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ORG Partners

Latest statistics and disclosures from ORG Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOXR, SPY, RDVY, AAPL, MSFT, and represent 19.54% of ORG Partners's stock portfolio.
Added to shares of these 10 stocks: SPY, USFR, QQQM, DYNF, PDT, GSEP, IVE, FDD, TLT, BBUS.
Started 251 new stock positions in GMGMF, LOPE, CNM, TNL, MGY, SOLS, PPIH, GTES, AMKR, NAMS.
Reduced shares in these 10 stocks: GMAR (-$6.9M), First Trust Portfolios, Guggenheim Defined P, VOXR, FV, PHYS, SPDN, NEAR, NEM, THRO.
Sold out of its positions in AGNC, BCI, Abiomed Inc CVRXXX Contingent Value Right, Aeon Global Health Corp, ADYEY, Aduro Biotech Cvr, Contra Albireo Pharma CVR Rights, Altaba, AMSC, AAOI.
ORG Partners was a net buyer of stock by $9.6M.
ORG Partners has $568M in assets under management (AUM), dropping by 5.91%.
Central Index Key (CIK): 0001979372

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Portfolio Holdings for ORG Partners

ORG Partners holds 1708 positions in its portfolio as reported in the December 2025 quarterly 13F filing

ORG Partners has 1708 total positions. Only the first 250 positions are shown.

Sign up to view all of the ORG Partners Dec. 31, 2025 positions
Download the ORG Partners December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vox Royalty Corp Registered Shs Isin#ca92919f1036 Common Stock (VOXR)	9.8	$56M	-3%	12M	4.74	View chart
Spdr S&p 500 Etf Uit Exchange Traded (SPY)	3.4	$19M	+14%	28k	681.89	View chart
Ft Rising Dividend Uit Exchange Traded (RDVY)	2.4	$14M	-2%	196k	69.47	View chart
Apple Common Stock (AAPL)	2.0	$12M	+2%	43k	271.86	View chart
Microsoft Corp Common Stock (MSFT)	1.9	$11M		23k	483.62	View chart
Invsc S P Internationl Uit Exchange Traded (IDMO)	1.9	$11M	+11%	195k	55.57	View chart
Nvidia Corp Common Stock (NVDA)	1.8	$10M		56k	186.50	View chart
Invesco Nasdaq 100 Etf Uit Exchange Traded (QQQM)	1.5	$8.6M	+24%	34k	252.92	View chart
Berkshire Hathaway Common Stock (BRK.B)	1.5	$8.3M	+5%	16k	502.62	View chart
Gilead Sciences Common Stock (GILD)	1.4	$8.2M		67k	122.74	View chart
Ishs Us Eqty Factr Uit Exchange Traded (DYNF)	1.4	$8.0M	+25%	131k	60.81	View chart
Wisdomtree Floating Rate Uit Exchange Traded (USFR)	1.4	$7.7M	+31%	154k	50.32	View chart
Schwab Us Dividend Uit Exchange Traded (SCHD)	1.3	$7.7M		280k	27.43	View chart
Amazon.com Common Stock (AMZN)	1.2	$6.7M		29k	230.82	View chart
Alps Alerian Mlp Etf Uit Exchange Traded (AMLP)	1.1	$6.3M	-8%	135k	47.02	View chart
Ishares Core S&p 500 Uit Exchange Traded (IVV)	1.1	$6.1M	+9%	8.9k	684.93	View chart
First Trst Dorsey Wright Uit Exchange Traded (FV)	1.0	$5.8M	-21%	92k	62.92	View chart
Pacer Trendpilot Us Uit Exchange Traded (PTLC)	1.0	$5.7M	-2%	102k	55.58	View chart
Ishares Core Universal Uit Exchange Traded (IUSB)	0.9	$5.1M	-2%	109k	46.54	View chart
First Trst Stoxx Eur Sel Uit Exchange Traded (FDD)	0.9	$5.0M	+33%	286k	17.50	View chart
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)	0.8	$4.7M		7.4k	638.88	View chart
Ishares Msci Usa Qlty Uit Exchange Traded (QUAL)	0.8	$4.6M	+26%	23k	198.62	View chart
Vanguard Growth Etf Uit Exchange Traded (VUG)	0.8	$4.5M		9.2k	487.85	View chart
Ishares Us Thmatic Uit Exchange Traded (THRO)	0.8	$4.5M	-17%	116k	38.56	View chart
Palantir Technologies In Common Stock (PLTR)	0.8	$4.4M	-11%	25k	177.75	View chart
Sprott Physical Gold Etv Closed End Mutl Fund (PHYS)	0.8	$4.3M	-27%	131k	33.02	View chart
Jpmorgan Betabuilders Us Uit Exchange Traded (BBUS)	0.7	$4.2M	+38%	34k	123.31	View chart
Costco Whsl Corp Common Stock (COST)	0.7	$4.1M	-9%	4.8k	862.33	View chart
Ishares Russell 1000 Uit Exchange Traded (IWB)	0.7	$3.9M		10k	373.44	View chart
Ishares National Muni Uit Exchange Traded (MUB)	0.7	$3.8M		35k	107.10	View chart
Vanguard Total Uit Exchange Traded (VTI)	0.7	$3.7M	+10%	11k	335.29	View chart
Alphabet Common Stock (GOOG)	0.7	$3.7M		12k	313.80	View chart
Paccar Common Stock (PCAR)	0.6	$3.6M		31k	114.20	View chart
Ishares Invest Grd Sys Uit Exchange Traded (IGEB)	0.6	$3.3M		73k	45.66	View chart
Invsc Variable Rt Uit Exchange Traded (VRIG)	0.6	$3.2M	+12%	129k	25.11	View chart
Ishares S&p 500 Value Uit Exchange Traded (IVE)	0.6	$3.2M	+81%	15k	212.07	View chart
Ishares Treasury Uit Exchange Traded (TFLO)	0.5	$3.1M		61k	50.45	View chart
Ishares S&p 500 Growth Uit Exchange Traded (IVW)	0.5	$3.0M	+23%	24k	123.26	View chart
Eaton Vance Total Return Uit Exchange Traded (EVTR)	0.5	$2.9M	+8%	57k	51.50	View chart
Vanguard Short Term Uit Exchange Traded (VGSH)	0.5	$2.9M	+37%	49k	58.73	View chart
Ishares Msci Usa Momntum Uit Exchange Traded (MTUM)	0.5	$2.8M	+16%	11k	250.30	View chart
Ishares Core Msci Uit Exchange Traded (IEMG)	0.5	$2.6M	+57%	39k	67.22	View chart
First Trust Morningstar Uit Exchange Traded (FDL)	0.5	$2.6M	-5%	59k	44.34	View chart
Keycorp 5.65 5.65 P Preferred Stock (KEY.PJ)	0.5	$2.6M	-14%	124k	21.22	View chart
Alphabet Common Stock (GOOGL)	0.4	$2.6M	+2%	8.2k	313.00	View chart
Chevron Corp Common Stock (CVX)	0.4	$2.5M	+22%	17k	152.40	View chart
Ishares Msci Eafe Value Uit Exchange Traded (EFV)	0.4	$2.4M	+10%	34k	71.41	View chart
Invsc S P 500 Equal Uit Exchange Traded (RSP)	0.4	$2.4M	-26%	12k	191.56	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$2.3M	+6%	11k	206.95	View chart
Capital Group Core Uit Exchange Traded (CGBL)	0.4	$2.3M	+39%	66k	35.33	View chart
Ft Vest Us Eqt Mdrt Bfr Uit Exchange Traded (GSEP)	0.4	$2.3M	+205%	58k	38.74	View chart
Ishares Us Treasury Bond Uit Exchange Traded (GOVT)	0.4	$2.2M		98k	23.02	View chart
Ishares Russell 1000 Uit Exchange Traded (IWF)	0.4	$2.2M	+29%	4.7k	473.29	View chart
Exxon Mobil Corp Common Stock (XOM)	0.4	$2.2M	-22%	19k	120.00	View chart
Jpmorgan Sustainabl Mncl Uit Exchange Traded (JMSI)	0.4	$2.2M		44k	50.38	View chart
Jpmorgan Betabuild Uit Exchange Traded (BBIN)	0.4	$2.2M	+19%	30k	72.31	View chart
Ishares 7-10 Year Trsury Uit Exchange Traded (IEF)	0.4	$2.2M		23k	96.14	View chart
Cambria Fixed Income Uit Exchange Traded (CFIT)	0.4	$2.1M		86k	25.14	View chart
Ishares S&p 100 Etf Uit Exchange Traded (OEF)	0.4	$2.1M	+33%	6.3k	342.95	View chart
Vaneck Commodity Uit Exchange Traded (PIT)	0.4	$2.1M	+11%	39k	54.70	View chart
Meta Platforms Common Stock (META)	0.4	$2.1M		3.2k	660.08	View chart
First Trust North Uit Exchange Traded (EMLP)	0.4	$2.1M		55k	37.87	View chart
Jpmorgan Active Growth Uit Exchange Traded (JGRO)	0.4	$2.0M	+73%	22k	92.78	View chart
Invesco Rafi Emerging Uit Exchange Traded (PXH)	0.3	$2.0M	+4%	76k	25.81	View chart
Capital Group Intrnl Cr Uit Exchange Traded (CGIC)	0.3	$1.9M	+15%	58k	32.50	View chart
Ishares Msci Eurozone Uit Exchange Traded (EZU)	0.3	$1.9M	+8%	29k	64.11	View chart
Jpmorgan Chase & 6 P Preferred Stock (JPM.PC)	0.3	$1.8M	-5%	73k	25.14	View chart
Invesco S And P 500 Garp Uit Exchange Traded (SPGP)	0.3	$1.8M		16k	113.86	View chart
Capital Group Global Uit Exchange Traded (CGGE)	0.3	$1.8M	+98%	57k	31.63	View chart
Tesla Common Stock (TSLA)	0.3	$1.8M	-31%	4.0k	449.72	View chart
Amgen Common Stock (AMGN)	0.3	$1.8M		5.4k	327.25	View chart
Capital Group Growth Uit Exchange Traded (CGGR)	0.3	$1.7M	+167%	39k	44.47	View chart
Ishares Russell 1000 Uit Exchange Traded (IWD)	0.3	$1.6M	+45%	7.8k	210.33	View chart
Innovator Grow 100 Power Uit Exchange Traded (NOCT)	0.3	$1.6M		28k	57.92	View chart
Wisdomtree Us Midcap Uit Exchange Traded (DON)	0.3	$1.6M	-24%	32k	51.60	View chart
Broadcom Common Stock (AVGO)	0.3	$1.6M	+3%	4.6k	346.10	View chart
Fidelity Total Bond Etf Uit Exchange Traded (FBND)	0.3	$1.5M	+13%	34k	46.04	View chart
Capital Group Core Uit Exchange Traded (CGUS)	0.3	$1.5M	+167%	38k	40.23	View chart
Vanguard Dividend Uit Exchange Traded (VIG)	0.3	$1.5M	+3%	7.0k	219.78	View chart
Ishares Interst Rate Hdg Uit Exchange Traded (LQDH)	0.3	$1.5M		16k	93.29	View chart
John Hancock Premium Div Closed End Mutl Fund (PDT)	0.3	$1.5M	NEW	120k	12.70	View chart
Altria Group Common Stock (MO)	0.3	$1.5M		26k	57.66	View chart
Ishares 20 Pls Year Uit Exchange Traded (TLT)	0.3	$1.5M	+425%	17k	87.16	View chart
Cathay Gen Bancorp Common Stock (CATY)	0.3	$1.5M		31k	48.39	View chart
Global X Us Infra Uit Exchange Traded (PAVE)	0.3	$1.5M	+7%	31k	47.88	View chart
Jpmorgan Active Value Uit Exchange Traded (JAVA)	0.3	$1.5M	+18%	21k	71.72	View chart
Northrop Grumman Corp Common Stock (NOC)	0.3	$1.5M	+9%	2.6k	570.00	View chart
Pacer Us Cash Cows 100 Uit Exchange Traded (COWZ)	0.3	$1.5M	-2%	25k	60.16	View chart
Ishares Msci Acwi Ex Us Uit Exchange Traded (ACWX)	0.3	$1.5M	+56%	22k	67.13	View chart
Verizon Communications I Common Stock (VZ)	0.3	$1.4M	+292%	36k	40.73	View chart
Eli Lilly And Common Stock (LLY)	0.3	$1.4M		1.3k	1074.64	View chart
Vanguard Ftse Emerging Uit Exchange Traded (VWO)	0.3	$1.4M		26k	54.21	View chart
Pacer Wealthshield Etf Uit Exchange Traded (PWS)	0.2	$1.4M		43k	32.31	View chart
Abbvie Common Stock (ABBV)	0.2	$1.3M	+7%	5.9k	228.49	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.2	$1.3M	+13%	4.1k	322.22	View chart
Jpmorgan Core Plus Bond Uit Exchange Traded (JCPB)	0.2	$1.3M	+12%	28k	47.35	View chart
Pnc Finl Services Common Stock (PNC)	0.2	$1.3M	-3%	6.3k	208.73	View chart
Jpmorgan Active Bond Uit Exchange Traded (JBND)	0.2	$1.3M	+11%	24k	54.04	View chart
Ishares Floating Rate Uit Exchange Traded (FLOT)	0.2	$1.3M		25k	50.84	View chart
Innovator Us Eqy Power Uit Exchange Traded (PSEP)	0.2	$1.3M	+3%	29k	43.72	View chart
Bank Of Amer 5.375 P Preferred Stock (BAC.PM)	0.2	$1.3M	-7%	58k	21.99	View chart
Jpmorgan Betabuilders Us Uit Exchange Traded (BBAG)	0.2	$1.3M	+11%	27k	46.42	View chart
Global X Defense Tech Uit Exchange Traded (SHLD)	0.2	$1.2M	-15%	19k	64.79	View chart
Global X Data Cntr Dgtl Uit Exchange Traded (DTCR)	0.2	$1.2M	-17%	58k	21.10	View chart
Newmont Corp Common Stock (NEM)	0.2	$1.2M	-47%	12k	99.85	View chart
Schwab Us Large Cap Etf Uit Exchange Traded (SCHX)	0.2	$1.2M	-2%	43k	26.91	View chart
Ishares Core S&p Mid Cap Uit Exchange Traded (IJH)	0.2	$1.2M	-25%	18k	66.00	View chart
Philip Morris Intl Common Stock (PM)	0.2	$1.1M	+14%	7.1k	160.40	View chart
Capital Group Us Sm And Uit Exchange Traded (CGMM)	0.2	$1.1M	+142%	40k	28.84	View chart
Ishares Ai Invatn And Uit Exchange Traded (BAI)	0.2	$1.1M	+37%	34k	33.30	View chart
Amphenol Corp Common Stock (APH)	0.2	$1.1M		8.4k	135.14	View chart
Wisdomtree Us Qlt Div Uit Exchange Traded (DGRW)	0.2	$1.1M	-30%	12k	89.43	View chart
Ishares Jpmorgan Usd Mts Uit Exchange Traded (EMB)	0.2	$1.1M	+7%	11k	96.27	View chart
Spdr Gold Shares Etf Uit Exchange Traded (GLD)	0.2	$1.1M	-6%	2.8k	396.31	View chart
Abbott Labs Common Stock (ABT)	0.2	$1.1M	+165%	8.7k	125.29	View chart
Capital Group Global Uit Exchange Traded (CGGO)	0.2	$1.0M	+107%	30k	34.65	View chart
Taiwan Semiconductor M F American Depository (TSM)	0.2	$1.0M		3.4k	303.83	View chart
Msa Safety Common Stock (MSA)	0.2	$1.0M		6.5k	160.14	View chart
Ibm Corp Common Stock (IBM)	0.2	$1.0M	+25%	3.5k	296.20	View chart
Ishares Core S&p Small Uit Exchange Traded (IJR)	0.2	$1.0M		8.4k	120.16	View chart
Pimco Municipal Incm Opp Uit Exchange Traded (MINO)	0.2	$991k		22k	45.32	View chart
Ishares Short Term Ntnl Uit Exchange Traded (SUB)	0.2	$983k		9.2k	106.70	View chart
Visa Common Stock (V)	0.2	$982k		2.8k	350.71	View chart
Vaneck Merk Gold Etf Uit Exchange Traded (OUNZ)	0.2	$979k		24k	41.47	View chart
Vanguard Value Etf Uit Exchange Traded (VTV)	0.2	$979k	-2%	5.1k	190.98	View chart
Ishares 3-7 Year Trery Uit Exchange Traded (IEI)	0.2	$958k		8.0k	119.34	View chart
Ishares Us Aerospace Uit Exchange Traded (ITA)	0.2	$948k	+28%	4.4k	214.57	View chart
Cambria Tail Risk Etf Uit Exchange Traded (TAIL)	0.2	$942k		82k	11.49	View chart
Ft Vest Nasdaq 100 Uit Exchange Traded (QSPT)	0.2	$941k	+16%	30k	31.68	View chart
Advanced Micro Devic Common Stock (AMD)	0.2	$923k		4.3k	214.00	View chart
Jpmorgan Chas 5.75 P Preferred Stock (JPM.PD)	0.2	$922k	-9%	37k	24.92	View chart
Ishares 1-3 Year Treasry Uit Exchange Traded (SHY)	0.2	$912k	-3%	11k	82.82	View chart
Ishares Core Us Uit Exchange Traded (AGG)	0.2	$893k	+15%	8.9k	99.87	View chart
Walmart Common Stock (WMT)	0.2	$892k	+28%	8.0k	111.41	View chart
Capital Group Dividend Uit Exchange Traded (CGDV)	0.2	$869k	+34%	20k	43.63	View chart
Viper Energy Common Stock (VNOM)	0.2	$861k	+1070%	22k	38.62	View chart
Capital Group Dividend Uit Exchange Traded (CGDG)	0.2	$855k	+37%	24k	35.64	View chart
Pimco Intrmediate Muni Uit Exchange Traded (MUNI)	0.1	$846k		16k	52.38	View chart
Ishares Core Dividend Uit Exchange Traded (DGRO)	0.1	$840k	-2%	12k	69.41	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$809k	+5%	15k	55.00	View chart
Mondelez Intl Common Stock (MDLZ)	0.1	$803k	+628%	15k	53.80	View chart
St Stert Spdr Blmbg 1 3 Uit Exchange Traded (BIL)	0.1	$797k	-22%	8.7k	91.38	View chart
General Mills Common Stock (GIS)	0.1	$785k	+64%	17k	46.50	View chart
Ft Vest Us Eqt Mdrt Bfr Uit Exchange Traded (GAUG)	0.1	$779k		20k	39.26	View chart
Vanguard Extended Market Uit Exchange Traded (VXF)	0.1	$774k		3.7k	209.11	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$769k	+3%	875.00	879.00	View chart
Ft Vest Us Eqt Mdrt Bfr Uit Exchange Traded (GJUL)	0.1	$758k	-26%	18k	41.33	View chart
The Campbell's Common Stock (CPB)	0.1	$748k	+1570%	27k	27.86	View chart
National Healthcare Prop Real Estate Investme	0.1	$743k		23k	32.17	View chart
Jpmorgan Municipal Etf Uit Exchange Traded (JMUB)	0.1	$732k	+76%	15k	50.50	View chart
Ishares Gold Etf Uit Exchange Traded (IAU)	0.1	$731k	+2%	9.0k	81.17	View chart
Hines Global Income Trus Real Estate Investme (ZHGIIX)	0.1	$728k		74k	9.78	View chart
Invsc Qqq Trust Srs 1 Uit Exchange Traded (QQQ)	0.1	$717k	+6%	1.2k	614.25	View chart
Ishares 0 1 Year Uit Exchange Traded (SHV)	0.1	$700k		6.4k	110.00	View chart
Crowdstrike Hldgs Common Stock (CRWD)	0.1	$696k	+30%	1.5k	468.76	View chart
Southern Copper Corp Common Stock (SCCO)	0.1	$690k		4.8k	143.33	View chart
Ishares Bitcoin Etf Uit Exchange Traded (IBIT)	0.1	$687k	-5%	14k	49.65	View chart
Marathon Pete Corp Common Stock (MPC)	0.1	$683k	+160%	4.2k	162.63	View chart
Ishares Russell Mid Cap Uit Exchange Traded (IWP)	0.1	$679k	+48%	5.0k	136.93	View chart
Vanguard Ftse Developed Uit Exchange Traded (VEA)	0.1	$675k	-4%	11k	62.45	View chart
Eog Res Common Stock (EOG)	0.1	$673k	+1210%	6.4k	105.00	View chart
Pimco Active Bond Etf Uit Exchange Traded (BOND)	0.1	$671k		7.2k	93.05	View chart
Ishares Russell Mid Cap Uit Exchange Traded (IWS)	0.1	$670k	+33%	4.8k	141.05	View chart
Axon Enterprise Common Stock (AXON)	0.1	$670k	-16%	1.2k	567.50	View chart
Ishares 10-20 Year Tsury Uit Exchange Traded (TLH)	0.1	$667k	-15%	6.6k	101.67	View chart
Vaneck Uranium And Uit Exchange Traded (NLR)	0.1	$667k	+11%	5.4k	124.20	View chart
Procter & Gamble Common Stock (PG)	0.1	$660k	-9%	4.6k	143.28	View chart
Invesco Aerospace & Uit Exchange Traded (PPA)	0.1	$654k	+10%	4.2k	156.63	View chart
Invesco Russell 1000 Uit Exchange Traded (OMFL)	0.1	$652k	-41%	11k	61.13	View chart
Ishares Core S&p Us Uit Exchange Traded (IUSG)	0.1	$647k	-2%	3.9k	167.93	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$641k	+112%	1.9k	330.11	View chart
Alps Equal Sector Weight Uit Exchange Traded (EQL)	0.1	$640k	-7%	14k	46.38	View chart
Flowstone Opportunity Fu Closed End Mutl Fund	0.1	$633k	+4%	37k	17.24	View chart
Nuveen Amt Free Mncpl Cr Closed End Mutl Fund (NVG)	0.1	$633k	NEW	50k	12.66	View chart
Bank Of Amer 5.875 P Preferred Stock (BAC.PK)	0.1	$620k	-7%	25k	24.53	View chart
Merit Med Sys Common Stock (MMSI)	0.1	$619k	+68%	7.0k	88.11	View chart
Petroleo Brasileiro Sa F American Depository (PBR)	0.1	$619k	+2273%	52k	11.84	View chart
Merck & Co Common Stock (MRK)	0.1	$613k		5.8k	105.22	View chart
Uber Technologies Common Stock (UBER)	0.1	$593k	+5%	7.3k	81.71	View chart
Ishares 0-3 Month Uit Exchange Traded (SGOV)	0.1	$586k	-34%	5.8k	100.38	View chart
Capital Group Core Plus Uit Exchange Traded (CGCP)	0.1	$570k	+40%	25k	22.64	View chart
Vaneck Real Assets Etf Uit Exchange Traded (RAAX)	0.1	$566k		16k	34.93	View chart
Ishares 0-5 Year Tips Uit Exchange Traded (STIP)	0.1	$564k	-2%	5.5k	102.38	View chart
Caterpillar Common Stock (CAT)	0.1	$555k		969.00	572.80	View chart
Capital Group New Geogrp Uit Exchange Traded (CGNG)	0.1	$548k	+129%	17k	31.93	View chart
Pimco Enhanced Shrt Uit Exchange Traded (MINT)	0.1	$544k	+243%	5.4k	100.37	View chart
Ltc Pptys Real Estate Investme (LTC)	0.1	$539k		16k	34.37	View chart
The Cigna Group Common Stock (CI)	0.1	$539k	+3%	2.0k	275.23	View chart
Ishares Russell 2000 Uit Exchange Traded (IWM)	0.1	$535k		2.2k	246.00	View chart
Ge Aerospace Common Stock (GE)	0.1	$532k		1.7k	308.00	View chart
Invesco S&p 500 Quality Uit Exchange Traded (SPHQ)	0.1	$529k		7.1k	75.05	View chart
Ishares Flexible Incme Uit Exchange Traded (BINC)	0.1	$528k	+3%	10k	52.76	View chart
Oracle Corp Common Stock (ORCL)	0.1	$528k		2.7k	194.90	View chart
Danaher Corp Common Stock (DHR)	0.1	$526k		2.3k	228.90	View chart
Nuveen Clifornia Qulty M Closed End Mutl Fund (NAC)	0.1	$522k	NEW	44k	11.81	View chart
Monster Beverage Corp Ne Common Stock (MNST)	0.1	$517k	+53%	6.7k	76.62	View chart
Schwab Us Tips Etf Uit Exchange Traded (SCHP)	0.1	$506k		19k	26.49	View chart
Simplify Managed Futurs Uit Exchange Traded (CTA)	0.1	$503k		18k	27.26	View chart
ST STRT SPDR PRTFL S&P Uit Exchange Traded (SPYV)	0.1	$498k		8.8k	56.81	View chart
Jpmorgan Ultra Shrt Uit Exchange Traded (JMST)	0.1	$497k	+13%	9.8k	50.94	View chart
Ste Strt Fincl Slct Uit Exchange Traded (XLF)	0.1	$495k	+94%	9.0k	54.77	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$491k		1.6k	305.62	View chart
Ishares Short Duratn Bnd Uit Exchange Traded (NEAR)	0.1	$490k	-69%	9.6k	51.10	View chart
Vaneck Rare Earth Str Uit Exchange Traded (REMX)	0.1	$486k	+26188%	6.6k	73.92	View chart
Vanguard Internatnl Hgh Uit Exchange Traded (VYMI)	0.1	$482k	+5%	5.4k	90.00	View chart
Ge Vernova Common Stock (GEV)	0.1	$482k	+16%	737.00	653.56	View chart
Jpmorgan Global Select Uit Exchange Traded (JGLO)	0.1	$476k	+18%	7.0k	67.67	View chart
Cvs Health Corp Common Stock (CVS)	0.1	$465k	+714%	5.9k	79.36	View chart
T Rowe Price Equity Uit Exchange Traded (TEQI)	0.1	$459k	+10%	10k	45.16	View chart
Home Depot Common Stock (HD)	0.1	$457k	-5%	1.3k	344.10	View chart
Return Stacked Us Stk Uit Exchange Traded (RSST)	0.1	$452k	-6%	16k	28.34	View chart
Mastercard Common Stock (MA)	0.1	$448k		785.00	570.82	View chart
Kraneshares Mount Lcs Uit Exchange Traded (KMLM)	0.1	$437k	-10%	17k	25.95	View chart
Ishares Aaa Clo Active Uit Exchange Traded (CLOA)	0.1	$436k		8.4k	51.70	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$435k		751.00	579.40	View chart
Ishares Aaa A Rated Cor Uit Exchange Traded (QLTA)	0.1	$435k		9.0k	48.08	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$434k		2.4k	184.20	View chart
Proshares S&p 500 Div Uit Exchange Traded (NOBL)	0.1	$429k		4.1k	104.07	View chart
MPLX Limited Partnershp (MPLX)	0.1	$424k	-2%	7.8k	54.12	View chart
Capital Group Intrnl Uit Exchange Traded (CGIB)	0.1	$423k	+49%	17k	25.36	View chart
Ishares Mbs Etf Uit Exchange Traded (MBB)	0.1	$423k	+8%	4.4k	95.21	View chart
Pacer Trendpilot Us Bond Uit Exchange Traded (PTBD)	0.1	$419k	+3%	22k	19.40	View chart
Capital Group U S Multi Uit Exchange Traded (CGMS)	0.1	$414k	+52%	15k	27.62	View chart
Invesco Blltshrs 2031 Uit Exchange Traded (BSJV)	0.1	$411k	+10%	15k	26.70	View chart
Invesco Bullet 2030 High Uit Exchange Traded (BSJU)	0.1	$411k	+10%	16k	26.10	View chart
Ishrs 10 Yr Invest Grade Uit Exchange Traded (IGLB)	0.1	$409k		8.1k	50.42	View chart
Ishares Russell Mid Cap Uit Exchange Traded (IWR)	0.1	$406k	+44%	4.2k	96.27	View chart
Netflix Common Stock (NFLX)	0.1	$406k	+790%	4.3k	93.76	View chart
Edison Intl Common Stock (EIX)	0.1	$402k		6.7k	60.02	View chart
Ntnl Storage Aff 6 P Preferred Stock (NSA.PB)	0.1	$399k		19k	21.00	View chart
Snowflake Common Stock (SNOW)	0.1	$394k	+3%	1.8k	219.33	View chart
John Hancock Mltifactr Uit Exchange Traded (JHML)	0.1	$392k	-34%	4.9k	79.85	View chart
Ies Hldgs Common Stock (IESC)	0.1	$389k	-4%	999.00	389.00	View chart
Ishares Interntinl Uit Exchange Traded (IAGG)	0.1	$386k	+11%	7.7k	50.00	View chart
Disney Walt Common Stock (DIS)	0.1	$385k	+4%	3.4k	113.76	View chart
State Strt Indstl Slct Uit Exchange Traded (XLI)	0.1	$384k	+50%	2.5k	155.12	View chart
Prologis Real Estate Investme (PLD)	0.1	$383k		2.9k	131.75	View chart
Thornburg International Uit Exchange Traded (TXUE)	0.1	$380k		12k	31.35	View chart
Cardinal Health Common Stock (CAH)	0.1	$377k	-2%	1.8k	205.50	View chart
The Coca-cola Common Stock (KO)	0.1	$374k	-15%	5.4k	69.90	View chart
Ishares Total Us Uit Exchange Traded (ITOT)	0.1	$372k	+9%	2.5k	148.69	View chart
Imgp Dbi Managed Futures Uit Exchange Traded (DBMF)	0.1	$372k	-6%	13k	28.04	View chart
At&t Common Stock (T)	0.1	$370k	-4%	15k	24.84	View chart
Willis Towers Watson P F Foreign Ordinaries (WTW)	0.1	$369k		1.1k	328.60	View chart
Constellation Energy Cor Common Stock (CEG)	0.1	$367k	+2%	1.0k	353.26	View chart
Defiance Nas 100 Weekly Uit Exchange Traded (QQQY)	0.1	$364k	+6%	15k	23.83	View chart
Vertiv Hldgs Common Stock (VRT)	0.1	$358k	+32%	2.2k	162.01	View chart
Schwab Us Large Cap Uit Exchange Traded (SCHG)	0.1	$357k	-62%	11k	32.62	View chart
Boeing Common Stock (BA)	0.1	$355k	+45%	1.6k	217.12	View chart
Lowes Cos Common Stock (LOW)	0.1	$355k		1.5k	241.16	View chart

Past Filings by ORG Partners

SEC 13F filings are viewable for ORG Partners going back to 2023

ORG Partners 2025 Q4 filed Jan. 14, 2026
ORG Partners 2025 Q3 filed Oct. 24, 2025
ORG Partners 2025 Q2 filed July 16, 2025
ORG Partners 2025 Q1 filed April 21, 2025
ORG Partners 2024 Q4 filed Jan. 10, 2025
ORG Partners 2024 Q3 filed Oct. 11, 2024
ORG Partners 2024 Q2 filed July 16, 2024
ORG Partners 2024 Q1 filed May 6, 2024
ORG Partners 2023 Q4 filed Jan. 29, 2024
ORG Partners 2023 Q3 restated filed Nov. 13, 2023
ORG Partners 2023 Q3 filed Nov. 3, 2023
ORG Partners 2023 Q2 filed July 25, 2023
ORG Partners 2023 Q1 filed June 1, 2023

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