.1M	342827	0.63%	SOLE
24	ISHARES TR	MRGSTR MD CP GRW	$23.0M	291617	0.49%	SOLE
25	ISHARES INC	CORE MSCI EMKT	$21.4M	306540	0.46%	SOLE
26	VANGUARD WORLD FD	ESG US STK ETF	$15.5M	138135	0.33%	SOLE
27	ISHARES TR	CORE UNIVRSL USD	$9.3M	201654	0.20%	SOLE
28	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$9.1M	296407	0.20%	SOLE
29	VANGUARD WORLD FD	ESG INTL STK ETF	$9.0M	126099	0.19%	SOLE
30	VANGUARD INDEX FDS	SMALL CP ETF	$8.9M	33799	0.19%	SOLE
31	ISHARES TR	ESG AW MSCI EAFE	$8.7M	90685	0.19%	SOLE
32	SCHWAB STRATEGIC TR	US LCAP GR ETF	$6.4M	220575	0.14%	SOLE
33	SCHWAB STRATEGIC TR	US SML CAP ETF	$5.8M	198315	0.12%	SOLE
34	TIDAL TRUST III	AFFORDABLE HOUS	$5.0M	286424	0.11%	SOLE
35	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.1M	6278	0.09%	SOLE
36	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.8M	6295	0.08%	SOLE
37	ISHARES TR	MSCI EAFE ETF	$3.3M	33637	0.07%	SOLE
38	VANGUARD INDEX FDS	TOTAL STK MKT	$2.1M	6619	0.05%	SOLE
39	APPLE INC	COM	$2.0M	7815	0.04%	SOLE
40	MICROSOFT CORP	COM	$2.0M	5330	0.04%	SOLE
41	JANUS DETROIT STR TR	HENDERSN CAP ETF	$1.7M	24358	0.04%	SOLE
42	ISHARES TR	RUSSELL 2000 ETF	$1.6M	6597	0.04%	SOLE
43	ISHARES TR	ESG MSCI LEADR	$1.5M	13535	0.03%	SOLE
44	ISHARES INC	MSCI EMRG CHN	$1.5M	19122	0.03%	SOLE
45	SPDR GOLD TR	GOLD SHS	$1.4M	3341	0.03%	SOLE
46	ISHARES TR	RUS MID CAP ETF	$1.4M	14268	0.03%	SOLE
47	ISHARES TR	RUS 1000 GRW ETF	$1.3M	2965	0.03%	SOLE
48	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	5755	0.03%	SOLE
49	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.2M	1892	0.03%	SOLE
50	ISHARES TR	CORE US AGGBD ET	$1.2M	11615	0.02%	SOLE

1–50 of 95

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.