# EDGAR Filing Document

**Accession Number:** 0001658535
**File Stem:** 0001658535-25-000008
**Filing Date:** 2025-10
**Character Count:** 13501
**Document Hash:** 887bbf4bf6dbc775543c9574f6a88e8a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001658535-25-000008.hdr.sgml**: 20251006

**ACCESSION NUMBER**: 0001658535-25-000008

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251006

**DATE AS OF CHANGE**: 20251006

**EFFECTIVENESS DATE**: 20251006

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Orgel Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001658535

**ORGANIZATION NAME:**
- **EIN:** 462793932
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17407
- **FILM NUMBER:** 251377187

**BUSINESS ADDRESS:**
- **STREET 1:** 2420 RIVERS EDGE DRIVE
- **CITY:** ALTOONA
- **STATE:** WI
- **ZIP:** 54720
- **BUSINESS PHONE:** 715-835-6525

**MAIL ADDRESS:**
- **STREET 1:** 2420 RIVERS EDGE DRIVE
- **CITY:** ALTOONA
- **STATE:** WI
- **ZIP:** 54720

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Orgel Wealth Management LLC<br>**Address:** 2420 RIVERS EDGE DRIVE<br>ALTOONA, WI 54720

**Form 13F File Number:** 028-17407

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Troy J. Mertens<br>**Title:** Chief Compliance Officer<br>**Phone:** 715-858-7717

**Signature, Place, and Date of Signing:**

Troy J. Mertens  Altoona, WI  10-06-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 88

**Form 13F Information Table Value Total:** $4383671763

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 584589426 | 3005601 | SH |  | SOLE | OrgelWM | 2807529 | 0 | 198072 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 442866178 | 7525339 | SH |  | SOLE | OrgelWM | 7126195 | 0 | 399144 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 400105396 | 3828393 | SH |  | SOLE | OrgelWM | 3628531 | 0 | 199862 |
| ISHARES TR | CORE S ETF | 464287200 |  | 366373380 | 547398 | SH |  | SOLE | OrgelWM | 498393 | 0 | 49005 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 273598155 | 2569238 | SH |  | SOLE | OrgelWM | 2444561 | 0 | 124677 |
| PIMCO ETF TR | MTG BKD SECS ACT | 72201R569 |  | 222778089 | 4486329 | SH |  | SOLE | OrgelWM | 4254292 | 0 | 232037 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 214211223 | 2529655 | SH |  | SOLE | OrgelWM | 2366144 | 0 | 163511 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 204000544 | 8762910 | SH |  | SOLE | OrgelWM | 8223808 | 0 | 539102 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 170298465 | 664061 | SH |  | SOLE | OrgelWM | 626449 | 0 | 37612 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 160198815 | 3199497 | SH |  | SOLE | OrgelWM | 2777480 | 0 | 422017 |
| NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUN | 45409F827 |  | 148300064 | 6102883 | SH |  | SOLE | OrgelWM | 5599508 | 0 | 503375 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 143119820 | 819795 | SH |  | SOLE | OrgelWM | 746121 | 0 | 73674 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 |  | 136533778 | 7026957 | SH |  | SOLE | OrgelWM | 6534216 | 0 | 492741 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 123592206 | 4692187 | SH |  | SOLE | OrgelWM | 4349750 | 0 | 342437 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 |  | 111891887 | 1012871 | SH |  | SOLE | OrgelWM | 931370 | 0 | 81501 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 110936044 | 1491677 | SH |  | SOLE | OrgelWM | 1410506 | 0 | 81171 |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 |  | 79242675 | 1403767 | SH |  | SOLE | OrgelWM | 1288004 | 0 | 115763 |
| FIDELITY COVINGTON TRUST | QLTY FCTOR ETF | 316092790 |  | 69659738 | 932277 | SH |  | SOLE | OrgelWM | 900122 | 0 | 32155 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 65707024 | 1969045 | SH |  | SOLE | OrgelWM | 1829649 | 0 | 139396 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 64473097 | 219453 | SH |  | SOLE | OrgelWM | 197732 | 0 | 21721 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 63342270 | 725487 | SH |  | SOLE | OrgelWM | 620284 | 0 | 105203 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 31215238 | 425914 | SH |  | SOLE | OrgelWM | 395865 | 0 | 30049 |
| ISHARES TR | MRGSTR MD CP VAL | 464288406 |  | 28941849 | 360195 | SH |  | SOLE | OrgelWM | 342410 | 0 | 17785 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 |  | 24009736 | 290218 | SH |  | SOLE | OrgelWM | 275014 | 0 | 15204 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 22031190 | 334211 | SH |  | SOLE | OrgelWM | 298184 | 0 | 36027 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 15147647 | 127893 | SH |  | SOLE | OrgelWM | 127305 | 0 | 588 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 10802952 | 395713 | SH |  | SOLE | OrgelWM | 342876 | 0 | 52837 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 9553597 | 204530 | SH |  | SOLE | OrgelWM | 73008 | 0 | 131522 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 9344536 | 36749 | SH |  | SOLE | OrgelWM | 35301 | 0 | 1448 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 6057348 | 189826 | SH |  | SOLE | OrgelWM | 99563 | 0 | 90263 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 5680803 | 203613 | SH |  | SOLE | OrgelWM | 203613 | 0 | 0 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 5668917 | 81720 | SH |  | SOLE | OrgelWM | 75255 | 0 | 6465 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 5389958 | 57969 | SH |  | SOLE | OrgelWM | 57234 | 0 | 735 |
| TIDAL TRUST III | AFFORDABLE HOUS | 74741A106 |  | 4922344 | 283056 | SH |  | SOLE | OrgelWM | 283056 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 4196268 | 6299 | SH |  | SOLE | OrgelWM | 6099 | 0 | 200 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 3693902 | 6032 | SH |  | SOLE | OrgelWM | 5754 | 0 | 278 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 3212209 | 34403 | SH |  | SOLE | OrgelWM | 34403 | 0 | 0 |
| JANUS DETROIT STR TR | HENDERSN CAP ETF | 47103U100 |  | 3149268 | 42115 | SH |  | SOLE | OrgelWM | 42115 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 2539509 | 4903 | SH |  | SOLE | OrgelWM | 4838 | 0 | 65 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1984444 | 6047 | SH |  | SOLE | OrgelWM | 5438 | 0 | 609 |
| APPLE INC | COM | 037833100 |  | 1841485 | 7232 | SH |  | SOLE | OrgelWM | 7232 | 0 | 0 |
| ISHARES TR | ESG MSCI LEADR | 46435U218 |  | 1633585 | 13957 | SH |  | SOLE | OrgelWM | 12543 | 0 | 1414 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 1586774 | 6558 | SH |  | SOLE | OrgelWM | 6558 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 1500581 | 15542 | SH |  | SOLE | OrgelWM | 14778 | 0 | 764 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 1343720 | 19904 | SH |  | SOLE | OrgelWM | 19904 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1277823 | 2728 | SH |  | SOLE | OrgelWM | 2728 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1187581 | 3341 | SH |  | SOLE | OrgelWM | 3341 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1111257 | 2317 | SH |  | SOLE | OrgelWM | 2058 | 0 | 259 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 1062451 | 2907 | SH |  | SOLE | OrgelWM | 2907 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 1029018 | 7065 | SH |  | SOLE | OrgelWM | 0 | 0 | 7065 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 974510 | 1635 | SH |  | SOLE | OrgelWM | 1635 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 967819 | 4485 | SH |  | SOLE | OrgelWM | 4342 | 0 | 143 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051630 |  | 906372 | 30808 | SH |  | SOLE | OrgelWM | 23474 | 0 | 7334 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 853529 | 8514 | SH |  | SOLE | OrgelWM | 8338 | 0 | 176 |
| FIDELITY COVINGTON TRUST | MOMENTUM FACTR | 316092816 |  | 757513 | 9108 | SH |  | SOLE | OrgelWM | 5973 | 0 | 3135 |
| META PLATFORMS INC | CL A | 30303M102 |  | 650661 | 886 | SH |  | SOLE | OrgelWM | 886 | 0 | 0 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 627867 | 5880 | SH |  | SOLE | OrgelWM | 1573 | 0 | 4307 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 605477 | 2974 | SH |  | SOLE | OrgelWM | 2747 | 0 | 227 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 |  | 592400 | 20000 | SH |  | SOLE | OrgelWM | 20000 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 578851 | 2344 | SH |  | SOLE | OrgelWM | 2344 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 551121 | 2510 | SH |  | SOLE | OrgelWM | 2510 | 0 | 0 |
| FIRSTSERVICE CORP NEW | COM | 33767E202 |  | 545754 | 2865 | SH |  | SOLE | OrgelWM | 2865 | 0 | 0 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 482183 | 6155 | SH |  | SOLE | OrgelWM | 5379 | 0 | 776 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 470472 | 6592 | SH |  | SOLE | OrgelWM | 6592 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 455617 | 801 | SH |  | SOLE | OrgelWM | 801 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 434277 | 3655 | SH |  | SOLE | OrgelWM | 3637 | 0 | 18 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 429174 | 1341 | SH |  | SOLE | OrgelWM | 1341 | 0 | 0 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 417215 | 1993 | SH |  | SOLE | OrgelWM | 1993 | 0 | 0 |
| CINTAS CORP | COM | 172908105 |  | 410520 | 2000 | SH |  | SOLE | OrgelWM | 2000 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 351705 | 1115 | SH |  | SOLE | OrgelWM | 1115 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 336434 | 5892 | SH |  | SOLE | OrgelWM | 5892 | 0 | 0 |
| ISHARES TR | INTL EQTY FACTOR | 46434V274 |  | 314644 | 8762 | SH |  | SOLE | OrgelWM | 8762 | 0 | 0 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 311728 | 3132 | SH |  | SOLE | OrgelWM | 3132 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 294252 | 5431 | SH |  | SOLE | OrgelWM | 5431 | 0 | 0 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 292368 | 2053 | SH |  | SOLE | OrgelWM | 2053 | 0 | 0 |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | 78463X434 |  | 288609 | 3283 | SH |  | SOLE | OrgelWM | 3283 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 280788 | 6283 | SH |  | SOLE | OrgelWM | 6283 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 260760 | 1000 | SH |  | SOLE | OrgelWM | 1000 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 253606 | 4409 | SH |  | SOLE | OrgelWM | 4409 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 245126 | 1322 | SH |  | SOLE | OrgelWM | 1023 | 0 | 299 |
| CATERPILLAR INC | COM | 149123101 |  | 241438 | 506 | SH |  | SOLE | OrgelWM | 506 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 239807 | 477 | SH |  | SOLE | OrgelWM | 477 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 229342 | 382 | SH |  | SOLE | OrgelWM | 382 | 0 | 0 |
| NASDAQ INC | COM | 631103108 |  | 221568 | 2505 | SH |  | SOLE | OrgelWM | 2505 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 220829 | 545 | SH |  | SOLE | OrgelWM | 545 | 0 | 0 |
| UNITED RENTALS INC | COM | 911363109 |  | 219572 | 230 | SH |  | SOLE | OrgelWM | 230 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTERNL DIVID | 808524672 |  | 212931 | 7621 | SH |  | SOLE | OrgelWM | 7621 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 210660 | 1500 | SH |  | SOLE | OrgelWM | 1500 | 0 | 0 |

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