Orgel Wealth Management, LLC
CIK 1658535
13F filing for Q2 2026・No. 886
- Holdings
- US$5.27B
- Quarter change
- +US$631.25M
- Entries
- 113
- Net bought (estimate)
- +US$170.94M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 2
- Cut 24
- Added 54
- Corporate actions 0
- Unchanged 15
Largest holdings
113 stocks worth US$5.27B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRMSCI USA QLT FCT | Added | 3,358,210 | US$736.89M | 13.98% |
| VANGUARD MALVERN FDSSHOR DURA BD ETF | Added | 8,199,393 | US$625.94M | 11.87% |
| IVVISHARES TRCORE S&P500 ETF | Added | 646,536 | US$484.18M | 9.18% |
| SPDR SERIES TRUSTST STR P500GRW | Cut | 3,398,409 | US$404.38M | 7.67% |
| VANGUARD WHITEHALL FDSINTL HIGH ETF | Added | 3,084,964 | US$302.94M | 5.75% |
| MUBISHARES TRNATIONAL MUN ETF | Added | 2,708,345 | US$291.47M | 5.53% |
| SCHWAB STRATEGIC TRINTL EQTY ETF | Added | 9,692,489 | US$268.48M | 5.09% |
| PIMCO ETF TRMTG BKD SECS ACT | Added | 4,870,198 | US$240.49M | 4.56% |
| ISHARES TRMSCI USA MMENTM | Cut | 672,724 | US$230.63M | 4.37% |
| VANGUARD INDEX FDSMCAP VL IDXVIP | Added | 961,906 | US$190.07M | 3.60% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.