Orgel Wealth Management, LLC
Annual return '25
+14.8%
SPY '25
+17.7%
Alpha
-3.0ptsvs SPY
Invested
$4.6B
Holdings
97
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$QUAL
ISHARES TR
Q1 2026: New position (1.2k shares)
13.6%
02
$IVV
ISHARES TR
Q1 2026: New position (2.5k shares)
8.6%
03
$VGSH
VANGUARD SCOTTSDALE FDS
Q1 2026: New position (5.3k shares)
7.4%
04
$SPYG
SPDR SERIES TRUST
Held since at least Q1 2024
7.2%
05
$VYMI
VANGUARD WHITEHALL FDS
Held since at least Q1 2024
6.2%
06
$MUB
ISHARES TR
Q1 2026: New position (184.8k shares)
6.1%
07
$VSDB
VANGUARD MALVERN FDS
Held since at least Q1 2024
5.7%
08
$PMBS
PIMCO ETF TR
Held since at least Q1 2024
5.2%
09
$SCHF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
5.0%
10
$VTEB
VANGUARD MUN BD FDS
Q1 2026: New position (90.4k shares)
3.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:12 UTC.