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
BROBROWN & BROWN INC COM
$15K
EIMEATON VANCE MUNICIPAL BN
$15K
WDAYWORKDAY INC
$15K
EWJISHARES MSCI JAPAN ETF
$15K
IEMGISHARES CORE MSCI
$15K
LRCXLAM RESH CORP
$15K
ISTBISHARES CORE 1-5 YEAR
$15K
LLYLILLY ELI & CO COM
$15K
KCCAKRANESHARES CLRN CRB ALW
$14K
MTBASIMPLIFY MBS ETF
$14K
AMATAPPLIED MATLS INC
$14K
OHIOMEGA HEALTHCARE INVS IN
$14K
HYGISHARES IBOXX HIGH YIELD
$13K
REMISHARES MORTGAGE REAL
$13K
ANETARISTA NETWORKS INC
$13K
PAAPLAINS ALL AMERICAN P LP
$13K
EMBJEMBRAER S A F
$12K
OKLOOKLO INC
$12K
LEUCENTRUS ENERGY CORP
$12K
IRENIREN LTD F
$12K
VVISA INC COM CL A
$12K
AVEMAVANTIS EMERGING MARKETS
$11K
DECKDECKERS OUTDOOR CORP
$11K
AEPAMERICAN ELEC PWR CO INC
$11K
VMOINVESCO MUNI OPPORTUNITY
$11K
VRNSVARONIS SYS INC
$11K
NXPNUVEEN SELECT TAX-FREE I
$11K
VEUVANGUARD FTSE ALL WORLD
$11K
MVFBLACKROCK MUNIVEST CF
$11K
MMTMST SRT SPDR S&P 1500
$11K
MAMASTERCARD INC CL A
$10K
AWMSKYWORKS SOLUTIONS INC
$10K
LULULULULEMON ATHLETICA INC
$10K
GRALGRAIL INC EQUITY
$10K
EOTEATON VANCE NATNL MUNICI
$10K
XLISTATE STRT INDSTL SLCT
$10K
FVDFIRST TRUST VALUE
$10K
MYIBLACKROCK MUNIYIELD QUAL
$10K
SOFISOFI TECHNOLOGIES INC
$10K
VBVANGUARD SMALL CAP ETF
$10K
MQTBLACKROCK MUNIYLD QUALIT
$10K
GKOSGLAUKOS CORP
$10K
EDGGOLD FIELDS LTD NEW F
$9K
SONYSONY GROUP CORP F
$9K
JEPQJ P MORGAN NASDAQ EQT
$9K
MSOSADVISORSHARES PURE US
$9K
CPCANADIAN PACIFIC KAN F
$9K
VCITVANGUARD INTERMEDIATE
$9K
BBVABANCO BILBAO VIZCAYA A F
$9K
BYDDYBYD CO LTD F
$9K
EZUISHARES MSCI EUROZONE
$9K
LTBRLIGHTBRIDGE CORP
$9K
HAMHARMONY GOLD MNG LTD F
$8K
SPSMST STRET SPDR PRTFL S&P
$8K
WDCWESTERN DIGITAL CORP
$8K
XBISTATE STREET SPDR S&P
$8K
BCSBARCLAYS PLC F
$8K
SBSWSIBANYE STILLWATER LTD F
$8K
MUFGMITSUBISHI UFJ FINL GR F
$7K
COSTCOSTCO WHSL CORP NEW COM
$7K
XLYSTATE STRT CONS DSRY SLT
$7K
XLFSTE STRT FINCL SLCT
$7K
RSGREPUBLIC SVCS INC
$7K
AMDADVANCED MICRO DEVICES INC COM
$6K
NFLXNETFLIX INC COM
$6K
ISRGINTUITIVE SURGICAL INC COM NEW
$6K
DEEDFIRST TRUST SECURITIZED
$6K
GTLBGITLAB INC
$6K
GPCGENUINE PARTS CO
$6K
CRONCRONOS GROUP INC F
$6K
GSLCGOLDMAN SACHS ACTVBETA
$6K
BVNCOMPANIA DE MINAS BUEN F
$6K
ABVXABIVAX SA F
$6K
CYDCHINA YUCHAI INTERNT A F
$6K
HDHOME DEPOT INC COM
$6K
IJSISHARES S&P SMALL CAP
$6K
IXCISHARES GLOBAL ENERGY
$6K
TSCOTRACTOR SUPPLY CO
$6K
LRCXLAM RESH CORP COM NEW
$6K
PLTRPALANTIR TECHNOLOGIES INC CL A
$6K
TIGRUP FINTECH HLDG LTD F
$5K
TJXTJX COS INC NEW COM
$5K
TCEHYTENCENT HLDGS LTD F
$5K
APHAMPHENOL CORP NEW CL A
$5K
CRMSALESFORCE INC COM
$5K
BKNGBOOKING HLDGS INC COM
$5K
CAICARIS LIFE SCIENCES INC
$5K
CXCEMEX S A B DE C V F
$5K
NTDOYNINTENDO LTD F
$5K
AMGNAMGEN INC COM
$5K
AXPAMERICAN EXPRESS CO COM
$5K
TRMKTRUSTMARK CORP
$5K
PNQIINVSC NASDAQ INTERNET
$5K
SESEA LTD F
$5K
SIEBSIEMENS A G F
$5K
ASNDASCENDIS PHARMA A/S F
$5K
AMATAPPLIED MATLS INC COM
$5K
GSGOLDMAN SACHS GROUP INC COM
$5K
EONGYE ON SE F
$5K
MGKVANGUARD MEGA CAP GROWTH
$5K
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