Orgel Wealth Management, LLC

RIA/Wealth

Orgel Wealth Management, LLC is a RIA/Wealth based in Altoona, WI led by Mark Alan Orgel, reporting $8.1B in AUM as of Q3 2025 with 98% ETF concentration and 71% concentrated in top 10 holdings.

ChairmanMark Alan Orgel

Portfolio Value: $4.2B
Positions: 87
Top Holding: QUAL at 14.05%
Last Reported: Q3 2025

Address2420 Rivers Edge Drive, Altoona, WI, 54720, United States

Top Holdings

Largest long holdings in Orgel Wealth Management, LLC's portfolio (71.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares MSCI USA Quality Factor QUAL	ETF ETF	$584.6M	14.05%	+$9.9M Bought	— 3.0M shares	Q1 2017 Held for 8y 8m
2 Vanguard Short-Term Treasury VGSH	ETF ETF	$442.9M	10.64%	+$13.2M Bought	— 7.5M shares	Q3 2022 Held for 3y 2m
3 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$400.1M	9.62%	-$7.0M Sold	— 3.8M shares	Q2 2022 Held for 3y 5m
4 iShares Core S&P 500 ETF IVV	ETF ETF	$366.4M	8.81%	+$9.1M Bought	— 547.4K shares	Q4 2015 Held for 9y 11m
5 iShares National Muni Bond MUB	ETF ETF	$273.6M	6.58%	+$2.6M Bought	— 2.6M shares	Q4 2017 Held for 7y 11m
6 Vanguard International High Dividend Yield VYMI	ETF ETF	$214.2M	5.15%	+$321.4K Bought	— 2.5M shares	Q4 2022 Held for 2y 11m
7 Schwab International Equity SCHF	ETF ETF	$204.0M	4.90%	+$4.5M Bought	— 8.8M shares	Q2 2017 Held for 8y 5m
8 iShares MSCI USA Momentum Factor MTUM	ETF ETF	$170.3M	4.09%	+$1.1M Bought	— 664.1K shares	Q2 2025 Held for 5 months
9 Vanguard Tax-Exempt Bond Index Fund VTEB	ETF ETF	$160.2M	3.85%	+$13.7M Bought	— 3.2M shares	Q4 2022 Held for 2y 11m
10 MMIT MacKay Municipal Intermediate MMIT	ETF ETF	$148.3M	3.56%	+$4.7M Bought	— 6.1M shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Orgel Wealth Management, LLC's latest filing

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Market Value

$4.2B

Prior: $3.9B

Q/Q Change

+5.77%

+$227.0M

Net Flows % of MV

+0.496%

Turnover Ratio

1.51%

New Purchases

2 stocks

$805.3K

Added To

35 stocks

+$72.1M

Sold Out Of

2 stocks

$2.3M

Reduced Holdings

30 stocks

-$49.9M

Increased Positions

Position	Shares Δ	Change
1 PHYS Sprott Physical Gold Trust PHYS	New	0 → 20.0K +$592.4K
2 Schwab International Dividend Equity SCHY	New	0 → 7.6K +$212.9K
3 JPMorgan Equity Premium Income JEPI	+15.98%	5.1K → 5.9K +$46.4K
4 J.P. Morgan Nasdaq Equity Premium Income JEPQ	+14.73%	3.8K → 4.4K +$32.6K
5 Vanguard Dividend Appreciation VIG	+13.66%	3.9K → 4.5K +$116.3K

Decreased Positions

Position	Shares Δ	Change
1 BlackRock High Yield Muni Income Bond HYMU	Sold	95.5K → 0 −$2.1M
2 Walt Disney DIS	Sold	1.7K → 0 −$213.2K
3 Johnson & Johnson JNJ	-26.84%	1.8K → 1.3K −$89.9K
4 Vanguard Small-Cap ETF VB	-25.02%	49.0K → 36.7K −$3.1M
5 Vanguard S&P Small-Cap 600 VIOO	-22.75%	1.3M → 1.0M −$33.0M