Orgel Wealth Management, LLC

Q4 2025 13F Holdings Report, Stock Holdings

Signature - Title
Troy J. Mertens - Chief Compliance Officer
Location
Altoona, WI
Holdings as of
31 Dec 2025
Value $
$4,532,812,766
Num holdings
92
Filing time
07 Jan 2026, 16:27:57 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included QUAL, VGSH, SPYG, IVV, and MUB.
Previous filing
Q3 2025 - 06 Oct 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q4 compared to 2025 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Troy J. Mertens Chief Compliance Officer Altoona, Wisconsin 07 Jan 2026