Orgel Wealth Management, LLC Portfolio Holdings

Orgel Wealth Management, LLC

  • $4.15 Billion
  • Q3 2025

Orgel Wealth Management, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.15 Billion distributed in 88 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 $585M, Vanguard with a value of $443M, Spdr Portfolio with a value of $400M, Ishares Core S&P 500 ETF with a value of $366M, and Ishares National Muni Bond ETF with a value of $274M.

Examining the 13F form we can see an increase of $224M in the current position value, from $3.93B to 4.15B.

Below you can find more details about Orgel Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.15 Billion
ETFs: $4.14 Billion
Technology: $4.38 Million
Financial Services: $2.44 Million
Industrials: $1.13 Million
Consumer Cyclical: $771,000
Communication Services: $650,000
Real Estate: $545,000
Healthcare: $245,000
Other: $210,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$585 Million 14.08% of portfolio
3,005,601
Q3 2025 Added 1.73%
$0
$443 Million 10.66% of portfolio
7,525,339
Q3 2025 Added 3.08%
$0
$400 Million 9.64% of portfolio
3,828,393
Q3 2025 Reduced 1.73%
$0
$366 Million 8.83% of portfolio
547,398
Q3 2025 Added 2.55%
$0
$274 Million 6.59% of portfolio
2,569,238
Q3 2025 Added 0.94%
$0
$214 Million 5.16% of portfolio
2,529,655
Q3 2025 Added 0.15%
$0
$204 Million 4.91% of portfolio
8,762,910
Q3 2025 Added 2.25%
$0
$170 Million 4.1% of portfolio
664,061
Q3 2025 Added 0.65%
$0
$160 Million 3.86% of portfolio
3,199,497
Q3 2025 Added 9.32%
$0
$148 Million 3.57% of portfolio
6,102,883
Q3 2025 Added 3.28%
$0
$143 Million 3.45% of portfolio
819,795
Q3 2025 Added 3.05%
$0
$137 Million 3.29% of portfolio
7,026,957
Q3 2025 Added 0.92%
$0
$124 Million 2.98% of portfolio
4,692,187
Q3 2025 Reduced 0.73%
$0
$112 Million 2.7% of portfolio
1,012,871
Q3 2025 Reduced 22.75%
$0
$111 Million 2.67% of portfolio
1,491,677
Q3 2025 Added 1.73%
$0
$79.2 Million 1.91% of portfolio
1,403,767
Q3 2025 Added 4.74%
$0
$65.7 Million 1.58% of portfolio
1,969,045
Q3 2025 Added 0.94%
$0
$64.5 Million 1.55% of portfolio
219,453
Q3 2025 Reduced 0.75%
$0
$63.3 Million 1.53% of portfolio
725,487
Q3 2025 Reduced 0.67%
$0
$31.2 Million 0.75% of portfolio
425,914
Q3 2025 Reduced 0.9%
$0
$28.9 Million 0.7% of portfolio
360,195
Q3 2025 Added 0.06%
$0
$24 Million 0.58% of portfolio
290,218
Q3 2025 Reduced 1.92%
$0
$17.9 Million 0.43% of portfolio
334,211
Q3 2025 Reduced 2.54%
$0
$15.1 Million 0.36% of portfolio
127,893
Q3 2025 Reduced 0.06%
$0
$10.8 Million 0.26% of portfolio
395,713
Q3 2025 Reduced 0.19%
$0
$9.55 Million 0.23% of portfolio
204,530
Q3 2025 Added 0.01%
$0
$9.34 Million 0.23% of portfolio
36,749
Q3 2025 Reduced 25.02%
$0
$6.06 Million 0.15% of portfolio
189,826
Q3 2025 Added 10.42%
$0
$5.68 Million 0.14% of portfolio
203,613
Q3 2025 Reduced 17.33%
$0
$5.67 Million 0.14% of portfolio
81,720
Q3 2025 Reduced 1.01%
$0
$5.39 Million 0.13% of portfolio
57,969
Q3 2025 Added 0.17%
$0
$4.2 Million 0.1% of portfolio
6,299
Q3 2025 Reduced 5.29%
$0
$3.69 Million 0.09% of portfolio
6,032
Q3 2025 Added 1.91%
$0
$3.15 Million 0.08% of portfolio
42,115
Q3 2025 Reduced 5.01%
$0
$3.21 Million 0.08% of portfolio
34,403
Q1 2025 Added 5.94%
$3.81T
$2.54 Million 0.06% of portfolio
4,903
Q3 2025 Reduced 0.12%
$0
$1.98 Million 0.05% of portfolio
6,047
Q3 2025 Added 6.93%
$0
$1.59 Million 0.04% of portfolio
6,558
Q3 2025 Reduced 2.34%
$3.98T
$1.84 Million 0.04% of portfolio
7,232
Q2 2025 Reduced 3.21%
$0
$1.63 Million 0.04% of portfolio
13,957
Q3 2025 Added 1.36%
$0
$1.5 Million 0.04% of portfolio
15,542
Q3 2025 Reduced 1.63%
$137B
$1.19 Million 0.03% of portfolio
3,341
Q3 2025 Added 2.36%
$0
$1.26 Million 0.03% of portfolio
2,728
Q3 2025 Reduced 14.75%
$0
$1.06 Million 0.03% of portfolio
2,907
Q1 2025 Added 42.29%
$0
$1.32 Million 0.03% of portfolio
19,904
Q2 2025 Reduced 1.4%
$0
$1.11 Million 0.03% of portfolio
2,317
Q3 2025 Reduced 0.22%
$0
$855,000 0.02% of portfolio
8,514
Q3 2025 Added 6.2%
$0
$757,000 0.02% of portfolio
9,108
Q3 2025 Added 3.14%
$0
$627,000 0.02% of portfolio
5,880
Q3 2025 Added 3.34%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $4.15 Billion
  • Prior Value $3.93 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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