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 |
|---|---|---|---|---|---|
| 201 | LVMUYLVMH MOET HENNESSY LOU F | 1,370 | $205.0M | 0.05% | |
| 202 | ERIEERIE INDTY CO | 729 | $201.0M | 0.05% | |
| 203 | SHELSHELL PLC F | 2,718 | $198.0M | 0.05% | |
| 204 | MCXMCCORMICK & CO INC | 3,025 | $198.0M | 0.05% | |
| 205 | ROPROPER TECHNOLOGIES INC | 464 | $198.0M | 0.05% | |
| 206 | ACAARCOSA INC | 1,853 | $197.0M | 0.05% | |
| 207 | SNPSSYNOPSYS INC | 464 | $197.0M | 0.05% | |
| 208 | KVUEKENVUE INC | 11,933 | $196.0M | 0.05% | |
| 209 | EDCONSOLIDATED EDISON INC | 2,066 | $195.0M | 0.05% | |
| 210 | ESSESSEX PPTY TR INC | 775 | $194.0M | 0.05% | |
| 211 | CITCINTAS CORP | 1,070 | $193.0M | 0.05% | |
| 212 | CHEFCHEFS WHSE INC | 3,104 | $193.0M | 0.05% | |
| 213 | ETRENTERGY CORP NEW | 2,182 | $192.0M | 0.05% | |
| 214 | CLCOLGATE PALMOLIVE CO | 2,527 | $192.0M | 0.05% | |
| 215 | BSMBLACK STONE MINERALS LP | 14,238 | $188.0M | 0.04% | |
| 216 | NKENIKE INC | 2,947 | $187.0M | 0.04% | |
| 217 | JCIJOHNSON CONTROLS INT F | 1,668 | $185.0M | 0.04% | |
| 218 | TAT&T INC | 7,819 | $184.0M | 0.04% | |
| 219 | FDSFACTSET RESH SYS INC | 659 | $182.0M | 0.04% | |
| 220 | TXTTEXTRON INC | 2,091 | $182.0M | 0.04% | |
| 221 | MRSHMARSH & MCLENNAN COS INC | 959 | $177.0M | 0.04% | |
| 222 | FOXFOX CORP | 2,925 | $177.0M | 0.04% | |
| 223 | AMCRAMCOR PLC F | 22,032 | $174.0M | 0.04% | |
| 224 | MMM3M CO | 1,146 | $173.0M | 0.04% | |
| 225 | PAYCPAYCOM SOFTWARE INC | 1,229 | $173.0M | 0.04% | |
| 226 | BKBANK NEW YORK MELLON COR | 1,583 | $172.0M | 0.04% | |
| 227 | NUVNUVEEN MUNICIPAL VALUE C | 19,329 | $172.0M | 0.04% | |
| 228 | CLSCELESTICA INC EQUITY F | 586 | $171.0M | 0.04% | |
| 229 | PTBDPACER FDS TR TRENDPILOT U S BD ETF | 8,748 | $169.0M | 0.04% | |
| 230 | LOWLOWES COS INC | 700 | $168.0M | 0.04% | |
| 231 | MCKMCKESSON CORP | 216 | $166.0M | 0.04% | |
| 232 | XLUSTATE STRT UTLTES SLET | 3,886 | $165.0M | 0.04% | |
| 233 | FCXFREEPORT-MCMORAN INC | 3,221 | $162.0M | 0.04% | |
| 234 | EXEEXPAND ENERGY CORP | 1,572 | $162.0M | 0.04% | |
| 235 | SAPSAP SE F | 667 | $162.0M | 0.04% | |
| 236 | BABOEING CO | 748 | $160.0M | 0.04% | |
| 237 | TTWOTAKE-TWO INTERACTIVE SOF | 663 | $159.0M | 0.04% | |
| 238 | NDAQNASDAQ INC | 1,746 | $159.0M | 0.04% | |
| 239 | WELLWELLTOWER INC | 921 | $159.0M | 0.04% | |
| 240 | BSXBOSTON SCIENTIFIC CORP | 1,773 | $156.0M | 0.04% | |
| 241 | GSIEGOLDMAN SACHS ACTVBT | 3,617 | $155.0M | 0.04% | |
| 242 | NINISOURCE INC | 3,957 | $154.0M | 0.04% | |
| 243 | WMBWILLIAMS COS INC | 2,708 | $151.0M | 0.04% | |
| 244 | EBAEBAY INC | 1,836 | $150.0M | 0.04% | |
| 245 | ICEINTERCONTINENTAL EXCHANG | 985 | $149.0M | 0.04% | |
| 246 | FRMIFERMI INC | 18,817 | $148.0M | 0.03% | |
| 247 | TRNTRINITY INDS INC | 5,561 | $147.0M | 0.03% | |
| 248 | GLGLOBE LIFE INC | 1,136 | $147.0M | 0.03% | |
| 249 | WTWWILLIS TOWERS WATSON P F | 473 | $146.0M | 0.03% | |
| 250 | GENGEN DIGITAL INC | 5,751 | $146.0M | 0.03% | |
| 251 | AEEAMEREN CORP | 1,575 | $144.0M | 0.03% | |
| 252 | WECWEC ENERGY GROUP INC | 1,432 | $142.0M | 0.03% | |
| 253 | WRBBERKLEY W R CORP | 2,138 | $141.0M | 0.03% | |
| 254 | XELXCEL ENERGY INC | 2,020 | $141.0M | 0.03% | |
| 255 | DELLDELL TECHNOLOGIES INC | 1,120 | $140.0M | 0.03% | |
| 256 | IJRISHARES TR CORE S&P SMALL-CAP ETF | 1,149 | $138.0M | 0.03% | |
| 257 | VBVANGUARD INDEX FDS VANGUARD SMALL-CAP ETF | 536 | $138.0M | 0.03% | |
| 258 | TFPMTRIPLE FLAG PRECIOUS M F | 4,086 | $135.0M | 0.03% | |
| 259 | FFIVF5 INC | 556 | $134.0M | 0.03% | |
| 260 | DRIDARDEN RESTAURANTS INC | 782 | $133.0M | 0.03% | |
| 261 | PRPERMIAN RES CORP | 9,569 | $133.0M | 0.03% | |
| 262 | BEBLOOM ENERGY CORP | 1,522 | $132.0M | 0.03% | |
| 263 | VEAVANGUARD FTSE DEVELOPED | 2,570 | $132.0M | 0.03% | |
| 264 | INDAISHARES MSCI INDIA INDEX | 2,442 | $131.0M | 0.03% | |
| 265 | CSGPCOSTAR GROUP INC | 2,224 | $131.0M | 0.03% | |
| 266 | LUGLUNDIN GOLD INC F | 1,573 | $130.0M | 0.03% | |
| 267 | XLVSTATE STRT HLTH CRE SLT | 838 | $129.0M | 0.03% | |
| 268 | REETISHS TRUST-GLO.R ETF | 5,050 | $125.0M | 0.03% | |
| 269 | FANGDIAMONDBACK ENERGY INC | 825 | $123.0M | 0.03% | |
| 270 | EFVISHARES TR MSCI EAFE VALUE ETF | 1,717 | $122.0M | 0.03% | |
| 271 | UBERUBER TECHNOLOGIES INC | 1,676 | $119.0M | 0.03% | |
| 272 | KRMNKARMAN HLDGS INC COM | 1,605 | $117.0M | 0.03% | |
| 273 | XLRESTATE SRT REL EST SLCT | 2,893 | $116.0M | 0.03% | |
| 274 | AUBATLANTIC UN BANKSHARES C | 3,309 | $116.0M | 0.03% | |
| 275 | NOBLPROSHARES TR S&P 500 DIVID ARISTOCRATS ETF | 1,061 | $110.0M | 0.03% | |
| 276 | USMVISHARES MSCI USA MIN VOL | 1,233 | $107.0M | 0.03% | |
| 277 | CTASIMPLIFY EXCHANGE TRADED FDS SIMPLIFY MANAGED FUTURES STRATEGY ETF ETF | 3,892 | $106.0M | 0.02% | |
| 278 | BUDANHEUSER BUSCH INBEV S F | 1,655 | $105.0M | 0.02% | |
| 279 | KMLMKRANESHARES TR MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF | 4,017 | $104.0M | 0.02% | |
| 280 | VXFVANGUARD EXTENDED MARKET | 494 | $103.0M | 0.02% | |
| 281 | AAGIYAIA GROUP LTD F | 2,520 | $103.0M | 0.02% | |
| 282 | VOEVANGUARD MID CAP VALUE | 579 | $102.0M | 0.02% | |
| 283 | TDYTELEDYNE TECHNOLOGIES IN | 209 | $101.0M | 0.02% | |
| 284 | SOXXISHARES SEMICONDUCTOR | 332 | $100.0M | 0.02% | |
| 285 | MRVLMARVELL TECHNOLOGY INC | 1,160 | $98.0M | 0.02% | |
| 286 | PEPPEPSICO INC | 709 | $98.0M | 0.02% | |
| 287 | SBGSYSCHNEIDER ELEC SA F | 1,793 | $98.0M | 0.02% | |
| 288 | VRSNVERISIGN INC | 439 | $96.0M | 0.02% | |
| 289 | ICFISHARES SELECT US REIT | 1,636 | $96.0M | 0.02% | |
| 290 | U6ZURANIUM ENERGY CORP | 8,143 | $95.0M | 0.02% | |
| 291 | MCYMERCURY GEN CORP NEW | 1,000 | $94.0M | 0.02% | |
| 292 | XHBSTATE SRT SPDR S&P | 916 | $93.0M | 0.02% | |
| 293 | BROBROWN & BROWN INC | 1,259 | $92.0M | 0.02% | |
| 294 | NSRGYNESTLE S A F | 934 | $92.0M | 0.02% | |
| 295 | VSSVANGUARD INTL EQUITY INDEX FDS FTSE ALL-WORLD EX USA SMALL CAP INDEX | 636 | $91.0M | 0.02% | |
| 296 | SPEMSPDR INDEX SHS FDS S&P EMERGING MKTS ETF | 1,934 | $90.0M | 0.02% | |
| 297 | DWDMORGAN STANLEY | 514 | $90.0M | 0.02% | |
| 298 | LRLCYL OREAL S A F | 1,062 | $90.0M | 0.02% | |
| 299 | COPCONOCOPHILLIPS | 987 | $89.0M | 0.02% | |
| 300 | TMUST-MOBILE US INC | 476 | $89.0M | 0.02% |