8. Orgel Wealth

Rank: 8
Location: Altoona, WI
Total Assets: $6,606,699,008
ETF Assets: $2,556,530,432

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 56
Total Value of All ETF Holdings: $2,556,530,432
Number of Issuers: 11
Number of Sectors: 14

  • Top 5 ETF Holdings
    1. VTEB: $318,898,070
    2. VGSH: $297,734,345
    3. SCHD: $266,326,045
    4. BND: $260,425,366
    5. VIOO: $232,161,113
  • Top 5 ETF Sectors
    1. National Munis
    2. Government Bonds
    3. Large Cap Blend Equities
    4. Total Bond Market
    5. Small Cap Growth Equities
  • Top 5 ETF Issuers
    1. Vanguard
    2. Schwab
    3. Global X
    4. iShares
    5. State Street SPDR

Top 20 ETF Holdings


ETF Ownership - By Year


ETF Ownership - By Quarter




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

https://www.orgelwealth.com 2023 Top 100 ETF Power Users