Titelia

Holdings of Orgel Wealth Management, LLC

76 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 80.5 % of the equity sleeve

Sector breakdown

  • Funds 31.3 %
  • Technology 0.1 %
  • Unattributed 68.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US763.8B $100.00 %

Positions

CompanySharesValueWeight
iShares Trust 3,292,676631.6M $
iShares Core S&P 500 ETF 609,638398.2M $
Vanguard Scottsdale Funds 5,832,672341.4M $
SPDR Series Trust 3,429,117335.7M $
Vanguard Whitehall Funds 3,064,412288.8M $
iShares National Muni Bond ETF 2,677,093284.2M $
PIMCO FUNDS 4,819,490239M $
Schwab International Equity ETF 9,411,516232.9M $
Vanguard Tax-Exempt Bond Index ETF 3,465,055172.9M $
Vanguard Index Funds 899,090165.7M $
iShares MSCI USA Momentum Factor ETF 683,699164.1M $
GLOBAL X FUNDS 7,045,871129.6M $
Schwab U.S. Large-Cap ETF 4,691,102120.3M $
Schwab Emerging Markets Equity ETF 2,110,21569.5M $
iShares Core MSCI EAFE ETF 702,39663.6M $
Vanguard Mid-Cap Growth ETF 219,08156.4M $
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 398,40630M $
iShares Core MSCI Emerging Markets ETF 306,54021.4M $
iShares Trust 201,6549.3M $
Schwab US Dividend Equity ETF 296,4079.1M $
Vanguard Small-Cap ETF 33,7998.9M $
iShares ESG Aware MSCI EAFE ETF 90,6858.7M $
Schwab Strategic Trust 220,5756.4M $
Schwab U.S. Small-Cap ETF 198,3155.8M $
State Street SPDR S&P 500 ETF Trust 6,2784.1M $
Vanguard S&P 500 ETF 6,2953.8M $
iShares MSCI EAFE ETF 33,6373.3M $
Vanguard Total Stock Market ETF 6,6192.1M $
Apple Inc 7,8152M $
Microsoft Corp 5,3302M $
iShares Russell 2000 ETF 6,5971.6M $
iShares Trust 13,5351.5M $
Ishares Inc 19,1221.5M $
SPDR Gold Shares 3,3411.4M $
iShares Trust 14,2681.4M $
iShares Russell 1000 Growth ETF 2,9651.3M $
VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 5,7551.2M $
State Street SPDR S&P MidCap 400 ETF Trust 1,8921.2M $
iShares Core U.S. Aggregate Bond ETF 11,6151.2M $
iShares Core S&P Total U.S. Stock Market ETF 8,0271.1M $
Vanguard Growth ETF 2,262988K $
SPDR Series Trust 12,185932.6K $
Global X Funds 10,495776K $
iShares Short-Term National Muni Bond ETF 7,041749.9K $
J P Morgan Exchange Traded Fund Trust 12,640716.4K $
Amazon.com Inc 3,344696.4K $
iShares Trust 3,005642.1K $
J P Morgan Exchange Traded Fund Trust 9,994554.9K $
Meta Platforms Inc 918525.2K $
Vanguard FTSE All-World ex-US ETF 6,750506.9K $
Invesco S&P 500 Equal Weight ETF 2,501480K $
Schwab International Dividend Equity ETF 14,951473.3K $
Caterpillar Inc 666471.8K $
Progressive Corp/The 2,344464.7K $
Mastercard Inc 898448.6K $
iShares Core S&P Small-Cap ETF 3,425425.8K $
iShares Russell 2000 Growth ETF 1,334418.6K $
Vanguard Extended Market ETF 1,993410.2K $
iShares Trust 3,153404K $
JPMorgan Chase & Co 1,197352.1K $
iShares International Equity Factor ETF 8,762341.4K $
Cintas Corp 2,000338.3K $
iShares Trust 940335.2K $
Berkshire Hathaway Inc 687329.2K $
Johnson & Johnson 1,322323.2K $
DFA Dimensional US Marketwide Value ETF 6,283304.5K $
Alphabet Inc 1,048301.4K $
Invesco QQQ Trust Series 1 496286.3K $
Vanguard International Equity Index Funds 5,272285K $
Illinois Tool Works Inc 1,000260.3K $
Alphabet Inc 903259K $
iShares Russell Mid-Cap Value 1,675244.1K $
PepsiCo Inc 1,500232.9K $
Nasdaq Inc 2,505212.7K $
Vanguard Value ETF 1,052206.4K $
Home Depot Inc/The 613201.6K $