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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 VSDB, IVV, QUAL, SPYG, VYMI, and represent 44.50% of Orgel Wealth Management's stock portfolio.
Added to shares of these 10 stocks: Ishares Tr (+$215M), MTUM (+$58M), VTEB (+$36M), IVV (+$19M), SHYM (+$15M), PMBS (+$13M), SCHF (+$8.8M), IJH (+$7.8M), VSDB (+$7.1M), ESSC (+$5.8M).
Started 5 new stock positions in EEM, CSCO, NDAQ, ESSC, Ishares Tr.
Reduced shares in these 10 stocks: QUAL (-$259M), MUB (-$18M), VOE (-$6.4M), FQAL, SPHQ, IMCV, PSQA, IQLT, AAPL, SCHD.
Sold out of its positions in DYNF, HD, IQLT, PSQA, PEP, VYM, QGRW.
Orgel Wealth Management was a net buyer of stock by $99M.
Orgel Wealth Management has $5.3B in assets under management (AUM), dropping by 0.43%.
Central Index Key (CIK): 0001658535

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Portfolio Holdings for Orgel Wealth Management

Orgel Wealth Management holds 111 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Malvern Fds Shor Dura Bd Etf (VSDB)	11.7	$619M		8.3M	74.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.7	$514M	+3%	671k	765.85	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	9.2	$488M	-34%	2.2M	222.24	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	8.0	$423M		3.4M	123.08	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	5.9	$313M		3.1M	101.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.2	$275M	+3%	10M	27.47	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	5.1	$271M	+26%	854k	317.34	View chart
Ishares Tr National Mun Etf (MUB)	4.8	$255M	-6%	2.5M	101.10	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	4.5	$238M	+5%	5.1M	46.27	View chart
Ishares Tr Future Ai Benef	4.1	$215M	NEW	8.7M	24.83	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.9	$205M	+21%	4.3M	47.36	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	3.6	$189M	+8%	8.8M	21.38	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	3.4	$182M	-3%	929k	195.53	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	2.8	$146M	+3%	1.2M	126.52	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.6	$140M		4.6M	30.00	View chart
Global X Fds Us Pfd Etf (PFFD)	2.3	$122M		6.9M	17.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.3	$119M	+7%	1.7M	71.95	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.6	$83M	+3%	2.3M	36.45	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	1.3	$69M	-5%	833k	83.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.3	$69M		710k	96.88	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	1.2	$63M		215k	292.10	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$29M	-12%	345k	84.08	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.5	$29M	-7%	316k	91.75	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.5	$26M		280k	93.89	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$25M	-2%	304k	81.16	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$20M		145k	135.53	View chart
American Centy Etf Tr Ava Res Mar Etf (AVSE)	0.2	$10M		129k	79.11	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$9.8M	-2%	122k	81.07	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$9.4M		91k	103.05	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.2	$9.0M	-6%	32k	284.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$8.9M	-7%	272k	32.53	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$8.5M	+3%	236k	35.93	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$8.2M	-6%	185k	44.09	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.1	$7.4M	-2%	27k	272.14	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$6.2M		191k	32.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$6.1M	+16%	8.8k	700.86	View chart
Strategy Even Smal Ca Etf (ESSC)	0.1	$5.8M	NEW	204k	28.64	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$5.1M		6.7k	762.63	View chart
Quaker Invt Tr Affordable Hous (OWNS)	0.1	$4.8M		296k	16.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.6M		35k	103.89	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$3.1M		55k	57.44	View chart
Microsoft Corporation (MSFT)	0.1	$3.0M	+5%	5.8k	512.90	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$2.8M	-7%	7.4k	374.24	View chart
Apple (AAPL)	0.1	$2.7M	-20%	8.2k	333.02	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$2.2M	+5%	16k	142.26	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$2.1M	+2%	7.6k	277.89	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$2.0M	+4%	8.9k	228.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$1.9M	+3%	16k	125.26	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.0	$1.9M	-6%	22k	85.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$1.9M		8.2k	233.31	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$1.9M	-8%	33k	57.56	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$1.8M	-21%	26k	70.61	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$1.8M		13k	136.29	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$1.8M		20k	89.76	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$1.8M	-5%	18k	99.08	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$1.5M	+5%	14k	106.71	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$1.5M	+6%	16k	94.54	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$1.5M	+7%	26k	56.22	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$1.3M		2.0k	656.71	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$1.3M	-15%	5.2k	247.93	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.3M		3.3k	380.83	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.0	$1.2M		13k	90.11	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$1.2M		7.1k	166.28	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$1.0M	+5%	17k	61.26	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$1.0M	+4%	15k	69.82	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.0	$935k	-2%	29k	32.35	View chart
Amazon (AMZN)	0.0	$898k		3.6k	249.13	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$886k	+4%	28k	31.40	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$780k		7.5k	104.54	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$777k		2.6k	294.91	View chart
Meta Platforms Cl A (META)	0.0	$702k		968.00	725.18	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.0	$676k	+3%	7.1k	95.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$647k		3.1k	208.00	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$625k		20k	31.27	View chart
Wisdomtree Tr Em Mkts Qtly Div (DGRE)	0.0	$614k	+3%	15k	40.52	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$562k		4.1k	136.04	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$560k		6.8k	82.97	View chart
Caterpillar (CAT)	0.0	$538k		663.00	810.79	View chart
Mastercard Incorporated Cl A (MA)	0.0	$519k		942.00	551.37	View chart
Progressive Corporation (PGR)	0.0	$490k		2.4k	207.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$489k		660.00	740.13	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$483k		3.5k	137.68	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$476k		1.3k	356.90	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.0	$461k	+6%	5.2k	88.76	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.0	$456k		5.8k	78.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$455k		1.3k	344.08	View chart
JPMorgan Chase & Co. (JPM)	0.0	$445k	+4%	1.3k	330.83	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$436k	-5%	1.9k	231.63	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$436k	NEW	6.5k	66.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$394k	+33%	5.6k	70.15	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.0	$392k		9.4k	41.51	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$391k		940.00	416.13	View chart
Cintas Corporation (CTAS)	0.0	$390k		2.0k	195.06	View chart
NVIDIA Corporation (NVDA)	0.0	$385k	-53%	1.7k	228.38	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	0.0	$374k	+3%	3.8k	97.53	View chart
Firstservice Corp (FSV)	0.0	$366k		2.9k	127.88	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$352k	-12%	5.9k	59.31	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$346k		6.3k	55.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$342k		687.00	497.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$311k	+2%	913.00	340.74	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$309k		1.9k	160.74	View chart
Johnson & Johnson (JNJ)	0.0	$306k	-12%	1.2k	264.74	View chart
Illinois Tool Works (ITW)	0.0	$257k		1.0k	257.28	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.0	$243k		1.1k	216.08	View chart
Nasdaq Omx (NDAQ)	0.0	$231k	NEW	2.5k	92.01	View chart
United Rentals (URI)	0.0	$230k		230.00	1000.78	View chart
Cisco Systems (CSCO)	0.0	$224k	NEW	2.1k	107.63	View chart
Etf Ser Solutions Vident Us Equity (VUSE)	0.0	$222k		3.1k	72.51	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$214k		3.8k	55.86	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$209k		2.9k	73.40	View chart
UnitedHealth (UNH)	0.0	$207k		565.00	367.08	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 Q3 filed Oct. 14, 2026
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

View all past filings

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