EdgeMarket › What Orgel Wealth Management, Llc reported owning
What Orgel Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
4.6BPositions
95Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| QUAL iShares MSCI USA Quality Factor ETF | 631.6M | 13.6% | 3.3M | 223.22 | +19.3% |
| IVV iShares Core S&P 500 ETF | 398.2M | 8.6% | 609.6K | 769.31 | +20.0% |
| VGSH Vanguard Short-Term Treasury ETF | 341.4M | 7.4% | 5.8M | 58.13 | -0.9% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 335.7M | 7.2% | 3.4M | 120.21 | +22.2% |
| VYMI Vanguard International High Dividend Yield ETF | 288.8M | 6.2% | 3.1M | 105.25 | +24.5% |
| MUB iShares National Muni Bond ETF | 284.2M | 6.1% | 2.7M | 105.34 | +1.2% |
| VSDB Vanguard Short Duration Bond ETF | 266.0M | 5.7% | 3.5M | 75.95 | -0.4% |
| PMBS PIMCO Mortgage-Backed Securities Active Exchan | 239.0M | 5.2% | 4.8M | 48.56 | -0.9% |
| SCHF Schwab International Equity ETF | 232.9M | 5.0% | 9.4M | 28.46 | +24.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 172.9M | 3.7% | 3.5M | 49.54 | +1.4% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 165.7M | 3.6% | 899.1K | 208.64 | +21.9% |
| MTUM iShares MSCI USA Momentum Factor ETF | 164.1M | 3.5% | 683.7K | 305.17 | +25.7% |
| MMIT NYLI MacKay Muni Intermediate ETF | 158.5M | 3.4% | 6.6M | 23.98 | +0.5% |
| PFFD Global X U.S. Preferred ETF | 129.6M | 2.8% | 7.0M | 18.39 | -5.1% |
| VIOO Vanguard S&P Small-Cap 600 ETF | 124.8M | 2.7% | 1.1M | 136.58 | +29.1% |
| SCHX Schwab U.S. Large-Cap ETF | 120.3M | 2.6% | 4.7M | 30.21 | +19.6% |
| FLQM Franklin U.S. Mid Cap Multifactor Index ETF | 98.7M | 2.1% | 1.8M | 61.65 | +9.4% |
| SCHE Schwab Emerging Markets Equity ETF | 69.5M | 1.5% | 2.1M | 36.97 | +17.7% |
| FQAL Fidelity Quality Factor ETF | 65.3M | 1.4% | 900.1K | 84.56 | +17.7% |
| IEFA iShares Core MSCI EAFE ETF | 63.6M | 1.4% | 702.4K | 100.85 | +16.8% |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | 56.4M | 1.2% | 219.1K | 305.46 | +7.4% |
| SPHQ Invesco S&P 500 Quality ETF | 30.0M | 0.6% | 398.4K | 85.95 | +18.7% |
| IMCV iShares Morningstar Mid-Cap Value ETF | 29.1M | 0.6% | 342.8K | 98.21 | +24.8% |
| IMCG iShares Morningstar Mid-Cap Growth ETF | 23.0M | 0.5% | 291.6K | 98.10 | +21.4% |
| IEMG iShares Core MSCI Emerging Markets ETF | 21.4M | 0.5% | 306.5K | 81.57 | +31.9% |
| ESGV Vanguard ESG U.S. Stock ETF | 15.5M | 0.3% | 138.1K | 135.75 | +20.1% |
| IUSB iShares Core Universal USD Bond ETF | 9.3M | 0.2% | 201.7K | 45.43 | -1.7% |
| SCHD Schwab US Dividend Equity ETF | 9.1M | 0.2% | 296.4K | 35.11 | +27.6% |
| VSGX Vanguard ESG International Stock ETF | 9.0M | 0.2% | 126.1K | 83.52 | +23.2% |
| VB Vanguard Morningstar Small-Cap ETF | 8.9M | 0.2% | 33.8K | 304.76 | +24.4% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 8.7M | 0.2% | 90.7K | 107.31 | +17.0% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 6.4M | 0.1% | 220.6K | 35.32 | +17.3% |
| SCHA Schwab U.S. Small-Cap ETF | 5.8M | 0.1% | 198.3K | 34.83 | +32.4% |
| OWNS Quaker Investment Trust CCM Affordable Housing | 5.0M | 0.1% | 286.4K | 17.08 | -1.0% |
| SPY SPDR S&P 500 ETF TRUST | 4.1M | 0.1% | 6.3K | 765.72 | +20.0% |
| VOO Vanguard S&P 500 ETF | 3.8M | 0.1% | 6.3K | 703.71 | +20.0% |
| EFA iShares MSCI EAFE ETF | 3.3M | 0.1% | 33.6K | 108.24 | +17.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 2.1M | 0.0% | 6.6K | 378.24 | +20.5% |
| AAPL Apple Inc. | 2.0M | 0.0% | 7.8K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 2.0M | 0.0% | 5.3K | 483.24 | -4.4% |
| JSML Janus Henderson Small Cap Growth Alpha ETF | 1.7M | 0.0% | 24.4K | 90.62 | +29.3% |
| IWM iShares Russell 2000 ETF | 1.6M | 0.0% | 6.6K | 299.96 | +33.1% |
| SUSL iShares ESG MSCI USA Leaders ETF | 1.5M | 0.0% | 13.5K | 137.56 | +23.0% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 1.5M | 0.0% | 19.1K | 97.80 | +53.2% |
| GLD SPDR GOLD TRUST | 1.4M | 0.0% | 3.3K | 423.36 | +37.3% |
| IWR iShares Russell Mid-Cap ETF | 1.4M | 0.0% | 14.3K | 113.44 | +20.4% |
| IWF iShares Russell 1000 Growth Fund | 1.3M | 0.0% | 3.0K | 122.39 | +11.2% |
| VIG Vanguard Div Appreciation ETF | 1.2M | 0.0% | 5.8K | 243.91 | +16.2% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 1.2M | 0.0% | 1.9K | 699.60 | +20.6% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1.2M | 0.0% | 11.6K | 97.35 | -1.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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