CIK 1979372
ORG Partners LLC
Institutional 13F holdings & portfolio
Holdings
1,626
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,626
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PDT | JOHN HANCOCK PREMIUM DIV | 120K | $1M+ | SH |
| CATY | CATHAY GEN BANCORP | 31K | $1M+ | SH |
| MINO | PIMCO MUNICIPAL INCM OPP | 22K | $500K+ | SH |
| VTI | VANGUARD TOTAL STOCK | 3K | $500K+ | SH |
| JMSI | JPMORGAN SUSTAINABL MNCL | 15K | $500K+ | SH |
| PNC | PNC FINL SERVICES | 3K | $500K+ | SH |
| NVG | NUVEEN AMT FREE MNCPL CR | 50K | $500K+ | SH |
| BIL | ST STERT SPDR BLMBG 1 3 | 5K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 2K | $100K–$500K | SH |
| NSA-PB | NTNL STORAGE AFF 6 PFD | 19K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 5K | $100K–$500K | SH |
| WTW | WILLIS TOWERS WATSON P F | 1K | $100K–$500K | SH |
| IWB | ISHARES RUSSELL 1000 | 969 | $100K–$500K | SH |
| DGRW | WISDOMTREE US QLT DIV | 4K | $100K–$500K | SH |
| SPHQ | INVESCO S&P 500 QUALITY | 5K | $100K–$500K | SH |
| JMUB | JPMORGAN MUNICIPAL ETF | 6K | $100K–$500K | SH |
| DFUV | DIMENSIONAL US | 6K | $100K–$500K | SH |
| HYGH | ISHARES INTEREST RATE | 3K | $100K–$500K | SH |
| — | FLOWSTONE OPPORTUNITY FU | 16K | $100K–$500K | SH |
| TLT | ISHARES 20 PLS YEAR | 3K | $100K–$500K | SH |
| BNY | BLACKROCK NY MUNICIPAL I | 26K | $100K–$500K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 12K | $100K–$500K | SH |
| SPHD | INVESCO S&P 500 HIGH | 5K | $100K–$500K | SH |
| MUST | COLUMBIA MULTI SECTOR | 10K | $100K–$500K | SH |
| GJUL | FT VEST US EQT MDRT BFR | 5K | $100K–$500K | SH |
| NEU | NEWMARKET CORP | 300 | $100K–$500K | SH |
| VGSH | VANGUARD SHORT TERM | 4K | $100K–$500K | SH |
| FTCS | FIRST TRUST CAPITAL | 2K | $100K–$500K | SH |
| MSA | MSA SAFETY INC | 1K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 500 | $100K–$500K | SH |
| NOBL | PROSHARES S&P 500 DIV | 2K | $100K–$500K | SH |
| SCHX | SCHWAB US LARGE CAP ETF | 6K | $100K–$500K | SH |
| SGOV | ISHARES 0-3 MONTH | 1K | $100K–$500K | SH |
| PTLC | PACER TRENDPILOT US | 3K | $100K–$500K | SH |
| VRP | INVSC VARIABLE RATE | 6K | $100K–$500K | SH |
| BSMY | INVESCO BULLETSHS 2034 | 6K | $100K–$500K | SH |
| BSSX | INVESCO BULLETSHARES | 6K | $100K–$500K | SH |
| BSMW | INVES BULLTSHS 2032 MUNI | 6K | $100K–$500K | SH |
| BSMV | INVESCO BULLTSHR 2031 | 7K | $100K–$500K | SH |
| BSMT | INVESCO BLETSHS 2029 | 6K | $100K–$500K | SH |
| BSMU | INVESCO BULLSHR 2030 MUP | 6K | $100K–$500K | SH |
| JHML | JOHN HANCOCK MLTIFACTR | 2K | $100K–$500K | SH |
| DLN | WISDOMTREE US LARGECAP | 2K | $100K–$500K | SH |
| JMST | JPMORGAN ULTRA SHRT | 3K | $100K–$500K | SH |
| LRCX | LAM RESH CORP | 700 | $100K–$500K | SH |
| NOCT | INNOVATOR GROW 100 POWER | 2K | $100K–$500K | SH |
| SCHR | SCHWAB INTERMEDIATE TERM | 5K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 648 | $100K–$500K | SH |
| AAPL | APPLE INC | 400 | $100K–$500K | SH |
| CRM | SALESFORCE INC | 400 | $100K–$500K | SH |