Orgel Wealth Management, LLC - Portfolio Stock Holdings
Orgel Wealth Management, LLC disclosed 115 stock positions in a recent SEC 13F filing. $5,272,494,111 of stock holdings were filed, with the largest holdings including QUAL, VSDB, and IVV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $9,548,675,912 and has 79 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
115Est. Stock Holding Value:
$5,272,494,111Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Orgel Wealth Management, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...