Orgel Wealth Management, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 3,489,169 shares of $VSDB (~$266,049,136). This was an increase of ~inf% over their previous position.
- A decrease of -2,246,145 shares of $VGSH (~$131,467,091). This was a decrease of ~28% from their previous position.
- A decrease of -1,565,416 shares of $BND (~$115,277,234). This was a decrease of ~100% from their previous position.
- An addition of 562,191 shares of $VYMI (~$52,980,880). This was an increase of ~22% over their previous position.
- An addition of 242,123 shares of $QUAL (~$46,441,613). This was an increase of ~8% over their previous position.
- An addition of 52,351 shares of $IVV (~$33,760,113). This was an increase of ~9% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Orgel Wealth Management, LLC for more details.
