Universe · entity
Orgel Wealth Management, LLC
Institutional manager (13F) · CIK 1658535
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $4.6B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $632M | 3,292,676 |
| 2 | ISHARES TR | $398M | 609,638 |
| 3 | VANGUARD SCOTTSDALE FDS | $341M | 5,832,672 |
| 4 | SPDR SERIES TRUST | $336M | 3,429,117 |
| 5 | VANGUARD WHITEHALL FDS | $289M | 3,064,412 |
| 6 | ISHARES TR | $284M | 2,677,093 |
| 7 | VANGUARD MALVERN FDS | $266M | 3,489,169 |
| 8 | PIMCO ETF TR | $239M | 4,819,490 |
| 9 | SCHWAB STRATEGIC TR | $233M | 9,411,516 |
| 10 | VANGUARD MUN BD FDS | $173M | 3,465,055 |
| 11 | VANGUARD INDEX FDS | $166M | 899,090 |
| 12 | ISHARES TR | $164M | 683,699 |
| 13 | NEW YORK LIFE INVTS ACTIVE E | $158M | 6,575,324 |
| 14 | GLOBAL X FDS | $130M | 7,045,871 |
| 15 | VANGUARD ADMIRAL FDS INC | $125M | 1,086,768 |
| 16 | SCHWAB STRATEGIC TR | $120M | 4,691,102 |
| 17 | FRANKLIN TEMPLETON ETF TR | $99M | 1,796,639 |
| 18 | SCHWAB STRATEGIC TR | $70M | 2,110,215 |
| 19 | FIDELITY COVINGTON TRUST | $65M | 900,088 |
| 20 | ISHARES TR | $64M | 702,396 |
| 21 | VANGUARD INDEX FDS | $56M | 219,081 |
| 22 | INVESCO EXCHANGE TRADED FD T | $30M | 398,406 |
| 23 | ISHARES TR | $29M | 342,827 |
| 24 | ISHARES TR | $23M | 291,617 |
| 25 | ISHARES INC | $21M | 306,540 |
| 26 | VANGUARD WORLD FD | $16M | 138,135 |
| 27 | ISHARES TR | $9M | 201,654 |
| 28 | SCHWAB STRATEGIC TR | $9M | 296,407 |
| 29 | VANGUARD WORLD FD | $9M | 126,099 |
| 30 | VANGUARD INDEX FDS | $9M | 33,799 |
| 31 | ISHARES TR | $9M | 90,685 |
| 32 | SCHWAB STRATEGIC TR | $6M | 220,575 |
| 33 | SCHWAB STRATEGIC TR | $6M | 198,315 |
| 34 | TIDAL TRUST III | $5M | 286,424 |
| 35 | STATE STR SPDR S&P 500 ETF T | $4M | 6,278 |
| 36 | VANGUARD INDEX FDS | $4M | 6,295 |
| 37 | ISHARES TR | $3M | 33,637 |
| 38 | VANGUARD INDEX FDS | $2M | 6,619 |
| 39 | APPLE INC | $2M | 7,815 |
| 40 | MICROSOFT CORP | $2M | 5,330 |
| 41 | JANUS DETROIT STR TR | $2M | 24,358 |
| 42 | ISHARES TR | $2M | 6,597 |
| 43 | ISHARES TR | $2M | 13,535 |
| 44 | ISHARES INC | $2M | 19,122 |
| 45 | SPDR GOLD TR | $1M | 3,341 |
| 46 | ISHARES TR | $1M | 14,268 |
| 47 | ISHARES TR | $1M | 2,965 |
| 48 | VANGUARD SPECIALIZED FUNDS | $1M | 5,755 |
| 49 | STATE STR SPDR S&P MIDCAP 40 | $1M | 1,892 |
| 50 | ISHARES TR | $1M | 11,615 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.