Orgel Wealth Management, LLC reported 22 positions worth $14.90M for the quarter ended Sep 30, 2026, up 2.5% on the prior quarter. It opened 2 new positions, added to 6, trimmed 3 and exited 2. Its largest holding is Microsoft Corp at 20% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NDAQ Nasdaq, Inc. | +2,505 | – | $230.49K | 1.55% |
| CSCO Cisco Systems, Inc. | +2,084 | – | $224.30K | 1.51% |
| MSFT Microsoft Corp | +292 | +5.3% | $149.77K | 20.01% |
| JPM Jpmorgan Chase & Co | +60 | +4.7% | $19.85K | 2.98% |
| AMZN Amazon Com Inc | +43 | +1.2% | $10.71K | 6.03% |
| GOOG Alphabet Inc. | +18 | +2.0% | $6.13K | 2.09% |
| META Meta Platforms, Inc. | +8 | +0.8% | $5.80K | 4.71% |
| PGR Progressive Corp | +17 | +0.7% | $3.52K | 3.28% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 5,813 | $2.98M | 20.01% | +292 | +5.3% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 8,182 | $2.72M | 18.29% | -2,158 | -20.9% | Reduced | 0% |
| 3 | GLD Spdr Gold Trust | Financial Services | 3,341 | $1.27M | 8.54% | 0 | 0.0% | Unchanged | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 3,605 | $898.11K | 6.03% | +43 | +1.2% | Added | 0% |
| 5 | META Meta Platforms, Inc. | Technology | 968 | $701.98K | 4.71% | +8 | +0.8% | Added | 0% |
| 6 | PHYS Sprott Physical Gold Trust | Others | 20.0K | $625.40K | 4.2% | 0 | 0.0% | Unchanged | 0% |
| 7 | CAT Caterpillar Inc | Industrials | 663 | $537.55K | 3.61% | 0 | 0.0% | Unchanged | 0% |
| 8 | MA Mastercard Inc | Financial Services | 942 | $519.39K | 3.49% | 0 | 0.0% | Unchanged | 0% |
| 9 | PGR Progressive Corp | Financial Services | 2,361 | $489.46K | 3.28% | +17 | +0.7% | Added | 0% |
| 10 | GOOGL Alphabet Inc. | Technology | 1,323 | $455.22K | 3.05% | 0 | 0.0% | Unchanged | 0% |
| 11 | JPM Jpmorgan Chase & Co | Financial Services | 1,344 | $444.64K | 2.98% | +60 | +4.7% | Added | 0% |
| 12 | CTAS Cintas Corp | Industrials | 2,000 | $390.12K | 2.62% | 0 | 0.0% | Unchanged | 0% |
| 13 | NVDA Nvidia Corp | Technology | 1,687 | $385.28K | 2.59% | -1,943 | -53.5% | Reduced | 0% |
| 14 | FSV FirstService Corp | Industrials | 2,865 | $366.38K | 2.46% | 0 | 0.0% | Unchanged | 0.01% |
| 15 | BRK-B Berkshire Hathaway Inc | Financial Services | 687 | $342.09K | 2.3% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Orgel Wealth Management.
As of its Q3 2026 13F filing, Orgel Wealth Management, LLC’s five largest positions were Microsoft Corp (MSFT) at 20.0%, Apple Inc. (AAPL) at 18.3%, Spdr Gold Trust (GLD) at 8.5%, Amazon Com Inc (AMZN) at 6.0%, Meta Platforms, Inc. (META) at 4.7% of the reported portfolio.
Orgel Wealth Management, LLC reported a 13F portfolio worth $14.90M across 22 positions for Q3 2026. That is up 2.5% from the previous quarter.
Its largest purchases by value were Nasdaq, Inc. ($230.49K), Cisco Systems, Inc. ($224.30K), Microsoft Corp ($149.77K). It opened 2 new positions.
Its largest sales by value were Apple Inc. ($718.66K), Nvidia Corp ($443.74K), Home Depot, Inc. ($228.54K). It exited 2 positions entirely.
From the Form 13F-HR reports Orgel Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.