Orgel Wealth Management, LLC filed a Form 13F-HR with the SEC on October 14, 2026, disclosing its equity holdings as of September 30, 2026. The report lists 111 total holdings, with the firm reporting no changes in the number of positions held during the period.
The portfolio is heavily weighted toward exchange-traded funds (ETFs). The top holding is the Vanguard Short-Term Bond ETF, which comprises 4,386,281 shares. This is followed by the iShares Core S&P 500 ETF with 671,431 shares, the iShares MSCI USA Quality Factor ETF with 2,195,000 shares, and the SPDR S&P 500 Growth ETF with 3,432,643 shares.
Among individual stock holdings, Apple Inc. is listed with 8,182 shares, Microsoft Corporation with 5,813 shares, Amazon.com Inc. with 3,605 shares, Meta Platforms Inc. with 968 shares, and Berkshire Hathaway Inc. Class B with 687 shares.
The filing was signed by Troy J. Mertens, the Chief Compliance Officer for Orgel Wealth Management, LLC, located in Altoona, Wisconsin.
