Orgel Wealth Management, LLC - Portfolio overview

Orgel Wealth Management, LLC has 99 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. QUAL - ISHARES TR, 13.29%
2. IVV - ISHARES TR, 8.38%
3. VGSH - VANGUARD SCOTTSDALE FDS, 7.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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