ORGEL WEALTH MANAGEMENT LLC
Q2 2024 Form 13-F
ALTOONA, WISCONSIN
CIK 0001658535
· CRD 168219
· SEC-registered investment adviser
$3.7B Reported Value Total
ORGEL WEALTH MANAGEMENT, LLC reports 10,031 total accounts under management (AUM). There are 10,029 discretionary accounts valued at $7,102,327,562, and 2 non-discretionary accounts valued at $2,252,797.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-25
Reported value
$3.7B
Quarter over quarter
0.0%
Holdings
78
Top-10 concentration
66.8%
Key People
Form ADV owners & control persons
Benjamin John Kanz
MEMBER & MANAGING DIRECTOR
Samir A Murty
MEMBER & SENIOR RELATIONSHIP MANAGER
Evan Andrew Nelson
MEMBER & RELATIONSHIP MANAGER
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Q2 2024 13F record
Q2 2024 13F filing summary
| Period of report | June 30, 2024 |
|---|---|
| Filed | July 22, 2024 |
| Form | 13F-HR |
| Reported value | $3.7B |
| Positions | 78 |
| Change in reported value | +1.6% |
| New positions | 1 |
| Exited positions | 4 |
| Position turnover | 6.1% |
| Top-10 concentration | 66.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 14, 2026
|
111 | $5.3B |
|
Q2 2026 13F
Filed Jul 13, 2026
|
113 | $5.3B |
|
Q1 2026 13F
Filed Apr 7, 2026
|
95 | $4.6B |
|
Q4 2025 13F
Filed Jan 7, 2026
|
92 | $4.5B |
|
Q3 2025 13F
Filed Oct 6, 2025
|
88 | $4.4B |
|
Q2 2025 13F
Filed Jul 10, 2025
|
86 | $4.2B |
|
Q1 2025 13F
Filed Apr 15, 2025
|
81 | $3.8B |
|
Q4 2024 13F
Filed Jan 15, 2025
|
86 | $3.8B |
|
Q3 2024 13F
Filed Oct 17, 2024
|
81 | $4.0B |
|
Q2 2024 13F
Filed Jul 22, 2024
|
78 | $3.7B |
|
Q1 2024 13F
Filed Apr 15, 2024
|
81 | $3.6B |
|
Q4 2023 13F
Filed Jan 11, 2024
|
84 | $3.4B |
|
Q3 2023 13F
Filed Oct 26, 2023
|
78 | $3.0B |
|
Q2 2023 13F
Filed Jul 10, 2023
|
73 | $3.0B |
|
Q1 2023 13F
Filed Apr 6, 2023
|
72 | $2.8B |
|
Q4 2022 13F
Filed Jan 17, 2023
|
75 | $2.6B |
|
Q3 2022 13F
Filed Oct 25, 2022
|
65 | $2.0B |
|
Q2 2022 13F
Filed Jul 13, 2022
|
62 | $1.8B |
|
Q1 2022 13F
Filed May 10, 2022
|
65 | $1.5B |
|
Q4 2021 13F
Filed Jan 24, 2022
|
62 | $1.0B |
24 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VGSH VANGUARD SCOTTSDALE FDS | $396.8M | 10.71% |
| 2 | MUB ISHARES TR | $382.8M | 10.33% |
| 3 | SCHD SCHWAB STRATEGIC TR | $325.5M | 8.79% |
| 4 | BND VANGUARD BD INDEX FDS | $299.3M | 8.08% |
| 5 | IVV ISHARES TR | $222.0M | 5.99% |
| 6 | SPYG SPDR SER TR | $220.6M | 5.96% |
| 7 | VIOO VANGUARD ADMIRAL FDS INC | $186.0M | 5.02% |
| 8 | VYMI VANGUARD WHITEHALL FDS | $168.1M | 4.54% |
| 9 | SCHF SCHWAB STRATEGIC TR | $141.5M | 3.82% |
| 10 | MMIN INDEXIQ ACTIVE ETF TR | $132.1M | 3.57% |
| 11 | GOVI INVESCO EXCH TRADED FD TR II | $124.6M | 3.36% |
| 12 | QUAL ISHARES TR | $123.1M | 3.32% |
| 13 | FQAL FIDELITY COVINGTON TRUST | $116.4M | 3.14% |
| 14 | VTEB VANGUARD MUN BD FDS | $104.9M | 2.83% |
| 15 | VOT VANGUARD INDEX FDS | $103.1M | 2.78% |
| 16 | SCHX SCHWAB STRATEGIC TR | $97.2M | 2.63% |
| 17 | VOE VANGUARD INDEX FDS | $95.6M | 2.58% |
| 18 | JSML JANUS DETROIT STR TR | $89.5M | 2.42% |
| 19 | PFF ISHARES TR | $55.7M | 1.5% |
| 20 | IEFA ISHARES TR | $51.4M | 1.39% |
Values as reported on the Q2 2024 Form 13F. Every position is in the holdings table below.