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 151–200 of 621
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EFV | ISHARES MSCI EAFE VALUE | 532 | $15K–$50K | SH |
| PHYS | SPROTT PHYSICAL GOLD ETV | 1K | $15K–$50K | SH |
| CLS | CELESTICA INC EQUITY F | 127 | $15K–$50K | SH |
| FSSL | FS SPECIALTY LENDING | 3K | $15K–$50K | SH |
| COF | CAPITAL ONE FINL CORP | 153 | $15K–$50K | SH |
| BIL | ST STERT SPDR BLMBG 1 3 | 394 | $15K–$50K | SH |
| SOXL | DIREXION SEMICONDUCTOR | 852 | $15K–$50K | SH |
| BMY | BRISTOL MYERS SQUIBB CO | 652 | $15K–$50K | SH |
| URI | UNITED RENTALS INC | 43 | $15K–$50K | SH |
| PWV | INVESCO LARGE CAP VALUE | 520 | $15K–$50K | SH |
| NLY | ANNALY CAP MGMT INC | 2K | $15K–$50K | SH |
| ABBV | ABBVIE INC | 149 | $15K–$50K | SH |
| AGNC | AGNC INVT CORP | 3K | $15K–$50K | SH |
| VUG | VANGUARD GROWTH ETF | 68 | $15K–$50K | SH |
| IJR | ISHARES CORE S&P SMALL | 273 | $15K–$50K | SH |
| GLD | SPDR GOLD SHARES ETF | 81 | $15K–$50K | SH |
| EMB | ISHARES JPMORGAN USD MTS | 330 | $15K–$50K | SH |
| IONS | IONIS PHARMACEUTICALS IN | 400 | $15K–$50K | SH |
| MRK | MERCK & CO. INC. | 300 | $15K–$50K | SH |
| V | VISA INC | 90 | $15K–$50K | SH |
| NVDA | NVIDIA CORP | 169 | $15K–$50K | SH |
| PDBC | INVSC ACTVLY MNG OPTM YD | 2K | $15K–$50K | SH |
| ETN | EATON CORP PLC F | 95 | $15K–$50K | SH |
| UPRO | PROSHARES ULTRAPRO S&P | 251 | $15K–$50K | SH |
| IWF | ISHARES RUSSELL 1000 | 60 | $15K–$50K | SH |
| XLU | STATE STRT UTLTES SLET | 660 | $15K–$50K | SH |
| IXN | ISHARES GLOBAL TECH ETF | 266 | $15K–$50K | SH |
| CMC | COMMERCIAL METALS CO | 401 | $15K–$50K | SH |
| IWY | ISHARES RUSSELL TOP 200 | 100 | $15K–$50K | SH |
| EMXC | ISHARES MSCI EMERGING | 375 | $15K–$50K | SH |
| SOXX | ISHARES SEMICONDUCTOR | 90 | $15K–$50K | SH |
| IUSG | ISHARES CORE S&P US | 158 | $15K–$50K | SH |
| META | META PLATFORMS INC | 40 | $15K–$50K | SH |
| AAON | AAON INC | 342 | $15K–$50K | SH |
| WELL | WELLTOWER INC | 133 | $15K–$50K | SH |
| JCI | JOHNSON CONTROLS INT F | 203 | $15K–$50K | SH |
| — | ADYEN N V F | 2K | $15K–$50K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 128 | $15K–$50K | SH |
| XLP | STE SRT CNSR STPLS SLCT | 305 | $15K–$50K | SH |
| EXPD | EXPEDITORS INTL WASH INC COM | 156 | $15K–$50K | SH |
| VGSH | VANGUARD SHORT TERM | 395 | $15K–$50K | SH |
| SBUX | STARBUCKS CORP | 274 | $15K–$50K | SH |
| EFA | ISHARES MSCI EAFE ETF | 240 | $15K–$50K | SH |
| AON | AON PLC F | 65 | $15K–$50K | SH |
| JAAA | JANUS HENDERSON AAA CLO | 449 | $15K–$50K | SH |
| KURE | KRNSHR MSCI AL CHNA HLTH | 1K | $15K–$50K | SH |
| NUE | NUCOR CORP COM | 138 | $15K–$50K | SH |
| SPY | SPDR S&P 500 ETF | 33 | $15K–$50K | SH |
| XLG | INVSC S P 500 TOP 50 | 372 | $15K–$50K | SH |
| MJ | AMPLIFY ALTERNATIVE HARV | 737 | $15K–$50K | SH |