# EDGAR Filing Document

**Accession Number:** 0001658535
**File Stem:** 0001658535-26-000003
**Filing Date:** 2026-4
**Character Count:** 14291
**Document Hash:** 04785c00acb9038668f2f09be13d4b6b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001658535-26-000003.hdr.sgml**: 20260407

**ACCESSION NUMBER**: 0001658535-26-000003

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260407

**DATE AS OF CHANGE**: 20260407

**EFFECTIVENESS DATE**: 20260407

**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:** 26845444

**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:** 03-31-2026

**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  04-07-2026<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:** 95

**Form 13F Information Table Value Total:** $4641247588

      (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 |  | 631568141 | 3292676 | SH |  | SOLE | OrgelWM | 3101253 | 0 | 191423 |
| ISHARES TR | CORE S ETF | 464287200 |  | 398221353 | 609638 | SH |  | SOLE | OrgelWM | 564154 | 0 | 45484 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 341444598 | 5832672 | SH |  | SOLE | OrgelWM | 5563398 | 0 | 269274 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 335744840 | 3429117 | SH |  | SOLE | OrgelWM | 3255284 | 0 | 173833 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 288790149 | 3064412 | SH |  | SOLE | OrgelWM | 2901603 | 0 | 162809 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 284173422 | 2677093 | SH |  | SOLE | OrgelWM | 2550400 | 0 | 126693 |
| VANGUARD MALVERN FDS | SHORT DURATION B | 922020730 |  | 266049137 | 3489169 | SH |  | SOLE | OrgelWM | 3329580 | 0 | 159589 |
| PIMCO ETF TR | MTG BKD SECS ACT | 72201R569 |  | 239046680 | 4819490 | SH |  | SOLE | OrgelWM | 4604989 | 0 | 214501 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 232935029 | 9411516 | SH |  | SOLE | OrgelWM | 8930669 | 0 | 480847 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 172871582 | 3465055 | SH |  | SOLE | OrgelWM | 3005349 | 0 | 459706 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 165684245 | 899090 | SH |  | SOLE | OrgelWM | 829118 | 0 | 69972 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 164080911 | 683699 | SH |  | SOLE | OrgelWM | 646951 | 0 | 36748 |
| NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUN | 45409F827 |  | 158498187 | 6575324 | SH |  | SOLE | OrgelWM | 6047825 | 0 | 527499 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 |  | 129644031 | 7045871 | SH |  | SOLE | OrgelWM | 6564791 | 0 | 481080 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 |  | 124793622 | 1086768 | SH |  | SOLE | OrgelWM | 1009793 | 0 | 76975 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 120279850 | 4691102 | SH |  | SOLE | OrgelWM | 4353060 | 0 | 338042 |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 |  | 98689360 | 1796639 | SH |  | SOLE | OrgelWM | 1686252 | 0 | 110387 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 69531597 | 2110215 | SH |  | SOLE | OrgelWM | 1981393 | 0 | 128822 |
| FIDELITY COVINGTON TRUST | QLTY FCTOR ETF | 316092790 |  | 65346389 | 900088 | SH |  | SOLE | OrgelWM | 865682 | 0 | 34406 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 63587910 | 702396 | SH |  | SOLE | OrgelWM | 615378 | 0 | 87018 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 56380426 | 219081 | SH |  | SOLE | OrgelWM | 196415 | 0 | 22666 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 29956148 | 398406 | SH |  | SOLE | OrgelWM | 368018 | 0 | 30388 |
| ISHARES TR | MRGSTR MD CP VAL | 464288406 |  | 29066862 | 342827 | SH |  | SOLE | OrgelWM | 337438 | 0 | 5389 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 |  | 22970672 | 291617 | SH |  | SOLE | OrgelWM | 276446 | 0 | 15171 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 21381165 | 306540 | SH |  | SOLE | OrgelWM | 278796 | 0 | 27744 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 15508417 | 138135 | SH |  | SOLE | OrgelWM | 137547 | 0 | 588 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 9314399 | 201654 | SH |  | SOLE | OrgelWM | 70599 | 0 | 131055 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 9093752 | 296407 | SH |  | SOLE | OrgelWM | 294075 | 0 | 2332 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 9045082 | 126099 | SH |  | SOLE | OrgelWM | 95372 | 0 | 30727 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 8852635 | 33799 | SH |  | SOLE | OrgelWM | 32432 | 0 | 1367 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 8671300 | 90685 | SH |  | SOLE | OrgelWM | 89675 | 0 | 1010 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 6425350 | 220575 | SH |  | SOLE | OrgelWM | 130312 | 0 | 90263 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 5767001 | 198315 | SH |  | SOLE | OrgelWM | 198315 | 0 | 0 |
| TIDAL TRUST III | AFFORDABLE HOUS | 74741A106 |  | 4966593 | 286424 | SH |  | SOLE | OrgelWM | 286424 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 4082835 | 6278 | SH |  | SOLE | OrgelWM | 6078 | 0 | 200 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 3761578 | 6295 | SH |  | SOLE | OrgelWM | 6000 | 0 | 295 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 3267162 | 33637 | SH |  | SOLE | OrgelWM | 33637 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2123442 | 6619 | SH |  | SOLE | OrgelWM | 6010 | 0 | 609 |
| APPLE INC | COM | 037833100 |  | 1983369 | 7815 | SH |  | SOLE | OrgelWM | 7815 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1973007 | 5330 | SH |  | SOLE | OrgelWM | 5265 | 0 | 65 |
| JANUS DETROIT STR TR | HENDERSN CAP ETF | 47103U100 |  | 1705781 | 24358 | SH |  | SOLE | OrgelWM | 24358 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 1636056 | 6597 | SH |  | SOLE | OrgelWM | 6597 | 0 | 0 |
| ISHARES TR | ESG MSCI LEADR | 46435U218 |  | 1537612 | 13535 | SH |  | SOLE | OrgelWM | 12121 | 0 | 1414 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 1504137 | 19122 | SH |  | SOLE | OrgelWM | 19122 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1437545 | 3341 | SH |  | SOLE | OrgelWM | 3341 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 1387278 | 14268 | SH |  | SOLE | OrgelWM | 13504 | 0 | 764 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1264276 | 2965 | SH |  | SOLE | OrgelWM | 2965 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1237671 | 5755 | SH |  | SOLE | OrgelWM | 5612 | 0 | 143 |
| STATE STR SPDR S MIDCAP 40 | UTSER1 S | 78467Y107 |  | 1166910 | 1892 | SH |  | SOLE | OrgelWM | 1892 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 1153022 | 11615 | SH |  | SOLE | OrgelWM | 11615 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 1143286 | 8027 | SH |  | SOLE | OrgelWM | 962 | 0 | 7065 |
| PALMER SQUARE FUNDS TR | CLO SR DEBT ETF | 696930205 |  | 994652 | 48662 | SH |  | SOLE | OrgelWM | 48662 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 988019 | 2262 | SH |  | SOLE | OrgelWM | 2010 | 0 | 252 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051630 |  | 963420 | 29726 | SH |  | SOLE | OrgelWM | 22755 | 0 | 6971 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 932640 | 12185 | SH |  | SOLE | OrgelWM | 11409 | 0 | 776 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 |  | 776001 | 10495 | SH |  | SOLE | OrgelWM | 10495 | 0 | 0 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 749867 | 7041 | SH |  | SOLE | OrgelWM | 1743 | 0 | 5298 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 716436 | 12640 | SH |  | SOLE | OrgelWM | 12640 | 0 | 0 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 |  | 708800 | 20000 | SH |  | SOLE | OrgelWM | 20000 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 696393 | 3344 | SH |  | SOLE | OrgelWM | 3344 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 642079 | 3005 | SH |  | SOLE | OrgelWM | 2778 | 0 | 227 |
| FIDELITY COVINGTON TRUST | MOMENTUM FACTR | 316092816 |  | 596585 | 7448 | SH |  | SOLE | OrgelWM | 4359 | 0 | 3089 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 554867 | 9994 | SH |  | SOLE | OrgelWM | 9994 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 525216 | 918 | SH |  | SOLE | OrgelWM | 918 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 506925 | 6750 | SH |  | SOLE | OrgelWM | 6750 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 479992 | 2501 | SH |  | SOLE | OrgelWM | 2501 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTERNL DIVID | 808524672 |  | 473349 | 14951 | SH |  | SOLE | OrgelWM | 14951 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 471835 | 666 | SH |  | SOLE | OrgelWM | 666 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 464675 | 2344 | SH |  | SOLE | OrgelWM | 2344 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 448607 | 898 | SH |  | SOLE | OrgelWM | 898 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 425762 | 3425 | SH |  | SOLE | OrgelWM | 3425 | 0 | 0 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 418623 | 1334 | SH |  | SOLE | OrgelWM | 1334 | 0 | 0 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 410160 | 1993 | SH |  | SOLE | OrgelWM | 1993 | 0 | 0 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 403963 | 3153 | SH |  | SOLE | OrgelWM | 3153 | 0 | 0 |
| FIRSTSERVICE CORP NEW | COM | 33767E202 |  | 398064 | 2865 | SH |  | SOLE | OrgelWM | 2865 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 352110 | 1197 | SH |  | SOLE | OrgelWM | 1197 | 0 | 0 |
| ISHARES TR | INTL EQTY FACTOR | 46434V274 |  | 341368 | 8762 | SH |  | SOLE | OrgelWM | 8762 | 0 | 0 |
| CINTAS CORP | COM | 172908105 |  | 338280 | 2000 | SH |  | SOLE | OrgelWM | 2000 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 335167 | 940 | SH |  | SOLE | OrgelWM | 940 | 0 | 0 |
| WISDOMTREE TR | EM MKTS QTLY DIV | 97717W323 |  | 332222 | 10030 | SH |  | SOLE | OrgelWM | 10030 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 329211 | 687 | SH |  | SOLE | OrgelWM | 687 | 0 | 0 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X434 |  | 327938 | 3516 | SH |  | SOLE | OrgelWM | 3516 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 323150 | 1322 | SH |  | SOLE | OrgelWM | 1023 | 0 | 299 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 304475 | 6283 | SH |  | SOLE | OrgelWM | 6283 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 301363 | 1048 | SH |  | SOLE | OrgelWM | 1048 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 286282 | 496 | SH |  | SOLE | OrgelWM | 496 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 284952 | 5272 | SH |  | SOLE | OrgelWM | 5272 | 0 | 0 |
| ISHARES TR | INTL DIV GRWTH | 46435G524 |  | 281300 | 3358 | SH |  | SOLE | OrgelWM | 3358 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 260290 | 1000 | SH |  | SOLE | OrgelWM | 1000 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 259035 | 903 | SH |  | SOLE | OrgelWM | 903 | 0 | 0 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 244115 | 1675 | SH |  | SOLE | OrgelWM | 1675 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 232935 | 1500 | SH |  | SOLE | OrgelWM | 1500 | 0 | 0 |
| NASDAQ INC | COM | 631103108 |  | 212650 | 2505 | SH |  | SOLE | OrgelWM | 2505 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 206403 | 1052 | SH |  | SOLE | OrgelWM | 782 | 0 | 270 |
| HOME DEPOT INC | COM | 437076102 |  | 201610 | 613 | SH |  | SOLE | OrgelWM | 613 | 0 | 0 |

---