Latest Orgel Wealth Management, LLC Stock Portfolio
Orgel Wealth Management, LLC Performance:
2026 Q1: -1.52%YTD: -1.52%2025: 10.21%
Performance for 2026 Q1 is -1.52%, and YTD is -1.52%, and 2025 is 10.21%.
About Orgel Wealth Management, LLC and 13F Hedge Fund Stock Holdings
Orgel Wealth Management, LLC is a hedge fund based in Altoona, WI. On 2026-04-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Orgel Wealth Management, LLC reported an equity portfolio of $4.6 Billions as of 31 Mar, 2026.
The top stock holdings of Orgel Wealth Management, LLC are IBCE, IJR, BNDW. The fund has invested 13.6% of it's portfolio in ISHARES TR and 8.6% of portfolio in ISHARES TR.
The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV), FASTENAL CO (FAST) and VANECK ETF TRUST (AFK) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), JANUS DETROIT STR TR (JAAA) and HOME DEPOT INC (HD). Orgel Wealth Management, LLC opened new stock positions in VANGUARD MALVERN FDS (VTIP), PALMER SQUARE FUNDS TR and GLOBAL X FDS (AGNG). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F, J P MORGAN EXCHANGE TRADED F (BBAX) and SPDR SERIES TRUST (BIL).
The top stock holdings of Orgel Wealth Management, LLC are IBCE, IJR, BNDW. The fund has invested 13.6% of it's portfolio in ISHARES TR and 8.6% of portfolio in ISHARES TR.
The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV), FASTENAL CO (FAST) and VANECK ETF TRUST (AFK) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), JANUS DETROIT STR TR (JAAA) and HOME DEPOT INC (HD). Orgel Wealth Management, LLC opened new stock positions in VANGUARD MALVERN FDS (VTIP), PALMER SQUARE FUNDS TR and GLOBAL X FDS (AGNG). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F, J P MORGAN EXCHANGE TRADED F (BBAX) and SPDR SERIES TRUST (BIL).
Orgel Wealth Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Orgel Wealth Management, LLC made a return of -1.52% in the last quarter. In trailing 12 months, it's portfolio return was 9.52%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard malvern fds | 266,049,000 |
| palmer square funds tr | 994,652 |
| global x fds | 776,001 |
| wisdomtree tr | 332,222 |
| alphabet inc | 301,363 |
| ishares tr | 281,300 |
| alphabet inc | 259,035 |
| ishares tr | 244,115 |
New stocks bought by Orgel Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| j p morgan exchange traded f | 93.95 |
| j p morgan exchange traded f | 79.01 |
| spdr series trust | 74.92 |
| schwab strategic tr | 69.78 |
| vanguard world fd | 60.16 |
| ishares tr | 59.4 |
| ishares tr | 56.57 |
| berkshire hathaway inc del | 44.03 |
Additions to existing portfolio by Orgel Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard scottsdale fds | -27.8 |
| janus detroit str tr | -23.57 |
| home depot inc | -18.05 |
| fidelity covington trust | -16.88 |
| schwab strategic tr | -15.17 |
| vanguard index fds | -7.67 |
| vanguard index fds | -7.48 |
| spdr series trust | -7.09 |
Orgel Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard bd index fds | -115,950,000 |
| fastenal co | -1,319,880 |
| invesco exch traded fd tr ii | -522,786 |
| vaneck etf trust | -543,437 |
| vanguard world fd | -526,695 |
Orgel Wealth Management, LLC got rid off the above stocks
Sector Distribution
Orgel Wealth Management, LLC has about 99.8% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 99.8 |
Market Cap. Distribution
Orgel Wealth Management, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 99.8 |
Stocks belong to which Index?
About 0% of the stocks held by Orgel Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 99.8 |
Orgel Wealth Management, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Orgel Wealth Management, LLC
Orgel Wealth Management, LLC has 94 stocks in it's portfolio. About 68.7% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. VIGI was the most profitable stock for Orgel Wealth Management, LLC last quarter.
Last Reported on: 07 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.04 | 7,815 | 1,983,370 | reduced | -0.99 | ||
| AAXJ | ishares tr | 6.12 | 2,677,090 | 284,173,000 | added | 2.34 | ||
| AAXJ | ishares tr | 0.63 | 342,827 | 29,066,900 | reduced | -4.3 | ||
| AAXJ | ishares tr | 0.50 | 291,617 | 22,970,700 | added | 0.13 | ||
| AAXJ | ishares tr | 0.02 | 7,041 | 749,867 | added | 16.59 | ||
| ACSG | dbx etf tr | 0.02 | 29,726 | 963,420 | added | 0.91 | ||
| ACWF | ishares tr | 0.20 | 201,654 | 9,314,400 | reduced | -1.02 | ||
| ACWF | ishares tr | 0.01 | 8,762 | 341,368 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGNG | global x fds | 2.79 | 7,045,870 | 129,644,000 | reduced | -4.4 | ||
| AGNG | global x fds | 0.02 | 10,495 | 776,001 | new | |||
| AGT | ishares tr | 0.19 | 90,685 | 8,671,300 | added | 56.57 | ||
| AGT | ishares tr | 0.01 | 3,358 | 281,300 | new | |||
| AGZD | wisdomtree tr | 0.01 | 10,030 | 332,222 | new | |||
| AMZN | amazon com inc | 0.01 | 3,344 | 696,393 | added | 16.96 | ||
| BAB | invesco exch traded fd tr ii | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BBAX | j p morgan exchange traded f | 0.01 | 12,640 | 716,436 | added | 79.01 | ||
| BGRN | ishares tr | 0.03 | 13,535 | 1,537,610 | reduced | -1.51 | ||
| BIL | spdr series trust | 7.23 | 3,429,120 | 335,745,000 | reduced | -7.09 | ||
| BIL | spdr series trust | 0.02 | 12,185 | 932,640 | added | 74.92 | ||