Orgel Wealth Management, LLC

Registered adviser

CIK

1658535

Location

ALTOONA, WI

Portfolio Value

Mid $3,113,348,112

Diversification

Diversified

Filing Date

Global Rank

#813 / 8,807 ▲ 242 · as of Jun 2026

Top Industry

Software - Infrastructure 21.9%

Period ended 20 days ago

Filed Oct 14, 2026 · 6d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 168219

Roster of Oct 1, 2026

Regulatory AUM

$9,548,675,912

Main clients

Individuals and high net worth (74% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$9,548,675,912	Individuals and high net worth (74%)
Apr 2025 to Mar 2026	$8,060,225,434	Individuals and high net worth (76%)
Apr 2024 to Mar 2025	$7,104,580,359	Individuals and high net worth (76%)
May 2023 to Mar 2024	$6,255,250,814	Individuals and high net worth (77%)
Apr 2023	$6,255,250,814	Individuals and high net worth (77%)
Apr 2022 to Mar 2023	$6,606,699,000	Individuals and high net worth (80%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 93.7% of the book (60%+)

Turnover

Low turnover

27.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.3 quarters (12+), a floor since 43.2% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 95.6%; sector active share 90.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

110 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

19.9%

−19.2 pts

Top 5

68.8%

−5.3 pts

Top 10

96.1%

+2.3 pts

HHI

1,203

Diversified−740

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.6%	$3,099,719,308	89
Technology	0.2%	$6,315,833	4
Financial Services	0.1%	$2,651,553	6
Communication Services	0.0%	$1,468,286	3
Industrials	0.0%	$1,415,132	4
Consumer Cyclical	0.0%	$898,185	1
Healthcare	0.0%	$513,439	2
Real Estate	0.0%	$366,376	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+763,337	4,334,288	$205,271,879
SHYM		+685,850	8,832,260	$188,789,557
SCHF	Schwab International Equity ETF	+321,674	10,014,163	$275,089,057
PMBS		+273,906	5,144,104	$238,017,692
MTUM	iShares MSCI USA Momentum Factor ETF	+181,536	854,260	$0
IJH	iShares Core S&P Mid-Cap ETF	+108,759	1,657,388	$0
PFFD	Global X U.S. Preferred ETF	+101,232	6,927,424	$0
VSDB	VANGUARD SHORT DURATION BOND ETF	+95,038	8,294,431	$619,262,218
SCHE	Schwab Emerging Markets Equity ETF	+75,668	2,274,253	$82,896,521
VIOO	VANGUARD S&P SMALL-CAP 600 INDEX FUND	+37,306	1,153,226	$145,906,153
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	+34,234	3,432,643	$422,489,700
IVV	iShares Core S&P 500 ETF	+24,895	671,431	$0
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	+8,939	3,093,903	$312,886,410
SCHG	Schwab U.S. Large-Cap Growth ETF	+8,151	236,028	$8,480,486
IEFA	iShares Core MSCI EAFE ETF	+2,568	709,450	$0
JEPI	JPMorgan Equity Premium Income ETF	+1,698	25,907	$1,456,491
ESGV	VANGUARD ESG U.S. STOCK ETF	+1,541	144,730	$19,615,256
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+1,424	5,621	$394,313
AVSE	Avantis Responsible Emerging Markets Equity ETF	+1,419	129,207	$10,221,565
SCHY	Schwab International Dividend Equity ETF	+1,266	28,209	$885,762
VOO	VANGUARD 500 INDEX FUND	+1,241	8,774	$6,149,345
AGG	iShares Core U.S. Aggregate Bond ETF	+893	15,568	$0
IVW	iShares S&P 500 Growth ETF	+880	15,590	$0
ESGD	iShares ESG Aware MSCI EAFE ETF	+841	91,407	$0
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	+821	16,934	$1,037,376
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
QUAL	iShares MSCI USA Quality Factor ETF	−1,163,210	2,195,000	$0
MUB	iShares National Muni Bond ETF	−182,283	2,526,062	$0
FQAL	Fidelity Quality Factor ETF	−52,318	833,329	$69,374,639
SPHQ	Invesco S&P 500 Quality ETF	−50,613	345,076	$29,013,990
VOE	VANGUARD MID-CAP VALUE INDEX FUND	−32,728	929,178	$181,682,174
IMCV	iShares Morningstar Mid-Cap Value ETF	−25,906	316,009	$0
SCHD	Schwab U.S. Dividend Equity ETF	−21,036	272,367	$8,860,098
IUSB	iShares Core Universal USD Bond ETF	−12,970	184,975	$0
SCHX	Schwab U.S. Large-Cap ETF	−9,503	4,649,120	$139,473,600
VEA	Vanguard FTSE Developed Markets ETF	−6,967	25,765	$1,819,266
IEMG	iShares Trust	−6,424	303,551	$0
IMCG	iShares Morningstar Mid-Cap Growth ETF	−4,590	279,574	$0
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	−3,272	121,455	$9,846,356
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−3,062	32,896	$1,893,493
VB	Vanguard Index Funds	−2,336	31,551	$8,975,943
AAPL	Apple Inc.	−2,158	8,182	$2,724,769
NVDA	Nvidia Corp	−1,943	1,687	$385,277
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	−1,617	214,701	$62,714,162
JSML	Janus Henderson Small Cap Growth Alpha ETF	−1,610	22,298	$1,916,022
SCHA	Schwab U.S. Small-Cap ETF	−1,492	191,083	$6,235,038
EMXC	iShares MSCI Emerging Markets ex China ETF	−1,014	18,110	$1,794,338
IWD	iShares Russell 1000 Value ETF	−943	5,240	$0
HDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETF	−864	28,902	$934,979
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−853	5,939	$352,242
EFA	iShares MSCI EAFE ETF	−592	34,897	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
ESSC	Eventide Small Cap ETF	203,660	$5,832,211
EEM	iShares MSCI Emerging Markets ETF	6,527	$435,938
NDAQ	Nasdaq, Inc.	2,505	$230,485
CSCO	Cisco Systems, Inc.	2,084	$224,300
AIBF		8,652,642	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
IQLT	iShares MSCI Intl Quality Factor ETF	17,691	$876,589
DYNF	iShares U.S. Equity Factor Rotation Active ETF	7,869	$535,170
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	1,499	$236,886
HD	Home Depot, Inc.	648	$228,536
QGRW	WisdomTree U.S. Quality Growth Fund	3,156	$208,390
PEP	Pepsico Inc	1,500	$203,100
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

110 tracked positions · $3,113,348,112 total · filing declares 111 positions · $5,295,406,484 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 110 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VSDB	VANGUARD SHORT DURATION BOND ETF	Added	8,294,431	+95,038	$619,262,218	−1.1%	19.89%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Added	3,432,643	+34,234	$422,489,700	+4.5%	13.57%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Added	3,093,903	+8,939	$312,886,410	+3.3%	10.05%
SCHF	Schwab International Equity ETF	Added	10,014,163	+321,674	$275,089,057	+2.5%	8.84%
PMBS		Added	5,144,104	+273,906	$238,017,692	−1.0%	7.65%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	4,334,288	+763,337	$205,271,879	+13.6%	6.59%
SHYM		Added	8,832,260	+685,850	$188,789,557	+3.2%	6.06%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Reduced	929,178	-32,728	$181,682,174	−4.4%	5.84%
VIOO	VANGUARD S&P SMALL-CAP 600 INDEX FUND	Added	1,153,226	+37,306	$145,906,153	−4.9%	4.69%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	4,649,120	-9,503	$139,473,600	+1.7%	4.48%
SCHE	Schwab Emerging Markets Equity ETF	Added	2,274,253	+75,668	$82,896,521	+4.0%	2.66%
FQAL	Fidelity Quality Factor ETF	Reduced	833,329	-52,318	$69,374,639	−3.7%	2.23%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Reduced	214,701	-1,617	$62,714,162	−5.3%	2.01%
SPHQ	Invesco S&P 500 Quality ETF	Reduced	345,076	-50,613	$29,013,990	−18.6%	0.93%
ESGV	VANGUARD ESG U.S. STOCK ETF	Added	144,730	+1,541	$19,615,256	+3.6%	0.63%
AVSE	Avantis Responsible Emerging Markets Equity ETF	Added	129,207	+1,419	$10,221,565	−2.3%	0.33%
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	Reduced	121,455	-3,272	$9,846,356	−4.1%	0.32%
VB	Vanguard Index Funds	Reduced	31,551	-2,336	$8,975,943	−12.6%	0.29%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	272,367	-21,036	$8,860,098	−4.8%	0.28%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	236,028	+8,151	$8,480,486	+10.0%	0.27%
PTL	Inspire 500 ETF	Reduced	27,205	-580	$7,403,568	−6.9%	0.24%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	191,083	-1,492	$6,235,038	−10.4%	0.20%
VOO	VANGUARD 500 INDEX FUND	Added	8,774	+1,241	$6,149,345	+18.9%	0.20%
ESSC	Eventide Small Cap ETF	NEW	203,660	NEW	$5,832,211	NEW	0.19%
SPY	Spdr S&P 500 ETF Trust	Added	6,713	+100	$5,119,535	+3.7%	0.16%
FLQM	Franklin U.S. Mid Cap Multifactor Index ETF	Held	54,702	0	$3,142,082	−0.8%	0.10%
MSFT	Microsoft Corp Technology	Added	5,813	+292	$2,981,487	+44.8%	0.10%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	7,426	-561	$2,779,106	−6.0%	0.09%
AAPL	Apple Inc. Technology	Reduced	8,182	-2,158	$2,724,769	−8.9%	0.09%
JSML	Janus Henderson Small Cap Growth Alpha ETF	Reduced	22,298	-1,610	$1,916,022	−13.9%	0.06%
VIG	Vanguard Specialized Funds	Added	8,188	+113	$1,910,342	−0.0%	0.06%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Reduced	32,896	-3,062	$1,893,493	−9.5%	0.06%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	25,765	-6,967	$1,819,266	−22.0%	0.06%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	20,040	+305	$1,798,790	+3.7%	0.06%
EMXC	iShares MSCI Emerging Markets ex China ETF	Reduced	18,110	-1,014	$1,794,338	−8.3%	0.06%
JEPI	JPMorgan Equity Premium Income ETF	Added	25,907	+1,698	$1,456,491	+6.5%	0.05%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	2,017	-33	$1,324,584	−8.1%	0.04%
GLD	Spdr Gold Trust	Held	3,341	0	$1,272,386	+3.4%	0.04%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	13,060	-119	$1,176,836	+3.7%	0.04%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Added	16,934	+821	$1,037,376	+4.8%	0.03%
HDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETF	Reduced	28,902	-864	$934,979	−2.3%	0.03%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,605	+43	$898,185	+5.8%	0.03%
SCHY	Schwab International Dividend Equity ETF	Added	28,209	+1,266	$885,762	+3.6%	0.03%
META	Meta Platforms, Inc. Communication Services	Added	968	+8	$701,974	+29.8%	0.02%
FDMO	Fidelity Momentum Factor ETF	Added	7,116	+273	$676,020	+0.2%	0.02%
PHYS	Sprott Physical Gold Trust Financial Services	Held	20,000	0	$625,400	+3.6%	0.02%
VEU	Vanguard International Equity Index Funds	Held	6,750	0	$560,047	−0.9%	0.02%
CAT	Caterpillar Inc Industrials	Held	663	0	$537,553	−23.9%	0.02%
MA	Mastercard Inc Financial Services	Held	942	0	$519,484	+7.4%	0.02%
PGR	Progressive Corp/Oh/ Financial Services	Added	2,361	+17	$489,458	−4.4%	0.02%

Showing the top 50 of 110 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.