account_balance
Investment manager · 13F filer · SEC CIK 1658535
Orgel Wealth Management, LLC
Reported value$5.3Bas of Sep 30, 2026
Positions111 5 new, 7 sold out
Top 10 weight68.2%VSDB alone is 12%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VSDBVanguard Malvern FDS
11.7%
IVViShares Tr
9.7%Added +4%
QUALiShares Tr
9.2%Trimmed −35%
SPYGSPDR Series Trust
8.0%
VYMIVanguard Whitehall FDS
5.9%
SCHFSchwab Strategic Tr
5.2%Added +3%
MTUMiShares Tr
5.1%Added +27%
MUBiShares Tr
4.8%Trimmed −7%
PMBSPimco ETF Tr
4.5%Added +6%
AIBFiShares Tr
4.1%New
VTEBVanguard Mun Bd FDS
3.9%Added +21%
SHYMBlackRock ETF Trust II
3.6%Added +8%
VSDBVanguard Malvern FDS
11.7%
IVViShares Tr
9.7%Added +4%
QUALiShares Tr
9.2%
SPYGSPDR Series Trust
8.0%
VYMIVanguard Whitehall FDS
5.9%
SCHFSchwab Strategic Tr
5.2%
MTUMiShares Tr
5.1%
MUBiShares Tr
4.8%
PMBS4.5%
AIBF
VTEB3.9%
SHYM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VSDB Vanguard Malvern FDS 11.7% Held
IVV iShares Tr 9.7% Added +4%
QUAL iShares Tr 9.2% Trimmed −35%
SPYG SPDR Series Trust 8.0% Held
VYMI Vanguard Whitehall FDS 5.9% Held
SCHF Schwab Strategic Tr 5.2% Added +3%
MTUM iShares Tr 5.1% Added +27%
MUB iShares Tr 4.8% Trimmed −7%
PMBS Pimco ETF Tr 4.5% Added +6%
AIBF iShares Tr 4.1% New
VTEB Vanguard Mun Bd FDS 3.9% Added +21%
SHYM BlackRock ETF Trust II 3.6% Added +8%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- AIBF $215M
- ESSC $5.83M
- EEM $436K
- NDAQ $230K
arrow_upwardAdded
- MTUM +27%
- VTEB +21%
- SHYM +8%
- IJH +7%
arrow_downwardTrimmed
- QUAL −35%
- SPHQ −13%
- IMCV −8%
- MUB −7%
remove_circleSold out
- PSQA $996K
- IQLT $877K
- DYNF $535K
- VYM $237K
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