Orgel Wealth Management Q2 2026: Major ETF Purchases and Sales Observed
Orgel Wealth Management's portfolio value reached $4.4 billion as of June 30, 2026. The firm demonstrated significant buying activity in several large-cap index funds while exiting positions in others.
As of June 30, 2026, Orgel Wealth Management has shown notable changes to its portfolio holdings during the second quarter.
Purchasing Activity: The firm engaged in substantial buying activity this quarter. Notably, they established a new position in ISHares Core S&P Total U.S. Stock Market ETF (IJH), acquiring 1,548,629 shares valued at $119 million according to the filing data. This represented a complete new investment as indicated by the 100% change in shares from the previous period.
Additionally, Orgel Wealth Management significantly increased its stake in BlackRock ETF Trust II (HYMU), adding approximately 8.1 million new shares during Q2 alone. This substantial increase was highlighted by a 100% change from the prior period.
They also demonstrated buying interest in other funds, including American Century ETF Trust (AVSE), where they added shares representing a portfolio allocation increase to 0.2%, and Vanguard Tax-Managed Equity Index Fund (VEA) with an addition of all new positions.
Selling Activity: Orgel Wealth Management also showed significant selling activity. The most notable exit was from Vanguard Scottsdale Fund (VGSH), completely divesting a position that previously held 35,958 shares valued at $2 million.
Furthermore, the firm sold substantial portions of other holdings. For instance, they disposed of nearly all their positions in Franklin Templeton ETF Trust (FLQM), reducing its allocation by 96.96%.
The filing also indicates divestment from other funds, including small stakes in Vanguard Short-Term Bond Index Fund (BND) and the complete removal of holdings like Global X Funds ETFs (PFFD).
Other Changes: Beyond these significant buys and sells, Orgel Wealth Management made several other adjustments to its portfolio. They increased their position in Schwab Strategic Trust ETFs (SCHF), adding 280,973 shares during the quarter.
They also made incremental changes to other holdings like iShares Core U.S. Aggregate Bond ETF (QUAL), ISHares Core S&P 500 ETF (IVV), and Vanguard Index Fund Series (VOE). However, the exact nature of these changes isn't detailed in this specific filing.