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ORG Wealth Partners

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

Top 5 stock holdings are CORZ, CORZW, BRK.A, BRK.B, NVDA, and represent 47.68% of ORG Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: ARR, CORZ, IONQ, MSFT, NOBL, AAPL, AVGO, GOOGL, NVDA, GSSC.
Started 59 new stock positions in NMAX, SPWR, FBND, CX, SBSW, Invesco Unit Trusts, DFH, GSIE, TWLO, ACWI.
Reduced shares in these 10 stocks: CORZW, AGNC, WDAY, ZHGIIX, TMO, SPLV, SGOV, COP, PLTR, JPST.
Sold out of its positions in AIG, APLD, AIZ, AVTR, BALL, BMA, BAC, BAX, BILL, CDW.
ORG Wealth Partners was a net buyer of stock by $26M.
ORG Wealth Partners has $470M in assets under management (AUM), dropping by 13.48%.
Central Index Key (CIK): 0002032602

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Portfolio Holdings for ORG Wealth Partners

ORG Wealth Partners holds 650 positions in its portfolio as reported in the September 2025 quarterly 13F filing

ORG Wealth Partners has 650 total positions. Only the first 250 positions are shown.

Sign up to view all of the ORG Wealth Partners Sept. 30, 2025 positions
Download the ORG Wealth Partners September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Core Scientific Common Stock (CORZ)	27.8	$131M		7.3M	17.94	View chart
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)	11.3	$53M	-5%	4.6M	11.63	View chart
Berkshire Hathaway Inc Del Cl A Equity (BRK.A)	3.5	$17M		22.00	754200.00	View chart
Berkshire Hathaway Common Stock (BRK.B)	2.9	$14M	+3%	27k	502.74	View chart
Nvidia Corp Common Stock (NVDA)	2.2	$10M	+10%	55k	186.58	View chart
Apple Common Stock (AAPL)	1.8	$8.4M	+17%	33k	254.90	View chart
Energy Transfer Limited Partnershp (ET)	1.5	$7.0M		407k	17.16	View chart
Amazon.com Common Stock (AMZN)	1.3	$6.1M	+8%	28k	219.57	View chart
Exxon Mobil Corp Common Stock (XOM)	1.3	$6.1M	+5%	54k	113.07	View chart
Abbott Labs Common Stock (ABT)	1.2	$5.9M	+4%	44k	133.94	View chart
Microsoft Corp Common Stock (MSFT)	1.2	$5.7M	+30%	11k	517.95	View chart
Palantir Technologies In Common Stock (PLTR)	1.2	$5.6M	-5%	31k	182.42	View chart
Abbvie Common Stock (ABBV)	1.1	$5.2M	+13%	22k	233.69	View chart
Cambria Fixed Income Uit Exchange Traded (CFIT)	1.1	$5.1M	+22%	201k	25.09	View chart
Armour Residential Reit Inc Com Par $0 001 Equity (ARR)	1.0	$4.7M	NEW	315k	14.94	View chart
Jpmorgan Ultra Short Uit Exchange Traded (JPST)	0.9	$4.3M	-7%	84k	50.75	View chart
Ishares 0-3 Month Uit Exchange Traded (SGOV)	0.9	$4.2M	-8%	42k	100.86	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.9	$4.0M	+16%	13k	317.19	View chart
Alphabet Common Stock (GOOG)	0.8	$3.8M	-2%	15k	243.54	View chart
Kratos Defense & Sec Sol Common Stock (KTOS)	0.8	$3.6M	-5%	39k	91.37	View chart
Tesla Common Stock (TSLA)	0.7	$3.2M	+3%	7.3k	444.72	View chart
Ibm Corp Common Stock (IBM)	0.7	$3.1M		11k	284.18	View chart
Shopify Inc F Foreign Canadian (SHOP)	0.6	$3.0M	-5%	20k	148.61	View chart
Home Depot Common Stock (HD)	0.6	$2.7M	+19%	6.6k	407.37	View chart
Alphabet Common Stock (GOOGL)	0.5	$2.5M	+67%	10k	243.10	View chart
United Rentals Common Stock (URI)	0.5	$2.5M	+5%	2.6k	954.65	View chart
Kayne Anderson Energy In Closed End Mutl Fund (KYN)	0.5	$2.3M	+38%	188k	12.37	View chart
Costco Whsl Corp Common Stock (COST)	0.4	$2.1M	+19%	2.3k	926.79	View chart
Ishares 7-10 Year Trsury Uit Exchange Traded (IEF)	0.4	$2.1M		22k	96.43	View chart
Ishares Core Msci Eafe Uit Exchange Traded (IEFA)	0.4	$2.1M	+8%	24k	87.37	View chart
Enterprise Prods Part Limited Partnershp (EPD)	0.4	$2.1M		66k	31.27	View chart
Sprott Physical Gold Etv Closed End Mutl Fund (PHYS)	0.4	$2.1M		69k	29.62	View chart
Walmart Common Stock (WMT)	0.4	$2.0M	+33%	20k	103.05	View chart
Alibaba Group Hldg Ltd F American Depository (BABA)	0.4	$2.0M		11k	178.73	View chart
Southern Copper Corp Common Stock (SCCO)	0.4	$1.9M	+2%	16k	121.57	View chart
Ionq Common Stock (IONQ)	0.4	$1.9M	+4625%	31k	61.50	View chart
Crowdstrike Hldgs Common Stock (CRWD)	0.4	$1.8M	+8%	3.8k	490.38	View chart
Oracle Corp Common Stock (ORCL)	0.4	$1.8M	+10%	6.3k	281.23	View chart
Stepstone Private Market Closed End Mutl Fund (XPMIX)	0.4	$1.8M		30k	60.02	View chart
Ishares Total Usd Bond Uit Exchange Traded (IUSB)	0.4	$1.7M	-13%	37k	46.71	View chart
Eqt Corp Common Stock (EQT)	0.4	$1.7M	+71%	32k	54.42	View chart
Amgen Common Stock (AMGN)	0.4	$1.7M	+3%	6.0k	284.48	View chart
Amplify Cwp Enhanced Div Uit Exchange Traded (DIVO)	0.4	$1.7M		38k	44.60	View chart
Pfizer Common Stock (PFE)	0.3	$1.6M		64k	25.51	View chart
Broadcom Common Stock (AVGO)	0.3	$1.6M	+236%	4.9k	329.91	View chart
Visa Common Stock (V)	0.3	$1.6M	+36%	4.6k	341.38	View chart
Spdr S&p Oil & Gas Expl Uit Exchange Traded (XOP)	0.3	$1.5M		12k	133.03	View chart
Proshares S&p 500 Div Uit Exchange Traded (NOBL)	0.3	$1.5M	+465%	15k	103.07	View chart
Honeywell Intl Common Stock (HON)	0.3	$1.5M	+5%	7.2k	211.68	View chart
Ishares Mbs Etf Uit Exchange Traded (MBB)	0.3	$1.5M	-4%	16k	95.15	View chart
Snowflake Common Stock (SNOW)	0.3	$1.5M	-2%	6.7k	225.55	View chart
Ishares Core S&p Small Uit Exchange Traded (IJR)	0.3	$1.3M	+9%	11k	120.00	View chart
Okta Common Stock (OKTA)	0.3	$1.3M	+2%	14k	91.69	View chart
Simplify Managed Futurs Uit Exchange Traded (CTA)	0.3	$1.3M	+8%	46k	27.94	View chart
Caterpillar Common Stock (CAT)	0.3	$1.3M	-4%	2.7k	477.13	View chart
Cardinal Health Common Stock (CAH)	0.3	$1.2M	+5%	7.9k	156.96	View chart
Netflix Common Stock (NFLX)	0.3	$1.2M	-14%	1.0k	1198.86	View chart
Invsc Actvly Mng Optm Yd Uit Exchange Traded (PDBC)	0.3	$1.2M		91k	13.43	View chart
Rigetti Computing Common Stock (RGTI)	0.3	$1.2M	+244%	40k	29.79	View chart
Eog Res Common Stock (EOG)	0.2	$1.2M	+2%	10k	112.21	View chart
Cohen Steers Qual Income Closed End Mutl Fund (RQI)	0.2	$1.2M	+4%	93k	12.47	View chart
Venture Global Common Stock (VG)	0.2	$1.2M	+9%	82k	14.19	View chart
Pacer Wealthshield Etf Uit Exchange Traded (PWS)	0.2	$1.1M	+60%	36k	32.17	View chart
Qualcomm Common Stock (QCOM)	0.2	$1.1M		6.8k	166.36	View chart
Verizon Communications I Common Stock (VZ)	0.2	$1.1M	+6%	26k	43.96	View chart
Ishares Msci Emerging Uit Exchange Traded (EMXC)	0.2	$1.1M	+25%	16k	67.53	View chart
Chevron Corp Common Stock (CVX)	0.2	$1.1M	+71%	6.9k	155.29	View chart
Eli Lilly And Common Stock (LLY)	0.2	$1.0M	+14%	1.4k	763.00	View chart
Pacer Trendpilot Us Bond Uit Exchange Traded (PTBD)	0.2	$1.0M		52k	19.81	View chart
Mastercard Common Stock (MA)	0.2	$1.0M	+4%	1.8k	568.79	View chart
Mcdonalds Corp Common Stock (MCD)	0.2	$1.0M	+11%	3.4k	303.86	View chart
Ishares Russell 1000 Uit Exchange Traded (IWF)	0.2	$1.0M	+382%	2.2k	468.40	View chart
Ishares Core S&p Mid Cap Uit Exchange Traded (IJH)	0.2	$1.0M		16k	65.50	View chart
Nutanix Common Stock (NTNX)	0.2	$1.0M	+2%	14k	74.37	View chart
Ishares Core S&p 500 Uit Exchange Traded (IVV)	0.2	$979k		1.5k	671.67	View chart
Gldmn Sch Actvbeta Us Uit Exchange Traded (GSSC)	0.2	$945k	NEW	13k	74.89	View chart
Spdr S&p 500 Etf Uit Exchange Traded (SPY)	0.2	$940k	+7%	1.4k	666.00	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$936k	+131%	5.0k	185.41	View chart
Automatic Data Processin Common Stock (ADP)	0.2	$879k	+8%	3.0k	293.49	View chart
Aflac Common Stock (AFL)	0.2	$878k	-2%	7.9k	111.69	View chart
Ishares Core Dividend Uit Exchange Traded (DGRO)	0.2	$865k	+14%	13k	68.08	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.2	$850k	+12%	30k	28.30	View chart
Vanguard Total Uit Exchange Traded (VTI)	0.2	$838k		2.6k	328.17	View chart
Hines Global Income Trus Real Estate Investme (ZHGIIX)	0.2	$825k	-38%	84k	9.80	View chart
American Express Common Stock (AXP)	0.2	$818k	+134%	2.5k	332.16	View chart
Kraneshares Mount Lcs Uit Exchange Traded (KMLM)	0.2	$815k		30k	26.88	View chart
Ishares Core S&p Us Uit Exchange Traded (IUSG)	0.2	$803k	+15%	4.9k	164.52	View chart
Foster L B Common Stock (FSTR)	0.2	$796k		30k	26.95	View chart
Imgp Dbi Managed Futures Uit Exchange Traded (DBMF)	0.2	$741k	-2%	27k	27.27	View chart
Eversource Energy Common Stock (ES)	0.2	$740k	+37%	10k	71.14	View chart
Atmos Energy Corp Common Stock (ATO)	0.2	$710k	-8%	4.2k	170.73	View chart
Linde Plc F Foreign Ordinaries (LIN)	0.2	$708k	+184%	1.5k	475.00	View chart
Cincinnati Finl Corp Common Stock (CINF)	0.2	$706k	-10%	4.5k	158.09	View chart
Ecolab Common Stock (ECL)	0.1	$700k		2.6k	273.83	View chart
Fastenal Common Stock (FAST)	0.1	$681k	+30%	14k	49.04	View chart
Jpmorgan Equity Premium Uit Exchange Traded (JEPI)	0.1	$678k		12k	57.40	View chart
Pentair Plc F Foreign Ordinaries (PNR)	0.1	$665k	-10%	6.0k	110.76	View chart
Sherwin-williams Common Stock (SHW)	0.1	$660k	-10%	1.9k	346.21	View chart
Meta Platforms Common Stock (META)	0.1	$657k	+2%	895.00	734.31	View chart
Realty Income Corp Real Estate Investme (O)	0.1	$654k	+41%	11k	60.78	View chart
Emerson Elec Common Stock (EMR)	0.1	$648k	+50%	4.9k	131.16	View chart
Cintas Corp Common Stock (CTAS)	0.1	$644k	-7%	3.1k	205.24	View chart
Ishares Msci Usa Qlty Uit Exchange Traded (QUAL)	0.1	$640k	+688%	3.3k	194.50	View chart
Ishares Msci Usa Momntum Uit Exchange Traded (MTUM)	0.1	$624k		2.4k	256.25	View chart
Cheniere Energy Partn Limited Partnershp (CQP)	0.1	$615k	-18%	11k	53.82	View chart
Consolidated Edison Common Stock (ED)	0.1	$613k	+3%	6.1k	100.52	View chart
Rtx Corp Common Stock (RTX)	0.1	$613k	+13%	3.7k	167.22	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$603k	+19%	758.00	796.00	View chart
Servicenow Common Stock (NOW)	0.1	$601k		653.00	920.27	View chart
Vanguard Ftse Emerging Uit Exchange Traded (VWO)	0.1	$599k	+18%	11k	54.17	View chart
Salesforce Common Stock (CRM)	0.1	$586k	-6%	2.5k	237.00	View chart
Illinois Tool Wks Common Stock (ITW)	0.1	$579k	+71%	2.2k	260.76	View chart
The Coca-cola Common Stock (KO)	0.1	$576k	+7%	8.7k	66.32	View chart
Western Asset Municipal Closed End Mutl Fund (MHF)	0.1	$574k		79k	7.23	View chart
Simon Ppty Group Real Estate Investme (SPG)	0.1	$552k		2.9k	187.67	View chart
Brown & Brown Common Stock (BRO)	0.1	$551k	-3%	5.9k	93.77	View chart
Ishares Core Us Uit Exchange Traded (AGG)	0.1	$551k		5.4k	101.20	View chart
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)	0.1	$547k	+5%	888.00	616.33	View chart
Altria Group Common Stock (MO)	0.1	$543k	+14%	8.2k	66.04	View chart
Macom Technology Solutio Common Stock (MTSI)	0.1	$538k		4.3k	124.49	View chart
S&p Global Common Stock (SPGI)	0.1	$528k	-2%	1.1k	486.67	View chart
Ishares Msci Eafe Value Uit Exchange Traded (EFV)	0.1	$522k	+11%	7.7k	67.80	View chart
Msci Common Stock (MSCI)	0.1	$518k	+4%	912.00	567.39	View chart
Spdr S&p Dividend Etf Uit Exchange Traded (SDY)	0.1	$514k		3.6k	141.13	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$503k		5.9k	84.59	View chart
Procter & Gamble Common Stock (PG)	0.1	$501k	-8%	3.3k	153.64	View chart
Return Stacked Us Stk Uit Exchange Traded (RSST)	0.1	$497k	+22%	19k	26.46	View chart
Texas Instrs Common Stock (TXN)	0.1	$494k	+3137%	2.7k	183.73	View chart
Vistra Corp Common Stock (VST)	0.1	$482k		2.5k	195.96	View chart
Zoetis Common Stock (ZTS)	0.1	$482k	-20%	3.3k	146.32	View chart
Air Prods & Chems Common Stock (APD)	0.1	$476k	+95%	1.7k	272.71	View chart
Leidos Hldgs Common Stock (LDOS)	0.1	$461k	-11%	2.4k	188.97	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$461k	+1609%	923.00	499.21	View chart
Toll Bros Common Stock (TOL)	0.1	$451k	+5%	3.3k	138.14	View chart
Union Pac Corp Common Stock (UNP)	0.1	$445k	+30%	1.9k	236.37	View chart
Oneok Common Stock (OKE)	0.1	$438k	-8%	6.0k	72.97	View chart
Vgrd Ftse All Wrld Ex Us Uit Exchange Traded (VSS)	0.1	$438k	+12%	3.1k	142.55	View chart
Accenture Plc Ireland F Foreign Ordinaries (ACN)	0.1	$435k	+19%	1.8k	246.57	View chart
Idexx Labs Common Stock (IDXX)	0.1	$431k	+33%	674.00	638.89	View chart
Ishares National Muni Uit Exchange Traded (MUB)	0.1	$430k	-29%	4.0k	106.42	View chart
Taiwan Semiconductor M F American Depository (TSM)	0.1	$429k	+18%	1.5k	279.29	View chart
Dir Daily 7-10 Yr Trsry Uit Exchange Traded (TYD)	0.1	$423k	+29%	17k	25.69	View chart
Philip Morris Intl Common Stock (PM)	0.1	$421k	-30%	2.6k	162.12	View chart
Spdr Index Shares Emerg Uit Exchange Traded (SPEM)	0.1	$421k	+12%	9.0k	46.80	View chart
Kraneshares Csi China Uit Exchange Traded (KWEB)	0.1	$420k	-4%	10k	42.01	View chart
Adobe Common Stock (ADBE)	0.1	$406k	-35%	1.2k	352.75	View chart
Illumina Common Stock (ILMN)	0.1	$402k		4.2k	94.97	View chart
Novo-nordisk A S F American Depository (NVO)	0.1	$390k	+3022%	7.0k	55.49	View chart
Asml Hldg N V F American Depository (ASML)	0.1	$386k	+83%	399.00	968.09	View chart
Prosperity Bancshares In Common Stock (PB)	0.1	$365k		5.5k	66.35	View chart
Franklin Res Common Stock (BEN)	0.1	$365k	-30%	16k	23.13	View chart
Kenvue Common Stock (KVUE)	0.1	$359k	+13%	22k	16.23	View chart
Ishares Us Aerospace Uit Exchange Traded (ITA)	0.1	$353k		1.7k	209.26	View chart
Synopsys Common Stock (SNPS)	0.1	$353k	+14200%	715.00	493.39	View chart
Ishares Bitcoin Etf Uit Exchange Traded (IBIT)	0.1	$350k	+27%	5.4k	65.00	View chart
Grainger W W Common Stock (GWW)	0.1	$350k	-33%	367.00	952.86	View chart
MPLX Limited Partnershp (MPLX)	0.1	$342k		6.9k	49.95	View chart
Invsc S P 500 Equal Uit Exchange Traded (RSP)	0.1	$319k	+14%	1.7k	189.70	View chart
Aon Plc F Foreign Ordinaries (AON)	0.1	$319k	-14%	895.00	356.57	View chart
Disney Walt Common Stock (DIS)	0.1	$316k	+27470%	2.8k	114.50	View chart
Ishares Msci Eafe Growth Uit Exchange Traded (EFG)	0.1	$313k	+16%	2.7k	113.80	View chart
D R Horton Common Stock (DHI)	0.1	$307k	+11%	1.8k	169.57	View chart
Cme Group Common Stock (CME)	0.1	$305k	+50%	1.1k	270.00	View chart
Gilead Sciences Common Stock (GILD)	0.1	$297k	+35%	2.7k	111.00	View chart
Vanguard Growth Etf Uit Exchange Traded (VUG)	0.1	$297k	+335%	619.00	479.50	View chart
Costar Group Common Stock (CSGP)	0.1	$291k	+9%	3.4k	84.36	View chart
Paycom Software Common Stock (PAYC)	0.1	$289k	+4%	1.4k	208.11	View chart
Autozone Common Stock (AZO)	0.1	$287k	NEW	67.00	4290.23	View chart
Kla Corp Common Stock (KLAC)	0.1	$287k		266.00	1078.60	View chart
Marsh & Mclennan Cos Common Stock (MMC)	0.1	$284k	+2%	1.4k	201.53	View chart
Warner Bros Discovery In Common Stock (WBD)	0.1	$283k	+97%	15k	19.52	View chart
Spdr S&p 500 Growth Etf Uit Exchange Traded (SPYG)	0.1	$280k		2.7k	104.50	View chart
Chubb Ltd F Foreign Ordinaries (CB)	0.1	$268k	-8%	951.00	282.24	View chart
Morgan Stanley Common Stock (MS)	0.1	$267k	+123%	1.7k	158.90	View chart
Airbnb Common Stock (ABNB)	0.1	$267k	-45%	2.2k	121.41	View chart
Merck & Co Common Stock (MRK)	0.1	$266k	+271%	3.2k	83.93	View chart
Uber Technologies Common Stock (UBER)	0.1	$263k	+506%	2.7k	97.97	View chart
Lennar Corp Common Stock (LEN)	0.1	$261k	+5%	2.1k	126.08	View chart
C H Robinson Worldwide I Common Stock (CHRW)	0.1	$258k	+136%	2.0k	132.40	View chart
Medtronic Plc F Foreign Ordinaries (MDT)	0.1	$256k	+7%	2.7k	95.24	View chart
Essex Ppty Tr Real Estate Investme (ESS)	0.1	$255k	+7%	954.00	267.64	View chart
Vanguard Dividend Uit Exchange Traded (VIG)	0.1	$252k	+6372%	1.2k	216.60	View chart
Workday Common Stock (WDAY)	0.1	$252k	-82%	1.0k	240.72	View chart
At&t Common Stock (T)	0.1	$251k	+55%	8.9k	28.22	View chart
Seagate Technology H F Foreign Ordinaries (STX)	0.1	$244k	+42%	1.0k	236.00	View chart
Nextera Energy Common Stock (NEE)	0.1	$243k	+91%	3.2k	75.49	View chart
Cisco Sys Common Stock (CSCO)	0.1	$237k	+49%	3.5k	68.40	View chart
Ameriprise Finl Common Stock (AMP)	0.1	$236k		481.00	491.51	View chart
Novartis Ag F American Depository (NVS)	0.0	$233k	NEW	1.8k	128.24	View chart
Alps Alerian Mlp Etf Uit Exchange Traded (AMLP)	0.0	$233k		5.0k	46.96	View chart
Corning Common Stock (GLW)	0.0	$229k	+48%	2.8k	82.00	View chart
Vanguard S&p 500 Value Uit Exchange Traded (VOOV)	0.0	$225k	NEW	1.1k	199.47	View chart
Conocophillips Common Stock (COP)	0.0	$224k	-62%	2.4k	94.73	View chart
Kkr & Co Common Stock (KKR)	0.0	$220k	-11%	1.7k	130.12	View chart
Invsc Qqq Trust Srs 1 Uit Exchange Traded (QQQ)	0.0	$216k	-28%	359.00	600.37	View chart
Ge Aerospace Common Stock (GE)	0.0	$215k	+7%	716.00	300.80	View chart
Newmont Corp Common Stock (NEM)	0.0	$208k	+104%	2.5k	84.29	View chart
Boston Scientific Corp Common Stock (BSX)	0.0	$207k	NEW	2.1k	97.62	View chart
Vanguard Muni Bnd Tax Uit Exchange Traded (VTEB)	0.0	$200k		4.0k	50.07	View chart
Roper Technologies Common Stock (ROP)	0.0	$199k	+5%	398.00	498.67	View chart
Capital One Finl Corp Common Stock (COF)	0.0	$198k	+48%	931.00	212.50	View chart
Shell Plc F American Depository (SHEL)	0.0	$195k		2.7k	71.79	View chart
Lowes Cos Common Stock (LOW)	0.0	$195k	-38%	773.00	251.66	View chart
Johnson Controls Int F Foreign Ordinaries (JCI)	0.0	$192k	+53%	1.7k	109.92	View chart
Williams Cos Common Stock (WMB)	0.0	$191k	+72%	3.0k	63.33	View chart
Citigroup Common Stock (C)	0.0	$189k	+99%	1.9k	101.50	View chart
Black Stone Minerals Limited Partnershp (BSM)	0.0	$187k		14k	13.14	View chart
Sap Se F American Depository (SAP)	0.0	$184k	+3171%	687.00	267.21	View chart
3M Common Stock (MMM)	0.0	$181k	+58%	1.2k	155.11	View chart
Chefs Whse Common Stock (CHEF)	0.0	$181k		3.1k	58.33	View chart
Fox Corp Common Stock (FOXA)	0.0	$180k	+124%	2.9k	63.04	View chart
Coinbase Global Common Stock (COIN)	0.0	$180k	+150%	533.00	337.40	View chart
Bank New York Mellon Cor Common Stock (BK)	0.0	$179k	+59%	1.6k	108.93	View chart
Intuit Common Stock (INTU)	0.0	$178k	+2066%	260.00	682.50	View chart
Take-two Interactive Sof Common Stock (TTWO)	0.0	$177k	+134%	686.00	258.33	View chart
Textron Common Stock (TXT)	0.0	$177k		2.1k	84.49	View chart
State Str Corp Common Stock (STT)	0.0	$176k	+58%	1.5k	116.00	View chart
Arcosa Common Stock (ACA)	0.0	$174k	NEW	1.9k	93.71	View chart
Fox Corp Common Stock (FOX)	0.0	$174k	+75%	3.0k	57.27	View chart
Globe Life Common Stock (GL)	0.0	$173k	+111%	1.2k	142.90	View chart
Welltower Real Estate Investme (WELL)	0.0	$172k	+69%	967.00	178.12	View chart
Berkley W R Corp Common Stock (WRB)	0.0	$171k	-28%	2.2k	76.60	View chart
Nisource Common Stock (NI)	0.0	$171k	+81%	3.9k	43.28	View chart
Northern Tr Corp Common Stock (NTRS)	0.0	$171k	+125%	1.3k	134.55	View chart
Ebay Common Stock (EBAY)	0.0	$170k	+45%	1.9k	90.94	View chart
Select Sector Uti Select Uit Exchange Traded (XLU)	0.0	$169k		1.9k	87.21	View chart
Ameren Corp Common Stock (AEE)	0.0	$169k	+118%	1.6k	104.36	View chart
F5 Common Stock (FFIV)	0.0	$168k	+63%	520.00	323.00	View chart
Lvmh Moet Hennessy Lou F American Depository (LVMUY)	0.0	$168k	+1829%	1.4k	122.31	View chart
Wells Fargo & Co Common Stock (WFC)	0.0	$167k	+126%	2.0k	83.81	View chart
Bloom Energy Corp Common Stock (BE)	0.0	$165k		2.0k	84.57	View chart
Entergy Corp Common Stock (ETR)	0.0	$164k	+72%	1.8k	93.19	View chart
Kellanova Common Stock (K)	0.0	$161k	+88%	2.0k	82.00	View chart
Verisign Common Stock (VRSN)	0.0	$161k	+130%	575.00	279.50	View chart
Dell Technologies Common Stock (DELL)	0.0	$159k	-39%	1.1k	141.76	View chart
Kyivstar Group Ltd F Foreign Ordinaries	0.0	$159k	NEW	13k	12.50	View chart
Solventum Corp Common Stock (SOLV)	0.0	$157k	+134%	2.1k	73.00	View chart
Trinity Inds Common Stock (TRN)	0.0	$156k	NEW	5.6k	28.04	View chart
Jabil Common Stock (JBL)	0.0	$155k	+117%	715.00	217.17	View chart
Vanguard Small Cap Etf Uit Exchange Traded (VB)	0.0	$152k	-3%	598.00	254.28	View chart
Goldman Sachs Actvbt Uit Exchange Traded (GSIE)	0.0	$149k	NEW	3.6k	41.11	View chart
Vanguard Ftse Developed Uit Exchange Traded (VEA)	0.0	$148k	-35%	2.5k	59.86	View chart
Spdr Bloomberg 1 3 Mnth Uit Exchange Traded (BIL)	0.0	$146k		1.6k	91.81	View chart
Nasdaq Common Stock (NDAQ)	0.0	$145k	+46%	1.6k	88.43	View chart
Celestica Inc Equity F Foreign Canadian (CLS)	0.0	$144k		586.00	246.38	View chart
Tjx Cos Common Stock (TJX)	0.0	$144k	+18%	998.00	144.52	View chart
Boeing Common Stock (BA)	0.0	$142k		660.00	215.83	View chart
Kroger Common Stock (KR)	0.0	$136k	+57%	2.0k	67.37	View chart
Nuveen Municipal Value C Closed End Mutl Fund (NUV)	0.0	$133k		15k	8.98	View chart
Arista Networks Common Stock (ANET)	0.0	$132k		904.00	145.71	View chart

Past Filings by ORG Wealth Partners

SEC 13F filings are viewable for ORG Wealth Partners going back to 2024

ORG Wealth Partners 2025 Q3 filed Oct. 24, 2025
ORG Wealth Partners 2025 Q2 filed July 16, 2025
ORG Wealth Partners 2025 Q1 filed April 21, 2025
ORG Wealth Partners 2024 Q4 filed Jan. 10, 2025
ORG Wealth Partners 2024 Q3 filed Oct. 11, 2024

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