Orgel Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Altoona, WI
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
113
Total value ($000)
$5,272,494
Net value change ($000)
+631,246 (13.6%)
New positions
20
Sold out positions
2
Turnover %
9.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VSDB 359,893 135.3%
SHYM 182,887 NEW
IJH 119,415 NEW
QUAL 105,324 16.7%
IVV 85,963 21.6%
SPYG 68,632 20.4%
MTUM 66,549 40.6%
SCHWAB STRATEGIC TRUST 35,547 15.3%
VIOO 28,690 23.0%
VOE 24,389 14.7%
Top Reduces (Value $000, Stocks/ETFs)
VGSH -339,352 -99.4%
MMIT -158,498 -100.0%
FLQM -95,523 -96.8%
PFFD -2,062 -1.6%
NDAQ -213 -100.0%
GLD -207 -14.4%
IUSB -179 -1.9%
PHYS -106 -15.0%
PEP -30 -12.9%
HDEF -6 -0.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type