Orgel Wealth Management, LLC

Q3 2026 13F Holdings

Location
Altoona, WI
Holdings as of
9/30/2026
Value ($000)
$5,295,406
Num holdings
111
Date filed
10/14/2026
Form type
13F-HR
Prev filing
7/13/2026
Next filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type