Orgel Wealth Management, LLC ETF holdings
Altoona, WI
Reported $5.3B in 92 ETFs in its Form 13F for June 30, 2026.
ETF value
$5.3B
ETFs held
92
Change from prior quarter
+13.6%
With price moves
ETFs as a share of its 13F
99.7%
of $5.3B
Top 10 of 92 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QUAL | iShares MSCI USA Quality Factor ETF | $736.9M | 3,358,210 | +65,534 shares |
| VSDB | Vanguard Short Duration Bond ETF Shares | $625.9M | 8,199,393 | +4,710,224 shares |
| IVV | iShares Core S&P 500 ETF | $484.2M | 646,536 | +36,898 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $404.4M | 3,398,409 | −30,708 shares |
| VYMI | Vanguard International High Dividend Yield ETF | $302.9M | 3,084,964 | +20,552 shares |
| MUB | iShares National Muni Bond ETF | $291.5M | 2,708,345 | +31,252 shares |
| SCHF | Schwab International Equity ETF | $268.5M | 9,692,489 | +280,973 shares |
| PMBS | PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund | $240.5M | 4,870,198 | +50,708 shares |
| MTUM | iShares MSCI USA Momentum Factor ETF | $230.6M | 672,724 | −10,975 shares |
| VOE | Vanguard Morningstar Mid-Cap Value ETF | $190.1M | 961,906 | +62,816 shares |
82 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001658535. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Orgel Wealth Management, LLC own?
Orgel Wealth Management, LLC reported 92 ETF positions worth $5.3B in its Form 13F for June 30, 2026. The largest was QUAL, at $736.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.