Orgel Wealth Management, LLC
CIK: 1658535SEC EDGAR →
Portfolio Value
$2.6T
Holdings
113
As of
Q2 2026
New Positions
20
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD MALVERN FDS | 8,199,393 | $625.9B | 23.93% |
| 2 | VANGUARD WHITEHALL FDS | 3,084,964 | $302.9B | 11.58% |
| 3 | SCHWAB STRATEGIC TR | 9,692,489 | $268.5B | 10.27% |
| 4 | PIMCO ETF TR | 4,870,198 | $240.5B | 9.20% |
| 5 | BLACKROCK ETF TRUST II | 8,146,410 | $182.9B | 6.99% |
| 6 | VANGUARD MUN BD FDS | 3,570,951 | $180.6B | 6.91% |
| 7 | SCHWAB STRATEGIC TR | 4,658,623 | $137.1B | 5.24% |
| 8 | GLOBAL X FDS | 6,826,192 | $127.6B | 4.88% |
| 9 | ISHARES TR | 1,548,629 | $119.4B | 4.57% |
| 10 | SCHWAB STRATEGIC TR | 2,198,585 | $79.7B | 3.05% |
Quarterly Changes
New Positions (20)
$182.9B · 8.1M shares
$119.4B · 1.5M shares
$10.5B · 128K shares
$2.3B · 33K shares
$876.6M · 18K shares
$535.2M · 8K shares
$471.8M · 6K shares
$308.1M · 4K shares
$221.1M · 3K shares
$216.3M · 3K shares
$208.9M · 4K shares
$208.4M · 3K shares
$7.9M · 28K shares
$2.0M · 15K shares
$1.9M · 8K shares
$766K · 3K shares
$726K · 4K shares
$261K · 230 shares
$237K · 1K shares
$235K · 565 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 88 | $1.7T | 64.2% |
| Unknown | 10 | $935.7B | 35.8% |
| Technology | 3 | $5.8M | 0.0% |
| Communication Services | 3 | $1.3M | 0.0% |
| Industrials | 3 | $1.2M | 0.0% |
| Consumer Cyclical | 2 | $1.1M | 0.0% |
| Healthcare | 2 | $571K | 0.0% |
| Real Estate | 1 | $407K | 0.0% |
| Consumer Defensive | 1 | $203K | 0.0% |