Orgel Wealth Management, LLC

Q4 2025 13F Holdings

Location
Altoona, WI
Holdings as of
12/31/2025
Value ($000)
$4,532,813
Num holdings
92
Date filed
1/7/2026
Form type
13F-HR
Prev filing
10/6/2025
Next filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type