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CIK: 0001658535
Total reported value
$5.3B
$5.3B
113 檔
48.2%
As reported in its official Q2 2026 Form 13F filing, Orgel Wealth Management, LLC's tracked investment portfolio stood at $5.3B with 113 total positions.
In Q2 2026, Orgel Wealth Management, LLC displayed an active expansion posture, initiating 20 new positions and adding to 55 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including QUAL, VSDB, IVV) accounted for 48.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
SHYM
市值: $182.9M
Top Position Liquidated / Trimmed
MMIT
前期市值: $158.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 13.98% | -4.77% | +1.99% | |
| 2 | VSDB | Vanguard Short Dur Bond ETF | ETF-Other | 11.87% | -0.18% | +135.00% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.18% | +0.53% | +6.05% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.67% | +0.31% | -0.90% | |
| 5 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 5.75% | +0.16% | +0.67% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 5.53% | -0.71% | +1.17% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.09% | +0.10% | +2.99% | |
| 8 | PMBS | Pimco Mbs Active ETF | ETF-Other | 4.56% | -0.07% | +1.05% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 4.37% | +0.75% | -1.61% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.60% | -0.17% | +6.99% | |
| 11 | SHYM | Ishares Short Duration High | ETF-Other | 3.47% | +0.10% | — | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.43% | +0.45% | +3.06% | |
| 13 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 2.91% | -0.15% | +2.68% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.60% | +0.03% | -0.69% | |
| 15 | PFFD | Global X US Preferred ETF | ETF-Other | 2.42% | -0.12% | -3.12% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.26% | -0.01% | — | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.51% | +0.06% | +4.19% | |
| 18 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 1.37% | -0.06% | -1.60% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.29% | +0.01% | +0.64% | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.26% | -0.08% | -1.26% | |
| 21 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.68% | -0.13% | -0.68% | |
| 22 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.59% | -0.04% | -0.27% | |
| 23 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.53% | -0.03% | -2.56% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.49% | -0.02% | +1.12% | |
| 25 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.36% | +0.01% | +3.66% | |
| 26 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 0.20% | -0.01% | — | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.19% | -0.02% | +0.26% | |
| 28 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.19% | — | -1.09% | |
| 29 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.18% | — | -0.13% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.18% | -0.01% | -1.01% | |
| 31 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.17% | -0.02% | -1.84% | |
| 32 | PTL | Inspire 500 ETF | ETF-Other | 0.15% | -0.01% | — | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.15% | +0.01% | +3.31% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.13% | -0.01% | -2.89% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.02% | +19.67% | |
| 36 | OWNS | Ccm Affordable Hous Mbs ETF | ETF-Other | 0.10% | -0.01% | +2.96% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.09% | +0.01% | +5.34% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.07% | — | +5.51% | |
| 39 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.06% | — | -96.96% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.06% | -0.01% | +32.31% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.06% | -0.01% | +20.67% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.04% | -0.01% | — | |
| 43 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.04% | — | -1.85% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.04% | — | +11.69% | |
| 45 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.04% | — | -99.38% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.04% | +0.02% | +3.58% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.04% | — | — | |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.04% | -0.01% | +0.01% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.04% | — | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.04% | — | +40.31% |
According to official SEC Form 13F filings, Orgel Wealth Management, LLC reported a total U.S. public equity portfolio value of $5.3B across 113 disclosed positions in Q2 2026.
During Q2 2026, Orgel Wealth Management, LLC's top holdings by market value included QUAL (14.0%)、VSDB (11.9%)、IVV (9.2%). The largest single position, QUAL, represented 14.0% of total portfolio value.
In Q2 2026, Orgel Wealth Management, LLC made 100 total portfolio adjustments, initiating 20 new buys, adding to 55 positions, trimming 23 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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