13F for June 30, 2026, filed July 13, 2026 · SEC CIK 1658535
Reported value
$5.3bn
0% in companies we cover
Positions we cover
18
Largest AAPL 0.1%
Copy, a year
+10.5%
S&P 500 +13.4%
Copy Sharpe ratio
0.43
S&P 500 0.60
How copying its 13F would have done
CopyS&P 500$10,000 copying Orgel Wealth Management, LLC's filed holdings in companies we cover from January 28, 2022, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).
Biggest drop −22.2% (S&P 500 −20.5%); beta 0.96; alpha −2.1% a year (t = −0.67); last 12 months +12.0% against +12.1%.
Reported value by quarter
Orgel Wealth Management, LLC: 13F reported valueTotal value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).View chart data
Share of the value held in companies we cover, by sector.
Period
Copy, a year
S&P 500
Sharpe
S&P 500
Biggest drop
Beta
Whole backtestJanuary 28, 2022 to November 2, 2026
+10.5%
+13.4%
0.43
0.60
−22.2%
0.96
Last three yearsNovember 3, 2023 to November 2, 2026
+16.3%
+21.8%
0.81
1.16
−16.3%
0.91
Last yearNovember 7, 2025 to November 2, 2026
+13.9%
+14.2%
0.71
0.84
−10.6%
0.97
From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.
