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 301–350 of 621
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DRI | DARDEN RESTAURANTS INC | 59 | $1K–$15K | SH |
| VB | VANGUARD SMALL CAP ETF | 42 | $1K–$15K | SH |
| NOBL | PROSHARES S&P 500 DIV | 104 | $1K–$15K | SH |
| TMUS | T-MOBILE US INC | 53 | $1K–$15K | SH |
| LLY | ELI LILLY AND CO | 10 | $1K–$15K | SH |
| GKOS | GLAUKOS CORP | 95 | $1K–$15K | SH |
| TLT | ISHARES 20 PLS YEAR | 123 | $1K–$15K | SH |
| LVMUY | LVMH MOET HENNESSY LOU F | 71 | $1K–$15K | SH |
| MYI | BLACKROCK MUNIYIELD QUAL | 981 | $1K–$15K | SH |
| LIN | LINDE PLC F | 25 | $1K–$15K | SH |
| MQT | BLACKROCK MUNIYLD QUALIT | 1K | $1K–$15K | SH |
| GRAL | GRAIL INC EQUITY | 123 | $1K–$15K | SH |
| EOT | EATON VANCE NATNL MUNICI | 612 | $1K–$15K | SH |
| CAH | CARDINAL HEALTH INC | 50 | $1K–$15K | SH |
| ACN | ACCENTURE PLC IRELAND F | 38 | $1K–$15K | SH |
| XOP | ST SRT SPDR S&P OIL AND | 80 | $1K–$15K | SH |
| WRB | BERKLEY W R CORP | 144 | $1K–$15K | SH |
| SWKS | SKYWORKS SOLUTIONS INC | 158 | $1K–$15K | SH |
| CHTR | CHARTER COMMUNICATIONS I | 48 | $1K–$15K | SH |
| RSST | RETURN STACKED US STK | 351 | $1K–$15K | SH |
| APD | AIR PRODS & CHEMS INC | 40 | $1K–$15K | SH |
| SMR | NUSCALE PWR CORP | 700 | $1K–$15K | SH |
| WDAY | WORKDAY INC | 46 | $1K–$15K | SH |
| DVY | ISHARES SELECT DIVIDEND | 70 | $1K–$15K | SH |
| HYG | ISHARES IBOXX HIGH YIELD | 121 | $1K–$15K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 374 | $1K–$15K | SH |
| XEL | XCEL ENERGY INC | 132 | $1K–$15K | SH |
| JEPQ | J P MORGAN NASDAQ EQT | 167 | $1K–$15K | SH |
| CP | CANADIAN PACIFIC KAN F | 128 | $1K–$15K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST | 135 | $1K–$15K | SH |
| VG | VENTURE GLOBAL INC | 1K | $1K–$15K | SH |
| — | BYD CO LTD F | 750 | $1K–$15K | SH |
| WDC | WESTERN DIGITAL CORP | 51 | $1K–$15K | SH |
| SHOP | SHOPIFY INC F | 54 | $1K–$15K | SH |
| IEMG | ISHARES CORE MSCI | 127 | $1K–$15K | SH |
| ZTS | ZOETIS INC | 68 | $1K–$15K | SH |
| XBI | STATE STREET SPDR S&P | 70 | $1K–$15K | SH |
| EZU | ISHARES MSCI EUROZONE | 133 | $1K–$15K | SH |
| JPST | JPMORGAN ULTRA SHORT | 168 | $1K–$15K | SH |
| NOW | SERVICENOW INC | 55 | $1K–$15K | SH |
| IVV | ISHARES CORE S&P 500 | 12 | $1K–$15K | SH |
| CIBR | FIRST TRUST NASDAQ | 115 | $1K–$15K | SH |
| FDS | FACTSET RESH SYS INC | 28 | $1K–$15K | SH |
| CTA | SIMPLIFY MANAGED FUTURS | 293 | $1K–$15K | SH |
| RSG | REPUBLIC SVCS INC | 37 | $1K–$15K | SH |
| MKC | MCCORMICK & CO INC | 115 | $1K–$15K | SH |
| VCIT | VANGUARD INTERMEDIATE | 91 | $1K–$15K | SH |
| CHD | CHURCH & DWIGHT INC | 89 | $1K–$15K | SH |
| IDXX | IDEXX LABS INC | 11 | $1K–$15K | SH |
| MMC | MARSH & MCLENNAN COS INC | 40 | $1K–$15K | SH |