Orgel Wealth Management, LLC

Q2 2026 13F Holdings

Location
Altoona, WI
Holdings as of
6/30/2026
Value ($000)
$5,272,494
Num holdings
113
Date filed
7/13/2026
Form type
13F-HR
Prev filing
4/7/2026
Next filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type