DOSSIER · 13F-HR · Q1 2026
Orgel Wealth Management, LLC
Orgel Wealth's family office based in New York, NY — $4.6B in tracked AUM across 95 positions as of Q1 2026.
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Orgel Wealth·New York, NY·Family Office
CIK 0001658535 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Orgel Wealth Management, LLC
1. Portfolio Overview
Orgel Wealth Management, LLC manages a portfolio totaling $4.53 billion as of December 31, 2025, representing a significant growth of 93.9% from the previous quarter's value of $2.34 billion. This substantial increase in assets under management (AUM) suggests strong net inflows or significant market appreciation on existing positions during the quarter. The portfolio consists of **92 holdin...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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