ORG Wealth Partners, LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$425.6M
Holdings
621
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (621 positions)
| Stock | Value |
|---|---|
LVMUYLVMH MOET HENNESSY LOU F | $205K |
ERIEERIE INDTY CO | $201K |
SHELSHELL PLC F | $198K |
MCXMCCORMICK & CO INC | $198K |
ROPROPER TECHNOLOGIES INC | $198K |
ACAARCOSA INC | $197K |
SNPSSYNOPSYS INC | $197K |
KVUEKENVUE INC | $196K |
EDCONSOLIDATED EDISON INC | $195K |
ESSESSEX PPTY TR INC | $194K |
CITCINTAS CORP | $193K |
CHEFCHEFS WHSE INC | $193K |
ETRENTERGY CORP NEW | $192K |
CLCOLGATE PALMOLIVE CO | $192K |
BSMBLACK STONE MINERALS LP | $188K |
NKENIKE INC | $187K |
JCIJOHNSON CONTROLS INT F | $185K |
TAT&T INC | $184K |
FDSFACTSET RESH SYS INC | $182K |
TXTTEXTRON INC | $182K |
MRSHMARSH & MCLENNAN COS INC | $177K |
FOXFOX CORP | $177K |
AMCRAMCOR PLC F | $174K |
MMM3M CO | $173K |
PAYCPAYCOM SOFTWARE INC | $173K |
BKBANK NEW YORK MELLON COR | $172K |
NUVNUVEEN MUNICIPAL VALUE C | $172K |
CLSCELESTICA INC EQUITY F | $171K |
PTBDPACER FDS TR TRENDPILOT U S BD ETF | $169K |
LOWLOWES COS INC | $168K |
MCKMCKESSON CORP | $166K |
XLUSTATE STRT UTLTES SLET | $165K |
FCXFREEPORT-MCMORAN INC | $162K |
EXEEXPAND ENERGY CORP | $162K |
SAPSAP SE F | $162K |
BABOEING CO | $160K |
TTWOTAKE-TWO INTERACTIVE SOF | $159K |
NDAQNASDAQ INC | $159K |
WELLWELLTOWER INC | $159K |
BSXBOSTON SCIENTIFIC CORP | $156K |
GSIEGOLDMAN SACHS ACTVBT | $155K |
NINISOURCE INC | $154K |
WMBWILLIAMS COS INC | $151K |
EBAEBAY INC | $150K |
ICEINTERCONTINENTAL EXCHANG | $149K |
FRMIFERMI INC | $148K |
TRNTRINITY INDS INC | $147K |
GLGLOBE LIFE INC | $147K |
WTWWILLIS TOWERS WATSON P F | $146K |
GENGEN DIGITAL INC | $146K |
AEEAMEREN CORP | $144K |
WECWEC ENERGY GROUP INC | $142K |
WRBBERKLEY W R CORP | $141K |
XELXCEL ENERGY INC | $141K |
DELLDELL TECHNOLOGIES INC | $140K |
IJRISHARES TR CORE S&P SMALL-CAP ETF | $138K |
VBVANGUARD INDEX FDS VANGUARD SMALL-CAP ETF | $138K |
TFPMTRIPLE FLAG PRECIOUS M F | $135K |
FFIVF5 INC | $134K |
DRIDARDEN RESTAURANTS INC | $133K |
PRPERMIAN RES CORP | $133K |
BEBLOOM ENERGY CORP | $132K |
VEAVANGUARD FTSE DEVELOPED | $132K |
INDAISHARES MSCI INDIA INDEX | $131K |
CSGPCOSTAR GROUP INC | $131K |
LUGLUNDIN GOLD INC F | $130K |
XLVSTATE STRT HLTH CRE SLT | $129K |
REETISHS TRUST-GLO.R ETF | $125K |
FANGDIAMONDBACK ENERGY INC | $123K |
EFVISHARES TR MSCI EAFE VALUE ETF | $122K |
UBERUBER TECHNOLOGIES INC | $119K |
KRMNKARMAN HLDGS INC COM | $117K |
XLRESTATE SRT REL EST SLCT | $116K |
AUBATLANTIC UN BANKSHARES C | $116K |
NOBLPROSHARES TR S&P 500 DIVID ARISTOCRATS ETF | $110K |
USMVISHARES MSCI USA MIN VOL | $107K |
CTASIMPLIFY EXCHANGE TRADED FDS SIMPLIFY MANAGED FUTURES STRATEGY ETF ETF | $106K |
BUDANHEUSER BUSCH INBEV S F | $105K |
KMLMKRANESHARES TR MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF | $104K |
VXFVANGUARD EXTENDED MARKET | $103K |
AAGIYAIA GROUP LTD F | $103K |
VOEVANGUARD MID CAP VALUE | $102K |
TDYTELEDYNE TECHNOLOGIES IN | $101K |
SOXXISHARES SEMICONDUCTOR | $100K |
MRVLMARVELL TECHNOLOGY INC | $98K |
PEPPEPSICO INC | $98K |
SBGSYSCHNEIDER ELEC SA F | $98K |
VRSNVERISIGN INC | $96K |
ICFISHARES SELECT US REIT | $96K |
U6ZURANIUM ENERGY CORP | $95K |
MCYMERCURY GEN CORP NEW | $94K |
XHBSTATE SRT SPDR S&P | $93K |
BROBROWN & BROWN INC | $92K |
NSRGYNESTLE S A F | $92K |
VSSVANGUARD INTL EQUITY INDEX FDS FTSE ALL-WORLD EX USA SMALL CAP INDEX | $91K |
SPEMSPDR INDEX SHS FDS S&P EMERGING MKTS ETF | $90K |
DWDMORGAN STANLEY | $90K |
LRLCYL OREAL S A F | $90K |
COPCONOCOPHILLIPS | $89K |
TMUST-MOBILE US INC | $89K |