Orgel Wealth Management, LLC
Q3 2026 13F Holdings
Location
Altoona, WI
Holdings as of
9/30/2026
Value
$5.30B
Num holdings
111
Date filed
10/14/2026
Form type
13F-HR
Prev filing
7/13/2026
Next filing
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type