Investor
Orgel Wealth Management, LLC
CIK 0001658535 · filed 2026-04-07 · SEC filing
13F book
$4.64B
Positions
95
8 new · 5 sold
Largest name
13.6%
Ishares Tr
Est. mark
−$74.4M
Price effect on 87 names still held. Flow $182.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 3.29M | $631.6M | 13.6% | −$20.8M | Added$25.7M |
| Ishares Tr | — | 609.6K | $398.2M | 8.6% | −$17.7M | Added$16.5M |
| Vanguard Scottsdale Fds | — | 5.83M | $341.4M | 7.4% | −$1.11M | Cut−$133M |
| Spdr Series Trust | — | 3.43M | $335.7M | 7.2% | −$30.1M | Cut−$58.1M |
| Vanguard Whitehall Fds | — | 3.06M | $288.8M | 6.2% | $10.6M | Added$63.6M |
| Ishares Tr | — | 2.68M | $284.2M | 6.1% | −$2.51M | Added$3.98M |
| Vanguard Malvern Fds | — | 3.49M | $266M | 5.7% | — | New |
| Pimco Etf Tr | — | 4.82M | $239M | 5.1% | −$449.4K | Added$3.99M |
| Schwab Strategic Tr | — | 9.41M | $232.9M | 5.0% | $6.34M | Added$18.2M |
| Vanguard Mun Bd Fds | — | 3.47M | $172.9M | 3.7% | −$1.39M | Cut−$6M |
| Vanguard Index Fds | — | 899.1K | $165.7M | 3.6% | $5.85M | Added$15.4M |
| Ishares Tr | — | 683.7K | $164.1M | 3.5% | −$6.98M | Added−$5.24M |
| New York Life Invts Active E | — | 6.58M | $158.5M | 3.4% | −$1.42M | Added$4.59M |
| Global X Fds | — | 7.05M | $129.6M | 2.8% | −$3.59M | Cut−$9.73M |
| Vanguard Admiral Fds Inc | — | 1.09M | $124.8M | 2.7% | $4.01M | Added$9.91M |
| Schwab Strategic Tr | — | 4.69M | $120.3M | 2.6% | −$5.94M | Added−$5.64M |
| Franklin Templeton Etf Tr | — | 1.8M | $98.7M | 2.1% | −$2.01M | Added$13.7M |
| Schwab Strategic Tr | — | 2.11M | $69.5M | 1.5% | $400.5K | Added$3.94M |
| Fidelity Covington Trust | — | 900.1K | $65.3M | 1.4% | −$2.69M | Cut−$3.41M |
| Ishares Tr | — | 702.4K | $63.6M | 1.4% | $751.6K | Cut−$1.14M |
| Vanguard Index Fds | — | 219.1K | $56.4M | 1.2% | −$4.69M | Added−$3.7M |
| Invesco Exchange Traded Fd T | — | 398.4K | $30M | 0.6% | $55.8K | Cut−$269K |
| Ishares Tr | — | 342.8K | $29.1M | 0.6% | $839.1K | Cut−$428K |
| Ishares Tr | — | 291.6K | $23M | 0.5% | −$311.6K | Added−$281.7K |
| Ishares Inc | — | 306.5K | $21.4M | 0.5% | $775.5K | Cut−$145K |
| Vanguard World Fd | — | 138.1K | $15.5M | 0.3% | −$1.11M | Added$39K |
| Ishares Tr | — | 201.7K | $9.31M | 0.2% | −$70.6K | Cut−$166.8K |
| Schwab Strategic Tr | — | 296.4K | $9.09M | 0.2% | $963.3K | Cut−$490.4K |
| Vanguard World Fd | — | 126.1K | $9.05M | 0.2% | $8.66K | Added$3.41M |
| Vanguard Index Fds | — | 33.8K | $8.85M | 0.2% | $134.2K | Cut$35.1K |
| Ishares Tr | — | 90.7K | $8.67M | 0.2% | $30.7K | Added$3.16M |
| Schwab Strategic Tr | — | 220.6K | $6.43M | 0.1% | −$718.4K | Added−$289.7K |
| Schwab Strategic Tr | — | 198.3K | $5.77M | 0.1% | $119K | Cut−$7.86K |
| Tidal Trust Iii | — | 286.4K | $4.97M | 0.1% | −$34.4K | Cut−$58K |
| Spdr S&P 500 Etf Tr | — | 6.28K | $4.08M | 0.1% | −$197.8K | Added−$188K |
| Vanguard Index Fds | — | 6.29K | $3.76M | 0.1% | −$180.2K | Added−$57.1K |
| Ishares Tr | — | 33.6K | $3.27M | 0.1% | $37K | Cut−$38.2K |
| Vanguard Index Fds | — | 6.62K | $2.12M | 0.0% | −$88.5K | Added$72.6K |
| Apple Inc. | AAPL | 7.82K | $1.98M | 0.0% | −$141.2K | Cut−$162.4K |
| Microsoft Corp | MSFT | 5.33K | $1.97M | 0.0% | −$589.6K | Added−$540.4K |
| Janus Detroit Str Tr | — | 24.4K | $1.71M | 0.0% | −$86.1K | Cut−$638.6K |
| Ishares Tr | — | 6.6K | $1.64M | 0.0% | $11.9K | Added$40K |
| Ishares Tr | — | 13.5K | $1.54M | 0.0% | −$103.7K | Cut−$128.8K |
| Ishares Inc | — | 19.1K | $1.5M | 0.0% | $114.3K | Cut$69.5K |
| Spdr Gold Tr | — | 3.34K | $1.44M | 0.0% | $113.5K | Held |
| Ishares Tr | — | 14.3K | $1.39M | 0.0% | $13.7K | Cut−$17.6K |
| Ishares Tr | — | 2.96K | $1.26M | 0.0% | −$134.1K | Added−$88.9K |
| Vanguard Specialized Funds | — | 5.75K | $1.24M | 0.0% | −$22.3K | Added$199.4K |
| Spdr S&P Midcap 400 Etf Tr | — | 1.89K | $1.17M | 0.0% | $21.8K | Added$193.2K |
| Ishares Tr | — | 11.6K | $1.15M | 0.0% | −$7.08K | Cut−$38.9K |
| Ishares Tr | — | 8.03K | $1.14M | 0.0% | −$44.2K | Added$92.8K |
| Palmer Square Funds Trust | — | 48.7K | $994.7K | 0.0% | — | New |
| Vanguard Growth Etf | — | 2.26K | $988K | 0.0% | −$115.5K | Cut−$207.2K |
| Dbx Etf Tr | — | 29.7K | $963.4K | 0.0% | $41.8K | Added$50.5K |
| Spdr Series Trust | — | 12.2K | $932.6K | 0.0% | −$25.6K | Added$373.8K |
| Global X Fds | — | 10.5K | $776K | 0.0% | — | New |
| Ishares Tr | — | 7.04K | $749.9K | 0.0% | −$1.21K | Added$105.5K |
| J P Morgan Exchange Traded F | — | 12.6K | $716.4K | 0.0% | −$3.95K | Added$312.3K |
| Sprott Asset Management Lp | — | 20K | $708.8K | 0.0% | $48.4K | Held |
| Amazon Com Inc | AMZN | 3.34K | $696.4K | 0.0% | −$64.5K | Added$36.5K |
| Ishares Tr | — | 3K | $642.1K | 0.0% | $9.87K | Added$18.6K |
| Fidelity Covington Trust | — | 7.45K | $596.6K | 0.0% | −$28.7K | Cut−$155.8K |
| J P Morgan Exchange Traded F | — | 9.99K | $554.9K | 0.0% | −$13.4K | Added$255.4K |
| Meta Platforms, Inc. | META | 918 | $525.2K | 0.0% | −$80.7K | Cut−$93.9K |
| Vanguard Intl Equity Index F | — | 6.75K | $506.9K | 0.0% | $10.2K | Added$22K |
| Invesco Exchange Traded Fd T | — | 2.5K | $480K | 0.0% | $887 | Added$7.8K |
| Schwab Strategic Tr | — | 15K | $473.3K | 0.0% | $16.2K | Added$210.8K |
| Caterpillar Inc | CAT | 666 | $471.8K | 0.0% | $81.5K | Added$127.5K |
| Progressive Corp | — | 2.34K | $464.7K | 0.0% | −$69.1K | Cut−$78.4K |
| Mastercard Inc | MA | 898 | $448.6K | 0.0% | −$59.6K | Added−$28.6K |
| Ishares Tr | — | 3.42K | $425.8K | 0.0% | $14.2K | Cut$10.9K |
| Ishares Tr | — | 1.33K | $418.6K | 0.0% | −$12.3K | Held |
| Vanguard Index Fds | — | 1.99K | $410.2K | 0.0% | −$6.62K | Held |
| Ishares Tr | — | 3.15K | $404K | 0.0% | −$17.4K | Added$133.1K |
| Firstservice Corp New | — | 2.87K | $398.1K | 0.0% | −$47.5K | Held |
| Jpmorgan Chase & Co. | — | 1.2K | $352.1K | 0.0% | −$33.6K | Cut−$58.1K |
| Ishares Tr | — | 8.76K | $341.4K | 0.0% | $10.6K | Held |
| Cintas Corp | CTAS | 2K | $338.3K | 0.0% | −$37.9K | Held |
| Ishares Tr | — | 940 | $335.2K | 0.0% | −$15.6K | Added−$9.52K |
| Wisdomtree Tr | — | 10K | $332.2K | 0.0% | — | New |
| Berkshire Hathaway Inc Del | — | 687 | $329.2K | 0.0% | −$11.2K | Added$89.4K |
| Spdr Index Shs Fds | — | 3.52K | $327.9K | 0.0% | $8.54K | Added$30.3K |
| Johnson & Johnson | JNJ | 1.32K | $323.1K | 0.0% | $49.6K | Held |
| Dimensional Etf Trust | — | 6.28K | $304.5K | 0.0% | $11.8K | Held |
| Alphabet Inc | — | 1.05K | $301.4K | 0.0% | — | New |
| Invesco Qqq Tr | — | 496 | $286.3K | 0.0% | −$13.6K | Added$62.1K |
| Vanguard Intl Equity Index F | — | 5.27K | $285K | 0.0% | $1.53K | Cut−$8.79K |
| Ishares Tr | — | 3.36K | $281.3K | 0.0% | — | New |
| Illinois Tool Wks Inc | — | 1K | $260.3K | 0.0% | $14K | Held |
| Alphabet Inc | — | 903 | $259K | 0.0% | — | New |
| Ishares Tr | — | 1.68K | $244.1K | 0.0% | — | New |
| Pepsico Inc | PEP | 1.5K | $232.9K | 0.0% | $17.7K | Held |
| Nasdaq, Inc. | NDAQ | 2.5K | $212.7K | 0.0% | −$30.7K | Cut−$42.1K |
| Vanguard Index Fds | — | 1.05K | $206.4K | 0.0% | $5.48K | Cut−$10.8K |
| Home Depot, Inc. | HD | 613 | $201.6K | 0.0% | −$9.32K | Cut−$55.8K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.