Orgel Wealth Management, LLC

CIK

1658535

Location

ALTOONA, WI

Portfolio Value

Micro $17,195,323

Diversification

Diversified

Filing Date

Global Rank

#7,468 / 8,232 ▲ 173

Top Industry

Consumer Electronics 19.4%

3Y Alpha vs SPY

-6.1%

Period ended 2 months ago

Filed Apr 7, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.5%

SPY

+76.5%

Annualised alpha

-6.0%

Max drawdown

−16.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.7%

+1.0 pts

Top 5

61.9%

+0.3 pts

Top 10

78.6%

−1.4 pts

HHI

1,042

Diversified+11

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	40.6%	$6,973,622	4
Technology	23.0%	$3,956,374	2
Financial Services	14.6%	$2,516,136	6
Industrials	6.2%	$1,070,404	3
Consumer Cyclical	5.2%	$898,063	2
Communication Services	4.8%	$826,577	2
Real Estate	2.3%	$398,063	1
Healthcare	1.9%	$323,149	1
Consumer Defensive	1.4%	$232,935	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+485	3,344	$696,454
MDY	Spdr S&P Midcap 400 ETF Trust	+278	1,892	$1,166,909
BRK-B	Berkshire Hathaway Inc	+210	687	$329,210
MSFT	Microsoft Corp	+133	5,330	$1,973,006
QQQ	Invesco Qqq Trust, Series 1	+131	496	$286,281
CAT	Caterpillar Inc	+65	666	$471,834
MA	Mastercard Inc	+62	898	$448,694
SPY	Spdr S&P 500 ETF Trust	+15	6,278	$4,082,834
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
HD	Home Depot, Inc.	−135	613	$201,609
NDAQ	Nasdaq, Inc.	−118	2,505	$212,649
AAPL	Apple Inc.	−78	7,815	$1,983,368
JPM	Jpmorgan Chase & Co	−76	1,197	$352,109
PGR	Progressive Corp/Oh/	−41	2,344	$464,674
META	Meta Platforms, Inc.	−20	918	$525,215
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
GOOGL	Alphabet Inc.	1,048	$301,362
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
FAST	Fastenal Co	32,890	$1,319,875
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

22 positions · $17,195,323 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	6,278	+15	$4,082,834	−4.4%	23.74%
AAPL	Apple Inc. Technology	Reduced	7,815	-78	$1,983,368	−7.6%	11.53%
MSFT	Microsoft Corp Technology	Added	5,330	+133	$1,973,006	−21.5%	11.47%
GLD	Spdr Gold Trust	Held	3,341	0	$1,437,598	+8.6%	8.36%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	1,892	+278	$1,166,909	+19.8%	6.79%
PHYS	Sprott Physical Gold Trust Financial Services	Held	20,000	0	$708,800	+7.3%	4.12%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,344	+485	$696,454	+5.5%	4.05%
META	Meta Platforms, Inc. Communication Services	Reduced	918	-20	$525,215	−15.2%	3.05%
CAT	Caterpillar Inc Industrials	Added	666	+65	$471,834	+37.0%	2.74%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	2,344	-41	$464,674	−14.4%	2.70%
MA	Mastercard Inc Financial Services	Added	898	+62	$448,694	−6.0%	2.61%
FSV	FirstService Corp Real Estate	Held	2,865	0	$398,063	−10.7%	2.31%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,197	-76	$352,109	−14.2%	2.05%
CTAS	Cintas Corp Industrials	Held	2,000	0	$338,280	−10.1%	1.97%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	687	+210	$329,210	+37.3%	1.91%
JNJ	Johnson & Johnson Healthcare	Held	1,322	0	$323,149	+18.1%	1.88%
GOOGL	Alphabet Inc. Communication Services	NEW	1,048	NEW	$301,362	NEW	1.75%
QQQ	Invesco Qqq Trust, Series 1	Added	496	+131	$286,281	+27.7%	1.66%
ITW	Illinois Tool Works Inc Industrials	Held	1,000	0	$260,290	+5.7%	1.51%
PEP	Pepsico Inc Consumer Defensive	Held	1,500	0	$232,935	+8.2%	1.35%
NDAQ	Nasdaq, Inc. Financial Services	Reduced	2,505	-118	$212,649	−16.5%	1.24%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	613	-135	$201,609	−21.7%	1.17%