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ORG Partners LLC
Period ended Dec 31, 2025 · Latest filing Jan 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Dec 31, 2025: $568,000,748
More quarters will appear as history becomes available.
Top holdings
Top 10 at Dec 31, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036 · COMMON STOCK · 92919F103 · shares: $55,733,166
- SPDR S&P 500 ETF · UIT EXCHANGE TRADED · 78462F103 · shares: $18,915,042
- FT RISING DIVIDEND · UIT EXCHANGE TRADED · 33738R506 · shares: $13,628,998
- INVSC S P INTERNATIONL · UIT EXCHANGE TRADED · 46138E222 · shares: $10,852,977
- MICROSOFT CORP · COMMON STOCK · 594918104 · shares: $10,821,305
- APPLE INC · COMMON STOCK · 037833100 · shares: $10,772,378
- INVESCO NASDAQ 100 ETF · UIT EXCHANGE TRADED · 46138G649 · shares: $8,610,905
- GILEAD SCIENCES INC · COMMON STOCK · 375558103 · shares: $8,185,021
- NVIDIA CORP · COMMON STOCK · 67066G104 · shares: $8,148,021
- ISHS US EQTY FACTR · UIT EXCHANGE TRADED · 09290C103 · shares: $7,990,573
Reported holdings
37,789 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ALPS ALERIAN MLP ETF | UIT EXCHANGE TRADED | 00162Q452 | — | 1,500 shares | $70,530 |
| ALPS ALERIAN MLP ETF | UIT EXCHANGE TRADED | 00162Q452 | — | 1,500 shares | $70,530 |
| MERCADOLIBRE INC | COMMON STOCK | 58733R102 | — | 35 shares | $70,499 |
| WISDOMTREE FLOATING RATE | UIT EXCHANGE TRADED | 97717Y527 | — | 1,401 shares | $70,498 |
| NVIDIA CORP | COMMON STOCK | 67066G104 | — | 378 shares | $70,497 |
| ISHS US EQTY FACTR | UIT EXCHANGE TRADED | 09290C103 | — | 1,158 shares | $70,417 |
| INVSC S P INTERNATIONL | UIT EXCHANGE TRADED | 46138E222 | — | 1,266 shares | $70,374 |
| BERKSHIRE HATHAWAY | COMMON STOCK | 084670702 | — | 140 shares | $70,371 |
| CROWDSTRIKE HLDGS INC | COMMON STOCK | 22788C105 | — | 150 shares | $70,314 |
| ISHARES US THMATIC | UIT EXCHANGE TRADED | 09290C806 | — | 1,822 shares | $70,287 |
| ISHARES RUSSELL 1000 | UIT EXCHANGE TRADED | 464287598 | — | 334 shares | $70,253 |
| VISA INC | COMMON STOCK | 92826C839 | — | 200 shares | $70,142 |
| MICROSOFT CORP | COMMON STOCK | 594918104 | — | 145 shares | $70,124 |
| INNOVATOR US EQY POWER | UIT EXCHANGE TRADED | 45782C656 | — | 1,604 shares | $70,124 |
| WISDOMTREE FLOATING RATE | UIT EXCHANGE TRADED | 97717Y527 | — | 1,393 shares | $70,095 |
| ISHARES NATIONAL MUNI | UIT EXCHANGE TRADED | 464288414 | — | 654 shares | $70,049 |
| INVSC VARIABLE RT | UIT EXCHANGE TRADED | 46090A879 | — | 2,790 shares | $70,039 |
| FIRST TRST STOXX EUR SEL | UIT EXCHANGE TRADED | 33735T109 | — | 4,000 shares | $70,000 |
| FIRST TRST STOXX EUR SEL | UIT EXCHANGE TRADED | 33735T109 | — | 4,000 shares | $70,000 |
| FIRST TRST STOXX EUR SEL | UIT EXCHANGE TRADED | 33735T109 | — | 4,000 shares | $70,000 |
| FIRST TRST STOXX EUR SEL | UIT EXCHANGE TRADED | 33735T109 | — | 4,000 shares | $70,000 |
| FIRST TRST STOXX EUR SEL | UIT EXCHANGE TRADED | 33735T109 | — | 4,000 shares | $70,000 |
| FIRST TRST STOXX EUR SEL | UIT EXCHANGE TRADED | 33735T109 | — | 4,000 shares | $70,000 |
| FIRST TRST STOXX EUR SEL | UIT EXCHANGE TRADED | 33735T109 | — | 4,000 shares | $70,000 |
| FIRST TRST STOXX EUR SEL | UIT EXCHANGE TRADED | 33735T109 | — | 4,000 shares | $70,000 |
| FIRST TRST STOXX EUR SEL | UIT EXCHANGE TRADED | 33735T109 | — | 4,000 shares | $70,000 |
| BERKSHIRE HATHAWAY | COMMON STOCK | 084670702 | — | 139 shares | $69,868 |
| CAPITAL GROUP DIVIDEND | UIT EXCHANGE TRADED | 14021L109 | — | 1,960 shares | $69,854 |
| ISHARES S&P 500 VALUE | UIT EXCHANGE TRADED | 464287408 | — | 329 shares | $69,771 |
| ISHARES CORE UNIVERSAL | UIT EXCHANGE TRADED | 46434V613 | — | 1,498 shares | $69,716 |
| ST STRT SPDR PRTFL S&P | UIT EXCHANGE TRADED | 78464A508 | — | 1,227 shares | $69,705 |
| ISHARES CORE S&P MID CAP | UIT EXCHANGE TRADED | 464287507 | — | 1,056 shares | $69,696 |
| GLOBAL X DEFENSE TECH | UIT EXCHANGE TRADED | 37960A529 | — | 1,074 shares | $69,600 |
| ISHARES 0-3 MONTH | UIT EXCHANGE TRADED | 46436E718 | — | 693 shares | $69,563 |
| ISHARES S&P 500 VALUE | UIT EXCHANGE TRADED | 464287408 | — | 328 shares | $69,558 |
| ASML HLDG N V F | AMERICAN DEPOSITORY | N07059210 | — | 65 shares | $69,540 |
| ISHARES MSCI USA QLTY | UIT EXCHANGE TRADED | 46432F339 | — | 350 shares | $69,517 |
| ISHARES MSCI USA QLTY | UIT EXCHANGE TRADED | 46432F339 | — | 350 shares | $69,517 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| FT RISING DIVIDEND | UIT EXCHANGE TRADED | 33738R506 | — | 1,000 shares | $69,470 |
| INVSC S P INTERNATIONL | UIT EXCHANGE TRADED | 46138E222 | — | 1,250 shares | $69,462 |
| ST STERT SPDR BLMBG 1 3 | UIT EXCHANGE TRADED | 78468R663 | — | 760 shares | $69,448 |
| WISDOMTREE FLOATING RATE | UIT EXCHANGE TRADED | 97717Y527 | — | 1,380 shares | $69,441 |
| AMAZON.COM INC | COMMON STOCK | 023135106 | — | 300 shares | $69,246 |
| AMAZON.COM INC | COMMON STOCK | 023135106 | — | 300 shares | $69,246 |
| CAPITAL GROUP CORE PLUS | UIT EXCHANGE TRADED | 14020Y102 | — | 3,049 shares | $69,029 |
| INVSC S P 500 EQUAL | UIT EXCHANGE TRADED | 46137V357 | — | 359 shares | $68,946 |
| CAPITAL GROUP GROWTH | UIT EXCHANGE TRADED | 14020G101 | — | 1,550 shares | $68,928 |
| HARTFORD INS GROUP INC | COMMON STOCK | 416515104 | — | 500 shares | $68,900 |
| BERKSHIRE HATHAWAY | COMMON STOCK | 084670702 | — | 137 shares | $68,863 |
| KINDER MORGAN INC DEL | COMMON STOCK | 49456B101 | — | 2,500 shares | $68,725 |
| CAPITAL GROUP CORE | UIT EXCHANGE TRADED | 14021D107 | — | 1,945 shares | $68,716 |
| ISHARES MSCI EAFE VALUE | UIT EXCHANGE TRADED | 464288877 | — | 962 shares | $68,696 |
| ISHARES S&P 100 ETF | UIT EXCHANGE TRADED | 464287101 | — | 200 shares | $68,594 |
| ABBVIE INC | COMMON STOCK | 00287Y109 | — | 300 shares | $68,547 |
| TEXAS INSTRS INC | COMMON STOCK | 882508104 | — | 395 shares | $68,528 |
| ISHARES CORE S&P 500 | UIT EXCHANGE TRADED | 464287200 | — | 100 shares | $68,494 |
| ISHARES CORE S&P 500 | UIT EXCHANGE TRADED | 464287200 | — | 100 shares | $68,494 |
| ISHARES CORE S&P 500 | UIT EXCHANGE TRADED | 464287200 | — | 100 shares | $68,494 |
| ISHARES CORE S&P 500 | UIT EXCHANGE TRADED | 464287200 | — | 100 shares | $68,494 |
| ISHARES CORE S&P 500 | UIT EXCHANGE TRADED | 464287200 | — | 100 shares | $68,494 |
| ISHS US EQTY FACTR | UIT EXCHANGE TRADED | 09290C103 | — | 1,123 shares | $68,321 |
| STATE STRT UTLTES SLET | UIT EXCHANGE TRADED | 81369Y886 | — | 1,600 shares | $68,304 |
| NVIDIA CORP | COMMON STOCK | 67066G104 | — | 366 shares | $68,291 |
| INTUIT | COMMON STOCK | 461202103 | — | 103 shares | $68,229 |
| UBER TECHNOLOGIES INC | COMMON STOCK | 90353T100 | — | 835 shares | $68,227 |
| SPDR S&P 500 ETF | UIT EXCHANGE TRADED | 78462F103 | — | 100 shares | $68,192 |
| SPDR S&P 500 ETF | UIT EXCHANGE TRADED | 78462F103 | — | 100 shares | $68,192 |
| SPDR S&P 500 ETF | UIT EXCHANGE TRADED | 78462F103 | — | 100 shares | $68,192 |
| SPDR S&P 500 ETF | UIT EXCHANGE TRADED | 78462F103 | — | 100 shares | $68,192 |
| SPDR S&P 500 ETF | UIT EXCHANGE TRADED | 78462F103 | — | 100 shares | $68,192 |
| SPDR S&P 500 ETF | UIT EXCHANGE TRADED | 78462F103 | — | 100 shares | $68,192 |
| SPDR S&P 500 ETF | UIT EXCHANGE TRADED | 78462F103 | — | 100 shares | $68,192 |