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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 42.28% of ORG Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: JPST, UTG, NFLX, NOW, ABBV, JNJ, CHRW, ADM, SYY, ISRG.
Started 47 new stock positions in MPC, XXI, LIT, SOLS, ICE, L, GEN, WEC, FRMI, NOC.
Reduced shares in these 10 stocks: CORZW, VZ, NVDA, NOBL, SGOV, O, ED, CTAS, SHW, GWW.
Sold out of its positions in ATER, ABAT, AMT, COR, Invesco Capital Market, Build Amer Bds Incm, CVS, CTRA, COIN, STZ.
ORG Wealth Partners was a net seller of stock by $-4.6M.
ORG Wealth Partners has $426M in assets under management (AUM), dropping by -9.47%.
Central Index Key (CIK): 0002032602

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Portfolio Holdings for ORG Wealth Partners

ORG Wealth Partners holds 621 positions in its portfolio as reported in the December 2025 quarterly 13F filing

ORG Wealth Partners has 621 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Core Scientific Common Stock (CORZ)	24.9	$106M		7.3M	14.56	View chart
Core Scientific Inc New Wt Exp Tranche 1 Common Stock (CORZW)	8.1	$34M	-10%	4.1M	8.46	View chart
Berkshire Hathaway Inc Del Cl A Common Stock (BRK.A)	3.9	$17M		22.00	754800.00	View chart
Berkshire Hathaway Common Stock (BRK.B)	3.2	$14M		28k	502.65	View chart
Nvidia Corp Common Stock (NVDA)	2.2	$9.3M	-9%	50k	186.50	View chart
Apple Common Stock (AAPL)	2.1	$8.8M		33k	272.13	View chart
Exxon Mobil Corp Common Stock (XOM)	1.6	$6.7M	+3%	56k	120.34	View chart
Energy Transfer Limited Partnershp (ET)	1.5	$6.5M	-2%	396k	16.49	View chart
Amazon.com Common Stock (AMZN)	1.5	$6.5M		28k	230.82	View chart
Jpmorgan Ultra Short Uit Exchange Traded (JPST)	1.3	$5.7M	+32%	112k	50.71	View chart
Armour Residential Reit Inc Com Par $0 001 Common Stock (ARR)	1.3	$5.6M		315k	17.69	View chart
Abbvie Common Stock (ABBV)	1.3	$5.5M	+9%	24k	228.49	View chart
Microsoft Corp Common Stock (MSFT)	1.2	$5.3M		11k	483.64	View chart
Abbott Labs Common Stock (ABT)	1.2	$5.2M	-4%	42k	125.30	View chart
Palantir Technologies In Common Stock (PLTR)	1.2	$5.2M	-3%	30k	177.75	View chart
Cambria Fixed Income Uit Exchange Traded (CFIT)	1.2	$5.0M		199k	25.14	View chart
Alphabet Common Stock (GOOG)	1.1	$4.9M		16k	314.10	View chart
Jpmorgan Chase & Co Common Stock (JPM)	1.0	$4.2M	+2%	13k	322.67	View chart
Ishares 0-3 Month Uit Exchange Traded (SGOV)	0.9	$3.6M	-14%	36k	102.44	View chart
Tesla Common Stock (TSLA)	0.8	$3.3M	+2%	7.4k	449.62	View chart
Ibm Corp Common Stock (IBM)	0.8	$3.3M		11k	301.65	View chart
Alphabet Common Stock (GOOGL)	0.8	$3.2M		10k	313.00	View chart
Kratos Defense & Sec Sol Common Stock (KTOS)	0.7	$3.1M	+2%	40k	75.91	View chart
Shopify Inc F Foreign Canadian (SHOP)	0.7	$3.1M	-6%	19k	160.96	View chart
Sprott Physical Gold Etv Closed End Mutl Fund (PHYS)	0.5	$2.3M	+2%	71k	33.02	View chart
Kayne Anderson Energy In Closed End Mutl Fund (KYN)	0.5	$2.3M		188k	12.38	View chart
Southern Copper Corp Common Stock (SCCO)	0.5	$2.3M		16k	144.44	View chart
Ishares Core Msci Eafe Uit Exchange Traded (IEFA)	0.5	$2.3M	+5%	25k	89.46	View chart
Walmart Common Stock (WMT)	0.5	$2.2M		20k	111.47	View chart
Home Depot Common Stock (HD)	0.5	$2.2M	-4%	6.3k	344.65	View chart
Enterprise Prods Part Limited Partnershp (EPD)	0.5	$2.1M		66k	32.06	View chart
Amgen Common Stock (AMGN)	0.5	$2.1M	+3%	6.3k	327.31	View chart
Costco Whsl Corp Common Stock (COST)	0.5	$2.0M	+2%	2.3k	873.59	View chart
Eqt Corp Common Stock (EQT)	0.5	$2.0M	+17%	38k	53.59	View chart
United Rentals Common Stock (URI)	0.5	$2.0M	-3%	2.5k	809.30	View chart
Amplify Cwp Enhanced Div Uit Exchange Traded (DIVO)	0.5	$2.0M	+19%	45k	44.50	View chart
Ishares 7-10 Year Trsury Uit Exchange Traded (IEF)	0.5	$1.9M	-7%	20k	96.14	View chart
Crowdstrike Hldgs Common Stock (CRWD)	0.4	$1.9M	+5%	4.0k	468.67	View chart
Broadcom Common Stock (AVGO)	0.4	$1.8M	+5%	5.1k	346.10	View chart
Ishares Core Universal Uit Exchange Traded (IUSB)	0.4	$1.6M	-5%	35k	46.33	View chart
Alibaba Group Hldg Ltd F American Depository (BABA)	0.4	$1.6M		11k	146.58	View chart
Eli Lilly And Common Stock (LLY)	0.4	$1.6M	+10%	1.5k	1074.60	View chart
Snowflake Common Stock (SNOW)	0.4	$1.6M	+8%	7.3k	219.33	View chart
Stepstone Private Market Closed End Mutl Fund (XPMIX)	0.4	$1.6M	-12%	26k	60.96	View chart
Visa Common Stock (V)	0.4	$1.6M	-3%	4.5k	350.70	View chart
Pfizer Common Stock (PFE)	0.4	$1.6M	-2%	62k	24.90	View chart
Ishares Mbs Etf Uit Exchange Traded (MBB)	0.4	$1.5M		16k	95.22	View chart
Honeywell Intl Common Stock (HON)	0.4	$1.5M	+7%	7.7k	196.03	View chart
Ionq Common Stock (IONQ)	0.3	$1.5M	+7%	33k	44.87	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$1.4M	+38%	7.0k	207.20	View chart
Ishares Core S&p Small Uit Exchange Traded (IJR)	0.3	$1.4M		11k	120.47	View chart
Okta Common Stock (OKTA)	0.3	$1.4M	+9%	16k	86.47	View chart
Caterpillar Common Stock (CAT)	0.3	$1.3M	-13%	2.3k	572.86	View chart
Ishares Msci Emerging Uit Exchange Traded (EMXC)	0.3	$1.3M	+11%	18k	72.68	View chart
Cardinal Health Common Stock (CAH)	0.3	$1.3M	-21%	6.2k	205.50	View chart
Simplify Managed Futurs Uit Exchange Traded (CTA)	0.3	$1.3M		46k	27.26	View chart
Invsc Actvly Mng Optm Yd Uit Exchange Traded (PDBC)	0.3	$1.2M	+3%	94k	13.25	View chart
Reaves Utility Income Closed End Mutl Fund (UTG)	0.3	$1.2M	+5569%	34k	36.57	View chart
Oracle Corp Common Stock (ORCL)	0.3	$1.2M	-3%	6.1k	194.88	View chart
St Srt Spdr S&p Oil And Uit Exchange Traded (XOP)	0.3	$1.2M	-18%	9.4k	126.72	View chart
Qualcomm Common Stock (QCOM)	0.3	$1.2M		6.9k	171.05	View chart
Pacer Wealthshield Etf Uit Exchange Traded (PWS)	0.3	$1.1M		35k	32.25	View chart
Chevron Corp Common Stock (CVX)	0.3	$1.1M	+5%	7.3k	152.41	View chart
Cohen Steers Qual Income Closed End Mutl Fund (RQI)	0.3	$1.1M	+2%	95k	11.45	View chart
Ishares Core S&p Mid Cap Uit Exchange Traded (IJH)	0.3	$1.1M	+3%	16k	66.03	View chart
Mcdonalds Corp Common Stock (MCD)	0.2	$1.0M		3.3k	305.67	View chart
Aflac Common Stock (AFL)	0.2	$988k	+13%	9.0k	110.27	View chart
Spdr S&p 500 Etf Uit Exchange Traded (SPY)	0.2	$987k	+2%	1.4k	681.94	View chart
Eog Res Common Stock (EOG)	0.2	$985k	-10%	9.4k	105.00	View chart
Pacer Trendpilot Us Bond Uit Exchange Traded (PTBD)	0.2	$969k	-4%	50k	19.40	View chart
Ishares Core S&p 500 Uit Exchange Traded (IVV)	0.2	$961k	-4%	1.4k	690.08	View chart
Gldmn Sch Actvbeta Us Uit Exchange Traded (GSSC)	0.2	$954k		13k	75.63	View chart
Rigetti Computing Common Stock (RGTI)	0.2	$930k	+6%	42k	22.15	View chart
Mastercard Common Stock (MA)	0.2	$905k	-12%	1.6k	570.83	View chart
Ishares Russell 1000 Uit Exchange Traded (IWF)	0.2	$882k	-14%	1.9k	473.78	View chart
Vanguard Total Uit Exchange Traded (VTI)	0.2	$856k		2.6k	335.27	View chart
Ishares Core Dividend Uit Exchange Traded (DGRO)	0.2	$840k	-4%	12k	69.42	View chart
American Express Common Stock (AXP)	0.2	$818k	-10%	2.2k	369.94	View chart
Proshares S&p 500 Div Uit Exchange Traded (NOBL)	0.2	$811k	-47%	7.8k	104.07	View chart
Atmos Energy Corp Common Stock (ATO)	0.2	$810k	+16%	4.8k	167.62	View chart
Kraneshares Mount Lcs Uit Exchange Traded (KMLM)	0.2	$797k		31k	25.95	View chart
Foster L B Common Stock (FSTR)	0.2	$796k		30k	26.95	View chart
Ishares Core S&p Us Uit Exchange Traded (IUSG)	0.2	$784k	-4%	4.7k	167.94	View chart
Venture Global Common Stock (VG)	0.2	$772k	+38%	113k	6.82	View chart
Imgp Dbi Managed Futures Uit Exchange Traded (DBMF)	0.2	$748k		27k	28.05	View chart
Macom Technology Solutio Common Stock (MTSI)	0.2	$734k		4.3k	171.28	View chart
Jpmorgan Equity Premium Uit Exchange Traded (JEPI)	0.2	$734k	+8%	13k	57.26	View chart
Automatic Data Processin Common Stock (ADP)	0.2	$730k	-5%	2.8k	257.18	View chart
Starbucks Corp Common Stock (SBUX)	0.2	$724k	+44%	8.6k	84.21	View chart
Hines Global Income Trus Real Estate Investme (ZHGIIX)	0.2	$707k	-14%	72k	9.78	View chart
Netflix Common Stock (NFLX)	0.2	$697k	+619%	7.4k	93.76	View chart
Emerson Elec Common Stock (EMR)	0.2	$687k	+4%	5.2k	132.72	View chart
Ishares Msci Usa Qlty Uit Exchange Traded (QUAL)	0.2	$681k	+4%	3.4k	198.60	View chart
C H Robinson Worldwide I Common Stock (CHRW)	0.2	$676k	+115%	4.2k	160.74	View chart
Cincinnati Finl Corp Common Stock (CINF)	0.2	$675k	-7%	4.1k	163.30	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.2	$667k	-19%	24k	27.48	View chart
Eversource Energy Common Stock (ES)	0.2	$665k	-5%	9.9k	67.32	View chart
Ishares Msci Usa Momntum Uit Exchange Traded (MTUM)	0.2	$652k	+6%	2.6k	250.25	View chart
Pentair Plc F Foreign Ordinaries (PNR)	0.1	$621k		6.0k	104.13	View chart
Ecolab Common Stock (ECL)	0.1	$619k	-7%	2.4k	262.46	View chart
Western Asset Municipal Closed End Mutl Fund (MHF)	0.1	$615k	+12%	89k	6.88	View chart
Oneok Common Stock (OKE)	0.1	$613k	+38%	8.3k	73.50	View chart
Linde Plc F Foreign Ordinaries (LIN)	0.1	$612k	-3%	1.4k	426.36	View chart
Medtronic Plc F Foreign Ordinaries (MDT)	0.1	$603k	+134%	6.3k	96.05	View chart
Accenture Plc Ireland F Foreign Ordinaries (ACN)	0.1	$601k	+26%	2.2k	268.29	View chart
Meta Platforms Common Stock (META)	0.1	$601k		909.00	660.62	View chart
Rtx Corp Common Stock (RTX)	0.1	$600k	-10%	3.3k	183.44	View chart
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)	0.1	$591k	+5%	941.00	628.13	View chart
Vanguard Ftse Emerging Uit Exchange Traded (VWO)	0.1	$587k		11k	53.76	View chart
Servicenow Common Stock (NOW)	0.1	$578k	+477%	3.8k	153.18	View chart
Ishares Core Us Uit Exchange Traded (AGG)	0.1	$574k	+5%	5.8k	99.88	View chart
Aon Plc F Foreign Ordinaries (AON)	0.1	$563k	+78%	1.6k	352.88	View chart
Illinois Tool Wks Common Stock (ITW)	0.1	$557k		2.2k	252.00	View chart
Illumina Common Stock (ILMN)	0.1	$555k		4.2k	131.15	View chart
Ishares Msci Eafe Value Uit Exchange Traded (EFV)	0.1	$545k		7.6k	71.41	View chart
Simon Ppty Group Real Estate Investme (SPG)	0.1	$544k		2.9k	185.11	View chart
Air Prods & Chems Common Stock (APD)	0.1	$543k	+25%	2.2k	248.40	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$530k	-20%	603.00	879.00	View chart
Nutanix Common Stock (NTNX)	0.1	$526k	-25%	10k	51.68	View chart
Prosperity Bancshares In Common Stock (PB)	0.1	$518k	+36%	7.5k	69.11	View chart
State Street Spdr S&p Uit Exchange Traded (SDY)	0.1	$516k		3.7k	139.22	View chart
Return Stacked Us Stk Uit Exchange Traded (RSST)	0.1	$502k	-5%	18k	28.35	View chart
Altria Group Common Stock (MO)	0.1	$497k	+4%	8.6k	57.72	View chart
Msci Common Stock (MSCI)	0.1	$495k	-5%	862.00	573.72	View chart
Adobe Common Stock (ADBE)	0.1	$494k	+22%	1.4k	349.97	View chart
Texas Instrs Common Stock (TXN)	0.1	$488k	+4%	2.8k	173.48	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$479k		926.00	517.33	View chart
Taiwan Semiconductor M F American Depository (TSM)	0.1	$472k		1.6k	303.89	View chart
Toll Bros Common Stock (TOL)	0.1	$442k		3.3k	135.19	View chart
Leidos Hldgs Common Stock (LDOS)	0.1	$440k		2.4k	180.41	View chart
Idexx Labs Common Stock (IDXX)	0.1	$439k	-3%	649.00	676.45	View chart
Union Pac Corp Common Stock (UNP)	0.1	$436k		1.9k	231.32	View chart
Vgrd Ftse All Wrld Ex Us Uit Exchange Traded (VSS)	0.1	$435k		3.0k	143.32	View chart
Ishares National Muni Uit Exchange Traded (MUB)	0.1	$434k		4.1k	107.08	View chart
Asml Hldg N V F American Depository (ASML)	0.1	$427k		399.00	1069.86	View chart
Vistra Corp Common Stock (VST)	0.1	$424k	+6%	2.6k	161.39	View chart
Philip Morris Intl Common Stock (PM)	0.1	$419k		2.6k	160.40	View chart
Dir Daily 7-10 Yr Trsry Uit Exchange Traded (TYD)	0.1	$419k		17k	25.42	View chart
Spdr Index Shares Emerg Uit Exchange Traded (SPEM)	0.1	$415k		8.9k	46.80	View chart
Fastenal Common Stock (FAST)	0.1	$404k	-27%	10k	40.13	View chart
Cheniere Energy Partn Limited Partnershp (CQP)	0.1	$402k	-34%	7.5k	53.48	View chart
Franklin Res Common Stock (BEN)	0.1	$390k	+3%	16k	23.89	View chart
Salesforce Common Stock (CRM)	0.1	$388k	-40%	1.5k	264.91	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$374k	+1222%	661.00	566.25	View chart
Sysco Corp Common Stock (SYY)	0.1	$367k	+2048%	5.0k	73.67	View chart
MPLX Limited Partnershp (MPLX)	0.1	$366k		6.9k	53.37	View chart
Ishares Us Aerospace Uit Exchange Traded (ITA)	0.1	$363k		1.7k	214.69	View chart
Archer-daniels Midland C Common Stock (ADM)	0.1	$360k	NEW	6.3k	57.47	View chart
Novo-nordisk A S F American Depository (NVO)	0.1	$356k		7.0k	50.88	View chart
Ishares Msci Eafe Growth Uit Exchange Traded (EFG)	0.1	$356k		2.8k	127.80	View chart
Franco Nev Corp F Foreign Canadian (FNV)	0.1	$353k	+205%	1.7k	207.28	View chart
The Coca-cola Common Stock (KO)	0.1	$341k	-43%	4.9k	70.01	View chart
Alps Alerian Mlp Etf Uit Exchange Traded (AMLP)	0.1	$341k	+46%	7.2k	47.02	View chart
Kraneshares Csi China Uit Exchange Traded (KWEB)	0.1	$340k		10k	34.04	View chart
General Dynamics Corp Common Stock (GD)	0.1	$338k	+1575%	1.0k	336.60	View chart
Warner Bros Discovery In Common Stock (WBD)	0.1	$337k	-19%	12k	28.82	View chart
Vanguard S&p 500 Value Uit Exchange Traded (VOOV)	0.1	$334k	+44%	1.6k	204.85	View chart
Gilead Sciences Common Stock (GILD)	0.1	$333k		2.7k	122.74	View chart
Kla Corp Common Stock (KLAC)	0.1	$323k		266.00	1215.08	View chart
Invsc S P 500 Equal Uit Exchange Traded (RSP)	0.1	$322k		1.7k	191.56	View chart
Zoetis Common Stock (ZTS)	0.1	$322k	-22%	2.6k	125.81	View chart
Disney Walt Common Stock (DIS)	0.1	$315k		2.8k	114.30	View chart
Airbnb Common Stock (ABNB)	0.1	$311k	+4%	2.3k	135.67	View chart
Procter & Gamble Common Stock (PG)	0.1	$310k	-33%	2.2k	143.52	View chart
Vanguard Growth Etf Uit Exchange Traded (VUG)	0.1	$308k		631.00	488.47	View chart
Ishares Bitcoin Etf Uit Exchange Traded (IBIT)	0.1	$298k	+11%	6.0k	49.61	View chart
Merck & Co Common Stock (MRK)	0.1	$286k	-14%	2.7k	105.26	View chart
ST STRT SPDR PRTL S&P Uit Exchange Traded (SPYG)	0.1	$282k		2.6k	107.14	View chart
Chubb Ltd F Foreign Ordinaries (CB)	0.1	$281k	-5%	899.00	312.11	View chart
Intuit Common Stock (INTU)	0.1	$267k	+55%	403.00	662.00	View chart
D R Horton Common Stock (DHI)	0.1	$261k		1.8k	144.02	View chart
Sherwin-williams Common Stock (SHW)	0.1	$259k	-58%	800.00	324.19	View chart
Vanguard Dividend Uit Exchange Traded (VIG)	0.1	$258k		1.2k	219.50	View chart
Baker Hughes Co. A Common Stock (BKR)	0.1	$258k	+160%	5.7k	45.54	View chart
Viper Energy Common Stock (VNOM)	0.1	$258k	+230%	6.7k	38.64	View chart
Cisco Sys Common Stock (CSCO)	0.1	$257k	-3%	3.3k	77.05	View chart
Tjx Cos Common Stock (TJX)	0.1	$252k	+64%	1.6k	153.61	View chart
Novartis Ag F American Depository (NVS)	0.1	$250k		1.8k	137.87	View chart
Echostar Corp Common Stock (SATS)	0.1	$250k	NEW	2.3k	108.70	View chart
S&p Global Common Stock (SPGI)	0.1	$246k	-56%	470.00	522.59	View chart
Nextera Energy Common Stock (NEE)	0.1	$237k	-8%	3.0k	80.00	View chart
Ameriprise Finl Common Stock (AMP)	0.1	$236k		481.00	490.60	View chart
Bristol Myers Squibb Common Stock (BMY)	0.1	$230k	+554%	4.3k	53.94	View chart
Corning Common Stock (GLW)	0.1	$228k	-6%	2.6k	87.55	View chart
Consolidated Edison Common Stock (ED)	0.1	$224k	-63%	2.3k	99.32	View chart
Autozone Common Stock (AZO)	0.1	$224k		66.00	3391.50	View chart
Roper Technologies Common Stock (ROP)	0.1	$223k	+25%	501.00	445.11	View chart
Invsc Qqq Trust Srs 1 Uit Exchange Traded (QQQ)	0.1	$222k		362.00	614.31	View chart
Essex Ppty Tr Real Estate Investme (ESS)	0.1	$221k	-11%	846.00	261.57	View chart
Cintas Corp Common Stock (CTAS)	0.1	$219k	-62%	1.2k	188.00	View chart
Synopsys Common Stock (SNPS)	0.1	$218k	-35%	464.00	469.70	View chart
Realty Income Corp Real Estate Investme (O)	0.1	$217k	-64%	3.9k	56.35	View chart
Kkr & Co Common Stock (KKR)	0.1	$216k		1.7k	127.64	View chart
Lennar Corp Common Stock (LEN)	0.1	$213k		2.1k	102.80	View chart
Erie Indty Common Stock (ERIE)	0.0	$209k	+224%	729.00	286.50	View chart
Lvmh Moet Hennessy Lou F American Depository (LVMUY)	0.0	$207k		1.4k	150.80	View chart
Vanguard Muni Bnd Tax Uit Exchange Traded (VTEB)	0.0	$206k	+2%	4.1k	50.29	View chart
Mccormick & Co Common Stock (MKC)	0.0	$206k	+187%	3.0k	68.10	View chart
Kenvue Common Stock (KVUE)	0.0	$206k	-46%	12k	17.25	View chart
Entergy Corp Common Stock (ETR)	0.0	$202k	+23%	2.2k	92.41	View chart
Johnson Controls Int F Foreign Ordinaries (JCI)	0.0	$200k	-4%	1.7k	119.75	View chart
Shell Plc F American Depository (SHEL)	0.0	$200k		2.7k	73.48	View chart
Colgate Palmolive Common Stock (CL)	0.0	$200k	+107%	2.5k	79.02	View chart
Arcosa Common Stock (ACA)	0.0	$197k		1.9k	106.32	View chart
Paycom Software Common Stock (PAYC)	0.0	$196k	-11%	1.2k	159.25	View chart
At&t Common Stock (T)	0.0	$194k	-11%	7.8k	24.84	View chart
Chefs Whse Common Stock (CHEF)	0.0	$194k		3.1k	62.33	View chart
Factset Resh Sys Common Stock (FDS)	0.0	$191k	+118%	659.00	290.18	View chart
Fox Corp Common Stock (FOX)	0.0	$190k	-3%	2.9k	64.93	View chart
Black Stone Minerals Limited Partnershp (BSM)	0.0	$189k		14k	13.29	View chart
Nike Common Stock (NKE)	0.0	$188k	+132%	2.9k	63.71	View chart
Lowes Cos Common Stock (LOW)	0.0	$188k		777.00	241.35	View chart
Bank New York Mellon Cor Common Stock (BK)	0.0	$184k	-3%	1.6k	116.07	View chart
Amcor Plc F Foreign Ordinaries	0.0	$184k	+103%	22k	8.33	View chart
3M Common Stock (MMM)	0.0	$184k		1.1k	160.10	View chart
Textron Common Stock (TXT)	0.0	$182k		2.1k	87.17	View chart
Marsh & Mclennan Cos Common Stock	0.0	$178k	-31%	959.00	185.50	View chart
Mckesson Corp Common Stock (MCK)	0.0	$177k	NEW	216.00	820.17	View chart
Nuveen Municipal Value C Closed End Mutl Fund (NUV)	0.0	$175k	+30%	19k	9.06	View chart
Expand Energy Corp Common Stock (EXE)	0.0	$174k	+32%	1.6k	110.35	View chart
Celestica Inc Equity F Foreign Canadian (CLS)	0.0	$173k		586.00	295.61	View chart
Welltower Real Estate Investme (WELL)	0.0	$171k	-4%	921.00	185.61	View chart
Take-two Interactive Sof Common Stock (TTWO)	0.0	$170k	-3%	663.00	256.00	View chart
Nasdaq Common Stock (NDAQ)	0.0	$170k	+6%	1.7k	97.11	View chart
Boston Scientific Corp Common Stock (BSX)	0.0	$169k	-16%	1.8k	95.35	View chart
Boeing Common Stock (BA)	0.0	$167k	+16%	770.00	217.11	View chart
State Strt Utltes Slet Uit Exchange Traded (XLU)	0.0	$166k	+100%	3.9k	42.69	View chart
Nisource Common Stock (NI)	0.0	$165k		4.0k	41.75	View chart
Freeport-mcmoran Common Stock (FCX)	0.0	$164k		3.2k	50.79	View chart
Williams Cos Common Stock (WMB)	0.0	$163k	-10%	2.7k	60.11	View chart
Sap Se F American Depository (SAP)	0.0	$162k	-2%	667.00	242.91	View chart
Vanguard Ftse Developed Uit Exchange Traded (VEA)	0.0	$161k	+3%	2.6k	62.47	View chart
Ebay Common Stock (EBAY)	0.0	$160k		1.8k	87.10	View chart
Intercontinental Exchang Common Stock (ICE)	0.0	$160k	NEW	985.00	161.89	View chart
Globe Life Common Stock (GL)	0.0	$159k	-5%	1.1k	139.86	View chart
Ameren Corp Common Stock (AEE)	0.0	$157k	-2%	1.6k	99.86	View chart
Gen Digital Common Stock (GEN)	0.0	$156k	NEW	5.8k	27.19	View chart
Willis Towers Watson P F Foreign Ordinaries (WTW)	0.0	$155k	NEW	473.00	328.50	View chart
Goldman Sachs Actvbt Uit Exchange Traded (GSIE)	0.0	$155k		3.6k	42.94	View chart
Wec Energy Group Common Stock (WEC)	0.0	$151k	NEW	1.4k	105.38	View chart
Fermi Common Stock (FRMI)	0.0	$151k	NEW	19k	8.00	View chart
Berkley W R Corp Common Stock (WRB)	0.0	$150k	-4%	2.1k	70.12	View chart
Costar Group Common Stock (CSGP)	0.0	$150k	-35%	2.2k	67.24	View chart
Xcel Energy Common Stock (XEL)	0.0	$149k	NEW	2.0k	73.86	View chart
Vanguard Small Cap Etf Uit Exchange Traded (VB)	0.0	$149k	-3%	578.00	257.93	View chart
Trinity Inds Common Stock (TRN)	0.0	$147k		5.6k	26.44	View chart
Darden Restaurants Common Stock (DRI)	0.0	$144k	+53%	782.00	184.02	View chart
F5 Common Stock (FFIV)	0.0	$142k	+6%	556.00	255.25	View chart
Uber Technologies Common Stock (UBER)	0.0	$141k	-35%	1.7k	81.68	View chart
Dell Technologies Common Stock (DELL)	0.0	$141k		1.1k	125.88	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 Q4 filed Jan. 14, 2026
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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