Orgel Wealth Management, LLC Portfolio Holdings

Orgel Wealth Management, LLC

  • $3.93 Billion
  • Q2 2025

Orgel Wealth Management, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.93 Billion distributed in 86 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 $540M, Vanguard with a value of $429M, Spdr Portfolio with a value of $371M, Ishares Core S&P 500 ETF with a value of $331M, and Ishares National Muni Bond ETF with a value of $266M.

Examining the 13F form we can see an increase of $303M in the current position value, from $3.62B to 3.93B.

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

Portfolio value $3.93 Billion
ETFs: $3.92 Billion
Technology: $3.92 Million
Financial Services: $2.36 Million
Communication Services: $866,000
Consumer Cyclical: $751,000
Industrials: $692,000
Real Estate: $500,000
Healthcare: $276,000
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$540 Million 13.76% of portfolio
2,954,525
Q2 2025 Added 56.83%
$0
$429 Million 10.92% of portfolio
7,300,821
Q2 2025 Reduced 3.12%
$0
$371 Million 9.46% of portfolio
3,895,752
Q2 2025 Added 5.49%
$0
$331 Million 8.44% of portfolio
533,783
Q2 2025 Added 9.52%
$0
$266 Million 6.77% of portfolio
2,545,255
Q2 2025 Reduced 24.94%
$0
$202 Million 5.15% of portfolio
2,525,860
Q2 2025 Reduced 2.06%
$0
$189 Million 4.82% of portfolio
8,570,431
Q2 2025 Reduced 0.59%
$0
$159 Million 4.04% of portfolio
659,781
Q2 2025 New
$0
$144 Million 3.65% of portfolio
2,926,845
Q2 2025 Added 19.13%
$0
$141 Million 3.59% of portfolio
5,909,226
Q2 2025 New
$0
$133 Million 3.38% of portfolio
1,311,200
Q2 2025 Added 10.42%
$0
$131 Million 3.34% of portfolio
6,963,093
Q2 2025 New
$0
$131 Million 3.33% of portfolio
795,512
Q2 2025 Added 7.33%
$0
$116 Million 2.94% of portfolio
4,726,458
Q2 2025 Added 2.01%
$0
$108 Million 2.75% of portfolio
1,466,307
Q2 2025 Reduced 35.85%
$0
$72.8 Million 1.85% of portfolio
1,340,239
Q2 2025 Reduced 9.37%
$0
$62.9 Million 1.6% of portfolio
221,110
Q2 2025 Added 6.31%
$0
$61 Million 1.55% of portfolio
730,380
Q2 2025 Reduced 0.48%
$0
$58.8 Million 1.5% of portfolio
1,950,673
Q2 2025 Added 4.33%
$0
$30.6 Million 0.78% of portfolio
429,791
Q2 2025 Added 3.22%
$0
$27.4 Million 0.7% of portfolio
359,977
Q2 2025 Added 5.71%
$0
$23.7 Million 0.6% of portfolio
295,906
Q2 2025 Reduced 1.38%
$0
$18.4 Million 0.47% of portfolio
342,931
Q2 2025 Added 1.36%
$0
$14 Million 0.36% of portfolio
127,969
Q2 2025 Reduced 7.14%
$0
$11.6 Million 0.3% of portfolio
49,011
Q2 2025 Added 7.67%
$0
$10.5 Million 0.27% of portfolio
396,483
Q2 2025 Reduced 96.56%
$0
$9.45 Million 0.24% of portfolio
204,514
Q2 2025 Reduced 5.97%
$0
$6.23 Million 0.16% of portfolio
246,306
Q2 2025 Added 8.83%
$0
$5.41 Million 0.14% of portfolio
82,556
Q2 2025 Reduced 9.55%
$0
$5.02 Million 0.13% of portfolio
171,905
Q2 2025 Added 17.75%
$0
$5.16 Million 0.13% of portfolio
57,871
Q2 2025 Reduced 41.99%
$0
$4.11 Million 0.1% of portfolio
6,651
Q2 2025 Added 0.82%
$0
$3.36 Million 0.09% of portfolio
5,919
Q2 2025 Added 9.53%
$0
$3.08 Million 0.08% of portfolio
34,403
Q1 2025 Added 5.94%
$0
$2.99 Million 0.08% of portfolio
44,334
Q2 2025 Reduced 44.03%
$0
$2.19 Million 0.06% of portfolio
95,515
Q2 2025 Added 0.02%
$0
$1.45 Million 0.04% of portfolio
15,799
Q2 2025 Reduced 1.83%
$0
$1.45 Million 0.04% of portfolio
6,715
Q2 2025 Added 1.99%
$0
$1.49 Million 0.04% of portfolio
13,770
Q2 2025 Added 3.88%
$0
$1.72 Million 0.04% of portfolio
5,655
Q2 2025 Added 21.61%
$0
$1.35 Million 0.03% of portfolio
3,200
Q2 2025 Reduced 0.65%
$0
$1.26 Million 0.03% of portfolio
19,904
Q2 2025 Reduced 1.4%
$0
$1.02 Million 0.03% of portfolio
2,322
Q2 2025 Added 7.8%
$105B
$994,000 0.03% of portfolio
3,264
Q3 2024 Reduced 6.74%
$0
$987,000 0.03% of portfolio
2,907
Q1 2025 Added 42.29%
$0
$669,000 0.02% of portfolio
8,831
Q2 2025 New
$0
$605,000 0.02% of portfolio
5,690
Q2 2025 Added 6.28%
$0
$795,000 0.02% of portfolio
8,017
Q2 2025 Added 34.49%
$0
$908,000 0.02% of portfolio
31,491
Q2 2025 Reduced 5.49%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $3.93 Billion
  • Prior Value $3.62 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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