Orgel Wealth Management, LLC
•CIK: 1658535•Filing: Q4 2025
Orgel Wealth Management, LLC, led by the seasoned investor team of Jonathan Orgel and his partners, maintains a concentrated portfolio with a focus on large-cap growth and value stocks, currently holding 92 positions with a $4.5 billion AUM. Recently, the fund has increased exposure to technology and consumer discretionary sectors by adding FAST, SMH, and MGK, while reducing stakes in IWB and JSML, reflecting a strategic shift towards higher growth potential amid market volatility.
Total AUM
$4.5B
QoQ Performance
+3.4%
Positions
49
Top 10 Concentration
69.7%
Latest Filing
Q4 2025
Top Holdings Allocation
QUAL
VGSH
SPYG
IVV
MUB
PMBS
QUAL13.4%
VGSH10.5%
SPYG8.7%
IVV8.4%
MUB6.2%
PMBS5.2%
VYMI5.0%
SCHF4.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.2%
ETF8.6%
Technology0.1%
Consumer0.0%
Financial0.0%
Industrial0.0%
Healthcare0.0%
Consumer Staples0.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑41 increased
↓31 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022