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ORG Partners LLC

SEC CIK
0001979372
Latest filing
Jan 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 16, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
1,552
+123 vs. Q1 2025
Portfolio value
$468.8M
+$62.7M (+15.4%) vs. Q1 2025
Filed
Jul 16, 2025
SEC
Holdings of ORG Partners LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
VOXRVox Royalty Corp.COM11,961,486$37.8M8.1%−753,750−5.9%ReducedHistory
First Tr Exchng Traded FD VI33740F482FT VEST U.S EQT397,268$15.5M3.3%−118,737−23.0%Reduced–
First Trust Rising Dividend Achievers ETF33738R506ETF216,998$13.7M2.9%−17,453−7.4%Reduced–
SPYSPDR S&P 500 ETF TrustETF19,184$11.9M2.5%+3,067+19.0%AddedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF140,173$8.34M1.8%−24,850−15.1%Reduced–
AAPLApple Inc.Stock40,122$8.33M1.8%+1,420+3.7%AddedHistory
MSFTMicrosoft CorpStock16,666$8.20M1.7%+1,647+11.0%AddedHistory
Alps ETF Tr00162Q452ALERIAN MLP167,074$8.08M1.7%−6,562−3.8%Reduced–
NVDANVIDIA CorpStock51,759$7.99M1.7%+5,269+11.3%AddedHistory
BRK.BBerkshire Hathaway IncStock15,742$7.70M1.6%−69−0.4%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF281,347$7.61M1.6%−12,634−4.3%Reduced–
GILDGilead Sciences, Inc.Stock66,367$7.42M1.6%+344+0.5%AddedHistory
AMZNAmazon Com IncStock28,697$6.32M1.3%+1,212+4.4%AddedHistory
Pacer Trendpilot US Large Cap ETF69374H105ETF113,020$5.74M1.2%−4,258−3.6%Reduced–
Invesco Exch Traded FD Tr II46138E222S&P INTL MOMNT111,146$5.68M1.2%+53,102+91.5%Added–
iShares Tr46434V613CORE UNIVRSL USD116,215$5.37M1.1%+18,287+18.7%Added–
WisdomTree Tr97717Y527FLOATNG RAT TREA98,163$4.94M1.1%+80,107+443.7%Added–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR186,991$4.78M1.0%+69,381+59.0%AddedHistory
BlackRock ETF Trust09290C806ISHA US THEM ETF133,063$4.72M1.0%+47,730+55.9%Added–
Vanguard S&P 500 ETF922908363ETF7,425$4.22M0.9%+36+0.5%Added–
Invesco Nasdaq 100 ETF46138G649ETF17,384$3.94M0.8%−3,977−18.6%Reduced–
PLTRPalantir Technologies Inc.Stock29,417$3.85M0.8%−7,557−20.4%ReducedHistory
COSTCostco Wholesale CorpStock3,610$3.56M0.8%+295+8.9%AddedHistory
iShares Core S&P 500 ETF464287200ETF5,691$3.54M0.8%+1,203+26.8%Added–
iShares Tr464287622RUS 1000 ETF10,419$3.54M0.8%+228+2.2%Added–
Innovator ETFs Trust45782C615GRWT100 PWR BUF62,642$3.40M0.7%+15,949+34.2%Added–
KEY.PJKeycorpPFD159,574$3.40M0.7%−8,187−4.9%ReducedHistory
iShares Tr46435G219INVT GRAD SY ETF72,939$3.31M0.7%+3,956+5.7%Added–
BlackRock ETF Trust09290C103ISHARES US EQUIT58,428$3.18M0.7%+52,766+931.9%Added–
iShares Tr46434V860TRS FLT RT BD60,550$3.07M0.7%+3,267+5.7%Added–
Vanguard Morningstar Growth ETF922908736ETF6,801$2.96M0.6%−144−2.1%Reduced–
J P Morgan Exchange Traded F46641Q399BETABUILDRS US25,649$2.87M0.6%+25,649New–
Morgan Stanley ETF Trust61774R841EATO VANC BD ETF52,683$2.68M0.6%+10,062+23.6%Added–
iShares Tr464288414NATIONAL MUN ETF25,287$2.65M0.6%−51−0.2%Reduced–
Invesco Actively Managed Exc46090A879VAR RATE INVT103,334$2.59M0.6%+6,880+7.1%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF8,492$2.58M0.6%−216−2.5%Reduced–
XOMExxonMobil Holdings CorpCOM23,326$2.55M0.5%−4,627−16.6%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT13,157$2.42M0.5%+3,049+30.2%Added–
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF47,971$2.38M0.5%+47,971New–
iShares Tr46429B655FLTG RATE NT ETF46,655$2.35M0.5%+2,057+4.6%Added–
GLDSPDR Gold TrustETF7,587$2.34M0.5%+765+11.2%AddedHistory
First Tr Exchange-Traded FD336917109SHS54,142$2.31M0.5%+5,134+10.5%Added–
iShares U S ETF Tr46431W507SHOR DURA BD ETF44,694$2.28M0.5%+34,129+323.0%Added–
WisdomTree Tr97717W505US MIDCAP DIVID44,325$2.26M0.5%+5,715+14.8%Added–
iShares Tr4642874407-10 YR TRSY BD23,196$2.22M0.5%−9,147−28.3%Reduced–
METAMeta Platforms, Inc.Stock3,078$2.22M0.5%+538+21.2%AddedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF9,274$2.20M0.5%+1,297+16.3%Added–
Cambria ETF Tr132061763FIXE INC TRE ETF85,243$2.11M0.4%+72,389+563.2%Added–
First Tr Exchange-Traded FD33738D101NO AMER ENERGY55,328$2.05M0.4%+911+1.7%Added–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS34,931$2.05M0.4%+13,426+62.4%Added–
iShares U.S. Treasury Bond ETF46429B267ETF86,247$1.98M0.4%+5,403+6.7%Added–
JPM.PCJPMorgan Chase & CoPFD77,300$1.96M0.4%−12,500−13.9%ReducedHistory
GOOGAlphabet Inc.Stock11,052$1.96M0.4%+797+7.8%AddedHistory
iShares Inc464286608MSCI EURZONE ETF31,790$1.89M0.4%+1,320+4.3%Added–
iShares Core S&P Mid-Cap ETF464287507ETF29,556$1.86M0.4%−3,379−10.3%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF32,374$1.85M0.4%+21,931+210.0%Added–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL23,942$1.76M0.4%+4,485+23.1%Added–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF16,012$1.74M0.4%+422+2.7%Added–
iShares S&P 500 Growth ETF464287309ETF15,356$1.67M0.4%+9,535+163.8%Added–
VanEck Commodity Strategy ETF92189H771COMMODITY STGY32,619$1.67M0.4%+458+1.4%Added–
iShares Tr464288877EAFE VALUE ETF25,697$1.63M0.3%+16,523+180.1%Added–
TSLATesla, Inc.Stock5,405$1.63M0.3%+260+5.1%AddedHistory
J P Morgan Exchange Traded F46641Q373BETABUILDERS I23,969$1.62M0.3%+23,969New–
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM27,933$1.61M0.3%−11,862−29.8%Reduced–
BAC.PMBank of America Corppfd73,207$1.61M0.3%−7,580−9.4%ReducedHistory
AMGNAmgen IncStock5,351$1.55M0.3%+21+0.4%AddedHistory
iShares U S ETF Tr46431W705INT RT HDG C B16,291$1.51M0.3%+8,126+99.5%Added–
NEMNEWMONT CorpStock25,382$1.50M0.3%+13,633+116.0%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF8,152$1.50M0.3%+6,082+293.8%Added–
WisdomTree Tr97717X669US QTLY DIV GRT17,656$1.49M0.3%+271+1.6%Added–
MOAltria Group, Inc.Stock25,251$1.47M0.3%+6,811+36.9%AddedHistory
Pacer US Cash Cows 100 ETF69374H881ETF25,820$1.45M0.3%−6,057−19.0%Reduced–
CATYCathay General BancorpCOM30,815$1.45M0.3%+528+1.7%AddedHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF31,434$1.44M0.3%+15,106+92.5%Added–
Vanguard Dividend Appreciation ETF921908844ETF6,742$1.39M0.3%−891−11.7%Reduced–
Cambria ETF Tr132061862TAIL RISK113,317$1.36M0.3%−15,720−12.2%Reduced–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF14,699$1.34M0.3%−184−1.2%Reduced–
Pacer FDS Tr69374H840WEALTHSHIELD44,229$1.34M0.3%−146−0.3%Reduced–
GOOGLAlphabet Inc.Stock7,323$1.29M0.3%−429−5.5%ReducedHistory
CVXChevron CorpStock9,171$1.27M0.3%+269+3.0%AddedHistory
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT54,017$1.27M0.3%+54,017New–
AXONAxon Enterprise, Inc.COM1,634$1.27M0.3%−44−2.6%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock6,447$1.24M0.3%−152−2.3%ReducedHistory
NOCNorthrop Grumman CorpStock2,369$1.22M0.3%+541+29.6%AddedHistory
J P Morgan Exchange Traded F46641Q167ACTIVE VALUE ETF17,585$1.17M0.2%+17,585New–
ProShares Tr74349Y753SHOR S&P 500 NEW28,310$1.13M0.2%+28,310New–
JPM.PDJPMorgan Chase & CoPRD45,000$1.12M0.2%−1,500−3.2%ReducedHistory
MSAMSA Safety IncCOM6,450$1.10M0.2%00.0%UnchangedHistory
J P Morgan Exchange Traded F46654Q609ACTIVE GROWTH12,977$1.10M0.2%+12,977New–
Schwab U.S. Large-Cap ETF808524201ETF44,232$1.08M0.2%−3,000−6.4%Reduced–
AVGOBroadcom Inc.Stock3,919$1.05M0.2%+915+30.5%AddedHistory
Capital Group International14021T102SHS36,112$1.05M0.2%+14,162+64.5%Added–
Global X FDS37960A529DEFENSE TECH ETF17,565$1.03M0.2%+512+3.0%Added–
LLYEli Lilly & CoStock1,330$1.03M0.2%−122−8.4%ReducedHistory
PMPhilip Morris International Inc.Stock5,806$1.03M0.2%+468+8.8%AddedHistory
ABBVAbbVie Inc.Stock5,841$1.02M0.2%+1,776+43.7%AddedHistory
JPMJPMorgan Chase & CoStock3,480$1.01M0.2%−45−1.3%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF9,108$1.00M0.2%+789+9.5%Added–
iShares S&P 500 Value ETF464287408ETF5,074$1.00M0.2%+4,055+397.9%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF16,479$991.5K0.2%+11,242+214.7%Added–

Sold out since Q1 2025 (137)

Positions held at the end of Q1 2025 that are gone from this filing.

The largest 100 of 137 by value last quarter.

Positions of ORG Partners LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
First Trust Portfolios30328T470UIT CORP5,878$4.69M1.2%–
VanEck Morningstar Wide Moat ETF92189F643ETF8,375$733.9K0.2%–
Goldman Sachs ETF Tr381430529ACCES TREASURY5,899$589.1K0.1%–
First Trust Portfolios30330B798UIT CORP577$576.4K0.1%–
Barrick Gold Corp067901108COM20,738$407.6K0.1%–
FS Energy & Power Fund Advisory302999248Closed End Fund99,498$328.4K0.1%–
Global X FDS37960A669SUPERDIVIDEND8,223$172.4K<0.1%–
FS Energy and Power Fund30264D109COM44,210$145.9K<0.1%–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD1,591$125.3K<0.1%–
Franklin Templeton ETF Tr35473P868FRANKLIN DYN MUN5,000$122.3K<0.1%–
First Tr Exchng Traded FD VI33740F193VEST NASDAQ-1005,000$101.6K<0.1%–
First Trust Portfolios30331B797UIT CORP99$99.3K<0.1%–
Investment Managers Ser Tr I46144X107AXS CHANGE FINAN2,320$85.5K<0.1%–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM1,410$80.0K<0.1%–
KRMNKarman Holdings Inc.COMMON STOCK2,338$78.7K<0.1%History
NDSNNordson CorpCOM33$71.7K<0.1%History
NorthStar Healthcare Income, Inc.66705T105COM23,917$70.8K<0.1%–
Amplify ETF Tr032108847CEF HIGH INCOME6,000$68.5K<0.1%–
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD4,409$63.7K<0.1%–
First Tr Exchng Traded FD VI33740U687FT VEST U.S EQT1,800$61.9K<0.1%–
AHRAmerican Healthcare REIT, Inc.COM SHS2,000$61.6K<0.1%History
iShares Tr46434V803HDG MSCI EAFE1,404$51.0K<0.1%–
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE1,020$49.8K<0.1%–
Customers B 9.7602 PFD23204G605PREFERRED STOCK1,600$40.6K<0.1%–
First Tr Exchange-Traded FD33739Q705FT VEST S&P 500750$37.8K<0.1%–
KNSLKinsale Capital Group, Inc.Stock75$36.6K<0.1%History
Flexshares Tr33939L746US QUALITY CAP473$30.3K<0.1%–
Flexshares Tr33939L670CRE SLCT BD FD1,353$30.2K<0.1%–
CLSCelestica IncStock365$28.9K<0.1%History
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF353$27.7K<0.1%–
SPDR Series Trust78468R606ST PORT HIGH ETF1,115$26.0K<0.1%–
CRDOCredo Technology Group Holding LtdStock580$24.2K<0.1%History
HEESH&E Equipment Services, Inc.COM250$23.8K<0.1%History
iShares S&P Mid-Cap 400 Growth ETF464287606ETF284$23.8K<0.1%–
Global X FDS37954Y343GLBL X MLP ETF442$23.8K<0.1%–
DFSDiscover Financial ServicesCOM127$21.7K<0.1%History
iShares Tr46434V456MSCI INTL QUALTY485$19.3K<0.1%–
ProShares Ultrapro Short S&P50074349Y845ETF705$17.8K<0.1%–
INSWInternational Seaways, Inc.COM485$16.2K<0.1%History
Flexshares Tr33939L803M STAR DEV MKT187$14.0K<0.1%–
RDDTReddit, Inc.Stock122$13.4K<0.1%History
Flexshares Tr33939L662HIG YLD VL ETF326$13.1K<0.1%–
Flexshares Tr33939L506IBOXX 3R TARGT518$12.5K<0.1%–
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50266$12.3K<0.1%–
WSOWatsco IncCOM22$11.3K<0.1%History
Ust Infl Idx 2.375 10/2891282CJH5INFLATION PROTECTED10,000$10.8K<0.1%–
Flexshares Tr33939L100MORNSTAR USMKT50$10.3K<0.1%–
Direxion Daily Semiconductor Bear 3X Shares25460G112ETF325$9.41K<0.1%–
JZJianzhi Education Technology Group Co LtdADR10,833$8.98K<0.1%History
ACPabrdn Income Credit Strategies FundCOM1,522$8.93K<0.1%History
Oceanfirst Financial 7 percent Pfd675234405com346$8.75K<0.1%–
United States Treasury Bonds Bond912810FS2COM5,000$8.08K<0.1%–
Invesco Exchange Traded FD Tr46138G474COM182$7.67K<0.1%–
ENTGEntegris IncCOM85$7.33K<0.1%History
Flexshares Tr33939L308MSTAR EMKT FAC133$7.02K<0.1%–
Simplify Exchange Traded Fun82889N525MBS ETF136$6.84K<0.1%–
DBX ETF Tr233051432XTRACK USD HIGH165$5.95K<0.1%–
LAMRLamar Advertising CoREIT51$5.78K<0.1%History
XUnited States Steel CorpCOM130$5.50K<0.1%History
SAIASaia IncCOM15$5.32K<0.1%History
DOCSDoximity, Inc.CL A93$5.27K<0.1%History
OROR Royalties Inc.COM250$5.24K<0.1%History
DTDynatrace, Inc.Stock99$4.74K<0.1%History
Vanguard Communication Services ETF92204A884ETF30$4.48K<0.1%–
ELFe.l.f. Beauty, Inc.COM65$4.17K<0.1%History
Aris Water Solutions, Inc.04041L106CLASS A COM125$4.07K<0.1%–
PAASPan American Silver CorpStock150$3.84K<0.1%History
Flexshares Tr33939L787GLB QLT R/E IDX66$3.83K<0.1%–
PSA.PLPublic StorageEquities200$3.78K<0.1%History
TDOCTeladoc Health, Inc.COM485$3.76K<0.1%History
MDBMongoDB, Inc.CL A21$3.71K<0.1%History
IOTSamsara Inc.Stock95$3.69K<0.1%History
Flexshares Tr33939L795STOXX GLOBR INF61$3.53K<0.1%–
ITCIIntra-Cellular Therapies, Inc.COM22$2.90K<0.1%History
OSISOsi Systems IncCOM13$2.53K<0.1%History
Flexshares Tr33939L407MORNSTAR UPSTR63$2.45K<0.1%–
RXRXRecursion Pharmaceuticals, Inc.CL A468$2.38K<0.1%History
LNTHLantheus Holdings, Inc.Stock24$2.35K<0.1%History
MTGMgic Investment CorpCOM90$2.27K<0.1%History
Inplay Oil Corp F45780T206IPOOF1,800$2.04K<0.1%–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF68$2.04K<0.1%–
SPDR Series Trust78468R887ST STR R2K LOWV16$1.97K<0.1%–
MODModine Manufacturing CoCOM24$1.93K<0.1%History
CFRCullen/Frost Bankers, Inc.COM15$1.85K<0.1%History
Blueprint Chesapk MLT88636J873TFPN79$1.77K<0.1%–
AFGAmerican Financial Group IncCOM13$1.72K<0.1%History
MANHManhattan Associates IncStock9$1.57K<0.1%History
United States Treasury Bonds912810PV4U.S. Treasury Note (current factor) Inflation Index1,000$1.54K<0.1%–
GTLBGitlab Inc.CLASS A COM32$1.52K<0.1%History
LUNRIntuitive Machines, Inc.CLASS A COM200$1.49K<0.1%History
HCKTHackett Group, Inc.COM45$1.31K<0.1%History
AMGAffiliated Managers Group, Inc.Stock7$1.19K<0.1%History
OLEDUniversal Display CorpCOM8$1.11K<0.1%History
TMToyota Motor CorpADS6$1.05K<0.1%History
VXXBarclays Bank PLCIPATH S&P 500 SH20$1.03K<0.1%History
DOCNDigitalOcean Holdings, Inc.COM30$1.01K<0.1%History
MARAMARA Holdings, Inc.COM85$1.00K<0.1%History
NOTEFiscalNote Holdings, Inc.COMMON STOCK1,250$975<0.1%History
WTTRSelect Water Solutions, Inc.CL A COM90$953<0.1%History
SPIRSpire Global, Inc.COM CL A NEW185$952<0.1%History