Orgel Wealth Management, LLC
Filing Date
Global Rank
#7,468
/ 8,232
▲ 173
Top Industry
Consumer Electronics
19.4%
3Y Alpha vs SPY
-5.9%
Period ended 2 months ago
Filed Apr 7, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+51.9%
SPY
+76.3%
Annualised alpha
-5.9%
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, 2025Top 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 |
|---|---|---|
| Unclassified | 40.6% | $6,973,622 |
| Technology | 23.0% | $3,956,374 |
| Financial Services | 14.6% | $2,516,136 |
| Industrials | 6.2% | $1,070,404 |
| Consumer Cyclical | 5.2% | $898,063 |
| Communication Services | 4.8% | $826,577 |
| Real Estate | 2.3% | $398,063 |
| Healthcare | 1.9% | $323,149 |
| Consumer Defensive | 1.4% | $232,935 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | ||||
1 positions ·
$232,935 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 1,500 | $232,935 | 100.00% |