Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Orgel Wealth Management, LLC (CIK 1658535) reported $5.27B across 113 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QUAL ($736.9M, 13.98%), VSDB ($625.9M, 11.87%), IVV ($484.2M, 9.18%), SPYG ($404.4M, 7.67%), VYMI ($302.9M, 5.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | $736.9M | 13.98% | 3.4M | Added |
| 2 | VSDB | VANGUARD MALVERN FDS | $625.9M | 11.87% | 8.2M | Added |
| 3 | IVV | ISHARES TR | $484.2M | 9.18% | 646,536 | Added |
| 4 | SPYG | SPDR SERIES TRUST | $404.4M | 7.67% | 3.4M | Trimmed |
| 5 | VYMI | VANGUARD WHITEHALL FDS | $302.9M | 5.75% | 3.1M | Added |
| 6 | MUB | ISHARES TR | $291.5M | 5.53% | 2.7M | Added |
| 7 | SCHF | SCHWAB STRATEGIC TR | $268.5M | 5.09% | 9.7M | Added |
| 8 | PMBS | PIMCO ETF TR | $240.5M | 4.56% | 4.9M | Added |
| 9 | MTUM | ISHARES TR | $230.6M | 4.37% | 672,724 | Trimmed |
| 10 | VOE | VANGUARD INDEX FDS | $190.1M | 3.60% | 961,906 | Added |
| 11 | SHYM | BLACKROCK ETF TRUST II | $182.9M | 3.47% | 8.1M | New |
| 12 | VTEB | VANGUARD MUN BD FDS | $180.6M | 3.43% | 3.6M | Added |
| 13 | VIOO | VANGUARD ADMIRAL FDS INC | $153.5M | 2.91% | 1.1M | Added |
| 14 | SCHX | SCHWAB STRATEGIC TR | $137.1M | 2.60% | 4.7M | Trimmed |
| 15 | PFFD | GLOBAL X FDS | $127.6M | 2.42% | 6.8M | Trimmed |
| 16 | IJH | ISHARES TR | $119.4M | 2.26% | 1.5M | New |
| 17 | SCHE | SCHWAB STRATEGIC TR | $79.7M | 1.51% | 2.2M | Added |
| 18 | FQAL | FIDELITY COVINGTON TRUST | $72.1M | 1.37% | 885,647 | Trimmed |
| 19 | IEFA | ISHARES TR | $68.3M | 1.29% | 706,882 | Added |
| 20 | VOT | VANGUARD INDEX FDS | $66.3M | 1.26% | 216,318 | Trimmed |
| 21 | SPHQ | INVESCO EXCHANGE TRADED FD T | $35.7M | 0.68% | 395,689 | Trimmed |
| 22 | IMCV | ISHARES TR | $31.2M | 0.59% | 341,915 | Trimmed |
| 23 | IMCG | ISHARES TR | $27.9M | 0.53% | 284,164 | Trimmed |
| 24 | IEMG | ISHARES INC | $25.7M | 0.49% | 309,975 | Added |
| 25 | ESGV | VANGUARD WORLD FD | $18.9M | 0.36% | 143,189 | Added |
Source: SEC Form 13F filings · as of 2026-06-30