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.

RankCountryLinesValueShare
1US763.8B $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Trust 3,292,676631.6M $
2iShares Core S&P 500 ETF 609,638398.2M $
3Vanguard Scottsdale Funds 5,832,672341.4M $
4SPDR Series Trust 3,429,117335.7M $
5Vanguard Whitehall Funds 3,064,412288.8M $
6iShares National Muni Bond ETF 2,677,093284.2M $
7PIMCO FUNDS 4,819,490239M $
8Schwab International Equity ETF 9,411,516232.9M $
9Vanguard Tax-Exempt Bond Index ETF 3,465,055172.9M $
10Vanguard Index Funds 899,090165.7M $
11iShares MSCI USA Momentum Factor ETF 683,699164.1M $
12GLOBAL X FUNDS 7,045,871129.6M $
13Schwab U.S. Large-Cap ETF 4,691,102120.3M $
14Schwab Emerging Markets Equity ETF 2,110,21569.5M $
15iShares Core MSCI EAFE ETF 702,39663.6M $
16Vanguard Mid-Cap Growth ETF 219,08156.4M $
17Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 398,40630M $
18iShares Core MSCI Emerging Markets ETF 306,54021.4M $
19iShares Trust 201,6549.3M $
20Schwab US Dividend Equity ETF 296,4079.1M $
21Vanguard Small-Cap ETF 33,7998.9M $
22iShares ESG Aware MSCI EAFE ETF 90,6858.7M $
23Schwab Strategic Trust 220,5756.4M $
24Schwab U.S. Small-Cap ETF 198,3155.8M $
25State Street SPDR S&P 500 ETF Trust 6,2784.1M $
26Vanguard S&P 500 ETF 6,2953.8M $
27iShares MSCI EAFE ETF 33,6373.3M $
28Vanguard Total Stock Market ETF 6,6192.1M $
29Apple Inc 7,8152M $
30Microsoft Corp 5,3302M $
31iShares Russell 2000 ETF 6,5971.6M $
32iShares Trust 13,5351.5M $
33Ishares Inc 19,1221.5M $
34SPDR Gold Shares 3,3411.4M $
35iShares Trust 14,2681.4M $
36iShares Russell 1000 Growth ETF 2,9651.3M $
37VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 5,7551.2M $
38State Street SPDR S&P MidCap 400 ETF Trust 1,8921.2M $
39iShares Core U.S. Aggregate Bond ETF 11,6151.2M $
40iShares Core S&P Total U.S. Stock Market ETF 8,0271.1M $
41Vanguard Growth ETF 2,262988K $
42SPDR Series Trust 12,185932.6K $
43Global X Funds 10,495776K $
44iShares Short-Term National Muni Bond ETF 7,041749.9K $
45J P Morgan Exchange Traded Fund Trust 12,640716.4K $
46Amazon.com Inc 3,344696.4K $
47iShares Trust 3,005642.1K $
48J P Morgan Exchange Traded Fund Trust 9,994554.9K $
49Meta Platforms Inc 918525.2K $
50Vanguard FTSE All-World ex-US ETF 6,750506.9K $
51Invesco S&P 500 Equal Weight ETF 2,501480K $
52Schwab International Dividend Equity ETF 14,951473.3K $
53Caterpillar Inc 666471.8K $
54Progressive Corp/The 2,344464.7K $
55Mastercard Inc 898448.6K $
56iShares Core S&P Small-Cap ETF 3,425425.8K $
57iShares Russell 2000 Growth ETF 1,334418.6K $
58Vanguard Extended Market ETF 1,993410.2K $
59iShares Trust 3,153404K $
60JPMorgan Chase & Co 1,197352.1K $
61iShares International Equity Factor ETF 8,762341.4K $
62Cintas Corp 2,000338.3K $
63iShares Trust 940335.2K $
64Berkshire Hathaway Inc 687329.2K $
65Johnson & Johnson 1,322323.2K $
66DFA Dimensional US Marketwide Value ETF 6,283304.5K $
67Alphabet Inc 1,048301.4K $
68Invesco QQQ Trust Series 1 496286.3K $
69Vanguard International Equity Index Funds 5,272285K $
70Illinois Tool Works Inc 1,000260.3K $
71Alphabet Inc 903259K $
72iShares Russell Mid-Cap Value 1,675244.1K $
73PepsiCo Inc 1,500232.9K $
74Nasdaq Inc 2,505212.7K $
75Vanguard Value ETF 1,052206.4K $
76Home Depot Inc/The 613201.6K $