StockDriftsStockDriftsTop 50 Orgel Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | 13.98% | 3.36M | $736.9M | +1.99%(+65.53K) | $169.32(+33.63%) | 2026-06-30 | |
| VSDB | VANGUARD MALVERN FDS | 11.87% | 8.20M | $625.9M | +135.00%(+4.71M) | $76.26(-0.48%) | 2026-06-30 | |
| IVV | ISHARES TR | 9.18% | 646.5K | $484.2M | +6.05%(+36.90K) | $508.04(+53.01%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 7.67% | 3.40M | $404.4M | -0.90%(-30.71K) | $64.08(+91.61%) | 2026-06-30 | |
| VYMI | VANGUARD WHITEHALL FDS | 5.75% | 3.08M | $302.9M | +0.67%(+20.55K) | $68.80(+52.38%) | 2026-06-30 | |
| MUB | ISHARES TR | 5.53% | 2.71M | $291.5M | +1.17%(+31.25K) | $105.50(+0.43%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.09% | 9.69M | $268.5M | +2.99%(+280.97K) | $18.46(+53.16%) | 2026-06-30 | |
| PMBS | PIMCO ETF TR | 4.56% | 4.87M | $240.5M | +1.05%(+50.71K) | $48.83(-0.59%) | 2026-06-30 | |
| MTUM | ISHARES TR | 4.37% | 672.7K | $230.6M | -1.61%(-10.97K) | $221.62(+39.30%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS | 3.6% | 961.9K | $190.1M | +6.99%(+62.82K) | $152.59(+36.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.12% | +29.95% | +3.26% | +17.38% |
| Top 20 Holdings Unweighted | +10.52% | +35.00% | +3.51% | +18.80% |
Orgel Wealth Management, LLC reports $5.27B in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are QUAL (14.0%), VSDB (11.9%) and IVV (9.2%). The top 20 holdings account for 94.12% of reported assets. Its disclosed equity book has returned +29.95% on a three-year cumulative basis. Figures reflect the Q2 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