Sponsored

The Analysis of Orgel Wealth Management, LLC's Holdings & P&L

Currently, Orgel Wealth Management, LLC holds 95 types of securities in its portfolio with a total value $4.6B. In the most recent quarter, they have increased their positions in VSDB (+3.5M shares, valued at $266.0M), VYMI (+562.2K shares, valued at $53.0M), QUAL (+242.1K shares, valued at $46.4M); decreased their positions in VGSH (-2.2M shares, valued at $131.5M), SPYG (-261.9K shares, valued at $25.6M), PFFD (-324.4K shares, valued at $6.0M); initiated new positions in VSDB (+3.5M shares, valued at $266.0M), PSQA (+48.7K shares, valued at $994.7K), MLPX (+10.5K shares, valued at $776.0K).

1M P&L

+120.5M+2.46%

3M P&L

+140.1M+2.88%

HY P&L

+361.2M+7.77%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A4.6B

99.8%

2Consumer Electronics2.0M

0.0%

3Software - Infrastructure2.0M

0.0%

Top Industries by Stock Count

1N/A74 stocks

83.1%

2Consumer Electronics1 stocks

1.1%

3Software - Infrastructure1 stocks

1.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QUAL ISHARES TR3.3M shares7.94%2026-03-312026-04-07

IVV ISHARES TR609.6K shares9.39%2026-03-312026-04-07

VGSH VANGUARD SCOTTSDALE FDS5.8M shares-27.80%2026-03-312026-04-07

SPYG SPDR SERIES TRUST3.4M shares-7.09%2026-03-312026-04-07

VYMI VANGUARD WHITEHALL FDS3.1M shares22.47%2026-03-312026-04-07

MUB ISHARES TR2.7M shares2.34%2026-03-312026-04-07

VSDB VANGUARD MALVERN FDS3.5M sharesnew addition2026-03-312026-04-07

PMBS PIMCO ETF TR4.8M shares1.89%2026-03-312026-04-07

Sponsored

SCHF SCHWAB STRATEGIC TR9.4M shares5.37%2026-03-312026-04-07

VTEB VANGUARD MUN BD FDS3.5M shares-2.58%2026-03-312026-04-07

VOE VANGUARD INDEX FDS899.1K shares6.12%2026-03-312026-04-07

MTUM ISHARES TR683.7K shares1.07%2026-03-312026-04-07

MMIT NEW YORK LIFE INVTS ACTIVE E6.6M shares3.95%2026-03-312026-04-07

PFFD GLOBAL X FDS7.0M shares-4.40%2026-03-312026-04-07

VIOO VANGUARD ADMIRAL FDS INC1.1M shares4.97%2026-03-312026-04-07

SCHX SCHWAB STRATEGIC TR4.7M shares0.25%2026-03-312026-04-07

Sponsored

FLQM FRANKLIN TEMPLETON ETF TR1.8M shares18.92%2026-03-312026-04-07

SCHE SCHWAB STRATEGIC TR2.1M shares5.37%2026-03-312026-04-07

FQAL FIDELITY COVINGTON TRUST900.1K shares-1.04%2026-03-312026-04-07

IEFA ISHARES TR702.4K shares-2.93%2026-03-312026-04-07

VOT VANGUARD INDEX FDS219.1K shares1.78%2026-03-312026-04-07

SPHQ INVESCO EXCHANGE TRADED FD T398.4K shares-1.07%2026-03-312026-04-07

IMCV ISHARES TR342.8K shares-4.30%2026-03-312026-04-07

IMCG ISHARES TR291.6K shares0.13%2026-03-312026-04-07

Sponsored

IEMG ISHARES INC306.5K shares-4.28%2026-03-312026-04-07

ESGV VANGUARD WORLD FD138.1K shares8.01%2026-03-312026-04-07

IUSB ISHARES TR201.7K shares-1.02%2026-03-312026-04-07

SCHD SCHWAB STRATEGIC TR296.4K shares-15.17%2026-03-312026-04-07

VSGX VANGUARD WORLD FD126.1K shares60.16%2026-03-312026-04-07

VB VANGUARD INDEX FDS33.8K shares-1.12%2026-03-312026-04-07

ESGD ISHARES TR90.7K shares56.57%2026-03-312026-04-07

SCHG SCHWAB STRATEGIC TR220.6K shares7.15%2026-03-312026-04-07

Sponsored

SCHA SCHWAB STRATEGIC TR198.3K shares-2.20%2026-03-312026-04-07

OWNS TIDAL TRUST III286.4K shares-0.47%2026-03-312026-04-07

SPY STATE STR SPDR S&P 500 ETF T6.3K shares0.24%2026-03-312026-04-07

VANGUARD INDEX FDS VANGUARD INDEX FDS6.3K shares3.38%2026-03-312026-04-07

EFA ISHARES TR33.6K shares-2.27%2026-03-312026-04-07

VTI VANGUARD INDEX FDS6.6K shares8.21%2026-03-312026-04-07

AAPL APPLE INC7.8K shares-0.99%2026-03-312026-04-07

MSFT MICROSOFT CORP5.3K shares2.56%2026-03-312026-04-07

Sponsored

JSML JANUS DETROIT STR TR24.4K shares-23.57%2026-03-312026-04-07

IWM ISHARES TR6.6K shares1.74%2026-03-312026-04-07

SUSL ISHARES TR13.5K shares-1.51%2026-03-312026-04-07

EMXC ISHARES INC19.1K shares-3.13%2026-03-312026-04-07

GLD SPDR GOLD TR3.3K shares0.00%2026-03-312026-04-07

IWR ISHARES TR14.3K shares-2.23%2026-03-312026-04-07

IWF ISHARES TR3.0K shares3.71%2026-03-312026-04-07

VIG VANGUARD SPECIALIZED FUNDS5.8K shares21.82%2026-03-312026-04-07

Sponsored

MDY STATE STR SPDR S&P MIDCAP 401.9K shares17.22%2026-03-312026-04-07

AGG ISHARES TR11.6K shares-2.67%2026-03-312026-04-07

ITOT ISHARES TR8.0K shares13.62%2026-03-312026-04-07

PSQA PALMER SQUARE FUNDS TR48.7K sharesnew addition2026-03-312026-04-07

VUG VANGUARD INDEX FDS2.3K shares-7.67%2026-03-312026-04-07

HDEF DBX ETF TR29.7K shares0.91%2026-03-312026-04-07

SPYM SPDR SERIES TRUST12.2K shares74.92%2026-03-312026-04-07

MLPX GLOBAL X FDS10.5K sharesnew addition2026-03-312026-04-07

Sponsored

SUB ISHARES TR7.0K shares16.59%2026-03-312026-04-07

JEPI J P MORGAN EXCHANGE TRADED F12.6K shares79.01%2026-03-312026-04-07

PHYS SPROTT ASSET MANAGEMENT LP20.0K shares0.00%2026-03-312026-04-07

AMZN AMAZON COM INC3.3K shares16.96%2026-03-312026-04-07

IWD ISHARES TR3.0K shares1.38%2026-03-312026-04-07

FDMO FIDELITY COVINGTON TRUST7.4K shares-16.88%2026-03-312026-04-07

JEPQ J P MORGAN EXCHANGE TRADED F10.0K shares93.95%2026-03-312026-04-07

META META PLATFORMS INC918 shares-2.13%2026-03-312026-04-07

Sponsored

VEU VANGUARD INTL EQUITY INDEX F6.8K shares2.40%2026-03-312026-04-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.5K shares1.46%2026-03-312026-04-07

SCHY SCHWAB STRATEGIC TR15.0K shares69.78%2026-03-312026-04-07

CAT CATERPILLAR INC666 shares10.82%2026-03-312026-04-07

PGR PROGRESSIVE CORP2.3K shares-1.72%2026-03-312026-04-07

MA MASTERCARD INCORPORATED898 shares7.42%2026-03-312026-04-07

IJR ISHARES TR3.4K shares-0.78%2026-03-312026-04-07

IWO ISHARES TR1.3K shares0.00%2026-03-312026-04-07

Sponsored

VXF VANGUARD INDEX FDS2.0K shares0.00%2026-03-312026-04-07

IWP ISHARES TR3.2K shares59.40%2026-03-312026-04-07

FSV FIRSTSERVICE CORP NEW2.9K shares0.00%2026-03-312026-04-07

JPM JPMORGAN CHASE & CO1.2K shares-5.97%2026-03-312026-04-07

INTF ISHARES TR8.8K shares0.00%2026-03-312026-04-07

CTAS CINTAS CORP2.0K shares0.00%2026-03-312026-04-07

IWB ISHARES TR940 shares1.84%2026-03-312026-04-07

DGRE WISDOMTREE TR10.0K sharesnew addition2026-03-312026-04-07

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL687 shares44.03%2026-03-312026-04-07

QEFA SPDR INDEX SHS FDS3.5K shares7.10%2026-03-312026-04-07

JNJ JOHNSON & JOHNSON1.3K shares0.00%2026-03-312026-04-07

DFUV DIMENSIONAL ETF TRUST6.3K shares0.00%2026-03-312026-04-07

ALPHABET INC ALPHABET INC1.0K sharesnew addition2026-03-312026-04-07

INVESCO QQQ TR INVESCO QQQ TR496 shares35.89%2026-03-312026-04-07

VWO VANGUARD INTL EQUITY INDEX F5.3K shares-3.51%2026-03-312026-04-07

IGRO ISHARES TR3.4K sharesnew addition2026-03-312026-04-07

Sponsored

ITW ILLINOIS TOOL WKS INC1.0K shares0.00%2026-03-312026-04-07

ALPHABET INC ALPHABET INC903 sharesnew addition2026-03-312026-04-07

IWS ISHARES TR1.7K sharesnew addition2026-03-312026-04-07

PEP PEPSICO INC1.5K shares0.00%2026-03-312026-04-07

NDAQ NASDAQ INC2.5K shares-4.50%2026-03-312026-04-07

VTV VANGUARD INDEX FDS1.1K shares-7.48%2026-03-312026-04-07

HD HOME DEPOT INC613 shares-18.05%2026-03-312026-04-07

QUAL

ISHARES TR

7.94%

Shares3.3M

Event2026-03-31

Filed2026-04-07

IVV

ISHARES TR

9.39%

Shares609.6K

Event2026-03-31

Filed2026-04-07

VGSH

VANGUARD SCOTTSDALE FDS

-27.80%

Shares5.8M

Event2026-03-31

Filed2026-04-07

SPYG

SPDR SERIES TRUST

-7.09%

Shares3.4M

Event2026-03-31

Filed2026-04-07

VYMI

VANGUARD WHITEHALL FDS

22.47%

Shares3.1M

Event2026-03-31

Filed2026-04-07

MUB

ISHARES TR

2.34%

Shares2.7M

Event2026-03-31

Filed2026-04-07

VSDB

VANGUARD MALVERN FDS

New

Shares3.5M

Event2026-03-31

Filed2026-04-07

PMBS

PIMCO ETF TR

1.89%

Shares4.8M

Event2026-03-31

Filed2026-04-07

SCHF

SCHWAB STRATEGIC TR

5.37%

Shares9.4M

Event2026-03-31

Filed2026-04-07

VTEB

VANGUARD MUN BD FDS

-2.58%

Shares3.5M

Event2026-03-31

Filed2026-04-07

VOE

VANGUARD INDEX FDS

6.12%

Shares899.1K

Event2026-03-31

Filed2026-04-07

MTUM

ISHARES TR

1.07%

Shares683.7K

Event2026-03-31

Filed2026-04-07

MMIT

NEW YORK LIFE INVTS ACTIVE E

3.95%

Shares6.6M

Event2026-03-31

Filed2026-04-07

PFFD

GLOBAL X FDS

-4.40%

Shares7.0M

Event2026-03-31

Filed2026-04-07

VIOO

VANGUARD ADMIRAL FDS INC

4.97%

Shares1.1M

Event2026-03-31

Filed2026-04-07

SCHX

SCHWAB STRATEGIC TR

0.25%

Shares4.7M

Event2026-03-31

Filed2026-04-07

FLQM

FRANKLIN TEMPLETON ETF TR

18.92%

Shares1.8M

Event2026-03-31

Filed2026-04-07

SCHE

SCHWAB STRATEGIC TR

5.37%

Shares2.1M

Event2026-03-31

Filed2026-04-07

FQAL

FIDELITY COVINGTON TRUST

-1.04%

Shares900.1K

Event2026-03-31

Filed2026-04-07

IEFA

ISHARES TR

-2.93%

Shares702.4K

Event2026-03-31

Filed2026-04-07

VOT

VANGUARD INDEX FDS

1.78%

Shares219.1K

Event2026-03-31

Filed2026-04-07

SPHQ

INVESCO EXCHANGE TRADED FD T

-1.07%

Shares398.4K

Event2026-03-31

Filed2026-04-07

IMCV

ISHARES TR

-4.30%

Shares342.8K

Event2026-03-31

Filed2026-04-07

IMCG

ISHARES TR

0.13%

Shares291.6K

Event2026-03-31

Filed2026-04-07

IEMG

ISHARES INC

-4.28%

Shares306.5K

Event2026-03-31

Filed2026-04-07

ESGV

VANGUARD WORLD FD

8.01%

Shares138.1K

Event2026-03-31

Filed2026-04-07

IUSB

ISHARES TR

-1.02%

Shares201.7K

Event2026-03-31

Filed2026-04-07

SCHD

SCHWAB STRATEGIC TR

-15.17%

Shares296.4K

Event2026-03-31

Filed2026-04-07

VSGX

VANGUARD WORLD FD

60.16%

Shares126.1K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

-1.12%

Shares33.8K

Event2026-03-31

Filed2026-04-07

ESGD

ISHARES TR

56.57%

Shares90.7K

Event2026-03-31

Filed2026-04-07

SCHG

SCHWAB STRATEGIC TR

7.15%

Shares220.6K

Event2026-03-31

Filed2026-04-07

SCHA

SCHWAB STRATEGIC TR

-2.20%

Shares198.3K

Event2026-03-31

Filed2026-04-07

OWNS

TIDAL TRUST III

-0.47%

Shares286.4K

Event2026-03-31

Filed2026-04-07

SPY

STATE STR SPDR S&P 500 ETF T

0.24%

Shares6.3K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

3.38%

Shares6.3K

Event2026-03-31

Filed2026-04-07

EFA

ISHARES TR

-2.27%

Shares33.6K

Event2026-03-31

Filed2026-04-07

VTI

VANGUARD INDEX FDS

8.21%

Shares6.6K

Event2026-03-31

Filed2026-04-07

AAPL

APPLE INC

-0.99%

Shares7.8K

Event2026-03-31

Filed2026-04-07

MSFT

MICROSOFT CORP

2.56%

Shares5.3K

Event2026-03-31

Filed2026-04-07

JSML

JANUS DETROIT STR TR

-23.57%

Shares24.4K

Event2026-03-31

Filed2026-04-07

IWM

ISHARES TR

1.74%

Shares6.6K

Event2026-03-31

Filed2026-04-07

SUSL

ISHARES TR

-1.51%

Shares13.5K

Event2026-03-31

Filed2026-04-07

EMXC

ISHARES INC

-3.13%

Shares19.1K

Event2026-03-31

Filed2026-04-07

GLD

SPDR GOLD TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-07

IWR

ISHARES TR

-2.23%

Shares14.3K

Event2026-03-31

Filed2026-04-07

IWF

ISHARES TR

3.71%

Shares3.0K

Event2026-03-31

Filed2026-04-07

VIG

VANGUARD SPECIALIZED FUNDS

21.82%

Shares5.8K

Event2026-03-31

Filed2026-04-07

MDY

STATE STR SPDR S&P MIDCAP 40

17.22%

Shares1.9K

Event2026-03-31

Filed2026-04-07

AGG

ISHARES TR

-2.67%

Shares11.6K

Event2026-03-31

Filed2026-04-07

ITOT

ISHARES TR

13.62%

Shares8.0K

Event2026-03-31

Filed2026-04-07

PSQA

PALMER SQUARE FUNDS TR

New

Shares48.7K

Event2026-03-31

Filed2026-04-07

VUG

VANGUARD INDEX FDS

-7.67%

Shares2.3K

Event2026-03-31

Filed2026-04-07

HDEF

DBX ETF TR

0.91%

Shares29.7K

Event2026-03-31

Filed2026-04-07

SPYM

SPDR SERIES TRUST

74.92%

Shares12.2K

Event2026-03-31

Filed2026-04-07

MLPX

GLOBAL X FDS

New

Shares10.5K

Event2026-03-31

Filed2026-04-07

SUB

ISHARES TR

16.59%

Shares7.0K

Event2026-03-31

Filed2026-04-07

JEPI

J P MORGAN EXCHANGE TRADED F

79.01%

Shares12.6K

Event2026-03-31

Filed2026-04-07

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares20.0K

Event2026-03-31

Filed2026-04-07

AMZN

AMAZON COM INC

16.96%

Shares3.3K

Event2026-03-31

Filed2026-04-07

IWD

ISHARES TR

1.38%

Shares3.0K

Event2026-03-31

Filed2026-04-07

FDMO

FIDELITY COVINGTON TRUST

-16.88%

Shares7.4K

Event2026-03-31

Filed2026-04-07

JEPQ

J P MORGAN EXCHANGE TRADED F

93.95%

Shares10.0K

Event2026-03-31

Filed2026-04-07