1y return+14.8%S&P 500 +20.9%
3y return+30.8%S&P 500 +68.5%
5y return+19.2%S&P 500 +74.5%
10y return+85.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $186 against $357 in the S&P 500.2
Orgel Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QUALIshares Tr | $736.9M | 14.0% | +2.0% |
| VSDBVanguard Malvern Fds | $625.9M | 11.9% | +135.0% |
| IVVIshares Tr | $484.2M | 9.2% | +6.1% |
| SPYGSpdr Series Trust | $404.4M | 7.7% | |
| VYMIVanguard Whitehall Fds | $302.9M | 5.7% | |
| MUBIshares Tr | $291.5M | 5.5% | +1.2% |
| SCHFSchwab Strategic Tr | $268.5M | 5.1% | +3.0% |
| PMBSPimco Etf Tr | $240.5M | 4.6% | +1.1% |
| MTUMIshares Tr | $230.6M | 4.4% | −1.6% |
| VOEVanguard Index Fds | $190.1M | 3.6% | +7.0% |
| SHYMBlackrock Etf Trust II | $182.9M | 3.5% | New |
| VTEBVanguard Mun Bd Fds | $180.6M | 3.4% | +3.1% |
| VIOOVanguard Admiral Fds Inc | $153.5M | 2.9% | +2.7% |
| SCHXSchwab Strategic Tr | $137.1M | 2.6% | |
| PFFDGlobal X Fds | $127.6M | 2.4% | −3.1% |
| IJHIshares Tr | $119.4M | 2.3% | New |
| SCHESchwab Strategic Tr | $79.7M | 1.5% | +4.2% |
| FQALFidelity Covington Trust | $72.1M | 1.4% | −1.6% |
| IEFAIshares Tr | $68.3M | 1.3% | |
| VOTVanguard Index Fds | $66.3M | 1.3% | −1.3% |
| SPHQInvesco Exchange Traded Fd T | $35.7M | 0.7% | |
| IMCVIshares Tr | $31.2M | 0.6% | |
| IMCGIshares Tr | $27.9M | 0.5% | −2.6% |
| IEMGIshares Inc | $25.7M | 0.5% | +1.1% |
| ESGVVanguard World Fd | $18.9M | 0.4% | +3.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AAPLApple Inc | June 30, 2020 | +217.3% | $3.0M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $5.2M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $484.2M |
| SCHXSchwab Strategic Tr | June 30, 2020 | +138.3% | $137.1M |
| ESGVVanguard World Fd | June 30, 2020 | +134.5% | $18.9M |
| SCHGSchwab Strategic Tr | June 30, 2022 | +133.4% | $7.7M |
| QUALIshares Tr | June 30, 2020 | +128.8% | $736.9M |
| SPYGSpdr Series Trust | June 30, 2022 | +127.6% | $404.4M |
| SCHASchwab Strategic Tr | June 30, 2020 | +121.2% | $7.0M |
| VIOOVanguard Admiral Fds Inc | June 30, 2020 | +119.8% | $153.5M |
Sold off last quarter
- MMITNew York Life Invts Active E was $158.5M
- NDAQNasdaq Inc was $213K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.9% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +5.0% | +7.8% |
| June 30, 2025 | +4.7% | +10.5% |
| March 31, 2025 | −1.0% | −4.6% |
| December 31, 2024 | −2.2% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | −0.0% | +4.0% |
| March 31, 2024 | +2.9% | +10.0% |
| December 31, 2023 | +7.4% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +1.1% | +8.3% |
| March 31, 2023 | +2.9% | +7.0% |
| December 31, 2022 | +4.8% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −10.0% | −16.5% |
| March 31, 2022 | −3.6% | −4.9% |
| December 31, 2021 | +4.1% | +10.7% |
| September 30, 2021 | −2.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Orgel Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1658535&type=13F-HR&dateb=&owner=include&count=40CIK 1658535
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1658535/000165853526000004/Filed July 13, 2026 · accession 0001658535-26-000004