StockDriftsStockDriftsTop 50 Orgel Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VSDB | VANGUARD MALVERN FDS | 11.69% | 8.29M | $619.3M | +1.16%(+95.04K) | $76.25(-2.02%) | 2026-09-30 | |
| IVV | ISHARES TR | 9.71% | 671.4K | $514.2M | +3.85%(+24.89K) | $517.28(+48.86%) | 2026-09-30 | |
| QUAL | ISHARES TR | 9.21% | 2.19M | $487.8M | -34.64%(-1.16M) | $169.32(+33.02%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 7.98% | 3.43M | $422.5M | +1.01%(+34.23K) | $64.65(+87.70%) | 2026-09-30 | |
| VYMI | VANGUARD WHITEHALL FDS | 5.91% | 3.09M | $312.9M | +0.29%(+8.94K) | $68.88(+47.21%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.19% | 10.01M | $275.1M | +3.32%(+321.67K) | $18.75(+43.51%) | 2026-09-30 | |
| MTUM | ISHARES TR | 5.12% | 854.3K | $271.1M | +26.99%(+181.54K) | $244.67(+20.86%) | 2026-09-30 | |
| MUB | ISHARES TR | 4.82% | 2.53M | $255.4M | -6.73%(-182.28K) | $105.50(-3.00%) | 2026-09-30 | |
| PMBS | PIMCO ETF TR | 4.49% | 5.14M | $238.0M | +5.62%(+273.91K) | $48.78(-4.57%) | 2026-09-30 | |
| VTEB | VANGUARD MUN BD FDS | 3.88% | 4.33M | $205.3M | +21.38%(+763.34K) | $49.93(-3.85%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.74% | +32.15% | +3.43% | +18.39% |
| Top 20 Holdings Unweighted | +10.97% | +36.65% | +3.52% | +18.91% |
Orgel Wealth Management LLC reports $5.30B in US-listed equity holdings across 111 positions in its most recent 13F filing. Its largest disclosed positions are VSDB (11.7%), IVV (9.7%) and QUAL (9.2%). The top 20 holdings account for 90.3% of reported assets. Its disclosed equity book has returned +32.15% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Orgel Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1658535). View Orgel Wealth Management LLC’s 13F filings on SEC