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Orgel Wealth Management, LLC
CIK:0001658535
Investment Adviser
$8B AUM
88 holdings
Altoona, WI, USA
Orgel Wealth Management, LLC is an investment advisory firm that manages investment portfolios and offers wealth management services.
Latest 13F Filing Activity
Orgel Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 87 equity positions with a total 13F market value of $4B. The fund increased holdings in Ishares TR, Ishares TR, SPDR Series Trust among other positions. Orgel Wealth Management, LLC reduced exposure to Vanguard Admiral FDS Inc., Vanguard Index FDS, Blackrock Etf Trust II among others.
Top Buys
Top Holdings
Equity Positions (87)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QUAL | ISHARES TR | 13.34% | $584.6M | 3,005,601 | $169.14 | $194.50 | +$44.4M |
V VGSH | VANGUARD SCOTTSDALE FDS | 10.10% | $442.9M | 7,525,339 | $58.03 | $58.85 | +$13.7M |
S SPYG | SPDR SERIES TRUST | 9.13% | $400.1M | 3,828,393 | $63.98 | $104.51 | +$28.8M |
I IVV | ISHARES TR | 8.36% | $366.4M | 547,398 | $495.22 | $669.30 | +$34.9M |
M MUB | ISHARES TR | 6.24% | $273.6M | 2,569,238 | $108.15 | $106.49 | +$7.7M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+0.1%
ELECTRONIC COMPUTERS
+0.0%
COMMODITY CONTRACTS BROKERS & DEALERS
+0.0%
FIRE, MARINE & CASUALTY INSURANCE
+0.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.0%
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
B Brian Mansky | Analyst | Onalaska, WI , United States | |
 | Principal | Altoona, WI , United States | |
 | Senior Research Analyst | Altoona, WI , United States |
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