Notify me when Orgel Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 92 | $4,532,812,766 | +$128,068,212 | -$27,906,282 | +$100,161,930 | QUAL, VGSH, SPYG, IVV, MUB | 13F-HR | 07 Jan 2026, 16:27 |
| Q3 2025 | 88 | $4,383,671,763 | +$77,469,908 | -$52,241,217 | +$25,228,691 | QUAL, VGSH, SPYG, IVV, MUB | 13F-HR | 06 Oct 2025, 16:31 |
| Q2 2025 | 86 | $4,150,052,176 | +$743,875,307 | -$627,598,486 | +$116,276,821 | QUAL, VGSH, SPYG, IVV, MUB | 13F-HR | 10 Jul 2025, 15:37 |
| Q1 2025 | 81 | $3,849,926,041 | +$270,116,435 | -$212,588,527 | +$57,527,908 | VGSH, MUB, SCHD, QUAL, SPYG | 13F-HR | 15 Apr 2025, 10:55 |
| Q4 2024 | 86 | $3,830,920,588 | +$651,689,241 | -$353,624,752 | +$298,064,489 | VGSH, MUB, SCHD, SPYG, IVV | 13F-HR | 15 Jan 2025, 16:30 |
| Q3 2024 | 81 | $3,995,052,707 | +$257,166,956 | -$165,450,533 | +$91,716,423 | VGSH, MUB, SCHD, BND, IVV | 13F-HR | 17 Oct 2024, 15:02 |
| Q2 2024 | 78 | $3,704,314,231 | +$106,314,417 | -$47,708,851 | +$58,605,566 | VGSH, MUB, SCHD, BND, IVV | 13F-HR | 22 Jul 2024, 15:09 |
| Q1 2024 | 81 | $3,646,598,423 | +$400,341,168 | -$233,846,231 | +$166,494,937 | MUB, VGSH, SCHD, BND, SPYG | 13F-HR | 15 Apr 2024, 14:47 |
| Q4 2023 | 84 | $3,381,538,495 | +$679,677,558 | -$474,391,076 | +$205,286,482 | MUB, VGSH, BND, SCHD, VIOO | 13F-HR | 11 Jan 2024, 16:12 |
| Q3 2023 | 78 | $2,958,074,486 | +$195,995,598 | -$164,987,907 | +$31,007,691 | VTEB, VGSH, BND, SCHD, SPYG | 13F-HR | 26 Oct 2023, 14:08 |
| Q2 2023 | 73 | $3,026,956,020 | +$523,476,653 | -$324,174,420 | +$199,302,233 | VTEB, VGSH, BND, SCHD, SPYG | 13F-HR | 10 Jul 2023, 15:31 |
| Q1 2023 | 72 | $2,796,727,462 | +$320,300,235 | -$81,239,648 | +$239,060,587 | VTEB, VGSH, BND, SCHD, VIOO | 13F-HR | 06 Apr 2023, 11:59 |
| Q4 2022 | 75 | $2,600,388,291 | +$553,340,752 | -$76,087,790 | +$477,252,962 | VTEB, VGSH, SCHD, BND, VIOO | 13F-HR | 17 Jan 2023, 13:13 |
| Q3 2022 | 65 | $2,026,627,000 | +$950,441,825 | -$596,441,686 | +$354,000,139 | VGSH, VTEB, SCHD, BND, VIOO | 13F-HR | 25 Oct 2022, 11:54 |
| Q2 2022 | 62 | $1,767,525,000 | +$719,329,131 | -$263,330,189 | +$455,998,942 | BND, SCHD, VTEB, VB, PULS | 13F-HR | 13 Jul 2022, 08:46 |
| Q1 2022 | 65 | $1,456,760,000 | +$543,899,123 | -$62,064,919 | +$481,834,204 | BND, SCHD, VIOO, PULS, VYMI | 13F-HR | 10 May 2022, 13:42 |
| Q4 2021 | 62 | $1,035,730,000 | +$170,983,471 | -$51,179,989 | +$119,803,482 | SCHD, PULS, VYMI, VIOO, MUB | 13F-HR | 24 Jan 2022, 16:27 |
| Q3 2021 | 61 | $879,960,000 | +$175,432,558 | -$74,764,500 | +$100,668,058 | SCHD, PULS, VYMI, MUB, IVV | 13F-HR | 26 Oct 2021, 16:19 |
| Q2 2021 | 58 | $796,654,000 | +$64,982,970 | -$2,873,588 | +$62,109,382 | SCHD, VYMI, IEMG, MUB, PULS | 13F-HR | 23 Jul 2021, 17:22 |
| Q1 2021 | 56 | $706,334,000 | +$196,727,204 | -$9,929,205 | +$186,797,999 | SCHD, VYMI, IEMG, MUB, PULS | 13F-HR | 28 Apr 2021, 14:43 |
| Q4 2020 | 49 | $487,432,000 | +$101,650,500 | -$13,923,121 | +$87,727,379 | SCHD, MUB, PULS, SCHX, IVV | 13F-HR | 08 Feb 2021, 09:23 |
| Q3 2020 | 53 | $358,468,000 | +$106,663,510 | -$25,256,491 | +$81,407,019 | SCHD, MUB, SCHX, IVV, ESGV | 13F-HR | 03 Nov 2020, 17:08 |
| Q2 2020 | 51 | $265,324,000 | +$54,649,740 | -$67,703,786 | -$13,054,046 | MUB, SCHX, SCHD, IVV, ESGV | 13F-HR | 31 Jul 2020, 14:01 |
| Q1 2020 | 40 | $252,248,000 | +$56,146,618 | -$147,957,183 | -$91,810,565 | MUB, IVV, SCHD, SCHF, QUAL | 13F-HR | 27 Apr 2020, 17:59 |
| Q4 2019 | 51 | $364,079,000 | +$92,265,174 | -$4,098,688 | +$88,166,486 | MUB, IEMG, GOVT, SUB, IVV | 13F-HR | 27 Jan 2020, 15:55 |
| Q3 2019 | 46 | $266,265,000 | +$14,244,270 | -$3,914,021 | +$10,330,249 | MUB, IEMG, IVV, VLUE, SCHX | Restatement | 06 Dec 2019, 12:24 |
| Q2 2019 | 41 | $256,355,000 | +$5,226,942 | -$48,880,101 | -$43,653,159 | MUB, IEMG, IVV, SCHX, VLUE | Restatement | 28 Jan 2020, 14:31 |
| Q1 2019 | 38 | $296,174,000 | +$5,814,278 | -$57,735,084 | -$51,920,806 | MUB, IEMG, IVV, SCHX, VLUE | Restatement | 28 Jan 2020, 14:35 |
| Q4 2018 | 38 | $331,191,000 | +$209,263,331 | -$85,959,959 | +$123,303,372 | MUB, IEMG, MLPX, IVV, SCHX | 13F-HR | 14 Jan 2019, 16:23 |
| Q3 2018 | 38 | $228,607,000 | +$4,098,018 | -$181,907,108 | -$177,809,090 | FLRN, MLPX, IEMG, IVV, SCHX | 13F-HR | 11 Oct 2018, 15:12 |
| Q2 2018 | 42 | $405,449,000 | +$13,525,055 | -$7,057,036 | +$6,468,019 | FLRN, IEMG, MLPX, SCHX, IVV | 13F-HR | 16 Jul 2018, 10:46 |
| Q1 2018 | 40 | $404,048,000 | +$91,526,855 | -$103,597,276 | -$12,070,421 | FLRN, IEMG, MLPX, SCHX, IVV | 13F-HR | 25 Apr 2018, 13:14 |
| Q4 2017 | 45 | $413,131,000 | +$121,869,311 | -$634,153 | +$121,235,158 | FLRN, IEMG, PUTW, SCHX, IVV | 13F-HR | 08 Feb 2018, 18:59 |
| Q3 2017 | 31 | $286,632,000 | +$6,963,954 | -$4,622,258 | +$2,341,696 | IEMG, PUTW, FLRN, SCHX, IVV | 13F-HR | 09 Nov 2017, 18:50 |
| Q2 2017 | 28 | $274,108,000 | +$98,297,321 | -$56,820,042 | +$41,477,279 | IEMG, PUTW, FLRN, SCHX, IVV | 13F-HR | 10 Aug 2017, 17:15 |
| Q1 2017 | 27 | $227,902,000 | +$71,328,998 | -$9,879,596 | +$61,449,402 | IEMG, FLRN, HYG, SCHX, IVV | 13F-HR | 24 Apr 2017, 12:13 |
| Q4 2016 | 21 | $154,977,000 | +$17,434,292 | -$1,733,828 | +$15,700,464 | IEMG, HYG, SCHX, IWS, AGG | 13F-HR | 03 Feb 2017, 10:17 |
| Q3 2016 | 20 | $145,107,000 | +$13,314,086 | -$107,919,921 | -$94,605,835 | IEMG, HYG, SCHX, GLD, HYB | 13F-HR | 14 Nov 2016, 10:57 |
| Q2 2016 | 19 | $230,640,000 | +$67,999,793 | -$3,533,359 | +$64,466,434 | IEMG, HYG, RYE, HEZU, HEDJ | 13F-HR | 15 Aug 2016, 16:41 |
| Q1 2016 | 20 | $159,195,000 | +$55,887,753 | -$8,762,046 | +$47,125,707 | HYG, RYE, HEZU, HEDJ, SCHX | 13F-HR | 06 May 2016, 10:48 |
| Q4 2015 | 23 | $113,880,000 | $0 | $0 | $0 | HEZU, RYE, HEDJ, VOO, EMB | 13F-HR | 30 Mar 2016, 10:24 |