Orgel Wealth Management, LLC Portfolio Holdings

Orgel Wealth Management, LLC

  • $4.24 Billion
  • Q4 2025

Orgel Wealth Management, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $4.24 Billion distributed in 92 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 $593M, Vanguard with a value of $474M, Spdr Portfolio with a value of $387M, Ishares Core S&P 500 ETF with a value of $376M, and Ishares National Muni Bond ETF with a value of $280M.

Examining the 13F form we can see an increase of $91.2M in the current position value, from $4.15B to 4.24B.

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

Portfolio value $4.24 Billion
ETFs: $4.23 Billion
Technology: $4.75 Million
Financial Services: $2.46 Million
Industrials: $2.28 Million
Consumer Cyclical: $937,000
Communication Services: $571,000
Real Estate: $447,000
Healthcare: $263,000
Other: $221,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$593 Million 13.98% of portfolio
3,050,553
Q4 2025 Added 1.5%
$0
$474 Million 11.18% of portfolio
8,078,817
Q4 2025 Added 7.35%
$0
$387 Million 9.12% of portfolio
3,690,972
Q4 2025 Reduced 3.59%
$0
$376 Million 8.87% of portfolio
557,287
Q4 2025 Added 1.81%
$0
$280 Million 6.6% of portfolio
2,615,919
Q4 2025 Added 1.82%
$0
$219 Million 5.17% of portfolio
2,502,221
Q4 2025 Reduced 1.08%
$0
$214 Million 5.04% of portfolio
8,932,214
Q4 2025 Added 1.93%
$0
$179 Million 4.22% of portfolio
3,556,836
Q4 2025 Added 11.17%
$0
$166 Million 3.92% of portfolio
676,461
Q4 2025 Added 1.87%
$0
$154 Million 3.63% of portfolio
6,325,741
Q4 2025 Added 3.65%
$0
$147 Million 3.47% of portfolio
847,200
Q4 2025 Added 3.34%
$0
$140 Million 3.29% of portfolio
7,370,268
Q4 2025 Added 4.89%
$0
$124 Million 2.93% of portfolio
4,679,398
Q4 2025 Reduced 0.27%
$0
$116 Million 2.74% of portfolio
1,565,416
Q4 2025 Added 4.94%
$0
$113 Million 2.65% of portfolio
1,035,330
Q4 2025 Added 2.22%
$0
$83.6 Million 1.97% of portfolio
1,510,839
Q4 2025 Added 7.63%
$0
$67.7 Million 1.6% of portfolio
2,002,676
Q4 2025 Added 1.71%
$0
$64.2 Million 1.51% of portfolio
723,576
Q4 2025 Reduced 0.26%
$0
$60.2 Million 1.42% of portfolio
215,245
Q4 2025 Reduced 1.92%
$0
$29.6 Million 0.7% of portfolio
402,733
Q4 2025 Reduced 5.44%
$0
$28.7 Million 0.68% of portfolio
358,216
Q4 2025 Reduced 0.55%
$0
$23.3 Million 0.55% of portfolio
291,237
Q4 2025 Added 0.35%
$0
$17.2 Million 0.4% of portfolio
320,235
Q4 2025 Reduced 4.18%
$0
$15.2 Million 0.36% of portfolio
127,889
Q4 2025 Reduced -0.0%
$0
$9.52 Million 0.22% of portfolio
349,405
Q4 2025 Reduced 11.7%
$0
$9.49 Million 0.22% of portfolio
203,722
Q4 2025 Reduced 0.4%
$0
$8.54 Million 0.2% of portfolio
34,183
Q4 2025 Reduced 6.98%
$0
$6.64 Million 0.16% of portfolio
205,856
Q4 2025 Added 8.44%
$0
$5.49 Million 0.13% of portfolio
57,918
Q4 2025 Reduced 0.09%
$0
$5.55 Million 0.13% of portfolio
78,735
Q4 2025 Reduced 3.65%
$0
$5.56 Million 0.13% of portfolio
202,769
Q4 2025 Reduced 0.41%
$0
$4.17 Million 0.1% of portfolio
6,263
Q4 2025 Reduced 0.57%
$0
$3.76 Million 0.09% of portfolio
6,089
Q4 2025 Added 0.94%
$0
$3.28 Million 0.08% of portfolio
34,420
Q4 2025 Added 0.05%
$3.78T
$2.64 Million 0.06% of portfolio
5,197
Q4 2025 Added 6.0%
$0
$2.02 Million 0.05% of portfolio
6,117
Q4 2025 Added 1.16%
$0
$2.31 Million 0.05% of portfolio
31,869
Q4 2025 Reduced 24.33%
$4.3T
$2.11 Million 0.05% of portfolio
7,893
Q4 2025 Added 9.14%
$0
$1.63 Million 0.04% of portfolio
13,742
Q4 2025 Reduced 1.54%
$0
$1.54 Million 0.04% of portfolio
6,484
Q4 2025 Reduced 1.13%
$23.2B
$1.33 Million 0.03% of portfolio
32,890
Q4 2025 New
$0
$1.19 Million 0.03% of portfolio
11,934
Q4 2025 Added 40.17%
$0
$1.18 Million 0.03% of portfolio
2,450
Q4 2025 Added 5.74%
$130B
$1.26 Million 0.03% of portfolio
3,341
Q3 2025 Added 2.36%
$0
$1.35 Million 0.03% of portfolio
2,859
Q4 2025 Added 4.8%
$0
$1.38 Million 0.03% of portfolio
14,593
Q4 2025 Reduced 6.11%
$0
$1.42 Million 0.03% of portfolio
19,739
Q4 2025 Reduced 0.83%
$0
$643,000 0.02% of portfolio
6,039
Q4 2025 Added 2.7%
$2.39T
$670,000 0.02% of portfolio
2,859
Q4 2025 Added 13.9%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $4.24 Billion
  • Prior Value $4.15 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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