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)

StockValue
IPINTERNTNL PAPER CO
$89K
DBMFLITMAN GREGORY FDS TR IMGP DBI MANAGED FUTURE STRATEGY ETF
$88K
CHTRCHARTER COMMUNICATIONS I
$87K
PWSPACER FDS TR WEALTHSHIELD ETF
$86K
VLOVALERO ENERGY CORP NEW
$86K
FNMAFEDERAL NATL MTG ASSN
$86K
APPAPPLOVIN CORP
$85K
KMBKIMBERLY CLARK CORP
$80K
MDYSPDR S&P MIDCAP 400 ETF
$77K
EFGISHARES TR MSCI EAFE GROWTH ETF
$77K
USHYISHARES BROAD USD HG YLD
$76K
FQIDIGITAL RLTY TR INC
$75K
PYPLPAYPAL HLDGS INC
$74K
NSCNORFOLK SOUTHN CORP
$73K
MSTR 8 PERPSTRATEGY INC 8 PFD
$73K
EMLPFIRST TRUST NORTH
$71K
PCTPURECYCLE TECHNOLOGI EQU
$71K
BILST STERT SPDR BLMBG 1 3
$70K
SILASILA RLTY TR INC
$69K
CMECME GROUP INC
$69K
CHDCHURCH & DWIGHT INC
$68K
YUMYUM BRANDS INC
$66K
QUALISHARES TR MSCI USA QUALITY FACTOR ETF
$65K
LUMNLUMEN TECHNOLOGIES INC
$65K
XLKSTATE STRET TEC SELECT
$64K
SCHESCHWAB EMERGING MARKETS
$64K
MTUMISHARES TR MSCI USA MOMENTUM FACTOR ETF
$63K
TTETOTALENERGIES F
$63K
CATCATERPILLAR INC COM
$62K
CORZCORE SCIENTIFIC INC
$61K
BIIBBIOGEN INC
$61K
HTHIYHITACHI LTD F
$59K
CAHCARDINAL HEALTH INC COM
$58K
TMTOYOTA MTR CORP F
$57K
VGLTVANGUARD LONG-TERM TREAS
$57K
ALSALLSTATE CORP
$57K
GBTCGRAYSCALE BITCOIN TRUST
$56K
WMTWALMART INC COM
$56K
LITGLOBAL X LITHIUM BATTERY
$53K
SPHQINVESCO S&P 500 QUALITY
$53K
AAPLAPPLE INC COM
$53K
GRIDFIRST TRUST NASDAQ CLEAN
$52K
MARMARRIOTT INTL INC NEW
$52K
SPYSPDR S&P 500 ETF TR TR UNIT
$52K
IBMINTERNATIONAL BUSINESS MACHS CORP COM
$52K
KLMNINVSC S P 500 MOMENTUM
$51K
AZNASTRAZENECA PLC F
$51K
VWOVANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF
$51K
RFREGIONS FINL CORP NEW
$51K
AMZNAMAZON COM INC COM
$51K
LLOEWS CORP
$50K
MCDMCDONALDS CORP COM
$50K
CNCCENTENE CORP DEL
$49K
XOMEXXON MOBIL CORP COM
$49K
SUSUNCOR ENERGY INC NEW F
$49K
CINFCINCINNATI FINL CORP COM
$48K
AFLAFLAC INC COM
$48K
RNMBYRHEINMETALL F
$48K
PWVINVESCO LARGE CAP VALUE
$47K
NNNNNN REIT INC
$47K
BENFRANKLIN RES INC COM
$47K
SCHFSCHWAB INTERNATIONAL
$47K
ATOATMOS ENERGY CORP COM
$46K
GROYGOLD RTY CORP CDA F
$46K
QTECFIRST TST NASDAQ 100
$46K
URCURANIUM RTY CORP F
$46K
EFAISHARES MSCI EAFE ETF
$46K
GDGENERAL DYNAMICS CORP COM
$45K
WMWASTE MGMT INC DEL
$44K
ITOTISHARES TOTAL US STOCK
$44K
ECLECOLAB INC COM
$44K
VENVENTAS INC
$44K
PNRPENTAIR PLC SHS ISIN#IE00BLS09M33
$44K
TFPNBLUEPRINT CHESAPK MLT
$42K
APHAMPHENOL CORP NEW
$39K
IDMOINVSC S P INTERNATIONL
$39K
BITBLACKROCK MULTI SECTOR I
$38K
COFCAPITAL ONE FINL CORP
$37K
IHIISHARES US MEDICAL
$37K
FSSLFS SPECIALTY LENDING
$37K
PANWPALO ALTO NETWORKS INC
$36K
CRWVCOREWEAVE INC
$36K
NLYANNALY CAP MGMT INC
$35K
PTLCPACER TRENDPILOT US
$35K
SOXLDIREXION SEMICONDUCTOR
$35K
AGNCAGNC INVT CORP
$33K
IBITISHARES BITCOIN TR ETF SHS BEN INT
$32K
GQ9SPDR GOLD SHARES ETF
$32K
CHRWC H ROBINSON WORLDWIDE INC COM NEW
$32K
ISIIONIS PHARMACEUTICALS IN
$31K
GOOGALPHABET INC CAP STK CL C
$31K
GOOGLALPHABET INC CL A
$31K
SPYVST STRT SPDR PRTFL S&P
$31K
SYYSYSCO CORP COM
$31K
XMVMINVESCO S & P MIDCAP
$31K
EMBISHARES JPMORGAN USD MTS
$31K
ETNEATON CORP PLC F
$30K
KUREKRNSHR MSCI AL CHNA HLTH
$29K
JNJJOHNSON & JOHNSON COM
$29K
UPROPROSHARES ULTRAPRO S&P
$29K
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