Orgel Wealth Management
Orgel Wealth Management reported 111 stocks worth $5.3B in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VSDB (11.7%), IVV (9.7%) and QUAL (9.2%). Compared with Q2 2026, the fund opened new positions in AIBF, ESSC and EEM, added to VSDB, IVV and SPYG, trimmed QUAL, MUB and VOE and sold out of PSQA, IQLT and DYNF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VSDB Vanguard Malvern Fds | $619M | 11.7% | 8.3M | +95K (+1%) | 3 of 8 | |
| 2 |  IVV Ishares TR | $514M | 9.7% | 671K | +25K (+4%) | 8 of 8 | |
| 3 |  QUAL Ishares TR | $488M | 9.2% | 2.2M | −1.2M (−35%) | 8 of 8 | |
| 4 |  SPYG Spdr Series Trust | $422M | 8.0% | 3.4M | +34K (+1%) | 8 of 8 | |
| 5 |  VYMI Vanguard Whitehall Fds | $313M | 5.9% | 3.1M | +8,939 (+0%) | 8 of 8 | |
| 6 |  SCHF Schwab International | $275M | 5.2% | 10M | +322K (+3%) | 8 of 8 | |
| 7 |  MTUM Ishares Msci USA Momntum | $271M | 5.1% | 854K | +182K (+27%) | 6 of 8 | |
| 8 |  MUB Ishares TR | $255M | 4.8% | 2.5M | −182K (−7%) | 8 of 8 | |
| 9 |  PMBS Pimco ETF TR | $238M | 4.5% | 5.1M | +274K (+6%) | 8 of 8 | |
| 10 |  AIBF Ishares TR | $215M | 4.1% | 8.7M | New position | 1 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PSQA Palmer Square Funds Trust | $996K | 49K |
 IQLT Ishares Msci Intl Quality Factor ETF | $877K | 18K |
 DYNF Blackrock ETF Trust | $535K | 7,869 |
 VYM Vanguard Whitehall Fds | $237K | 1,499 |
 HD Home Depot Inc | $229K | 648 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Orgel Wealth Management 13F FAQ
What does Orgel Wealth Management own?
Orgel Wealth Management reported 111 stocks worth $5.3B in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VSDB (11.7%), IVV (9.7%) and QUAL (9.2%). The table above lists every position in the filing (the top 10 without an account).
What did Orgel Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 46 added to, 35 trimmed and 7 sold out. New positions include AIBF, ESSC and EEM. It sold all of PSQA, IQLT and DYNF.
When will Orgel Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Orgel Wealth Management's portfolio worth?
The Q3 2026 filing reports $5.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.