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Orgel Wealth Management

Latest statistics and disclosures from Orgel Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are QUAL, VSDB, IVV, SPYG, VYMI, and represent 48.45% of Orgel Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VSDB (+$360M), SHYM (+$183M), IJH (+$119M), IVV (+$28M), QUAL (+$14M), VOE (+$12M), AVSE (+$11M), PTL (+$7.9M), SCHF (+$7.8M), VTEB (+$5.4M).
Started 20 new stock positions in QGRW, URI, VYM, DFIV, UNH, PTL, IVW, FV, BND, NVDA. VEA, IWY, IJH, AVSE, IQLT, SHYM, VO, DYNF, IVE, VUSE.
Reduced shares in these 10 stocks: VGSH (-$337M), MMIT (-$159M), FLQM (-$101M), PFFD, MTUM, SPYG, FQAL, SCHX, VOT, IMCG.
Sold out of its positions in MMIT, NDAQ.
Orgel Wealth Management was a net buyer of stock by $173M.
Orgel Wealth Management has $5.3B in assets under management (AUM), dropping by 13.60%.
Central Index Key (CIK): 0001658535

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Portfolio Holdings for Orgel Wealth Management

Orgel Wealth Management holds 113 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL)	14.0	$737M		3.4M	219.43	View chart
Vanguard Malvern Fds Shor Dura Bd Etf (VSDB)	11.9	$626M	+134%	8.2M	76.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.2	$484M	+6%	647k	748.89	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	7.7	$404M		3.4M	118.99	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	5.7	$303M		3.1M	98.20	View chart
Ishares Tr National Mun Etf (MUB)	5.5	$292M		2.7M	107.62	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.1	$269M	+2%	9.7M	27.70	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	4.6	$241M		4.9M	49.38	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	4.4	$231M		673k	342.83	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.6	$190M	+6%	962k	197.60	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	3.5	$183M	NEW	8.1M	22.45	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.4	$181M	+3%	3.6M	50.58	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	2.9	$154M	+2%	1.1M	137.54	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.6	$137M		4.7M	29.43	View chart
Global X Fds Us Pfd Etf (PFFD)	2.4	$128M	-3%	6.8M	18.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.3	$119M	NEW	1.5M	77.11	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.5	$80M	+4%	2.2M	36.26	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	1.4	$72M		886k	81.36	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.3	$68M		707k	96.58	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.3	$66M		216k	306.30	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.7	$36M		396k	90.10	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.6	$31M		342k	91.38	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.5	$28M	-2%	284k	98.30	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$26M		310k	82.84	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$19M	+3%	143k	132.24	View chart
American Centy Etf Tr Ava Res Mar Etf (AVSE)	0.2	$11M	NEW	128k	81.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$10M		34k	303.12	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$10M		125k	82.34	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$9.3M		91k	102.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$9.3M		293k	31.71	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$9.1M		198k	46.15	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.2	$7.9M	NEW	28k	286.09	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$7.7M	+3%	228k	33.84	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$7.0M	-2%	193k	36.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$5.2M	+19%	7.5k	686.81	View chart
Quaker Invt Tr Affordable Hous (OWNS)	0.1	$5.1M	+2%	295k	17.27	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$4.9M	+5%	6.6k	746.77	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.7M	+5%	36k	103.88	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$3.2M	-96%	55k	57.88	View chart
Apple (AAPL)	0.1	$3.0M	+32%	10k	289.36	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$3.0M	+20%	8.0k	370.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$2.3M	NEW	33k	71.25	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.0	$2.2M		24k	93.06	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$2.2M	+11%	7.4k	300.45	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$2.1M	-99%	36k	58.20	View chart
Microsoft Corporation (MSFT)	0.0	$2.1M	+3%	5.5k	373.02	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$2.0M	NEW	15k	137.53	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$2.0M		19k	102.30	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$1.9M	NEW	8.4k	227.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$1.9M	+40%	8.1k	236.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$1.8M	+401%	15k	124.17	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$1.8M		13k	132.76	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$1.7M	+61%	20k	87.88	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$1.5M	-4%	14k	110.32	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$1.5M	+105%	6.2k	242.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$1.5M	+26%	15k	98.98	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$1.4M	+8%	2.1k	703.34	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$1.4M	+91%	24k	56.48	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.2M		3.3k	368.37	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$1.2M	-11%	7.1k	164.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$1.1M	+482%	13k	86.14	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$1.0M	+32%	14k	73.66	View chart
Palmer Square Funds Tr Clo Sr Debt Etf (PSQA)	0.0	$996k		49k	20.46	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$990k	+61%	16k	61.46	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.0	$957k		30k	32.14	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$877k	NEW	18k	49.55	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$855k	+80%	27k	31.73	View chart
Amazon (AMZN)	0.0	$849k	+6%	3.6k	238.32	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$791k	+5%	7.4k	106.47	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$766k	NEW	2.6k	290.62	View chart
NVIDIA Corporation (NVDA)	0.0	$726k	NEW	3.6k	200.09	View chart
Caterpillar (CAT)	0.0	$706k		663.00	1064.90	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.0	$675k	-8%	6.8k	98.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$665k	+24%	3.1k	212.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$613k	+20%	4.1k	148.30	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$603k		20k	30.17	View chart
Wisdomtree Tr Em Mkts Qtly Div (DGRE)	0.0	$595k	+45%	15k	40.85	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$565k		6.8k	83.75	View chart
Meta Platforms Cl A (META)	0.0	$541k	+4%	960.00	563.29	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$535k	NEW	7.9k	68.01	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$526k		1.3k	393.96	View chart
Progressive Corporation (PGR)	0.0	$512k		2.3k	218.45	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$508k	+10%	3.5k	146.41	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$491k		2.0k	246.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$486k	+33%	660.00	736.76	View chart
Mastercard Incorporated Cl A (MA)	0.0	$484k	+4%	942.00	513.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$473k	+26%	1.3k	357.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$472k	NEW	5.9k	80.57	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.0	$430k	+45%	4.9k	87.93	View chart
JPMorgan Chase & Co. (JPM)	0.0	$420k	+7%	1.3k	327.33	View chart
Firstservice Corp (FSV)	0.0	$407k		2.9k	142.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$405k	+28%	6.8k	59.69	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.0	$387k	+7%	9.4k	40.96	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$385k		940.00	409.50	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	0.0	$358k	+6%	3.7k	96.02	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$346k		6.3k	55.01	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$344k		687.00	500.39	View chart
Cintas Corporation (CTAS)	0.0	$340k		2.0k	170.08	View chart
Johnson & Johnson (JNJ)	0.0	$336k		1.3k	253.97	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$317k	+14%	1.9k	164.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$316k		895.00	353.33	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$308k	NEW	4.2k	73.41	View chart
Illinois Tool Works (ITW)	0.0	$271k		1.0k	270.47	View chart
United Rentals (URI)	0.0	$261k	NEW	230.00	1132.89	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$245k	+6%	1.1k	217.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$237k	NEW	1.5k	158.03	View chart
UnitedHealth (UNH)	0.0	$235k	NEW	565.00	415.63	View chart
Home Depot (HD)	0.0	$229k	+5%	648.00	352.68	View chart
Etf Ser Solutions Vident Us Equity (VUSE)	0.0	$221k	NEW	3.1k	72.32	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$216k	NEW	2.9k	75.88	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$209k	NEW	3.9k	54.02	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.0	$208k	NEW	3.2k	66.03	View chart
Pepsi (PEP)	0.0	$203k		1.5k	135.40	View chart

Past Filings by Orgel Wealth Management

SEC 13F filings are viewable for Orgel Wealth Management going back to 2015

Orgel Wealth Management 2026 Q2 filed July 13, 2026
Orgel Wealth Management 2026 Q1 filed April 7, 2026
Orgel Wealth Management 2025 Q4 filed Jan. 7, 2026
Orgel Wealth Management 2025 Q3 filed Oct. 6, 2025
Orgel Wealth Management 2025 Q2 filed July 10, 2025
Orgel Wealth Management 2025 Q1 filed April 15, 2025
Orgel Wealth Management 2024 Q4 filed Jan. 15, 2025
Orgel Wealth Management 2024 Q3 filed Oct. 17, 2024
Orgel Wealth Management 2024 Q2 filed July 22, 2024
Orgel Wealth Management 2024 Q1 filed April 15, 2024
Orgel Wealth Management 2023 Q4 filed Jan. 11, 2024
Orgel Wealth Management 2023 Q3 filed Oct. 26, 2023
Orgel Wealth Management 2023 Q2 filed July 10, 2023
Orgel Wealth Management 2023 Q1 filed April 6, 2023
Orgel Wealth Management 2022 Q4 filed Jan. 17, 2023
Orgel Wealth Management 2022 Q3 filed Oct. 25, 2022

View all past filings

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