Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Orgel Wealth Management, LLC (CIK 1658535) reported $4.64B across 95 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QUAL ($631.6M, 13.61%), IVV ($398.2M, 8.58%), VGSH ($341.4M, 7.36%), SPYG ($335.7M, 7.23%), VYMI ($288.8M, 6.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | $631.6M | 13.61% | 3.3M | Added |
| 2 | IVV | ISHARES TR | $398.2M | 8.58% | 609,638 | Added |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | $341.4M | 7.36% | 5.8M | Trimmed |
| 4 | SPYG | SPDR SERIES TRUST | $335.7M | 7.23% | 3.4M | Trimmed |
| 5 | VYMI | VANGUARD WHITEHALL FDS | $288.8M | 6.22% | 3.1M | Added |
| 6 | MUB | ISHARES TR | $284.2M | 6.12% | 2.7M | Added |
| 7 | VSDB | VANGUARD MALVERN FDS | $266.0M | 5.73% | 3.5M | New |
| 8 | PMBS | PIMCO ETF TR | $239.0M | 5.15% | 4.8M | Added |
| 9 | SCHF | SCHWAB STRATEGIC TR | $232.9M | 5.02% | 9.4M | Added |
| 10 | VTEB | VANGUARD MUN BD FDS | $172.9M | 3.72% | 3.5M | Trimmed |
| 11 | VOE | VANGUARD INDEX FDS | $165.7M | 3.57% | 899,090 | Added |
| 12 | MTUM | ISHARES TR | $164.1M | 3.54% | 683,699 | Added |
| 13 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $158.5M | 3.41% | 6.6M | Added |
| 14 | PFFD | GLOBAL X FDS | $129.6M | 2.79% | 7.0M | Trimmed |
| 15 | VIOO | VANGUARD ADMIRAL FDS INC | $124.8M | 2.69% | 1.1M | Added |
| 16 | SCHX | SCHWAB STRATEGIC TR | $120.3M | 2.59% | 4.7M | Added |
| 17 | FLQM | FRANKLIN TEMPLETON ETF TR | $98.7M | 2.13% | 1.8M | Added |
| 18 | SCHE | SCHWAB STRATEGIC TR | $69.5M | 1.50% | 2.1M | Added |
| 19 | FQAL | FIDELITY COVINGTON TRUST | $65.3M | 1.41% | 900,088 | Trimmed |
| 20 | IEFA | ISHARES TR | $63.6M | 1.37% | 702,396 | Trimmed |
| 21 | VOT | VANGUARD INDEX FDS | $56.4M | 1.21% | 219,081 | Added |
| 22 | SPHQ | INVESCO EXCHANGE TRADED FD T | $30.0M | 0.65% | 398,406 | Trimmed |
| 23 | IMCV | ISHARES TR | $29.1M | 0.63% | 342,827 | Trimmed |
| 24 | IMCG | ISHARES TR | $23.0M | 0.49% | 291,617 | Added |
| 25 | IEMG | ISHARES INC | $21.4M | 0.46% | 306,540 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31