20. Orgel Wealth Management

Rank: 20
Location: Altoona, WI
Website: www.orgelwealth.com

ALL ETF Holdings

$7,104,580,359

Total AUM

$3,634,443,596

Total ETF Assets

10,031

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. VGSH: $431,121,179
  2. MUB: $358,714,320
  3. SCHD: $302,220,487
  4. SPYG: $290,947,180
  5. IVV: $267,937,745
Top 5 ETF Sectors
  1. Government Bonds
  2. National Munis
  3. Large Cap Blend Equities
  4. Large Cap Growth Equities
  5. Total Bond Market
Top 5 ETF Issuers
  1. Vanguard
  2. iShares
  3. Schwab
  4. State Street SPDR
  5. IndexIQ


Top 20 ETF Holdings

ETF Ownership – By Year

ETF Ownership – By Quarter

Notes:
• ETF data as of December 31, 2024.
• Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year.


For details on how firms qualified for this list, please see our Methodology.



https://www.orgelwealth.com 2025 Top 50 ETF Power Users