Orgel Wealth Management, LLC - Q32026 Holdings

Orgel Wealth Management, LLC holds 111 stocks with a total portfolio value of $ 5.3B as of Q32026. In Q32026, Orgel Wealth Management, LLC added 5 new positions, increased stakes in 46 stocks, reduced 35 holdings, and fully exited 7 positions. The largest holding is Vanguard Malvern Fds (VSDB), representing 11.69% of the total portfolio.