Orgel Wealth Management
$5.3B 13F equity value
115 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Orgel Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| QUAL | ISHARES TR | 3,358,210 | $737M | 14.0% |
| VSDB | VANGUARD MALVERN FDS | 8,199,393 | $626M | 11.9% |
| IVV | ISHARES TR | 646,536 | $484M | 9.2% |
| SPYG | SPDR SERIES TRUST | 3,398,409 | $404M | 7.7% |
| VYMI | VANGUARD WHITEHALL FDS | 3,084,964 | $303M | 5.7% |
| MUB | ISHARES TR | 2,708,345 | $291M | 5.5% |
| SCHF | SCHWAB STRATEGIC TR | 9,692,489 | $268M | 5.1% |
| PMBS | PIMCO ETF TR | 4,870,198 | $240M | 4.6% |
| MTUM | ISHARES TR | 672,724 | $231M | 4.4% |
| VOE | VANGUARD INDEX FDS | 961,906 | $190M | 3.6% |
Track Orgel Wealth Management's 13F portfolio: $5.3B in reported holdings, 115 positions. Top holdings and quarterly changes on SentiSense.
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