Orgel Wealth Management, LLC: 13F holdings
CIK 16585352026Q2
| Positions | 113 |
|---|
| Reported value | $4.6bn |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 113 (+18 vs prior quarter) |
|---|
| Reported value | $4.6bn (+8.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QUAL ISHARES TR | 3,358,210 | $736.9m | 15.9% |
| IVV ISHARES TR | 646,536 | $484.2m | 10.4% |
| SPYG SPDR SERIES TRUST | 3,398,409 | $404.4m | 8.7% |
| VYMI VANGUARD WHITEHALL FDS | 3,084,964 | $302.9m | 6.5% |
| MUB ISHARES TR | 2,708,345 | $291.5m | 6.3% |
| SCHF SCHWAB STRATEGIC TR | 9,692,489 | $268.5m | 5.8% |
| PMBS PIMCO ETF TR | 4,870,198 | $240.5m | 5.2% |
| MTUM ISHARES TR | 672,724 | $230.6m | 5.0% |
| VOE VANGUARD INDEX FDS | 961,906 | $190.1m | 4.1% |
| BLACKROCK ETF TRUST II | 8,146,410 | $182.9m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1658535")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples