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 |
|---|---|---|---|---|---|
| 301 | COPCONOCOPHILLIPS | 987 | $89.0M | 0.02% | |
| 302 | DBMFLITMAN GREGORY FDS TR IMGP DBI MANAGED FUTURE STRATEGY ETF | 3,166 | $88.0M | 0.02% | |
| 303 | CHTRCHARTER COMMUNICATIONS I | 453 | $87.0M | 0.02% | |
| 304 | VLOVALERO ENERGY CORP NEW | 532 | $86.0M | 0.02% | |
| 305 | PWSPACER FDS TR WEALTHSHIELD ETF | 2,689 | $86.0M | 0.02% | |
| 306 | FNMAFEDERAL NATL MTG ASSN | 8,038 | $86.0M | 0.02% | |
| 307 | APPAPPLOVIN CORP | 128 | $85.0M | 0.02% | |
| 308 | KMBKIMBERLY CLARK CORP | 864 | $80.0M | 0.02% | |
| 309 | EFGISHARES TR MSCI EAFE GROWTH ETF | 680 | $77.0M | 0.02% | |
| 310 | MDYSPDR S&P MIDCAP 400 ETF | 129 | $77.0M | 0.02% | |
| 311 | USHYISHARES BROAD USD HG YLD | 2,064 | $76.0M | 0.02% | |
| 312 | FQIDIGITAL RLTY TR INC | 487 | $75.0M | 0.02% | |
| 313 | PYPLPAYPAL HLDGS INC | 1,277 | $74.0M | 0.02% | |
| 314 | NSCNORFOLK SOUTHN CORP | 253 | $73.0M | 0.02% | |
| 315 | MSTR 8 PERPSTRATEGY INC 8 PFD | 938 | $73.0M | 0.02% | |
| 316 | EMLPFIRST TRUST NORTH | 1,900 | $71.0M | 0.02% | |
| 317 | PCTPURECYCLE TECHNOLOGI EQU | 8,391 | $71.0M | 0.02% | |
| 318 | BILST STERT SPDR BLMBG 1 3 | 769 | $70.0M | 0.02% | |
| 319 | SILASILA RLTY TR INC | 3,014 | $69.0M | 0.02% | |
| 320 | CMECME GROUP INC | 258 | $69.0M | 0.02% | |
| 321 | CHDCHURCH & DWIGHT INC | 880 | $68.0M | 0.02% | |
| 322 | YUMYUM BRANDS INC | 442 | $66.0M | 0.02% | |
| 323 | LUMNLUMEN TECHNOLOGIES INC | 8,373 | $65.0M | 0.02% | |
| 324 | QUALISHARES TR MSCI USA QUALITY FACTOR ETF | 332 | $65.0M | 0.02% | |
| 325 | SCHESCHWAB EMERGING MARKETS | 1,974 | $64.0M | 0.02% | |
| 326 | XLKSTATE STRET TEC SELECT | 446 | $64.0M | 0.02% | |
| 327 | MTUMISHARES TR MSCI USA MOMENTUM FACTOR ETF | 253 | $63.0M | 0.01% | |
| 328 | TTETOTALENERGIES F | 978 | $63.0M | 0.01% | |
| 329 | CATCATERPILLAR INC COM | 109 | $62.0M | 0.01% | |
| 330 | BIIBBIOGEN INC | 349 | $61.0M | 0.01% | |
| 331 | CORZCORE SCIENTIFIC INC | 4,240 | $61.0M | 0.01% | |
| 332 | HTHIYHITACHI LTD F | 1,910 | $59.0M | 0.01% | |
| 333 | CAHCARDINAL HEALTH INC COM | 285 | $58.0M | 0.01% | |
| 334 | ALSALLSTATE CORP | 275 | $57.0M | 0.01% | |
| 335 | VGLTVANGUARD LONG-TERM TREAS | 1,037 | $57.0M | 0.01% | |
| 336 | TMTOYOTA MTR CORP F | 267 | $57.0M | 0.01% | |
| 337 | GBTCGRAYSCALE BITCOIN TRUST | 842 | $56.0M | 0.01% | |
| 338 | WMTWALMART INC COM | 509 | $56.0M | 0.01% | |
| 339 | SPHQINVESCO S&P 500 QUALITY | 718 | $53.0M | 0.01% | |
| 340 | LITGLOBAL X LITHIUM BATTERY | 821 | $53.0M | 0.01% | |
| 341 | AAPLAPPLE INC COM | 196 | $53.0M | 0.01% | |
| 342 | SPYSPDR S&P 500 ETF TR TR UNIT | 77 | $52.0M | 0.01% | |
| 343 | GRIDFIRST TRUST NASDAQ CLEAN | 345 | $52.0M | 0.01% | |
| 344 | MARMARRIOTT INTL INC NEW | 169 | $52.0M | 0.01% | |
| 345 | IBMINTERNATIONAL BUSINESS MACHS CORP COM | 178 | $52.0M | 0.01% | |
| 346 | KLMNINVSC S P 500 MOMENTUM | 430 | $51.0M | 0.01% | |
| 347 | RFREGIONS FINL CORP NEW | 1,890 | $51.0M | 0.01% | |
| 348 | AMZNAMAZON COM INC COM | 223 | $51.0M | 0.01% | |
| 349 | AZNASTRAZENECA PLC F | 561 | $51.0M | 0.01% | |
| 350 | VWOVANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF | 952 | $51.0M | 0.01% | |
| 351 | LLOEWS CORP | 479 | $50.0M | 0.01% | |
| 352 | MCDMCDONALDS CORP COM | 164 | $50.0M | 0.01% | |
| 353 | CNCCENTENE CORP DEL | 1,200 | $49.0M | 0.01% | |
| 354 | SUSUNCOR ENERGY INC NEW F | 1,120 | $49.0M | 0.01% | |
| 355 | XOMEXXON MOBIL CORP COM | 408 | $49.0M | 0.01% | |
| 356 | RNMBYRHEINMETALL F | 134 | $48.0M | 0.01% | |
| 357 | CINFCINCINNATI FINL CORP COM | 295 | $48.0M | 0.01% | |
| 358 | AFLAFLAC INC COM | 440 | $48.0M | 0.01% | |
| 359 | SCHFSCHWAB INTERNATIONAL | 1,964 | $47.0M | 0.01% | |
| 360 | PWVINVESCO LARGE CAP VALUE | 718 | $47.0M | 0.01% | |
| 361 | BENFRANKLIN RES INC COM | 2,008 | $47.0M | 0.01% | |
| 362 | NNNNNN REIT INC | 1,186 | $47.0M | 0.01% | |
| 363 | URCURANIUM RTY CORP F | 13,144 | $46.0M | 0.01% | |
| 364 | QTECFIRST TST NASDAQ 100 | 203 | $46.0M | 0.01% | |
| 365 | GROYGOLD RTY CORP CDA F | 11,631 | $46.0M | 0.01% | |
| 366 | EFAISHARES MSCI EAFE ETF | 485 | $46.0M | 0.01% | |
| 367 | ATOATMOS ENERGY CORP COM | 275 | $46.0M | 0.01% | |
| 368 | GDGENERAL DYNAMICS CORP COM | 136 | $45.0M | 0.01% | |
| 369 | ITOTISHARES TOTAL US STOCK | 301 | $44.0M | 0.01% | |
| 370 | VENVENTAS INC | 577 | $44.0M | 0.01% | |
| 371 | WMWASTE MGMT INC DEL | 203 | $44.0M | 0.01% | |
| 372 | PNRPENTAIR PLC SHS ISIN#IE00BLS09M33 | 431 | $44.0M | 0.01% | |
| 373 | ECLECOLAB INC COM | 170 | $44.0M | 0.01% | |
| 374 | TFPNBLUEPRINT CHESAPK MLT | 1,674 | $42.0M | 0.01% | |
| 375 | IDMOINVSC S P INTERNATIONL | 705 | $39.0M | 0.01% | |
| 376 | APHAMPHENOL CORP NEW | 306 | $39.0M | 0.01% | |
| 377 | BITBLACKROCK MULTI SECTOR I | 2,993 | $38.0M | 0.01% | |
| 378 | IHIISHARES US MEDICAL | 610 | $37.0M | 0.01% | |
| 379 | FSSLFS SPECIALTY LENDING | 2,637 | $37.0M | 0.01% | |
| 380 | COFCAPITAL ONE FINL CORP | 153 | $37.0M | 0.01% | |
| 381 | PANWPALO ALTO NETWORKS INC | 202 | $36.0M | 0.01% | |
| 382 | CRWVCOREWEAVE INC | 517 | $36.0M | 0.01% | |
| 383 | SOXLDIREXION SEMICONDUCTOR | 852 | $35.0M | 0.01% | |
| 384 | PTLCPACER TRENDPILOT US | 639 | $35.0M | 0.01% | |
| 385 | NLYANNALY CAP MGMT INC | 1,621 | $35.0M | 0.01% | |
| 386 | AGNCAGNC INVT CORP | 3,127 | $33.0M | 0.01% | |
| 387 | CHRWC H ROBINSON WORLDWIDE INC COM NEW | 203 | $32.0M | 0.01% | |
| 388 | GQ9SPDR GOLD SHARES ETF | 81 | $32.0M | 0.01% | |
| 389 | IBITISHARES BITCOIN TR ETF SHS BEN INT | 646 | $32.0M | 0.01% | |
| 390 | GOOGALPHABET INC CAP STK CL C | 100 | $31.0M | 0.01% | |
| 391 | SYYSYSCO CORP COM | 427 | $31.0M | 0.01% | |
| 392 | GOOGLALPHABET INC CL A | 100 | $31.0M | 0.01% | |
| 393 | XMVMINVESCO S & P MIDCAP | 498 | $31.0M | 0.01% | |
| 394 | ISIIONIS PHARMACEUTICALS IN | 400 | $31.0M | 0.01% | |
| 395 | SPYVST STRT SPDR PRTFL S&P | 576 | $31.0M | 0.01% | |
| 396 | EMBISHARES JPMORGAN USD MTS | 330 | $31.0M | 0.01% | |
| 397 | ETNEATON CORP PLC F | 95 | $30.0M | 0.01% | |
| 398 | KUREKRNSHR MSCI AL CHNA HLTH | 1,792 | $29.0M | 0.01% | |
| 399 | UPROPROSHARES ULTRAPRO S&P | 251 | $29.0M | 0.01% | |
| 400 | AMDADVANCED MICRO DEVIC | 149 | $29.0M | 0.01% |