Orgel Wealth Management, LLC
All 13F Filings
- Location
- Altoona, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 4,641,248
- Description
- Altoona Wisconsin based relationship driven wealth allocation platform with an independent advisory structure and a mandate specific and implementation minded investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and planning integrated mandate design for planning centered advisory portfolios. The process prioritizes downside control, mandate clarity, and consistent execution standards through investment policy adherence and mandate continuity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/7/2026 | 95 | 4,641,248 | 13F-HR | Orgel Wealth Management, LLC |
| Q4 2025 | 1/7/2026 | 92 | 4,532,813 | 13F-HR | Orgel Wealth Management, LLC |
| Q3 2025 | 10/6/2025 | 88 | 4,383,672 | 13F-HR | Orgel Wealth Management, LLC |
| Q2 2025 | 7/10/2025 | 86 | 4,150,052 | 13F-HR | Orgel Wealth Management, LLC |
| Q1 2025 | 4/15/2025 | 81 | 3,849,926 | 13F-HR | Orgel Wealth Management, LLC |
| Q4 2024 | 1/15/2025 | 86 | 3,830,921 | 13F-HR | Orgel Wealth Management, LLC |
| Q3 2024 | 10/17/2024 | 81 | 3,995,053 | 13F-HR | Orgel Wealth Management, LLC |
| Q2 2024 | 7/22/2024 | 78 | 3,704,314 | 13F-HR | Orgel Wealth Management, LLC |
| Q1 2024 | 4/15/2024 | 81 | 3,646,598 | 13F-HR | Orgel Wealth Management, LLC |
| Q4 2023 | 1/11/2024 | 84 | 3,381,538 | 13F-HR | Orgel Wealth Management, LLC |
| Q3 2023 | 10/26/2023 | 78 | 2,958,074 | 13F-HR | Orgel Wealth Management, LLC |
| Q2 2023 | 7/10/2023 | 73 | 3,026,956 | 13F-HR | Orgel Wealth Management, LLC |
| Q1 2023 | 4/6/2023 | 72 | 2,796,727 | 13F-HR | Orgel Wealth Management, LLC |
| Q4 2022 | 1/17/2023 | 75 | 2,600,388 | 13F-HR | Orgel Wealth Management, LLC |
| Q3 2022 | 10/25/2022 | 65 | 2,026,627 | 13F-HR | Orgel Wealth Management, LLC |
| Q2 2022 | 7/13/2022 | 62 | 1,767,525 | 13F-HR | Orgel Wealth Management, LLC |
| Q1 2022 | 5/10/2022 | 65 | 1,456,760 | 13F-HR | Orgel Wealth Management, LLC |
| Q4 2021 | 1/24/2022 | 62 | 1,035,730 | 13F-HR | Orgel Wealth Management, LLC |
| Q3 2021 | 10/26/2021 | 61 | 879,960 | 13F-HR | Orgel Wealth Management, LLC |
| Q2 2021 | 7/23/2021 | 58 | 797,148 | 13F-HR | Orgel Wealth Management, LLC |
| Q1 2021 | 4/28/2021 | 56 | 706,334 | 13F-HR | Orgel Wealth Management, LLC |
| Q4 2020 | 2/8/2021 | 49 | 487,432 | 13F-HR | Orgel Wealth Management, LLC |
| Q3 2020 | 11/3/2020 | 53 | 358,468 | 13F-HR | Orgel Wealth Management, LLC |
| Q2 2020 | 7/31/2020 | 52 | 265,324 | 13F-HR | Orgel Wealth Management, LLC |
| Q1 2020 | 4/28/2020 | 40 | 252,248 | 13F-HR | Orgel Wealth Management, LLC |
| Q4 2019 | 1/27/2020 | 51 | 364,079 | 13F-HR | Orgel Wealth Management, LLC |
| Q2 2019 | 1/28/2020 | 41 | 256,355 | 13F-HR/A - RESTATEMENT | Orgel Wealth Management, LLC |
| Q1 2019 | 1/28/2020 | 38 | 296,174 | 13F-HR/A - RESTATEMENT | Orgel Wealth Management, LLC |
| Q1 2019 | 1/28/2020 | 38 | 296,174 | 13F-HR/A - RESTATEMENT | Orgel Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 174.9 K | 3.8% | 0 | 2.784 M | -2.784 M |
| ETFs | 4.465 M | 96.2% | 2.901 M | 0 | 2.901 M |
| Debt | 995 | 0.0% | 995 | 0 | 995 |
| Other | 0 | 0.0% | 0 | 9.481 K | -9.481 K |
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Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
4,641,248
Holdings
95
QoQ value change ($000)
108,435
(2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.