Orgel Wealth Management, LLC reported 111 holdings worth US$5.3B as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Orgel Wealth Management, LLC reported 111 holdings worth US$5.3B as of Sep 30, 2026. Largest: Microsoft Corp., Apple Inc and Amazon.com, Inc. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 111
- Value as reported
- US$5.3B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 5,813 | US$2.98M | 0.06% |
| Apple Inc | 8,182 | US$2.72M | 0.05% |
| Amazon.com, Inc. | 3,605 | US$898K | 0.02% |
| Alphabet Inc (google) Class C | 2,236 | US$766K | 0.01% |
| Meta Platforms, Inc. | 968 | US$702K | 0.01% |
| Caterpillar, Inc. | 663 | US$538K | 0.01% |
| Mastercard Incorporated | 942 | US$519K | <0.01% |
| Progressive Corporation (the) | 2,361 | US$489K | <0.01% |
| Jp Morgan Chase & Co. | 1,344 | US$445K | <0.01% |
| Cintas Corporation | 2,000 | US$390K | <0.01% |
| Nvidia Corporation | 1,687 | US$385K | <0.01% |
| Firstservice Corp | 2,865 | US$366K | <0.01% |
| Berkshire Hathaway Inc. | 687 | US$342K | <0.01% |
| Johnson & Johnson | 1,156 | US$306K | <0.01% |
| Illinois Tool Works Inc. | 1,000 | US$257K | <0.01% |
| Nasdaq, Inc. | 2,505 | US$230K | <0.01% |
| United Rentals, Inc. | 230 | US$230K | <0.01% |
| Cisco Systems, Inc. | 2,084 | US$224K | <0.01% |
| Unitedhealth Group Incorporated | 565 | US$207K | <0.01% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |