Institutions / Orgel Wealth Management, LLC
Orgel Wealth Management, LLC
CIK 1658535 · Institution · as of Dec 31, 2025
Portfolio value
$4.53B
Positions
92
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 92 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $605.90M | 13.4% |
| Vanguard Scottsdale Fds | $474.47M | 10.5% |
| SPDR Series Trust | $393.83M | 8.7% |
| iShares Tr | $381.71M | 8.4% |
| iShares Tr | $280.19M | 6.2% |
| PIMCO ETF Tr | $235.06M | 5.2% |
| Vanguard Whitehall Fds | $225.20M | 5.0% |
| Schwab Strategic Tr | $214.73M | 4.7% |
| Vanguard Mun Bd Fds | $178.87M | 3.9% |
| iShares MSCI UAE ETF | $169.32M | 3.7% |
| New York Life Invts Active E | $153.91M | 3.4% |
| Vanguard Index Fds | $150.27M | 3.3% |
| Global X Fds | $139.37M | 3.1% |
| Schwab Strategic Tr | $125.92M | 2.8% |
| Vanguard Bd Index Fds | $115.95M | 2.6% |
| Vanguard Admiral Fds Inc | $114.88M | 2.5% |
| Franklin Templeton ETF Tr | $85.00M | 1.9% |
| Fidelity Covington Trust | $68.76M | 1.5% |
| Schwab Strategic Tr | $65.59M | 1.4% |
| iShares Tr | $64.73M | 1.4% |
| Vanguard Index Fds | $60.08M | 1.3% |
| Invesco Exchange Traded Fd T | $30.23M | 0.7% |
| iShares Tr | $29.49M | 0.7% |
| iShares Tr | $23.25M | 0.5% |
| iShares Inc | $21.53M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.