Orgel Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Altoona, WI
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
92
Total value ($000)
$4,532,813
Net value change ($000)
+149,141 (3.4%)
New positions
6
Sold out positions
2
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/6/2025 Next filing: 4/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VGSH 31,603 7.1%
QUAL 21,312 3.6%
VTEB 18,674 11.7%
IVV 15,335 4.2%
PMBS 12,279 5.5%
VYMI 10,989 5.1%
SCHWAB STRATEGIC TRUST 10,729 5.3%
VOE 7,148 5.0%
MUB 6,593 2.4%
FLQM 5,757 7.3%
Top Reduces (Value $000, Stocks/ETFs)
SPYG -6,278 -1.6%
VOT -4,390 -6.8%
SCHD -1,219 -11.3%
SPHQ -990 -3.2%
MTUM -973 -0.6%
FQAL -904 -1.3%
JSML -805 -25.6%
IMCG -758 -3.2%
IWB -717 -67.5%
VB -527 -5.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type