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Asset Manager ← All Institutions

Orgel Wealth Management, LLC

2420 RIVERS EDGE DRIVE, ALTOONA, WI 54720 • 715-835-6525

Q4 2025 · Filed 2026-01-07
Market Value
$4.3B
+3.3%
Holdings
93
+4
New Purchases
6
Added To
40
Closed
2
Reduced
31
Top 10 Concentration
71.6%
Turnover
8.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VGSH 11.04% 10.64% +0.40% $474M
VTEB 4.16% 3.85% +0.31% $179M
SCHF 5.00% 4.90% +0.09% $215M
VYMI 5.24% 5.15% +0.09% $225M
IVV 8.88% 8.81% +0.08% $382M
FLQM 1.98% 1.90% +0.07% $85M
VOE 3.50% 3.44% +0.06% $150M
QUAL 14.10% 14.05% +0.05% $606M
BND 2.70% 2.67% +0.03% $116M
FAST 0.03% 0.00% +0.03% $1M
MMIT 3.58% 3.56% +0.02% $154M
SMH 0.01% 0.00% +0.01% $543K
MGK 0.01% 0.00% +0.01% $527K
QQQM 0.01% 0.00% +0.01% $523K
RSP 0.01% 0.00% +0.01% $472K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPYG 9.16% 9.62% -0.45% $394M
MTUM 3.94% 4.09% -0.15% $169M
VOT 1.40% 1.55% -0.15% $60M
FQAL 1.60% 1.67% -0.07% $69M
MUB 6.52% 6.58% -0.06% $280M
SCHE 1.53% 1.58% -0.05% $66M
SPHQ 0.70% 0.75% -0.05% $30M
SCHX 2.93% 2.97% -0.04% $126M
PFFD 3.24% 3.28% -0.04% $139M
SCHD 0.22% 0.26% -0.04% $10M
IMCG 0.54% 0.58% -0.04% $23M
IEMG 0.50% 0.53% -0.03% $22M
JSML 0.05% 0.08% -0.02% $2M
VB 0.21% 0.22% -0.02% $9M
IWB 0.01% 0.03% -0.02% $345K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 99.8%
Technology 0.1%
Industrials 0.0%
Communication Services 0.0%
Consumer Cyclical 0.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 19 $518M 12.0%
Large Cap 57 $3.1B 73.2%
Mid Cap 7 $285M 6.6%
Small Cap 9 $342M 8.0%
Micro Cap 1 $5M 0.1%

Portfolio Analytics

Avg Market Cap
$267.4B
Median Market Cap
$53.3B
Avg P/E
25.7
Median P/E
24.8
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
18
# ETFs / Funds
75

Top Holdings (93 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 QUAL 14.10% 3,050,553 $606M $198.62 $21M +44,952 +1.5%
2 VGSH 11.04% 8,078,817 $474M $58.73 $32M +553,478 +7.3%
3 SPYG 9.16% 3,690,972 $394M $106.70 -$6M -137,421 -3.6%
4 IVV 8.88% 557,287 $382M $684.94 $15M +9,889 +1.8%
5 MUB 6.52% 2,615,919 $280M $107.11 $7M +46,681 +1.8%
6 VYMI 5.24% 2,502,221 $225M $90.00 $11M -27,434 -1.1%
7 SCHF 5.00% 8,932,214 $215M $24.04 $11M +169,304 +1.9%
8 VTEB 4.16% 3,556,836 $179M $50.29 $19M +357,339 +11.2%
9 MTUM 3.94% 676,461 $169M $250.31 -$974K +12,400 +1.9%
10 MMIT 3.58% 6,325,741 $154M $24.33 $6M +222,858 +3.6%
11 VOE 3.50% 847,200 $150M $177.37 $7M +27,405 +3.3%
12 PFFD 3.24% 7,370,268 $139M $18.91 $3M +343,311 +4.9%
13 SCHX 2.93% 4,679,398 $126M $26.91 $2M -12,789 -0.3%
14 BND 2.70% 1,565,416 $116M $74.07 $5M +73,739 +4.9%
15 VIOO 2.67% 1,035,330 $115M $110.96 $3M +22,459 +2.2%
16 FLQM 1.98% 1,510,839 $85M $56.26 $6M +107,072 +7.6%
17 FQAL 1.60% 909,586 $69M $75.59 -$904K -22,691 -2.4%
18 SCHE 1.53% 2,002,676 $66M $32.75 -$119K +33,631 +1.7%
19 IEFA 1.51% 723,576 $65M $89.46 $1M -1,911 -0.3%
20 VOT 1.40% 215,245 $60M $279.14 -$4M -4,208 -1.9%
21 SPHQ 0.70% 402,733 $30M $75.05 -$990K -23,181 -5.4%
22 IMCV 0.69% 358,216 $29M $82.34 $553K -1,979 -0.6%
23 IMCG 0.54% 291,237 $23M $79.84 -$757K +1,019 +0.3%
24 IEMG 0.50% 320,235 $22M $67.22 -$505K -13,976 -4.2%
25 ESGV 0.36% 127,889 $15M $120.96 $322K -4
26 SCHD 0.22% 349,405 $10M $27.43 -$1M -46,308 -11.7%
27 IUSB 0.22% 203,722 $9M $46.54 -$72K -808 -0.4%
28 VB 0.21% 34,183 $9M $257.95 -$527K -2,566 -7.0%
29 SCHG 0.16% 205,856 $7M $32.62 $658K +16,030 +8.4%
30 SCHA 0.13% 202,769 $6M $28.48 $94K -844 -0.4%
31 VSGX 0.13% 78,735 $6M $71.62 -$30K -2,985 -3.6%
32 ESGD 0.13% 57,918 $6M $95.09 $117K -51 -0.1%
33 OWNS 0.12% 287,779 $5M $17.46 $102K +4,723 +1.7%
34 SPY 0.10% 6,263 $4M $681.92 $75K -36 -0.6%
35 VOO 0.09% 6,089 $4M $627.14 $125K +57 +0.9%
36 EFA 0.08% 34,420 $3M $96.03 $93K +17 +0.1%
37 MSFT 0.06% 5,197 $3M $483.62 -$26K +294 +6.0%
38 JSML 0.05% 31,869 $2M $73.56 -$805K -10,246 -24.3%
39 AAPL 0.05% 7,893 $2M $271.86 $304K +661 +9.1%
40 VTI 0.05% 6,117 $2M $335.27 $66K +70 +1.2%
41 SUSL 0.04% 13,742 $2M $121.27 $33K -215 -1.5%
42 IWM 0.04% 6,484 $2M $246.16 $9K -74 -1.1%
43 EMXC 0.03% 19,739 $1M $72.68 $91K -165 -0.8%
44 IWR 0.03% 14,593 $1M $96.27 -$96K -949 -6.1%
45 IWF 0.03% 2,859 $1M $473.30 $75K +131 +4.8%
46 GLD 0.03% 3,341 $1M $396.30 $136K
47 FAST 0.03% 32,890 $1M $40.13 +32,890 NEW
48 VUG 0.03% 2,450 $1M $487.86 $84K +133 +5.7%
49 AGG 0.03% 11,934 $1M $99.88 $338K +3,420 +40.2%
50 ITOT 0.02% 7,065 $1M $148.69 $21K
51 VIG 0.02% 4,724 $1M $219.78 $70K +239 +5.3%
52 MDY 0.02% 1,614 $974K $603.28 -$816 -21 -1.3%
53 HDEF 0.02% 29,459 $913K $30.99 $7K -1,349 -4.4%
54 FDMO 0.02% 8,961 $752K $83.96 -$5K -147 -1.6%
55 PHYS 0.02% 20,000 $660K $33.02 $68K
56 AMZN 0.02% 2,859 $660K $230.82 $109K +349 +13.9%
57 SUB 0.01% 6,039 $644K $106.70 $16K +159 +2.7%
58 IWD 0.01% 2,964 $623K $210.34 $18K -10 -0.3%
59 META 0.01% 938 $619K $660.09 -$31K +52 +5.9%
60 SPLG 0.01% 6,966 $559K $80.22 $77K +811 +13.2%
61 SMH 0.01% 1,509 $543K $360.13 +1,509 NEW
62 PGR 0.01% 2,385 $543K $227.72 -$36K +41 +1.8%
63 MGK 0.01% 1,276 $527K $412.77 +1,276 NEW
64 QQQM 0.01% 2,067 $523K $252.92 +2,067 NEW
65 VEU 0.01% 6,592 $485K $73.56 $14K
66 MA 0.01% 836 $477K $570.88 $22K +35 +4.4%
67 RSP 0.01% 2,465 $472K $191.56 +2,465 NEW
68 FSV 0.01% 2,865 $446K $155.53 -$100K
69 IWO 0.01% 1,334 $431K $323.01 $2K -7 -0.5%
70 VXF 0.01% 1,993 $417K $209.12 -$438
71 IJR 0.01% 3,452 $415K $120.17 -$19K -203 -5.5%
72 JPM 0.01% 1,273 $410K $322.22 $58K +158 +14.2%
73 JEPI 0.01% 7,061 $404K $57.24 $68K +1,169 +19.8%
74 CTAS 0.01% 2,000 $376K $188.07 -$34K
75 IWB 0.01% 923 $345K $373.44 -$718K -1,984 -68.2%
76 CAT 0.01% 601 $344K $572.87 $103K +95 +18.8%
77 INTF 0.01% 8,762 $331K $37.75 $16K
78 JEPQ 0.01% 5,153 $299K $58.12 $46K +744 +16.9%
79 QEFA 0.01% 3,283 $298K $90.67 $9K
80 VWO 0.01% 5,464 $294K $53.76 -$507 +33 +0.6%
81 DFUV 0.01% 6,283 $293K $46.59 $12K
82 JNJ 0.01% 1,322 $274K $206.95 $28K
83 IWP 0.01% 1,978 $271K $136.94 -$22K -75 -3.6%
84 SCHY 0.01% 8,806 $263K $29.82 $50K +1,185 +15.6%
85 HD 0.01% 748 $257K $344.10 $37K +203 +37.2%
86 NDAQ 0.01% 2,623 $255K $97.13 $33K +118 +4.7%
87 ITW 0.01% 1,000 $246K $246.30 -$14K
88 BRK-B 0.01% 477 $240K $502.65 -$42
89 QQQ 0.01% 365 $224K $614.31 -$5K -17 -4.5%
90 VTV 0.01% 1,137 $217K $190.99 +1,137 NEW
91 PEP 0.01% 1,500 $215K $143.52 $5K
92 URI —% -$220K -230 -100.0% SOLD
93 AVUV —% -$312K -3,132 -100.0% SOLD

New Positions

SymbolValue% Port
FAST $1M 0.03%
SMH $543K 0.01%
MGK $527K 0.01%
QQQM $523K 0.01%
RSP $472K 0.01%
VTV $217K 0.01%

Sold Out Positions

SymbolValue% Port
URI —%
AVUV —%
View SEC EDGAR Filings for Orgel Wealth Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms