Orgel Wealth Management, LLC

13F filer · CIK 0001658535

Reported Jul 13, 2026

Net buyer this quarter

13F portfolio value$5.27BU.S. long equity reported on 13F

Positions304 new · 1 closed

Net flow last quarter+$4.48MBuys minus sells

Top 10 positions weight6.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 202630 positions
PMBSPuramed Bioscience Inc.	$240M	4.56%	2.44%	+1.1%	Q4 2024
VOTVan Kampen Municipal Opportunity Trust II	$66.3M	1.26%	Not reported	-1.3%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$4.94M	0.09%	Not reported	+5.3%	Q4 2017
AAPLApple Inc.	$2.99M	0.06%	0.00%	+32.3%	Q1 2016
MSFTMicrosoft Corp	$2.06M	0.04%	0.00%	+3.6%	Q3 2016
EMXCEmax Holdings Corp	$1.96M	0.04%	Not reported	0.0%	Q1 2021
MDYSPDR S&P Midcap 400 ETF Trust	$1.44M	0.03%	Not reported	+8.4%	Q3 2017
GLDSPDR Gold Trust	$1.23M	0.02%	0.00%	Not reported	Q4 2015
AMZNAmazon Com Inc	$849K	0.02%	0.00%	+6.5%	Q2 2018
NVDANvidia Corp	$726K	0.01%	0.00%	Not reported	Q4 2021
CATCaterpillar Inc	$706K	0.01%	0.00%	-0.5%	Q4 2017
PHYSSprott Physical Gold Trust	$603K	0.01%	0.00%	Not reported	Q1 2025
METAMeta Platforms, Inc.	$541K	0.01%	Not reported	+4.6%	Q1 2017
PGRProgressive Corp	$512K	0.01%	0.00%	Not reported	Q2 2019
QQQInvesco QQQ Trust, Series 1	$486K	0.01%	Not reported	+33.1%	Q2 2021
MAMastercard Inc	$484K	0.01%	0.00%	+4.9%	Q2 2019
GOOGLAlphabet Inc.	$473K	0.01%	0.00%	+26.2%	Q1 2026
JPMJPMorgan Chase & Co	$420K	0.01%	0.00%	+7.3%	Q2 2019
FSVFirstService Corp	$407K	0.01%	0.01%	Not reported	Q2 2017
BRK.BBerkshire Hathaway Inc	$344K	0.01%	Not reported	Not reported	Q4 2018
CTASCintas Corp	$340K	0.01%	0.00%	Not reported	Q4 2021
JNJJohnson & Johnson	$336K	0.01%	0.00%	Not reported	Q4 2015
IWSImageware Systems Inc	$317K	0.01%	Not reported	+14.8%	Q4 2016
GOOGAlphabet Inc.	$316K	0.01%	Not reported	-0.9%	Q1 2026
ITWIllinois Tool Works Inc	$270K	0.01%	0.00%	Not reported	Q4 2020
URIUnited Rentals, Inc.	$261K	0.00%	0.00%	Not reported	Q3 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$237K	0.00%	Not reported	Not reported	Q4 2015
UNHUnitedhealth Group Inc	$235K	0.00%	0.00%	Not reported	Q4 2019
HDHome Depot, Inc.	$229K	0.00%	0.00%	+5.7%	Q4 2021
PEPPepsico Inc	$203K	0.00%	0.00%	Not reported	Q4 2015
Q1 2026Reported Apr 7, 202627 positions
PMBSPuramed Bioscience Inc.	$239M	5.15%	2.41%	+1.9%	Q4 2024
VOTVan Kampen Municipal Opportunity Trust II	$56.4M	1.21%	Not reported	+1.8%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$4.08M	0.09%	Not reported	+0.2%	Q4 2017
AAPLApple Inc.	$1.98M	0.04%	0.00%	-1.0%	Q1 2016
MSFTMicrosoft Corp	$1.97M	0.04%	0.00%	+2.6%	Q3 2016
EMXCEmax Holdings Corp	$1.5M	0.03%	Not reported	-3.1%	Q1 2021
GLDSPDR Gold Trust	$1.44M	0.03%	0.00%	Not reported	Q4 2015
MDYSPDR S&P Midcap 400 ETF Trust	$1.17M	0.03%	Not reported	+17.2%	Q3 2017
PHYSSprott Physical Gold Trust	$709K	0.02%	0.00%	Not reported	Q1 2025
AMZNAmazon Com Inc	$696K	0.02%	0.00%	+17.0%	Q2 2018
METAMeta Platforms, Inc.	$525K	0.01%	Not reported	-2.1%	Q1 2017
CATCaterpillar Inc	$472K	0.01%	0.00%	+10.8%	Q4 2017
PGRProgressive Corp	$465K	0.01%	0.00%	-1.7%	Q2 2019
MAMastercard Inc	$449K	0.01%	0.00%	+7.4%	Q2 2019
FSVFirstService Corp	$398K	0.01%	0.01%	Not reported	Q2 2017
JPMJPMorgan Chase & Co	$352K	0.01%	0.00%	-6.0%	Q2 2019
CTASCintas Corp	$338K	0.01%	0.00%	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$329K	0.01%	Not reported	+44.0%	Q4 2018
JNJJohnson & Johnson	$323K	0.01%	0.00%	Not reported	Q4 2015
GOOGLAlphabet Inc.	$301K	0.01%	0.00%	New	Q1 2026
QQQInvesco QQQ Trust, Series 1	$286K	0.01%	Not reported	+35.9%	Q2 2021
ITWIllinois Tool Works Inc	$260K	0.01%	0.00%	Not reported	Q4 2020
GOOGAlphabet Inc.	$259K	0.01%	Not reported	New	Q1 2026
IWSImageware Systems Inc	$244K	0.01%	Not reported	Not reported	Q4 2016
PEPPepsico Inc	$233K	0.01%	0.00%	Not reported	Q4 2015
NDAQNasdaq, Inc.	$213K	0.00%	0.00%	-4.5%	Q2 2025
HDHome Depot, Inc.	$202K	0.00%	0.00%	-18.1%	Q4 2021
Q4 2025Reported Jan 7, 202626 positions
PMBSPuramed Bioscience Inc.	$235M	5.19%	2.37%	+5.4%	Q4 2024
VOTVan Kampen Municipal Opportunity Trust II	$60.1M	1.33%	Not reported	-1.9%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$4.27M	0.09%	Not reported	-0.6%	Q4 2017
MSFTMicrosoft Corp	$2.51M	0.06%	0.00%	+6.0%	Q3 2016
AAPLApple Inc.	$2.15M	0.05%	0.00%	+9.1%	Q1 2016
EMXCEmax Holdings Corp	$1.43M	0.03%	Not reported	-0.8%	Q1 2021
GLDSPDR Gold Trust	$1.32M	0.03%	0.00%	Not reported	Q4 2015
FASTFastenal Co	$1.32M	0.03%	0.00%	New	Q4 2025
MDYSPDR S&P Midcap 400 ETF Trust	$974K	0.02%	Not reported	-1.3%	Q3 2017
PHYSSprott Physical Gold Trust	$660K	0.01%	0.00%	Not reported	Q1 2025
AMZNAmazon Com Inc	$660K	0.01%	0.00%	+13.9%	Q2 2018
METAMeta Platforms, Inc.	$619K	0.01%	Not reported	+5.9%	Q1 2017
SMHMarket Vectors ETF Trust	$543K	0.01%	Not reported	New	Q4 2025
PGRProgressive Corp	$543K	0.01%	0.00%	+1.8%	Q2 2019
MAMastercard Inc	$477K	0.01%	0.00%	+4.4%	Q2 2019
FSVFirstService Corp	$446K	0.01%	0.01%	Not reported	Q2 2017
JPMJPMorgan Chase & Co	$410K	0.01%	0.00%	+14.2%	Q2 2019
CTASCintas Corp	$376K	0.01%	0.00%	Not reported	Q4 2021
CATCaterpillar Inc	$344K	0.01%	0.00%	+18.8%	Q4 2017
JNJJohnson & Johnson	$274K	0.01%	0.00%	Not reported	Q4 2015
HDHome Depot, Inc.	$257K	0.01%	0.00%	+37.3%	Q4 2021
NDAQNasdaq, Inc.	$255K	0.01%	0.00%	+4.7%	Q2 2025
ITWIllinois Tool Works Inc	$246K	0.01%	0.00%	Not reported	Q4 2020
BRK.BBerkshire Hathaway Inc	$240K	0.01%	Not reported	Not reported	Q4 2018
QQQInvesco QQQ Trust, Series 1	$224K	0.00%	Not reported	-4.5%	Q2 2021
PEPPepsico Inc	$215K	0.00%	0.00%	Not reported	Q4 2015
Q3 2025Reported Oct 6, 202525 positions
PMBSPuramed Bioscience Inc.	$223M	5.08%	2.25%	+2.1%	Q4 2024
VOTVan Kampen Municipal Opportunity Trust II	$64.5M	1.47%	Not reported	-0.8%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$4.2M	0.10%	Not reported	-5.3%	Q4 2017
MSFTMicrosoft Corp	$2.54M	0.06%	0.00%	-0.1%	Q3 2016
AAPLApple Inc.	$1.84M	0.04%	0.00%	Not reported	Q1 2016
EMXCEmax Holdings Corp	$1.34M	0.03%	Not reported	Not reported	Q1 2021
GLDSPDR Gold Trust	$1.19M	0.03%	0.00%	+2.4%	Q4 2015
MDYSPDR S&P Midcap 400 ETF Trust	$975K	0.02%	Not reported	+0.1%	Q3 2017
METAMeta Platforms, Inc.	$651K	0.01%	Not reported	Not reported	Q1 2017
PHYSSprott Physical Gold Trust	$592K	0.01%	0.00%	Not reported	Q1 2025
PGRProgressive Corp	$579K	0.01%	0.00%	Not reported	Q2 2019
AMZNAmazon Com Inc	$551K	0.01%	0.00%	Not reported	Q2 2018
FSVFirstService Corp	$546K	0.01%	0.01%	Not reported	Q2 2017
MAMastercard Inc	$456K	0.01%	0.00%	Not reported	Q2 2019
CTASCintas Corp	$411K	0.01%	0.00%	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$352K	0.01%	0.00%	-1.0%	Q2 2019
ITWIllinois Tool Works Inc	$261K	0.01%	0.00%	-0.3%	Q4 2020
JNJJohnson & Johnson	$245K	0.01%	0.00%	-26.8%	Q4 2015
CATCaterpillar Inc	$241K	0.01%	0.00%	Not reported	Q4 2017
BRK.BBerkshire Hathaway Inc	$240K	0.01%	Not reported	Not reported	Q4 2018
QQQInvesco QQQ Trust, Series 1	$229K	0.01%	Not reported	+4.7%	Q2 2021
NDAQNasdaq, Inc.	$222K	0.01%	0.00%	Not reported	Q2 2025
HDHome Depot, Inc.	$221K	0.01%	0.00%	-0.7%	Q4 2021
URIUnited Rentals, Inc.	$220K	0.01%	0.00%	Not reported	Q3 2021
PEPPepsico Inc	$211K	0.00%	0.00%	Not reported	Q4 2015

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