Q3 2026 13F · SEC CIK 1658535

Orgel Wealth Management, LLC

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.3B
Reported positions: 111
Top holdings a year, 3 yrs: +9.8%
Assets under management: $9.5B

Orgel Wealth Management, LLC is a wealth manager that reported 111 positions worth $5.3B in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Vanguard Malvern Fds (VSDB, 11.7%), Ishares Tr (IVV, 9.7%), Ishares Tr (QUAL, 9.2%). A portfolio copying its top holdings returned 9.8% a year over the last 3 years, against 20.4% for the S&P 500.

Orgel Wealth Management, LLC holdings largest 50 of 111 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Orgel Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VSDBVanguard Malvern Fds	11.7%	11.9%	8,294,431	+1.2%	$619.3M
IVVIshares Tr	9.7%	9.2%	671,431	+3.9%	$514.2M
QUALIshares Tr	9.2%	14.0%	2,195,000	-34.6%	$487.8M
SPYGState Street Spdr Portfolio S&p 500 Grow	8.0%	7.7%	3,432,643	+1.0%	$422.5M
VYMIVanguard Whitehall Fds	5.9%	5.7%	3,093,903	+0.3%	$312.9M
SCHFSchwab Strategic Tr	5.2%	5.1%	10,014,163	+3.3%	$275.1M
MTUMIshares Tr	5.1%	4.4%	854,260	+27.0%	$271.1M
MUBIshares Tr	4.8%	5.5%	2,526,062	-6.7%	$255.4M
PMBSPimco ETF Tr	4.5%	4.6%	5,144,104	+5.6%	$238.0M
AIBFIshares Tr	4.1%	—	8,652,642	—	$214.8M
VTEBVanguard Mun Bd Fds	3.9%	3.4%	4,334,288	+21.4%	$205.3M
HYMUBlackrock ETF Trust II	3.6%	3.5%	8,832,260	+8.4%	$188.8M
VOEVanguard Index Fds	3.4%	3.6%	929,178	-3.4%	$181.7M
VIOOVanguard Admiral Fds Inc	2.8%	2.9%	1,153,226	+3.3%	$145.9M
SCHXSchwab Strategic Tr	2.6%	2.6%	4,649,120	-0.2%	$139.5M
PFFDGlobal X US Preferred	2.3%	2.4%	6,927,424	+1.5%	$121.9M
IJHIshares Tr	2.3%	2.3%	1,657,388	+7.0%	$119.2M
SCHESchwab Strategic Tr	1.6%	1.5%	2,274,253	+3.4%	$82.9M
FQALFidelity Covington Trust	1.3%	1.4%	833,329	-5.9%	$69.4M
IEFAIshares Tr	1.3%	1.3%	709,450	+0.4%	$68.7M
VOTVanguard Index Fds	1.2%	1.3%	214,701	-0.7%	$62.7M
SPHQInvesco Exchange Traded Fd T	0.5%	0.7%	345,076	-12.8%	$29.0M
IMCVIshares Tr	0.5%	0.6%	316,009	-7.6%	$29.0M
IMCGIshares Tr	0.5%	0.5%	279,574	-1.6%	$26.2M
IEMGIshares Inc	0.5%	0.5%	303,551	-2.1%	$24.6M
ESGVVanguard World Fd	0.4%	0.4%	144,730	+1.1%	$19.6M
AVSEAmerican Centy ETF Tr	0.2%	0.2%	129,207	+1.1%	$10.2M
VSGXVanguard World Fd	0.2%	0.2%	121,455	-2.6%	$9.8M
ESGDiShares ESG Aware MSCI EAFE ETF	0.2%	0.2%	91,407	+0.9%	$9.4M
VBVanguard Index Fds	0.2%	0.2%	31,551	-6.9%	$9.0M
SCHDSchwab Strategic Tr	0.2%	0.2%	272,367	-7.2%	$8.9M
SCHGSchwab Strategic Tr	0.2%	0.1%	236,028	+3.6%	$8.5M
IUSBIshares Tr	0.2%	0.2%	184,975	-6.6%	$8.2M
PTLNorthern Lts Fd Tr IV	0.1%	0.2%	27,205	-2.1%	$7.4M
SCHASchwab Strategic Tr	0.1%	0.1%	191,083	-0.8%	$6.2M
VOOVanguard Index Fds	0.1%	0.1%	8,774	+16.5%	$6.1M
ESSCStrategy Shs	0.1%	—	203,660	—	$5.8M
SPYState Str Spdr S&p 500 ETF T	0.1%	0.1%	6,713	+1.5%	$5.1M
OWNSQuaker Invt Tr	0.1%	0.1%	295,850	+0.3%	$4.8M
EFAIshares Tr	0.1%	0.1%	34,897	-1.7%	$3.6M
FLQMFranklin Templeton ETF Tr	0.1%	0.1%	54,702	+0.0%	$3.1M
MSFTMicrosoft Corp	0.1%	0.0%	5,813	+5.3%	$3.0M
VTIVanguard Index Fds	0.1%	0.1%	7,426	-7.0%	$2.8M
AAPLApple Inc	0.1%	0.1%	8,182	-20.9%	$2.7M
IVWIshares Tr	0.0%	0.0%	15,590	+6.0%	$2.2M
IWMIshares Tr	0.0%	0.0%	7,557	+2.6%	$2.1M
IVEIshares Tr	0.0%	0.0%	8,860	+4.9%	$2.0M
IWFIshares Tr	0.0%	—	15,465	—	$1.9M
JSMLJanus Detroit Str Tr	0.0%	0.0%	22,298	-6.7%	$1.9M
VIGVanguard Specialized Funds	0.0%	0.0%	8,188	+1.4%	$1.9M

What Orgel Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.1% /yr; S&P 500 +20.1%
3 years: +9.8% /yr; S&P 500 +20.4%
5 years: +4.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$5.3B	111
Q2 2026	$5.3B	113
Q1 2026	$4.6B	95
Q4 2025	$4.5B	92
Q3 2025	$4.4B	88
Q2 2025	$4.2B	86
Q1 2025	$3.8B	81
Q4 2024	$3.8B	86
Q3 2024	$4.0B	81
Q2 2024	$3.7B	78
Q1 2024	$3.6B	81
Q4 2023	$3.4B	84

Questions about Orgel Wealth Management, LLC's portfolio

What stocks does Orgel Wealth Management, LLC own?

Orgel Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 111 positions worth $5.3B. The largest are Vanguard Malvern Fds (VSDB) at 11.7%, Ishares Tr (IVV) at 9.7%, Ishares Tr (QUAL) at 9.2%, State Street Spdr Portfolio S&p 500 Grow (SPYG) at 8.0% and Vanguard Whitehall Fds (VYMI) at 5.9%.

What did Orgel Wealth Management, LLC buy last quarter?

In Q3 2026, Orgel Wealth Management, LLC added Ishares Tr (MTUM) (+27.0% shares), Vanguard Mun Bd Fds (VTEB) (+21.4% shares) and Vanguard Index Fds (VOO) (+16.5% shares), compared with its Q2 2026 filing.

What did Orgel Wealth Management, LLC sell last quarter?

In Q3 2026, Orgel Wealth Management, LLC cut from its top 50 Vanguard Ftse Developed Markets Index Fu (VEA), cut from its top 50 Vanguard Scottsdale Fds (VGSH), cut from its top 50 Ishares Inc (EMXC), Ishares Tr (QUAL) (-34.6% shares), Apple Inc (AAPL) (-20.9% shares) and Invesco Exchange Traded Fd T (SPHQ) (-12.8% shares), compared with its Q2 2026 filing.

How has Orgel Wealth Management, LLC's portfolio performed?

A portfolio copying Orgel Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.1% against +20.1%. Over 5 years: +4.0% a year against +11.6%.

When is Orgel Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Orgel Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Orgel Wealth Management, LLC manage?

Orgel Wealth Management, LLC reported $9.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $5.3B.