CIK 2032602
ORG Wealth Partners, LLC
Institutional 13F holdings & portfolio
Holdings
621
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 621
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| INDA | ISHARES MSCI INDIA INDEX | 2K | $100K–$500K | SH |
| — | LUNDIN GOLD INC F | 2K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO | 388 | $100K–$500K | SH |
| XLV | STATE STRT HLTH CRE SLT | 804 | $100K–$500K | SH |
| BABA | ALIBABA GROUP HLDG LTD F | 839 | $100K–$500K | SH |
| KRMN | KARMAN HLDGS INC COM | 2K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC | 2K | $100K–$500K | SH |
| AUB | ATLANTIC UN BANKSHARES C | 3K | $100K–$500K | SH |
| XLRE | STATE SRT REL EST SLCT | 3K | $100K–$500K | SH |
| MBB | ISHARES MBS ETF | 1K | $100K–$500K | SH |
| BUD | ANHEUSER BUSCH INBEV S F | 2K | $100K–$500K | SH |
| — | AIA GROUP LTD F | 3K | $100K–$500K | SH |
| VXF | VANGUARD EXTENDED MARKET | 494 | $100K–$500K | SH |
| VOE | VANGUARD MID CAP VALUE | 579 | $100K–$500K | SH |
| AMZN | AMAZON.COM INC | 439 | $100K–$500K | SH |
| — | SCHNEIDER ELEC SA F | 2K | $50K–$100K | SH |
| MCD | MCDONALDS CORP | 316 | $50K–$100K | SH |
| SDY | STATE STREET SPDR S&P | 688 | $50K–$100K | SH |
| UEC | URANIUM ENERGY CORP | 8K | $50K–$100K | SH |
| BSM | BLACK STONE MINERALS LP | 7K | $50K–$100K | SH |
| MCY | MERCURY GEN CORP NEW | 1K | $50K–$100K | SH |
| PG | PROCTER & GAMBLE CO | 654 | $50K–$100K | SH |
| BE | BLOOM ENERGY CORP | 1K | $50K–$100K | SH |
| — | NESTLE S A F | 934 | $50K–$100K | SH |
| — | L OREAL S A F | 1K | $50K–$100K | SH |
| CQP | CHENIERE ENERGY PARTN LP | 2K | $50K–$100K | SH |
| VLO | VALERO ENERGY CORP NEW | 532 | $50K–$100K | SH |
| CVX | CHEVRON CORP NEW | 566 | $50K–$100K | SH |
| FNMA | FEDERAL NATL MTG ASSN | 8K | $50K–$100K | SH |
| NFLX | NETFLIX INC | 900 | $50K–$100K | SH |
| CSCO | CISCO SYS INC | 1K | $50K–$100K | SH |
| IJH | ISHARES CORE S&P MID CAP | 1K | $50K–$100K | SH |
| — | HINES GLOBAL INCOME TRUS | 8K | $50K–$100K | SH |
| JNJ | JOHNSON & JOHNSON | 379 | $50K–$100K | SH |
| VNOM | VIPER ENERGY INC NEW | 2K | $50K–$100K | SH |
| MPLX | MPLX LP LP | 1K | $50K–$100K | SH |
| USHY | ISHARES BROAD USD HG YLD | 2K | $50K–$100K | SH |
| DLR | DIGITAL RLTY TR INC | 487 | $50K–$100K | SH |
| KKR | KKR & CO INC | 590 | $50K–$100K | SH |
| AMLP | ALPS ALERIAN MLP ETF | 2K | $50K–$100K | SH |
| PYPL | PAYPAL HLDGS INC | 1K | $50K–$100K | SH |
| DGRO | ISHARES CORE DIVIDEND | 1K | $50K–$100K | SH |
| QCOM | QUALCOMM INC | 432 | $50K–$100K | SH |
| STRK | STRATEGY INC 8 PFD | 938 | $50K–$100K | SH |
| QQQ | INVSC QQQ TRUST SRS 1 | 120 | $50K–$100K | SH |
| NSC | NORFOLK SOUTHN CORP | 253 | $50K–$100K | SH |
| EMLP | FIRST TRUST NORTH | 2K | $50K–$100K | SH |
| REET | ISHS TRUST-GLO.R ETF | 3K | $50K–$100K | SH |
| UNP | UNION PAC CORP | 300 | $50K–$100K | SH |
| YUM | YUM BRANDS INC | 442 | $50K–$100K | SH |