Orgel Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Altoona, WI
Holdings as of
3/31/2026
Date filed
4/7/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$4,641,248
Net value change ($000)
+108,435 (2.4%)
New positions
7
Sold out positions
5
Turnover %
8.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VSDB 266,049 NEW
VYMI 63,590 28.2%
QUAL 25,667 4.2%
SCHWAB STRATEGIC TRUST 18,205 8.5%
IVV 16,513 4.3%
VOE 15,416 10.3%
FLQM 13,689 16.1%
VIOO 9,914 8.6%
MMIT 4,593 3.0%
PMBS 3,990 1.7%
Top Reduces (Value $000, Stocks/ETFs)
VGSH -133,024 -28.0%
BND -115,950 -100.0%
SPYG -58,082 -14.7%
PFFD -9,728 -7.0%
VTEB -6,001 -3.4%
SCHX -5,643 -4.5%
MTUM -5,244 -3.1%
VOT -3,703 -6.2%
FQAL -3,410 -5.0%
FAST -1,320 -100.0%
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