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 251–300 of 621
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TEVA | TEVA PHARMACEUTICAL IN F | 500 | $15K–$50K | SH |
| CLX | CLOROX CO COM | 153 | $15K–$50K | SH |
| ISTB | ISHARES CORE 1-5 YEAR | 313 | $15K–$50K | SH |
| USMV | ISHARES MSCI USA MIN VOL | 159 | $15K–$50K | SH |
| VGK | VANGUARD FTSE EUROPE | 179 | $1K–$15K | SH |
| HD | HOME DEPOT INC | 43 | $1K–$15K | SH |
| AEM | AGNICO EAGLE MINES LTD F | 87 | $1K–$15K | SH |
| KCCA | KRANESHARES CLRN CRB ALW | 869 | $1K–$15K | SH |
| DUK | DUKE ENERGY CORP NEW | 123 | $1K–$15K | SH |
| MTBA | SIMPLIFY MBS ETF | 285 | $1K–$15K | SH |
| OHI | OMEGA HEALTHCARE INVS IN | 324 | $1K–$15K | SH |
| MSCI | MSCI INC | 25 | $1K–$15K | SH |
| BA | BOEING CO | 66 | $1K–$15K | SH |
| CRM | SALESFORCE INC | 54 | $1K–$15K | SH |
| APP | APPLOVIN CORP | 21 | $1K–$15K | SH |
| GEV | GE VERNOVA INC | 21 | $1K–$15K | SH |
| ADBE | ADOBE INC | 39 | $1K–$15K | SH |
| CSGP | COSTAR GROUP INC | 201 | $1K–$15K | SH |
| SCHW | CHARLES SCHWAB CORP | 134 | $1K–$15K | SH |
| MS | MORGAN STANLEY | 75 | $1K–$15K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF | 21 | $1K–$15K | SH |
| PAA | PLAINS ALL AMERICAN P LP | 730 | $1K–$15K | SH |
| REM | ISHARES MORTGAGE REAL | 589 | $1K–$15K | SH |
| WBD | WARNER BROS DISCOVERY IN | 452 | $1K–$15K | SH |
| TXN | TEXAS INSTRS INC | 75 | $1K–$15K | SH |
| OKLO | OKLO INC | 181 | $1K–$15K | SH |
| AMAT | APPLIED MATLS INC | 50 | $1K–$15K | SH |
| BAC | BANK OF AMERICA CORP | 232 | $1K–$15K | SH |
| VZ | VERIZON COMMUNICATIONS I | 313 | $1K–$15K | SH |
| BIT | BLACKROCK MULTI SECTOR I | 974 | $1K–$15K | SH |
| PNR | PENTAIR PLC F | 121 | $1K–$15K | SH |
| AXP | AMERICAN EXPRESS CO | 34 | $1K–$15K | SH |
| GOOG | ALPHABET INC | 40 | $1K–$15K | SH |
| CME | CME GROUP INC | 45 | $1K–$15K | SH |
| LEU | CENTRUS ENERGY CORP | 50 | $1K–$15K | SH |
| IREN | IREN LTD F | 319 | $1K–$15K | SH |
| DECK | DECKERS OUTDOOR CORP | 115 | $1K–$15K | SH |
| FOX | FOX CORP | 183 | $1K–$15K | SH |
| C | CITIGROUP INC | 101 | $1K–$15K | SH |
| PSLV | SPROTT PHYSICAL SILVER E | 500 | $1K–$15K | SH |
| PM | PHILIP MORRIS INTL INC | 73 | $1K–$15K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 100 | $1K–$15K | SH |
| VRNS | VARONIS SYS INC | 350 | $1K–$15K | SH |
| GEN | GEN DIGITAL INC | 417 | $1K–$15K | SH |
| MVF | BLACKROCK MUNIVEST CF | 2K | $1K–$15K | SH |
| NXP | NUVEEN SELECT TAX-FREE I | 788 | $1K–$15K | SH |
| VEU | VANGUARD FTSE ALL WORLD | 151 | $1K–$15K | SH |
| VMO | INVESCO MUNI OPPORTUNITY | 1K | $1K–$15K | SH |
| CB | CHUBB LTD F | 35 | $1K–$15K | SH |
| FVD | FIRST TRUST VALUE | 237 | $1K–$15K | SH |