Portfolio (Quarterly) Guide ↗

Orgel Wealth Management, LLC

· CIK 0001658535

13F Portfolio $4.6B AUM 95 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 New 42 Added 30 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BND	VANGUARD BD INDEX FDS	—	1,565,416	$116.0M	2.56%	SOLD
2	FAST	FASTENAL CO	Industrials	32,890	$1.3M	0.03%	SOLD
3	SMH	VANECK ETF TRUST	—	1,509	$543K	0.01%	SOLD
4	MGK	VANGUARD WORLD FD	—	1,276	$527K	0.01%	SOLD
5	QQQM	INVESCO EXCH TRADED FD TR II	—	2,067	$523K	0.01%	SOLD

Sector Allocation

Financial Services 53.5%

Technology 23.1%

Communication Services 6.3%

Industrials 6.3%

Consumer Cyclical 5.2%

Real Estate 2.3%

Healthcare 1.9%

Consumer Defensive 1.4%