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 101–150 of 621
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMGN | AMGEN INC | 199 | $50K–$100K | SH |
| LUMN | LUMEN TECHNOLOGIES INC | 8K | $50K–$100K | SH |
| COP | CONOCOPHILLIPS | 694 | $50K–$100K | SH |
| SCHE | SCHWAB EMERGING MARKETS | 2K | $50K–$100K | SH |
| XLK | STATE STRET TEC SELECT | 446 | $50K–$100K | SH |
| TTE | TOTALENERGIES F | 978 | $50K–$100K | SH |
| KMLM | KRANESHARES MOUNT LCS | 2K | $50K–$100K | SH |
| COST | COSTCO WHSL CORP NEW | 71 | $50K–$100K | SH |
| CORZ | CORE SCIENTIFIC INC | 4K | $50K–$100K | SH |
| BIIB | BIOGEN INC | 349 | $50K–$100K | SH |
| — | HITACHI LTD F | 2K | $50K–$100K | SH |
| CFIT | CAMBRIA FIXED INCOME | 2K | $50K–$100K | SH |
| VGLT | VANGUARD LONG-TERM TREAS | 1K | $50K–$100K | SH |
| ALL | ALLSTATE CORP | 275 | $50K–$100K | SH |
| TM | TOYOTA MTR CORP F | 267 | $50K–$100K | SH |
| — | STEPSTONE PRIVATE MARKET | 906 | $50K–$100K | SH |
| SPHQ | INVESCO S&P 500 QUALITY | 718 | $50K–$100K | SH |
| KTOS | KRATOS DEFENSE & SEC SOL | 705 | $50K–$100K | SH |
| LIT | GLOBAL X LITHIUM BATTERY | 821 | $50K–$100K | SH |
| GRID | FIRST TRUST NASDAQ CLEAN | 345 | $50K–$100K | SH |
| MAR | MARRIOTT INTL INC NEW | 169 | $50K–$100K | SH |
| PFE | PFIZER INC | 2K | $50K–$100K | SH |
| NUV | NUVEEN MUNICIPAL VALUE C | 6K | $50K–$100K | SH |
| AZN | ASTRAZENECA PLC F | 561 | $50K–$100K | SH |
| VOO | VANGUARD S&P 500 ETF | 82 | $50K–$100K | SH |
| SPMO | INVSC S P 500 MOMENTUM | 430 | $50K–$100K | SH |
| RF | REGIONS FINL CORP NEW | 2K | $50K–$100K | SH |
| L | LOEWS CORP | 479 | $50K–$100K | SH |
| AVGO | BROADCOM INC | 145 | $50K–$100K | SH |
| MO | ALTRIA GROUP INC | 866 | $15K–$50K | SH |
| SU | SUNCOR ENERGY INC NEW F | 1K | $15K–$50K | SH |
| CNC | CENTENE CORP DEL | 1K | $15K–$50K | SH |
| — | RHEINMETALL F | 134 | $15K–$50K | SH |
| ICF | ISHARES SELECT US REIT | 818 | $15K–$50K | SH |
| KO | THE COCA-COLA CO | 677 | $15K–$50K | SH |
| SCHF | SCHWAB INTERNATIONAL | 2K | $15K–$50K | SH |
| NNN | NNN REIT INC | 1K | $15K–$50K | SH |
| GROY | GOLD RTY CORP CDA F | 12K | $15K–$50K | SH |
| QTEC | FIRST TST NASDAQ 100 | 203 | $15K–$50K | SH |
| UROY | URANIUM RTY CORP F | 13K | $15K–$50K | SH |
| FANG | DIAMONDBACK ENERGY INC | 301 | $15K–$50K | SH |
| ITOT | ISHARES TOTAL US STOCK | 301 | $15K–$50K | SH |
| VTR | VENTAS INC | 577 | $15K–$50K | SH |
| WM | WASTE MGMT INC DEL | 203 | $15K–$50K | SH |
| PCT | PURECYCLE TECHNOLOGI EQU | 5K | $15K–$50K | SH |
| VOOV | VANGUARD S&P 500 VALUE | 197 | $15K–$50K | SH |
| TFPN | BLUEPRINT CHESAPK MLT | 2K | $15K–$50K | SH |
| IDMO | INVSC S P INTERNATIONL | 705 | $15K–$50K | SH |
| PEP | PEPSICO INC | 271 | $15K–$50K | SH |
| XHB | STATE SRT SPDR S&P | 378 | $15K–$50K | SH |