13F Insight
Viewing historical filing for 2026Q3. View latest →
DOSSIER · 13F-HR · Q3 2026

Orgel Wealth Management, LLC

$5.3B in tracked AUM across 111 positions as of Q3 2026.

OW
CIK 0001658535 · last filed Sep 30, 2026
Total AUM
$5.3B
as of Q3 2026
Holdings
111
—
positions
Whale Score
73
73
strong
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…