Orgel Wealth Management, LLC
CIK 0001658535 · ALTOONA, WI · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.27B
2026 Q2
Positions
113
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
QUAL
ISHARES TR
14.0%
VSDB
VANGUARD MALVERN FDS
11.9%
IVV
ISHARES TR
9.2%
SPYG
SPDR SERIES TRUST
7.7%
VYMI
VANGUARD WHITEHALL FDS
5.7%
MUB
ISHARES TR
5.5%
SCHF
SCHWAB STRATEGIC TR
5.1%
PMBS
PIMCO ETF TR
4.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.