Orgel Wealth Management, LLC reported 113 holdings worth US$5.27B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
Orgel Wealth Management, LLC reported 113 holdings worth US$5.27B as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Amazon.com, Inc. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 113
- Value as reported
- US$5.27B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 10,340 | US$2.99M | 0.06% |
| Microsoft Corp. | 5,521 | US$2.06M | 0.04% |
| Amazon.com, Inc. | 3,562 | US$849K | 0.02% |
| Alphabet Inc (google) Class C | 2,208 | US$789K | 0.01% |
| Nvidia Corporation | 3,630 | US$726K | 0.01% |
| Caterpillar, Inc. | 663 | US$706K | 0.01% |
| Meta Platforms, Inc. | 960 | US$541K | 0.01% |
| Progressive Corporation (the) | 2,344 | US$512K | <0.01% |
| Mastercard Incorporated | 942 | US$484K | <0.01% |
| Jp Morgan Chase & Co. | 1,284 | US$420K | <0.01% |
| Firstservice Corp | 2,865 | US$407K | <0.01% |
| Berkshire Hathaway Inc. | 687 | US$344K | <0.01% |
| Cintas Corporation | 2,000 | US$340K | <0.01% |
| Johnson & Johnson | 1,322 | US$336K | <0.01% |
| Illinois Tool Works Inc. | 1,000 | US$270K | <0.01% |
| United Rentals, Inc. | 230 | US$261K | <0.01% |
| Unitedhealth Group Incorporated | 565 | US$235K | <0.01% |
| Home Depot, Inc. (the) | 648 | US$229K | <0.01% |
| Pepsico, Inc. | 1,500 | US$203K | <0.01% |
| Nasdaq, Inc. | 0 | US$0 | 0.00% |