ORG Wealth Partners, LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$425.6B
Holdings
621
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (621 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | OKEONEOK INC NEW | 8,337 | $597.0M | 0.14% | |
| 102 | CINFCINCINNATI FINL CORP | 3,841 | $593.0M | 0.14% | |
| 103 | RTXRTX CORP | 3,270 | $585.0M | 0.14% | |
| 104 | LINLINDE PLC F | 1,396 | $584.0M | 0.14% | |
| 105 | VOOVANGUARD S&P 500 ETF | 941 | $584.0M | 0.14% | |
| 106 | ACNACCENTURE PLC IRELAND F | 2,241 | $580.0M | 0.14% | |
| 107 | METAMETA PLATFORMS INC | 879 | $575.0M | 0.14% | |
| 108 | QUALISHARES MSCI USA QLTY | 3,098 | $575.0M | 0.14% | |
| 109 | AGGISHARES CORE US | 5,751 | $569.0M | 0.13% | |
| 110 | ILMNILLUMINA INC | 4,234 | $554.0M | 0.13% | |
| 111 | MDTMEDTRONIC PLC F | 6,071 | $553.0M | 0.13% | |
| 112 | NOWSERVICENOW INC | 3,747 | $549.0M | 0.13% | |
| 113 | PNRPENTAIR PLC F | 5,529 | $547.0M | 0.13% | |
| 114 | MTUMISHARES MSCI USA MOMNTUM | 2,352 | $546.0M | 0.13% | |
| 115 | ECLECOLAB INC | 2,190 | $544.0M | 0.13% | |
| 116 | AONAON PLC F | 1,594 | $530.0M | 0.12% | |
| 117 | APDAIR PRODS & CHEMS INC | 2,186 | $529.0M | 0.12% | |
| 118 | VWOVANGUARD FTSE EMERGING | 9,962 | $527.0M | 0.12% | |
| 119 | ITWILLINOIS TOOL WKS INC | 2,137 | $525.0M | 0.12% | |
| 120 | SPGSIMON PPTY GROUP INC NEW | 2,941 | $524.0M | 0.12% | |
| 121 | GSGOLDMAN SACHS GROUP INC | 597 | $520.0M | 0.12% | |
| 122 | PBPROSPERITY BANCSHARES IN | 7,500 | $518.0M | 0.12% | |
| 123 | SDYSTATE STREET SPDR S&P | 3,708 | $511.0M | 0.12% | |
| 124 | NTNXNUTANIX INC | 10,178 | $504.0M | 0.12% | |
| 125 | MSFTMICROSOFT CORP COM | 1,019 | $492.0M | 0.12% | |
| 126 | TSLATESLA INC COM | 1,075 | $483.0M | 0.11% | |
| 127 | MOALTRIA GROUP INC | 8,606 | $482.0M | 0.11% | |
| 128 | TXNTEXAS INSTRS INC | 2,784 | $480.0M | 0.11% | |
| 129 | MSCIMSCI INC | 862 | $470.0M | 0.11% | |
| 130 | TSMTAIWAN SEMICONDUCTOR M F | 1,554 | $470.0M | 0.11% | |
| 131 | RSSTRETURN STACKED US STK | 17,711 | $468.0M | 0.11% | |
| 132 | ADBEADOBE INC | 1,398 | $462.0M | 0.11% | |
| 133 | LMTLOCKHEED MARTIN CORP | 926 | $446.0M | 0.10% | |
| 134 | TOLTOLL BROS INC | 3,266 | $440.0M | 0.10% | |
| 135 | LDOSLEIDOS HLDGS INC | 2,440 | $440.0M | 0.10% | |
| 136 | UNPUNION PAC CORP | 1,886 | $435.0M | 0.10% | |
| 137 | ASMLASML HLDG N V F | 399 | $425.0M | 0.10% | |
| 138 | MUBISHARES NATIONAL MUNI | 4,055 | $425.0M | 0.10% | |
| 139 | VSTVISTRA CORP | 2,628 | $423.0M | 0.10% | |
| 140 | IDXXIDEXX LABS INC | 649 | $420.0M | 0.10% | |
| 141 | TYDDIR DAILY 7-10 YR TRSRY | 16,471 | $418.0M | 0.10% | |
| 142 | 4I1PHILIP MORRIS INTL INC | 2,614 | $409.0M | 0.10% | |
| 143 | CQPCHENIERE ENERGY PARTN LP | 7,517 | $401.0M | 0.09% | |
| 144 | AVGOBROADCOM INC COM | 1,138 | $393.0M | 0.09% | |
| 145 | EFVISHARES MSCI EAFE VALUE | 5,915 | $385.0M | 0.09% | |
| 146 | CRMSALESFORCE INC | 1,444 | $378.0M | 0.09% | |
| 147 | FASTFASTENAL CO | 10,073 | $376.0M | 0.09% | |
| 148 | MPLXMPLX LP LP | 6,850 | $364.0M | 0.09% | |
| 149 | ITA*ISHARES US AEROSPACE | 1,689 | $362.0M | 0.09% | |
| 150 | NVONOVO-NORDISK A S F | 7,005 | $356.0M | 0.08% | |
| 151 | FNVFRANCO NEV CORP F | 1,703 | $352.0M | 0.08% | |
| 152 | IUSBISHARES TR CORE UNIVERSAL USD BD ETF | 7,436 | $346.0M | 0.08% | |
| 153 | ISRGINTUITIVE SURGICAL INC | 649 | $346.0M | 0.08% | |
| 154 | AMLPALPS ALERIAN MLP ETF | 7,243 | $338.0M | 0.08% | |
| 155 | KWEBKRANESHARES CSI CHINA | 10,001 | $338.0M | 0.08% | |
| 156 | VOOVVANGUARD S&P 500 VALUE | 1,632 | $330.0M | 0.08% | |
| 157 | WBDWARNER BROS DISCOVERY IN | 11,696 | $325.0M | 0.08% | |
| 158 | KLACKLA CORP | 266 | $323.0M | 0.08% | |
| 159 | RSPINVSC S P 500 EQUAL | 1,683 | $321.0M | 0.08% | |
| 160 | BENFRANKLIN RES INC | 14,335 | $321.0M | 0.08% | |
| 161 | KOTHE COCA-COLA CO | 4,796 | $321.0M | 0.08% | |
| 162 | GILDGILEAD SCIENCES INC | 2,714 | $320.0M | 0.08% | |
| 163 | SYYSYSCO CORP | 4,557 | $314.0M | 0.07% | |
| 164 | DISDISNEY WALT CO | 2,757 | $313.0M | 0.07% | |
| 165 | ADMARCHER-DANIELS MIDLAND C | 5,821 | $313.0M | 0.07% | |
| 166 | VSSVGRD FTSE ALL WRLD EX US | 2,396 | $308.0M | 0.07% | |
| 167 | ZTSZOETIS INC | 2,560 | $307.0M | 0.07% | |
| 168 | KYNKAYNE ANDERSON ENERGY INFRASTRUCTURE FD INC COM | 24,160 | $299.0M | 0.07% | |
| 169 | IEFISHARES TR 7-10 YR TREAS BD ETF | 3,065 | $294.0M | 0.07% | |
| 170 | ABNBAIRBNB INC | 2,294 | $288.0M | 0.07% | |
| 171 | SPEMSPDR INDEX SHARES EMERG | 6,936 | $288.0M | 0.07% | |
| 172 | PGPROCTER & GAMBLE CO | 2,035 | $285.0M | 0.07% | |
| 173 | MRKMERCK & CO. INC. | 2,713 | $284.0M | 0.07% | |
| 174 | SPYGST STRT SPDR PRTL S&P | 2,634 | $278.0M | 0.07% | |
| 175 | GDGENERAL DYNAMICS CORP | 869 | $277.0M | 0.07% | |
| 176 | DHID R HORTON INC | 1,815 | $260.0M | 0.06% | |
| 177 | VNOMVIPER ENERGY INC NEW | 6,681 | $256.0M | 0.06% | |
| 178 | VIGVANGUARD DIVIDEND | 1,177 | $253.0M | 0.06% | |
| 179 | VUGVANGUARD GROWTH ETF | 577 | $252.0M | 0.06% | |
| 180 | SATSECHOSTAR CORP | 2,300 | $250.0M | 0.06% | |
| 181 | NVSNNOVARTIS AG F | 1,816 | $250.0M | 0.06% | |
| 182 | CBCHUBB LTD F | 832 | $249.0M | 0.06% | |
| 183 | BKRBAKER HUGHES CO. A | 5,669 | $248.0M | 0.06% | |
| 184 | CSCOCISCO SYS INC | 3,340 | $244.0M | 0.06% | |
| 185 | IBITISHARES BITCOIN ETF | 5,350 | $243.0M | 0.06% | |
| 186 | SHWSHERWIN-WILLIAMS CO | 732 | $237.0M | 0.06% | |
| 187 | A4SAMERIPRISE FINL INC | 481 | $235.0M | 0.06% | |
| 188 | INTUINTUIT | 396 | $233.0M | 0.05% | |
| 189 | TJXTJX COS INC NEW | 1,602 | $229.0M | 0.05% | |
| 190 | NEENEXTERA ENERGY INC | 2,960 | $228.0M | 0.05% | |
| 191 | AZOAUTOZONE INC | 66 | $223.0M | 0.05% | |
| 192 | NDQINVSC QQQ TRUST SRS 1 | 362 | $218.0M | 0.05% | |
| 193 | GLWCORNING INC | 2,609 | $218.0M | 0.05% | |
| 194 | BMYBRISTOL MYERS SQUIBB CO | 4,267 | $217.0M | 0.05% | |
| 195 | KKRKKR & CO INC | 1,691 | $215.0M | 0.05% | |
| 196 | SPGIS&P GLOBAL INC | 432 | $215.0M | 0.05% | |
| 197 | LENLENNAR CORP | 2,074 | $212.0M | 0.05% | |
| 198 | OREALTY INCOME CORP | 3,851 | $209.0M | 0.05% | |
| 199 | VTEBVANGUARD MUNI BND TAX | 4,100 | $206.0M | 0.05% | |
| 200 | EFGISHARES MSCI EAFE GROWTH | 2,106 | $206.0M | 0.05% |