ORG Partners LLC 13F Holdings
CIK 0001979372 · ROANOKE, IN
As of Sep 30, 2025, ORG Partners LLC reported 38,187 positions worth
CIK 0001979372 · ROANOKE, IN
As of Sep 30, 2025, ORG Partners LLC reported 38,187 positions worth
66.3M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VOX ROYALTY CORP | VOXR | Basic Materials | 12,131,435 | $52.2M | 31.37% |
| GILEAD SCIENCES INC | GILD | Healthcare | 63,334 | $7.0M | 4.23% |
| APPLE INC | AAPL | Technology | 24,275 | $6.2M | 3.72% |
| SPDR S&P 500 ETF TRUST | SPY | — | 8,692 | $5.8M | 3.48% |
| NVIDIA CORP | NVDA | Technology | 29,584 | $5.5M | 3.32% |
| VANGUARD 500 INDEX FUND | VOO | — | 6,650 | $4.1M | 2.45% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 9,197 | $3.4M | 2.02% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 119,053 | $3.3M | 1.95% |
| MICROSOFT CORP | MSFT | Technology | 6,005 | $3.1M | 1.87% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 6,173 | $3.1M | 1.87% |
| PACCAR INC | PCAR | Industrials | 31,000 | $3.0M | 1.83% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 16,609 | $3.0M | 1.82% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 3,170 | $2.9M | 1.76% |
| J P MORGAN EXCHANGE TRADED F | JMSI | — | 43,978 | $2.2M | 1.33% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 30,000 | $2.0M | 1.21% |
| AMAZON.COM INC | AMZN | Equity | 8,863 | .9M | 1.17% |
| FT VEST US EQUITY MODERATE BUFFER ETF - MARCH | GMAR | — | 47,154 | .9M | 1.14% |
| Cambria Investment Management LP | — | — | 72,745 | .8M | 1.10% |
| TESLA INC | TSLA | Consumer Cyclical | 4,086 | .8M | 1.09% |
| JPMORGAN BETABUILDERS US EQUITY ETF | BBUS | — | 14,356 | .7M | 1.04% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 25,381 | .5M | 0.90% |
| CATHAY GENERAL BANCORP | CATY | Financial Services | 30,815 | .5M | 0.89% |
| INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | IDMO | — | 26,000 | .4M | 0.84% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 4,169 | .4M | 0.82% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 12,742 | .4M | 0.82% |