Portfolio (Quarterly) Guide ↗

Orgel Wealth Management, LLC

· CIK 0001658535

13F Portfolio $5.3B AUM 113 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 20 New 52 Added 20 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MMIT	NEW YORK LIFE INVTS ACTIVE E	—	6,575,324	$158.5M	3.42%	SOLD
2	NDAQ	NASDAQ INC	Financial Services	2,505	$213K	0.01%	SOLD

Sector Allocation

Financial Services 48.8%

Technology 27.9%

Industrials 7.6%

Consumer Cyclical 5.2%

Communication Services 4.9%

Healthcare 2.8%

Real Estate 2.0%

Consumer Defensive 1.0%