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Troy J. Mertens

Orgel Wealth Management, Llc

Assets Managed
$4.641B
Holdings
95
Last Quarter
2026 - Q1
Filed Date
2mo 8d ago
Growth Rate
2.4%(2Q avg: 2.9%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Orgel Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Orgel Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.641B in assets, with a quarterly growth rate of 2.4% and a 2-quarter average growth rate of 2.9%. The portfolio is managed by Troy J. Mertens, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 7.94%
13.61%
$631.568M
3.293M shares@ $191.81 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 9.4%
8.59%
$398.221M
609,638 shares@ $653.21 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Decreased -27.8%
7.36%
$341.445M
5.833M shares@ $58.54 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -7.09%
7.24%
$335.745M
3.429M shares@ $97.91 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Increased 22.47%
6.23%
$288.79M
3.064M shares@ $94.24 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 2.34%
6.13%
$284.173M
2.677M shares@ $106.16 avg price
VSDB
Vanguard Short Dur Bond Etf
Recent Activity
New Position
5.74%
$266.049M
3.489M shares@ $76.26 avg price
PMBS
Pimco Mbs Active Etf
Recent Activity
Increased 1.9%
5.16%
$239.047M
4.819M shares@ $49.6 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 5.37%
5.02%
$232.935M
9.412M shares@ $24.76 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Decreased -2.58%
3.73%
$172.872M
3.465M shares@ $49.89 avg price

1-10 of 95