§ 13F · FUND PROFILE
Orgel Wealth Management, LLC.
AUM · $5.3B (13F)Positions · 113Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$332M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | 3.36M | $737M | 14.0% | +2% |
| 2 | VSDB | VANGUARD MALVERN FDS | 8.20M | $626M | 11.9% | +135% |
| 3 | IVV | ISHARES TR | 647K | $484M | 9.2% | +6% |
| 4 | SPYG | SPDR SERIES TRUST | 3.40M | $404M | 7.7% | −1% |
| 5 | VYMI | VANGUARD WHITEHALL FDS | 3.08M | $303M | 5.7% | +1% |
| 6 | MUB | ISHARES TR | 2.71M | $291M | 5.5% | +1% |
| 7 | SCHF | SCHWAB STRATEGIC TR | 9.69M | $268M | 5.1% | +3% |
| 8 | PMBS | PIMCO ETF TR | 4.87M | $240M | 4.6% | +1% |
| 9 | MTUM | ISHARES TR | 673K | $231M | 4.4% | −2% |
| 10 | VOE | VANGUARD INDEX FDS | 962K | $190M | 3.6% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ORGEL SIGNAL
AC read
Orgel Wealth Management, LLC is a Other fund managing $5.3 billion in assets. The fund runs a portfolio of 113 positions.
Read the full dossier →