Orgel Wealth Management, LLC
13F filer · CIK 1658535 · Altoona, WI
Summary
Orgel Wealth Management, LLC reported $5.27B across 113 positions in its 13F for 2026 Q2, filed Jul 13, 2026. The largest holdings are QUAL (14.0%), VSDB (11.9%), IVV (9.2%). Versus 2026 Q1, leaving options aside, it opened 20 new positions, added to 55, trimmed 23 and sold out of 2.
Reported value$5.27B
Positions113
Report period2026 Q2
FiledJul 13, 2026
New positions20
Added55
Trimmed23
Sold out2
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 14.0%Value $736.89MPrice $222.87Shares 3.36M +1.99%Since Jun 30 +1.57%
Weight 11.9%Value $625.94MPrice $74.63Shares 8.20M +135.00%Since Jun 30 -2.24%
Weight 9.2%Value $484.18MPrice $768.93Shares 647K +6.05%Since Jun 30 +2.68%
Weight 7.7%Value $404.38MPrice $123.09Shares 3.40M -0.90%Since Jun 30 +3.45%
Weight 5.7%Value $302.94MPrice $102.64Shares 3.08M +0.67%Since Jun 30 +4.52%
Weight 5.5%Value $291.47MPrice $100.61Shares 2.71M +1.17%Since Jun 30 -6.51%
Weight 5.1%Value $268.48MPrice $27.72Shares 9.69M +2.99%Since Jun 30 +0.07%
Weight 4.6%Value $240.49MPrice $46.41Shares 4.87M +1.05%Since Jun 30 -6.01%
Weight 4.4%Value $230.63MPrice $315.59Shares 673K -1.61%Since Jun 30 -7.95%
Weight 3.6%Value $190.07MPrice $197.54Shares 962K +6.99%Since Jun 30 -0.03%
Weight 3.5%Value $182.89MPrice $21.23Shares 8.15MSince Jun 30 -5.46%
Weight 3.4%Value $180.62MPrice $47.19Shares 3.57M +3.06%Since Jun 30 -6.70%
Weight 2.9%Value $153.48MPrice $127.85Shares 1.12M +2.68%Since Jun 30 -7.05%
Weight 2.6%Value $137.10MPrice $30.13Shares 4.66M -0.69%Since Jun 30 +2.38%
Weight 2.4%Value $127.58MPrice $17.64Shares 6.83M -3.12%Since Jun 30 -5.62%
Weight 2.3%Value $119.41MPrice $72.44Shares 1.55MSince Jun 30 -6.06%
Weight 1.5%Value $79.72MPrice $36.72Shares 2.20M +4.19%Since Jun 30 +1.27%
Weight 1.4%Value $72.06MPrice $83.84Shares 886K -1.60%Since Jun 30 +3.05%
Weight 1.3%Value $68.27MPrice $97.93Shares 707K +0.64%Since Jun 30 +1.40%
Weight 1.3%Value $66.26MPrice $293.35Shares 216K -1.26%Since Jun 30 -4.23%
Weight 0.7%Value $35.65MPrice $84.40Shares 396K -0.68%Since Jun 30 -6.33%
Weight 0.6%Value $31.24MPrice $92.71Shares 342K -0.27%Since Jun 30 +1.46%
Weight 0.5%Value $27.93MPrice $94.34Shares 284K -2.56%Since Jun 30 -4.03%
Weight 0.5%Value $25.68MPrice $81.62Shares 310K +1.12%Since Jun 30 -1.47%
Weight 0.4%Value $18.94MPrice $135.91Shares 143K +3.66%Since Jun 30 +2.78%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 14.0% | $736.89M | +1.57% | +1.99% | Add | |
| 11.9% | $625.94M | -2.24% | +135.00% | Add | |
| 9.2% | $484.18M | +2.68% | +6.05% | Add | |
| 7.7% | $404.38M | +3.45% | -0.90% | Trim | |
| 5.7% | $302.94M | +4.52% | +0.67% | Add | |
| 5.5% | $291.47M | -6.51% | +1.17% | Add | |
| 5.1% | $268.48M | +0.07% | +2.99% | Add | |
| 4.6% | $240.49M | -6.01% | +1.05% | Add | |
| 4.4% | $230.63M | -7.95% | -1.61% | Trim | |
| 3.6% | $190.07M | -0.03% | +6.99% | Add | |
| 3.5% | $182.89M | -5.46% | — | New | |
| 3.4% | $180.62M | -6.70% | +3.06% | Add | |
| 2.9% | $153.48M | -7.05% | +2.68% | Add | |
| 2.6% | $137.10M | +2.38% | -0.69% | Trim | |
| 2.4% | $127.58M | -5.62% | -3.12% | Trim | |
| 2.3% | $119.41M | -6.06% | — | New | |
| 1.5% | $79.72M | +1.27% | +4.19% | Add | |
| 1.4% | $72.06M | +3.05% | -1.60% | Trim | |
| 1.3% | $68.27M | +1.40% | +0.64% | Add | |
| 1.3% | $66.26M | -4.23% | -1.26% | Trim | |
| 0.7% | $35.65M | -6.33% | -0.68% | Trim | |
| 0.6% | $31.24M | +1.46% | -0.27% | Trim | |
| 0.5% | $27.93M | -4.03% | -2.56% | Trim | |
| 0.5% | $25.68M | -1.47% | +1.12% | Add | |
| 0.4% | $18.94M | +2.78% | +3.66% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.