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Troy J. Mertens

Orgel Wealth Management, Llc

Assets Managed
$5.272B
Holdings
113
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
13.61%(2Q avg: 8%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Orgel Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 113 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 5.272B in assets, with a quarterly growth rate of 13.61% and a 2-quarter average growth rate of 8%. The portfolio is managed by Troy J. Mertens, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 2%
13.98%
$736.892M
3.358M shares@ $219.44 avg price
VSDB
Vanguard Short Dur Bond Etf
Recent Activity
Increased 135%
11.88%
$625.942M
8.199M shares@ $76.35 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 6.06%
9.19%
$484.184M
646,536 shares@ $748.9 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -0.89%
7.67%
$404.377M
3.398M shares@ $118.99 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Increased 0.68%
5.75%
$302.943M
3.085M shares@ $98.2 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 1.17%
5.53%
$291.472M
2.708M shares@ $107.63 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 2.99%
5.1%
$268.482M
9.692M shares@ $27.71 avg price
PMBS
Pimco Mbs Active Etf
Recent Activity
Increased 1.06%
4.57%
$240.49M
4.87M shares@ $49.38 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Decreased -1.6%
4.38%
$230.63M
672,724 shares@ $342.84 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 6.99%
3.61%
$190.073M
961,906 shares@ $197.61 avg price

1-10 of 113