ORG Partners LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$568.0B
Holdings
1,708
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,708 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 801 | IWSISHARES RUSSELL MID CAP | 4,752 | $0 | 0.00% | |
| 802 | IWPISHARES RUSSELL MID CAP | 4,957 | $0 | 0.00% | |
| 803 | IWRISHARES RUSSELL MID CAP | 4,216 | $0 | 0.00% | |
| 804 | IJHISHARES CORE S&P MID CAP | 17,050 | $0 | 0.00% | |
| 805 | IJHISHARES TR CORE S&P MID-CAP ETF | 600 | $0 | 0.00% | |
| 806 | SOXXISHARES SEMICONDUCTOR | 70 | $0 | 0.00% | |
| 807 | IWDISHARES RUSSELL 1000 | 7,835 | $0 | 0.00% | |
| 808 | IWFISHARES RUSSELL 1000 | 3,834 | $0 | 0.00% | |
| 809 | IWFISHARES TR RUSSELL 1000 GROWTH ETF | 853 | $0 | 0.00% | |
| 810 | IWBISHARES TR RUSSELL 1000 ETF | 211 | $0 | 0.00% | |
| 811 | IWNISHARES RUSSELL 2000 | 21 | $0 | 0.00% | |
| 812 | IWOISHARES RUSSELL 2000 | 90 | $0 | 0.00% | |
| 813 | IWMISHARES RUSSELL 2000 | 2,175 | $0 | 0.00% | |
| 814 | IUSGISHARES CORE S&P US | 1,004 | $0 | 0.00% | |
| 815 | IUSGISHARES TR CORE S&P U S GROWTH ETF | 2,846 | $0 | 0.00% | |
| 816 | IWVISHARES RUSSELL 3000 | 152 | $0 | 0.00% | |
| 817 | IYWISHARES US TECHNOLOGY | 17 | $0 | 0.00% | |
| 818 | IJRISHARES CORE S&P SMALL | 4,073 | $0 | 0.00% | |
| 819 | IJRISHARES TR CORE S&P SMALL-CAP ETF | 4,360 | $0 | 0.00% | |
| 820 | IJSISHARES S&P SMALL CAP | 1,797 | $0 | 0.00% | |
| 821 | SUBISHARES SHORT TERM NTNL | 9,211 | $0 | 0.00% | |
| 822 | ACWXISHARES MSCI ACWI EX US | 21,934 | $0 | 0.00% | |
| 823 | EMBISHARES JPMORGAN USD MTS | 11,437 | $0 | 0.00% | |
| 824 | IMCGISHARES MORGSTAR MID CAP | 151 | $0 | 0.00% | |
| 825 | IGFISHARES GLOBAL | 743 | $0 | 0.00% | |
| 826 | MUBISHARES NATIONAL MUNI | 35,277 | $0 | 0.00% | |
| 827 | ISCBISHARES MORNINGSTAR | 360 | $0 | 0.00% | |
| 828 | MBBISHARES MBS ETF | 4,438 | $0 | 0.00% | |
| 829 | USIGISHARES BRD USD INV GRD | 3,844 | $0 | 0.00% | |
| 830 | IGSBISHARES TR IS 1-5 YR IN | 1,929 | $0 | 0.00% | |
| 831 | TLHISHARES 10-20 YEAR TSURY | 6,564 | $0 | 0.00% | |
| 832 | IEIISHARES 3-7 YEAR TRERY | 8,025 | $0 | 0.00% | |
| 833 | SHVISHARES 0 1 YEAR | 6,360 | $0 | 0.00% | |
| 834 | ITA*ISHARES US AEROSPACE | 4,417 | $0 | 0.00% | |
| 835 | IAKISHARES US INSURANCE | 66 | $0 | 0.00% | |
| 836 | IHIISHARES US MEDICAL | 360 | $0 | 0.00% | |
| 837 | EFVISHARES MSCI EAFE VALUE | 31,031 | $0 | 0.00% | |
| 838 | EFVISHARES TR MSCI EAFE VALUE ETF | 2,936 | $0 | 0.00% | |
| 839 | EFGISHARES MSCI EAFE GROWTH | 468 | $0 | 0.00% | |
| 840 | EFGISHARES TR MSCI EAFE GROWTH ETF | 1,103 | $0 | 0.00% | |
| 841 | IGLBISHRS 10 YR INVEST GRADE | 8,114 | $0 | 0.00% | |
| 842 | SLVISHARES SILVER TRUST | 1,125 | $0 | 0.00% | |
| 843 | ECNSISHARES MSCI CHINA SMALL | 120 | $0 | 0.00% | |
| 844 | AQLTISHARES US TREASURY BOND | 97,622 | $0 | 0.00% | |
| 845 | QLTAISHARES AAA A RATED COR | 9,040 | $0 | 0.00% | |
| 846 | INDAISHARES MSCI INDIA INDEX | 155 | $0 | 0.00% | |
| 847 | FLOTISHARES FLOATING RATE | 25,312 | $0 | 0.00% | |
| 848 | STIPISHARES 0-5 YEAR TIPS | 5,506 | $0 | 0.00% | |
| 849 | NEARISHARES SHORT DURATN BND | 9,594 | $0 | 0.00% | |
| 850 | HYGHISHARES INTEREST RATE | 3,200 | $0 | 0.00% | |
| 851 | LQDHISHARES INTERST RATE HDG | 16,395 | $0 | 0.00% | |
| 852 | QUALISHARES MSCI USA QLTY | 22,232 | $0 | 0.00% | |
| 853 | QUALISHARES TR MSCI USA QUALITY FACTOR ETF | 790 | $0 | 0.00% | |
| 854 | MTUMISHARES MSCI USA MOMNTUM | 10,700 | $0 | 0.00% | |
| 855 | MTUMISHARES TR MSCI USA MOMENTUM FACTOR ETF | 649 | $0 | 0.00% | |
| 856 | AQLTISHARES CORE MSCI EAFE | 2,651 | $0 | 0.00% | |
| 857 | AQLTISHARES TR CORE MSCI EAFE ETF | 300 | $0 | 0.00% | |
| 858 | ISTBISHARES CORE 1-5 YEAR | 64 | $0 | 0.00% | |
| 859 | IEMGISHARES CORE MSCI | 39,089 | $0 | 0.00% | |
| 860 | EMXCISHARES MSCI EMERGING | 10 | $0 | 0.00% | |
| 861 | PICKISHARES MSCI GLL MET MIN | 66 | $0 | 0.00% | |
| 862 | ESGEISHARES ESG AWARE MSCI | 39 | $0 | 0.00% | |
| 863 | LRGFISHARES U S EQUITY | 319 | $0 | 0.00% | |
| 864 | IUSBISHARES CORE UNIVERSAL | 92,360 | $0 | 0.00% | |
| 865 | IUSBISHARES TR CORE UNIVERSAL USD BD ETF | 16,428 | $0 | 0.00% | |
| 866 | DGROISHARES CORE DIVIDEND | 2,396 | $0 | 0.00% | |
| 867 | DGROISHARES TR CORE DIVID GROWTH ETF | 9,704 | $0 | 0.00% | |
| 868 | TFLOISHARES TREASURY | 60,906 | $0 | 0.00% | |
| 869 | ICVTISHARES CONVERTIBLE BOND | 53 | $0 | 0.00% | |
| 870 | IGEBISHARES INVEST GRD SYS | 72,962 | $0 | 0.00% | |
| 871 | HYDBISHARES HIGH YIELD SYS | 50 | $0 | 0.00% | |
| 872 | SMMDISHARES RUSSELL 2500 | 754 | $0 | 0.00% | |
| 873 | IAGGISHARES INTERNTINL | 7,719 | $0 | 0.00% | |
| 874 | ESMLISHARES ESG AWARE MSCI | 37 | $0 | 0.00% | |
| 875 | SYSBISHARES SYSTEMATIC BOND | 132 | $0 | 0.00% | |
| 876 | USHYISHARES BROAD USD HG YLD | 1,401 | $0 | 0.00% | |
| 877 | SGOVISHARES 0-3 MONTH | 5,824 | $0 | 0.00% | |
| 878 | SGOVISHARES TR ISHARES 0-3 MNTH TREAS BD ETF | 16 | $0 | 0.00% | |
| 879 | IBITISHARES BITCOIN ETF | 11,993 | $0 | 0.00% | |
| 880 | IBITISHARES BITCOIN TR ETF SHS BEN INT | 1,843 | $0 | 0.00% | |
| 881 | ISOISOENERGY LTD F | 1,087 | $0 | 0.00% | |
| 882 | JPMJPMORGAN CHASE & CO | 4,117 | $0 | 0.00% | |
| 883 | JBLJABIL INC | 28 | $0 | 0.00% | |
| 884 | JPIEJPMORGAN INCOME ETF | 6,958 | $0 | 0.00% | |
| 885 | JAVAJPMORGAN ACTIVE VALUE | 20,721 | $0 | 0.00% | |
| 886 | BBAGJPMORGAN BETABUILDERS US | 27,137 | $0 | 0.00% | |
| 887 | JEMAJPMORGAN ACTIVEBLD EMRG | 2,961 | $0 | 0.00% | |
| 888 | BBSCJPMORGAN BETABUILDERS | 46 | $0 | 0.00% | |
| 889 | JEPIJPMORGAN EQUITY PREMIUM | 3,824 | $0 | 0.00% | |
| 890 | BBMCJPMORGAN BETABUILDERS | 70 | $0 | 0.00% | |
| 891 | BBINJPMORGAN BETABUILD | 30,247 | $0 | 0.00% | |
| 892 | BBUSJPMORGAN BETABUILDERS US | 34,062 | $0 | 0.00% | |
| 893 | JMUBJPMORGAN MUNICIPAL ETF | 14,487 | $0 | 0.00% | |
| 894 | JMSTJPMORGAN ULTRA SHRT | 9,759 | $0 | 0.00% | |
| 895 | JCPBJPMORGAN CORE PLUS BOND | 27,606 | $0 | 0.00% | |
| 896 | BBHYJPMORGAN BETA YIELD CORP | 7,127 | $0 | 0.00% | |
| 897 | JGROJPMORGAN ACTIVE GROWTH | 21,535 | $0 | 0.00% | |
| 898 | JBNDJPMORGAN ACTIVE BOND | 23,865 | $0 | 0.00% | |
| 899 | HELOJPMORGN HEDGD EQTY LAD | 442 | $0 | 0.00% | |
| 900 | JGLOJPMORGAN GLOBAL SELECT | 7,035 | $0 | 0.00% |