Orgel Wealth Management, LLC
Orgel Wealth Management, LLC reported 113 positions worth $5.27B as of June 30, 2026 (13F filed July 13, 2026). Largest holding: QUAL (14.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QUAL | SH | $736.9M | 13.98% | 3,358,210 | — | — | |
| ▸ 2 | VSDB | SH | $625.9M | 11.87% | 8,199,393 | — | — | |
| ▸ 3 | IVV | SH | $484.2M | 9.18% | 646,536 | — | — | |
| ▸ 4 | SPYG | SH | $404.4M | 7.67% | 3,398,409 | — | — | |
| ▸ 5 | VYMI | SH | $302.9M | 5.75% | 3,084,964 | — | — | |
| ▸ 6 | MUB | SH | $291.5M | 5.53% | 2,708,345 | — | — | |
| ▸ 7 | SCHF | SH | $268.5M | 5.09% | 9,692,489 | — | — | |
| ▸ 8 | PMBS | SH | $240.5M | 4.56% | 4,870,198 | — | — | |
| ▸ 9 | MTUM | SH | $230.6M | 4.37% | 672,724 | — | — | |
| ▸ 10 | VOE | SH | $190.1M | 3.60% | 961,906 | — | — |
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Frequently Asked Questions
What stocks does Orgel Wealth Management, LLC hold as of Q2 2026?
Orgel Wealth Management, LLC reported 113 positions worth $5.27B in its Q2 2026 13F filing. Largest positions: QUAL (14.0%), VSDB (11.9%), IVV (9.2%), SPYG (7.7%) and VYMI (5.7%).
What did Orgel Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Orgel Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.