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 |
|---|---|---|---|---|---|
| 401 | GEGE AEROSPACE | 99 | $29.0M | 0.01% | |
| 402 | TLTISHARES 20 PLS YEAR | 357 | $29.0M | 0.01% | |
| 403 | JNJJOHNSON & JOHNSON COM | 143 | $29.0M | 0.01% | |
| 404 | SPYMSTATE STREET SPDR PORTFL | 363 | $28.0M | 0.01% | |
| 405 | IWYISHARES RUSSELL TOP 200 | 100 | $27.0M | 0.01% | |
| 406 | IXNISHARES GLOBAL TECH ETF | 266 | $27.0M | 0.01% | |
| 407 | BACVERIZON COMMUNICATIONS I | 711 | $27.0M | 0.01% | |
| 408 | CMCCOMMERCIAL METALS CO | 401 | $27.0M | 0.01% | |
| 409 | ESEVERSOURCE ENERGY COM | 403 | $27.0M | 0.01% | |
| 410 | PTMCPACER TRENDPILOT US MID | 747 | $26.0M | 0.01% | |
| 411 | LNGCHENIERE ENERGY INC | 141 | $26.0M | 0.01% | |
| 412 | AAONAAON INC | 342 | $26.0M | 0.01% | |
| 413 | TRVCCITIGROUP INC | 243 | $26.0M | 0.01% | |
| 414 | CVXCHEVRON CORP NEW COM | 174 | $26.0M | 0.01% | |
| 415 | VUGVANGUARD INDEX FDS VANGUARD GROWTH ETF | 54 | $26.0M | 0.01% | |
| 416 | TMOTHERMO FISHER SCIENTIFIC | 47 | $26.0M | 0.01% | |
| 417 | EMREMERSON ELEC CO COM | 195 | $25.0M | 0.01% | |
| 418 | NETCLOUDFLARE INC | 139 | $25.0M | 0.01% | |
| 419 | ADMARCHER-DANIELS MIDLAND CO COM | 447 | $25.0M | 0.01% | |
| 420 | FTCBFIRST TRUST CRE INVSMNT | 1,224 | $25.0M | 0.01% | |
| 421 | PSLV/USPROTT PHYSICAL SILVER E | 1,061 | $24.0M | 0.01% | |
| 422 | VYMVANGUARD HIGH DIVIDEND | 170 | $24.0M | 0.01% | |
| 423 | VGKVANGUARD FTSE EUROPE | 309 | $24.0M | 0.01% | |
| 424 | SMMVISHARES MSCI USA | 636 | $23.0M | 0.01% | |
| 425 | VGSHVANGUARD SHORT TERM | 395 | $23.0M | 0.01% | |
| 426 | ADYEYADYEN N V F | 1,500 | $23.0M | 0.01% | |
| 427 | XLESTATE STRET ENRGY SLECT | 568 | $23.0M | 0.01% | |
| 428 | XLFISTE SRT CNSR STPLS SLCT | 305 | $23.0M | 0.01% | |
| 429 | EXPDEXPEDITORS INTL WASH INC COM | 156 | $23.0M | 0.01% | |
| 430 | JAAAJANUS HENDERSON AAA CLO | 449 | $22.0M | 0.01% | |
| 431 | XLGINVSC S P 500 TOP 50 | 372 | $22.0M | 0.01% | |
| 432 | NUENUCOR CORP COM | 138 | $22.0M | 0.01% | |
| 433 | SHWSHERWIN-WILLIAMS CO COM | 68 | $22.0M | 0.01% | |
| 434 | ITGARTNER INC | 99 | $22.0M | 0.01% | |
| 435 | DOVDOVER CORP COM | 112 | $21.0M | 0.00% | |
| 436 | AEMAGNICO EAGLE MINES LTD F | 130 | $21.0M | 0.00% | |
| 437 | IBNICICI BK LTD F | 717 | $21.0M | 0.00% | |
| 438 | MJAMPLIFY ALTERNATIVE HARV | 737 | $21.0M | 0.00% | |
| 439 | UNHUNITEDHEALTH GROUP INC | 66 | $21.0M | 0.00% | |
| 440 | DUKDUKE ENERGY CORP NEW | 185 | $21.0M | 0.00% | |
| 441 | TWLOTWILIO INC | 150 | $21.0M | 0.00% | |
| 442 | AQLTISHARES SELECT DIVIDEND | 154 | $20.0M | 0.00% | |
| 443 | GEVGE VERNOVA INC | 34 | $20.0M | 0.00% | |
| 444 | ARMARM HLDGS PLC EQUITY A F | 188 | $20.0M | 0.00% | |
| 445 | GROYGOLD ROYALTY CORP REGISTERED SHS ISIN#CA38071H1064 | 5,000 | $20.0M | 0.00% | |
| 446 | ADPAUTOMATIC DATA PROCESSING INC COM | 79 | $20.0M | 0.00% | |
| 447 | CBCHUBB LTD COM ISIN#CH0044328745 | 67 | $20.0M | 0.00% | |
| 448 | COWZPACER US CASH COWS 100 | 340 | $20.0M | 0.00% | |
| 449 | IWMISHARES RUSSELL 2000 | 95 | $20.0M | 0.00% | |
| 450 | TEVATEVA PHARMACEUTICAL IN F | 673 | $20.0M | 0.00% | |
| 451 | SWKSTANLEY BLACK & DECKER INC COM | 257 | $19.0M | 0.00% | |
| 452 | DDOGDATADOG INC | 142 | $19.0M | 0.00% | |
| 453 | MDTMEDTRONIC PLC SHS ISIN#IE00BTN1Y115 | 208 | $19.0M | 0.00% | |
| 454 | WSTWEST PHARMACEUTICAL SVCS INC COM | 70 | $19.0M | 0.00% | |
| 455 | NDSNNORDSON CORP COM | 83 | $19.0M | 0.00% | |
| 456 | NOCNORTHROP GRUMMAN CORP | 34 | $19.0M | 0.00% | |
| 457 | BDXBECTON DICKINSON & CO COM | 98 | $19.0M | 0.00% | |
| 458 | METAMETA PLATFORMS INC CL A | 30 | $19.0M | 0.00% | |
| 459 | GWWGRAINGER W W INC COM | 19 | $19.0M | 0.00% | |
| 460 | SPGIS&P GLOBAL INC COM | 38 | $19.0M | 0.00% | |
| 461 | SPWRSUNPOWER INC | 12,000 | $18.0M | 0.00% | |
| 462 | SMRNUSCALE PWR CORP | 1,372 | $18.0M | 0.00% | |
| 463 | SPOTSPOTIFY TECHNOLOGY S A F | 34 | $18.0M | 0.00% | |
| 464 | CHDCHURCH & DWIGHT INC COM | 215 | $18.0M | 0.00% | |
| 465 | ABTABBOTT LABS COM | 145 | $18.0M | 0.00% | |
| 466 | LOWLOWES COS INC COM | 77 | $18.0M | 0.00% | |
| 467 | EDCONSOLIDATED EDISON INC COM | 189 | $18.0M | 0.00% | |
| 468 | ESSESSEX PPTY TR INC COM | 71 | $18.0M | 0.00% | |
| 469 | MPCMARATHON PETE CORP | 117 | $18.0M | 0.00% | |
| 470 | CITCINTAS CORP COM | 92 | $17.0M | 0.00% | |
| 471 | PGPROCTER & GAMBLE CO COM | 124 | $17.0M | 0.00% | |
| 472 | ENBENBRIDGE INC F | 365 | $17.0M | 0.00% | |
| 473 | NBISNEBIUS GROUP N V A F | 204 | $17.0M | 0.00% | |
| 474 | AOSSMITH A O CORP COM | 258 | $17.0M | 0.00% | |
| 475 | PMMPUTNAM MANAGED MUNICIPAL | 2,749 | $17.0M | 0.00% | |
| 476 | FTSMFIRST TRST ENHNCD SHRT | 292 | $17.0M | 0.00% | |
| 477 | ZMZOOM COMMUNICATIONS INC | 202 | $17.0M | 0.00% | |
| 478 | IWSISHARES RUSSELL MID CAP | 121 | $17.0M | 0.00% | |
| 479 | IBBISHARES BIOTECHNOLOGY | 106 | $17.0M | 0.00% | |
| 480 | SCHWCHARLES SCHWAB CORP | 184 | $17.0M | 0.00% | |
| 481 | EVNEATON VANCE MUNICIPAL IN | 1,672 | $17.0M | 0.00% | |
| 482 | LINLINDE PLC NEW SHS ISIN#IE000S9YS762 | 40 | $17.0M | 0.00% | |
| 483 | XNEAXNUVEEN AMT FREE QUALITY | 1,515 | $17.0M | 0.00% | |
| 484 | IQIINVESCO QLTY MUN INCM TR | 1,716 | $17.0M | 0.00% | |
| 485 | SCHVSCHWAB US LARGE CAP | 591 | $17.0M | 0.00% | |
| 486 | ITWILLINOIS TOOL WKS INC COM | 73 | $17.0M | 0.00% | |
| 487 | NADNUVEEN QUALITY MUNICIPAL | 1,470 | $17.0M | 0.00% | |
| 488 | MMUWESTERN ASST MNGD MUNCPL | 1,626 | $16.0M | 0.00% | |
| 489 | BACBANK OF AMERICA CORP | 322 | $16.0M | 0.00% | |
| 490 | VOVANGUARD MID CAP ETF | 74 | $16.0M | 0.00% | |
| 491 | BKNGBOOKING HLDGS INC | 3 | $16.0M | 0.00% | |
| 492 | KBAKRANESHARS BR MS CH 50 | 535 | $16.0M | 0.00% | |
| 493 | BXBLACKSTONE INC | 115 | $16.0M | 0.00% | |
| 494 | ROPROPER TECHNOLOGIES INC COM | 37 | $16.0M | 0.00% | |
| 495 | SMCISUPER MICRO COMPUTER INC | 558 | $15.0M | 0.00% | |
| 496 | LRCXLAM RESH CORP | 96 | $15.0M | 0.00% | |
| 497 | IVWISHARES S&P 500 GROWTH | 129 | $15.0M | 0.00% | |
| 498 | WDAYWORKDAY INC | 80 | $15.0M | 0.00% | |
| 499 | CIBRFIRST TRUST NASDAQ | 230 | $15.0M | 0.00% | |
| 500 | BROBROWN & BROWN INC COM | 200 | $15.0M | 0.00% |