Orgel Wealth Management
ALTOONA, WIfiles as Orgel Wealth Management, LLC
$5.3bn in 113 US stocks at the end of 30 June 2026. The top 10 are 71.6% of the money. It changed about 15.4% of the portfolio this quarter.
Value
$5.3bn
Stocks
113
Top 10 share
71.6%
Turnover
15.4%
What changed this quarter
New
Bought for the first time this quarter.
- Blackrock ETF Trust IISHYM3.5% of the fund
- Ishares TRIJH2.3% of the fund
- American Centy ETF TRAVSE0.2% of the fund
- Northern LTS FD TR IVPTL0.2% of the fund
- Vanguard Tax-Managed FDSVEA<0.1% of the fund
- Ishares TRIVW<0.1% of the fund
- Ishares TRIVE<0.1% of the fund
- Ishares TRIQLT<0.1% of the fund
- Ishares TRIWY<0.1% of the fund
- NvidiaNVDA<0.1% of the fund
- Blackrock ETF TrustDYNF<0.1% of the fund
- Vanguard Index FDSVO<0.1% of the fund
- Vanguard BD Index FDSBND<0.1% of the fund
- United RentalsURI<0.1% of the fund
- Vanguard Whitehall FDSVYM<0.1% of the fund
- UnitedHealth GroupUNH<0.1% of the fund
- ETF SER SolutionsVUSE<0.1% of the fund
- First TR Exchange Traded FDFV<0.1% of the fund
- Dimensional ETF TrustDFIV<0.1% of the fund
- Wisdomtree TRQGRW<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Malvern FDSVSDB11.9% of the fund+135%
- Ishares TRIVV9.2% of the fund+6%
- Schwab Strategic TRSCHF5.1% of the fund+3%
- Vanguard Index FDSVOE3.6% of the fund+7%
- Vanguard MUN BD FDSVTEB3.4% of the fund+3%
- Vanguard Admiral FDSVIOO2.9% of the fund+3%
- Schwab Strategic TRSCHE1.5% of the fund+4%
- Vanguard World FDESGV0.4% of the fund+4%
- Schwab Strategic TRSCHG0.1% of the fund+3%
- Vanguard Index FDSVOO<0.1% of the fund+20%
- Quaker Invt TROWNS<0.1% of the fund+3%
- State STR Spdr S&P 500 ETF TSPY<0.1% of the fund+5%
- Ishares TREFA<0.1% of the fund+6%
- AppleAAPL<0.1% of the fund+32%
- Vanguard Index FDSVTI<0.1% of the fund+21%
- Ishares TRIWM<0.1% of the fund+12%
- MicrosoftMSFT<0.1% of the fund+4%
- Vanguard Specialized FundsVIG<0.1% of the fund+40%
- Ishares TRIWF<0.1% of the fund+25%
- Spdr Series TrustSPYM<0.1% of the fund+62%
- Ishares TRIWD<0.1% of the fund+106%
- Ishares TRAGG<0.1% of the fund+26%
- State STR Spdr S&P Midcap 40MDY<0.1% of the fund+8%
- J P Morgan Exchange Traded FJEPI<0.1% of the fund+92%
- Global X FDSMLPX<0.1% of the fund+32%
Cut
Sold some of their stake.
- Global X FDSPFFD2.4% of the fund-3%
- Ishares TRIMCG0.5% of the fund-3%
- Schwab Strategic TRSCHA0.1% of the fund-3%
- Franklin Templeton ETF TRFLQM<0.1% of the fund-97%
- Vanguard Scottsdale FDSVGSH<0.1% of the fund-99%
- Ishares TRIWR<0.1% of the fund-4%
- Ishares TRITOT<0.1% of the fund-12%
- Vanguard Index FDSVUG<0.1% of the fund-3%
- Fidelity Covington TrustFDMO<0.1% of the fund-8%
Sold out
Sold their entire stake.
- New York Life Invts Active EMMIT-100%
- NasdaqNDAQ-100%
Holdings
- Ishares TRQUAL
- Share
- 14.0%
- Value
- $737m
- Shares
- 3,358,210
Held
- Vanguard Malvern FDSVSDB
- Share
- 11.9%
- Value
- $626m
- Shares
- 8,199,393
+135%
- Ishares TRIVV
- Share
- 9.2%
- Value
- $484m
- Shares
- 646,536
+6%
- Spdr Series TrustSPYG
- Share
- 7.7%
- Value
- $404m
- Shares
- 3,398,409
Held
- Vanguard Whitehall FDSVYMI
- Share
- 5.7%
- Value
- $303m
- Shares
- 3,084,964
Held
- Ishares TRMUB
- Share
- 5.5%
- Value
- $291m
- Shares
- 2,708,345
Held
- Schwab Strategic TRSCHF
- Share
- 5.1%
- Value
- $268m
- Shares
- 9,692,489
+3%
- Pimco ETF TRPMBS
- Share
- 4.6%
- Value
- $240m
- Shares
- 4,870,198
Held
- Ishares TRMTUM
- Share
- 4.4%
- Value
- $231m
- Shares
- 672,724
Held
- Vanguard Index FDSVOE
- Share
- 3.6%
- Value
- $190m
- Shares
- 961,906
+7%
- Blackrock ETF Trust IISHYM
- Share
- 3.5%
- Value
- $183m
- Shares
- 8,146,410
New
- Vanguard MUN BD FDSVTEB
- Share
- 3.4%
- Value
- $181m
- Shares
- 3,570,951
+3%
- Vanguard Admiral FDSVIOO
- Share
- 2.9%
- Value
- $153m
- Shares
- 1,115,920
+3%
- Schwab Strategic TRSCHX
- Share
- 2.6%
- Value
- $137m
- Shares
- 4,658,623
Held
- Global X FDSPFFD
- Share
- 2.4%
- Value
- $128m
- Shares
- 6,826,192
-3%
- Ishares TRIJH
- Share
- 2.3%
- Value
- $119m
- Shares
- 1,548,629
New
- Schwab Strategic TRSCHE
- Share
- 1.5%
- Value
- $80m
- Shares
- 2,198,585
+4%
- Fidelity Covington TrustFQAL
- Share
- 1.4%
- Value
- $72m
- Shares
- 885,647
Held
- Ishares TRIEFA
- Share
- 1.3%
- Value
- $68m
- Shares
- 706,882
Held
- Vanguard Index FDSVOT
- Share
- 1.3%
- Value
- $66m
- Shares
- 216,318
Held
- Invesco Exchange Traded FD TSPHQ
- Share
- 0.7%
- Value
- $36m
- Shares
- 395,689
Held
- Ishares TRIMCV
- Share
- 0.6%
- Value
- $31m
- Shares
- 341,915
Held
- Ishares TRIMCG
- Share
- 0.5%
- Value
- $28m
- Shares
- 284,164
-3%
- IsharesIEMG
- Share
- 0.5%
- Value
- $26m
- Shares
- 309,975
Held
- Vanguard World FDESGV
- Share
- 0.4%
- Value
- $19m
- Shares
- 143,189
+4%
- American Centy ETF TRAVSE
- Share
- 0.2%
- Value
- $10m
- Shares
- 127,788
New
- Vanguard Index FDSVB
- Share
- 0.2%
- Value
- $10m
- Shares
- 33,887
Held
- Vanguard World FDVSGX
- Share
- 0.2%
- Value
- $10m
- Shares
- 124,727
Held
- Ishares TRESGD
- Share
- 0.2%
- Value
- $9m
- Shares
- 90,566
Held
- Schwab Strategic TRSCHD
- Share
- 0.2%
- Value
- $9m
- Shares
- 293,403
Held
- Ishares TRIUSB
- Share
- 0.2%
- Value
- $9m
- Shares
- 197,945
Held
- Northern LTS FD TR IVPTL
- Share
- 0.2%
- Value
- $8m
- Shares
- 27,785
New
- Schwab Strategic TRSCHG
- Share
- 0.1%
- Value
- $8m
- Shares
- 227,877
+3%
- Schwab Strategic TRSCHA
- Share
- 0.1%
- Value
- $7m
- Shares
- 192,575
-3%
- Vanguard Index FDSVOO
- Share
- <0.1%
- Value
- $5m
- Shares
- 7,533
+20%
- Quaker Invt TROWNS
- Share
- <0.1%
- Value
- $5m
- Shares
- 294,906
+3%
- State STR Spdr S&P 500 ETF TSPY
- Share
- <0.1%
- Value
- $5m
- Shares
- 6,613
+5%
- Ishares TREFA
- Share
- <0.1%
- Value
- $4m
- Shares
- 35,489
+6%
- Franklin Templeton ETF TRFLQM
- Share
- <0.1%
- Value
- $3m
- Shares
- 54,702
-97%
- Vanguard Index FDSVTI
- Share
- <0.1%
- Value
- $3m
- Shares
- 7,987
+21%
- Vanguard Tax-Managed FDSVEA
- Share
- <0.1%
- Value
- $2m
- Shares
- 32,732
New
- Janus Detroit STR TRJSML
- Share
- <0.1%
- Value
- $2m
- Shares
- 23,908
Held
- Ishares TRIWM
- Share
- <0.1%
- Value
- $2m
- Shares
- 7,368
+12%
- Vanguard Scottsdale FDSVGSH
- Share
- <0.1%
- Value
- $2m
- Shares
- 35,958
-99%
- Ishares TRIVW
- Share
- <0.1%
- Value
- $2m
- Shares
- 14,710
New
- IsharesEMXC
- Share
- <0.1%
- Value
- $2m
- Shares
- 19,124
Held
- Ishares TRIVE
- Share
- <0.1%
- Value
- $2m
- Shares
- 8,443
New
- Vanguard Specialized FundsVIG
- Share
- <0.1%
- Value
- $2m
- Shares
- 8,075
+40%
- Ishares TRIWF
- Share
- <0.1%
- Value
- $2m
- Shares
- 14,882
+25%
- Ishares TRSUSL
- Share
- <0.1%
- Value
- $2m
- Shares
- 13,411
Held
- Spdr Series TrustSPYM
- Share
- <0.1%
- Value
- $2m
- Shares
- 19,735
+62%
- Ishares TRIWR
- Share
- <0.1%
- Value
- $2m
- Shares
- 13,639
-4%
- Ishares TRIWD
- Share
- <0.1%
- Value
- $1m
- Shares
- 6,183
+106%
- Ishares TRAGG
- Share
- <0.1%
- Value
- $1m
- Shares
- 14,675
+26%
- State STR Spdr S&P Midcap 40MDY
- Share
- <0.1%
- Value
- $1m
- Shares
- 2,050
+8%
- J P Morgan Exchange Traded FJEPI
- Share
- <0.1%
- Value
- $1m
- Shares
- 24,209
+92%
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $1m
- Shares
- 3,341
Held
- Ishares TRITOT
- Share
- <0.1%
- Value
- $1m
- Shares
- 7,065
-12%
- Vanguard Index FDSVUG
- Share
- <0.1%
- Value
- $1m
- Shares
- 13,179
-3%
- Global X FDSMLPX
- Share
- <0.1%
- Value
- $1m
- Shares
- 13,889
+32%
- Palmer Square Funds TRPSQA
- Share
- <0.1%
- Value
- $995,625
- Shares
- 48,662
Held
- J P Morgan Exchange Traded FJEPQ
- Share
- <0.1%
- Value
- $990,305
- Shares
- 16,113
+61%
- DBX ETF TRHDEF
- Share
- <0.1%
- Value
- $956,680
- Shares
- 29,766
Held
- Ishares TRIQLT
- Share
- <0.1%
- Value
- $876,607
- Shares
- 17,691
New
- Schwab Strategic TRSCHY
- Share
- <0.1%
- Value
- $854,902
- Shares
- 26,943
+80%
- Ishares TRSUB
- Share
- <0.1%
- Value
- $791,392
- Shares
- 7,433
+6%
- Ishares TRIWY
- Share
- <0.1%
- Value
- $765,784
- Shares
- 2,635
New
- Fidelity Covington TrustFDMO
- Share
- <0.1%
- Value
- $674,515
- Shares
- 6,843
-8%
- Invesco Exchange Traded FD TRSP
- Share
- <0.1%
- Value
- $664,801
- Shares
- 3,125
+25%
- Ishares TRIJR
- Share
- <0.1%
- Value
- $612,918
- Shares
- 4,133
+21%
- Sprott Asset Management LPPHYS
- Share
- <0.1%
- Value
- $603,400
- Shares
- 20,000
Held
- Wisdomtree TRDGRE
- Share
- <0.1%
- Value
- $595,185
- Shares
- 14,570
+45%
- Vanguard Intl Equity Index FVEU
- Share
- <0.1%
- Value
- $565,313
- Shares
- 6,750
Held
- Blackrock ETF TrustDYNF
- Share
- <0.1%
- Value
- $535,171
- Shares
- 7,869
New
- Ishares TRIWO
- Share
- <0.1%
- Value
- $525,543
- Shares
- 1,334
Held
- Ishares TRIWP
- Share
- <0.1%
- Value
- $508,190
- Shares
- 3,471
+10%
- Vanguard Index FDSVXF
- Share
- <0.1%
- Value
- $490,697
- Shares
- 1,993
Held
- Invesco QQQ TRQQQ
- Share
- <0.1%
- Value
- $486,259
- Shares
- 660
+33%
- Vanguard Index FDSVO
- Share
- <0.1%
- Value
- $471,818
- Shares
- 5,856
New
- Ishares TRIGRO
- Share
- <0.1%
- Value
- $430,418
- Shares
- 4,895
+46%
- FirstServiceFSV
- Share
- <0.1%
- Value
- $407,146
- Shares
- 2,865
Held
- Vanguard Intl Equity Index FVWO
- Share
- <0.1%
- Value
- $405,428
- Shares
- 6,792
+29%
- Ishares TRINTF
- Share
- <0.1%
- Value
- $386,868
- Shares
- 9,445
+8%
- Ishares TRIWB
- Share
- <0.1%
- Value
- $384,930
- Shares
- 940
Held
- Spdr Index SHS FDSQEFA
- Share
- <0.1%
- Value
- $357,848
- Shares
- 3,727
+6%
- Dimensional ETF TrustDFUV
- Share
- <0.1%
- Value
- $345,628
- Shares
- 6,283
Held
- Ishares TRIWS
- Share
- <0.1%
- Value
- $316,526
- Shares
- 1,923
+15%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRQUAL | 14.0% | $737m | 3,358,210 | Held |
| Vanguard Malvern FDSVSDB | 11.9% | $626m | 8,199,393 | +135% |
| Ishares TRIVV | 9.2% | $484m | 646,536 | +6% |
| Spdr Series TrustSPYG | 7.7% | $404m | 3,398,409 | Held |
| Vanguard Whitehall FDSVYMI | 5.7% | $303m | 3,084,964 | Held |
| Ishares TRMUB | 5.5% | $291m | 2,708,345 | Held |
| Schwab Strategic TRSCHF | 5.1% | $268m | 9,692,489 | +3% |
| Pimco ETF TRPMBS | 4.6% | $240m | 4,870,198 | Held |
| Ishares TRMTUM | 4.4% | $231m | 672,724 | Held |
| Vanguard Index FDSVOE | 3.6% | $190m | 961,906 | +7% |
| Blackrock ETF Trust IISHYM | 3.5% | $183m | 8,146,410 | New |
| Vanguard MUN BD FDSVTEB | 3.4% | $181m | 3,570,951 | +3% |
| Vanguard Admiral FDSVIOO | 2.9% | $153m | 1,115,920 | +3% |
| Schwab Strategic TRSCHX | 2.6% | $137m | 4,658,623 | Held |
| Global X FDSPFFD | 2.4% | $128m | 6,826,192 | -3% |
| Ishares TRIJH | 2.3% | $119m | 1,548,629 | New |
| Schwab Strategic TRSCHE | 1.5% | $80m | 2,198,585 | +4% |
| Fidelity Covington TrustFQAL | 1.4% | $72m | 885,647 | Held |
| Ishares TRIEFA | 1.3% | $68m | 706,882 | Held |
| Vanguard Index FDSVOT | 1.3% | $66m | 216,318 | Held |
| Invesco Exchange Traded FD TSPHQ | 0.7% | $36m | 395,689 | Held |
| Ishares TRIMCV | 0.6% | $31m | 341,915 | Held |
| Ishares TRIMCG | 0.5% | $28m | 284,164 | -3% |
| IsharesIEMG | 0.5% | $26m | 309,975 | Held |
| Vanguard World FDESGV | 0.4% | $19m | 143,189 | +4% |
| American Centy ETF TRAVSE | 0.2% | $10m | 127,788 | New |
| Vanguard Index FDSVB | 0.2% | $10m | 33,887 | Held |
| Vanguard World FDVSGX | 0.2% | $10m | 124,727 | Held |
| Ishares TRESGD | 0.2% | $9m | 90,566 | Held |
| Schwab Strategic TRSCHD | 0.2% | $9m | 293,403 | Held |
| Ishares TRIUSB | 0.2% | $9m | 197,945 | Held |
| Northern LTS FD TR IVPTL | 0.2% | $8m | 27,785 | New |
| Schwab Strategic TRSCHG | 0.1% | $8m | 227,877 | +3% |
| Schwab Strategic TRSCHA | 0.1% | $7m | 192,575 | -3% |
| Vanguard Index FDSVOO | <0.1% | $5m | 7,533 | +20% |
| Quaker Invt TROWNS | <0.1% | $5m | 294,906 | +3% |
| State STR Spdr S&P 500 ETF TSPY | <0.1% | $5m | 6,613 | +5% |
| Ishares TREFA | <0.1% | $4m | 35,489 | +6% |
| Franklin Templeton ETF TRFLQM | <0.1% | $3m | 54,702 | -97% |
| AppleAAPL | <0.1% | $3m | 10,340 | +32% |
| Vanguard Index FDSVTI | <0.1% | $3m | 7,987 | +21% |
| Vanguard Tax-Managed FDSVEA | <0.1% | $2m | 32,732 | New |
| Janus Detroit STR TRJSML | <0.1% | $2m | 23,908 | Held |
| Ishares TRIWM | <0.1% | $2m | 7,368 | +12% |
| Vanguard Scottsdale FDSVGSH | <0.1% | $2m | 35,958 | -99% |
| MicrosoftMSFT | <0.1% | $2m | 5,521 | +4% |
| Ishares TRIVW | <0.1% | $2m | 14,710 | New |
| IsharesEMXC | <0.1% | $2m | 19,124 | Held |
| Ishares TRIVE | <0.1% | $2m | 8,443 | New |
| Vanguard Specialized FundsVIG | <0.1% | $2m | 8,075 | +40% |
| Ishares TRIWF | <0.1% | $2m | 14,882 | +25% |
| Ishares TRSUSL | <0.1% | $2m | 13,411 | Held |
| Spdr Series TrustSPYM | <0.1% | $2m | 19,735 | +62% |
| Ishares TRIWR | <0.1% | $2m | 13,639 | -4% |
| Ishares TRIWD | <0.1% | $1m | 6,183 | +106% |
| Ishares TRAGG | <0.1% | $1m | 14,675 | +26% |
| State STR Spdr S&P Midcap 40MDY | <0.1% | $1m | 2,050 | +8% |
| J P Morgan Exchange Traded FJEPI | <0.1% | $1m | 24,209 | +92% |
| Spdr Gold TRGLD | <0.1% | $1m | 3,341 | Held |
| Ishares TRITOT | <0.1% | $1m | 7,065 | -12% |
| Vanguard Index FDSVUG | <0.1% | $1m | 13,179 | -3% |
| Global X FDSMLPX | <0.1% | $1m | 13,889 | +32% |
| Palmer Square Funds TRPSQA | <0.1% | $995,625 | 48,662 | Held |
| J P Morgan Exchange Traded FJEPQ | <0.1% | $990,305 | 16,113 | +61% |
| DBX ETF TRHDEF | <0.1% | $956,680 | 29,766 | Held |
| Ishares TRIQLT | <0.1% | $876,607 | 17,691 | New |
| Schwab Strategic TRSCHY | <0.1% | $854,902 | 26,943 | +80% |
| Amazon.comAMZN | <0.1% | $848,896 | 3,562 | +7% |
| Ishares TRSUB | <0.1% | $791,392 | 7,433 | +6% |
| Ishares TRIWY | <0.1% | $765,784 | 2,635 | New |
| NvidiaNVDA | <0.1% | $726,327 | 3,630 | New |
| CaterpillarCAT | <0.1% | $706,029 | 663 | Held |
| Fidelity Covington TrustFDMO | <0.1% | $674,515 | 6,843 | -8% |
| Invesco Exchange Traded FD TRSP | <0.1% | $664,801 | 3,125 | +25% |
| Ishares TRIJR | <0.1% | $612,918 | 4,133 | +21% |
| Sprott Asset Management LPPHYS | <0.1% | $603,400 | 20,000 | Held |
| Wisdomtree TRDGRE | <0.1% | $595,185 | 14,570 | +45% |
| Vanguard Intl Equity Index FVEU | <0.1% | $565,313 | 6,750 | Held |
| Meta PlatformsMETA | <0.1% | $540,759 | 960 | +5% |
| Blackrock ETF TrustDYNF | <0.1% | $535,171 | 7,869 | New |
| Ishares TRIWO | <0.1% | $525,543 | 1,334 | Held |
| ProgressivePGR | <0.1% | $512,047 | 2,344 | Held |
| Ishares TRIWP | <0.1% | $508,190 | 3,471 | +10% |
| Vanguard Index FDSVXF | <0.1% | $490,697 | 1,993 | Held |
| Invesco QQQ TRQQQ | <0.1% | $486,259 | 660 | +33% |
| MastercardMA | <0.1% | $483,721 | 942 | +5% |
| AlphabetGOOGL | <0.1% | $472,801 | 1,323 | +26% |
| Vanguard Index FDSVO | <0.1% | $471,818 | 5,856 | New |
| Ishares TRIGRO | <0.1% | $430,418 | 4,895 | +46% |
| JPMorgan ChaseJPM | <0.1% | $420,292 | 1,284 | +7% |
| FirstServiceFSV | <0.1% | $407,146 | 2,865 | Held |
| Vanguard Intl Equity Index FVWO | <0.1% | $405,428 | 6,792 | +29% |
| Ishares TRINTF | <0.1% | $386,868 | 9,445 | +8% |
| Ishares TRIWB | <0.1% | $384,930 | 940 | Held |
| Spdr Index SHS FDSQEFA | <0.1% | $357,848 | 3,727 | +6% |
| Dimensional ETF TrustDFUV | <0.1% | $345,628 | 6,283 | Held |
| Berkshire HathawayBRK-B | <0.1% | $343,768 | 687 | Held |
| CintasCTAS | <0.1% | $340,160 | 2,000 | Held |
| Johnson & JohnsonJNJ | <0.1% | $335,749 | 1,322 | Held |
| Ishares TRIWS | <0.1% | $316,526 | 1,923 | +15% |
Showing the largest 100 of 113.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 27.0% since 30 June 2025.
Where the money is
Technology0.1%
Financial services0.0%
Industrials0.0%
Media & telecom0.0%
Retail & consumer0.0%
Health care0.0%
Real estate0.0%
Everyday goods0.0%
Other99.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.