ORG Partners LLC

Est. AUM

$103.6M

13F long equity, this entity only

Positions

1,701

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Dec 2025 (Q4)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036	COMMON STOCK	$55.7M	11758052	53.79%	SOLE
2	NVIDIA CORP COM	COMMON STOCK	$2.2M	11887	2.14%	SOLE
3	CAMBRIA ETF TR CAMBRIA FIXED INCOME TREND ETF	COMMON STOCK	$1.8M	72642	1.76%	SOLE
4	JOHN HANCOCK PREMIUM DIV	CLOSED END MUTL FUND	$1.5M	120000	1.47%	SOLE
5	CATHAY GEN BANCORP	COMMON STOCK	$1.5M	30815	1.44%	SOLE
6	JPMORGAN SUSTAINABL MNCL	UIT EXCHANGE TRADED	$1.5M	29384	1.43%	SOLE
7	ALPHABET INC CL A	COMMON STOCK	$1.2M	3912	1.18%	SOLE
8	PACER FDS TR WEALTHSHIELD ETF	COMMON STOCK	$1.2M	37792	1.18%	SOLE
9	PIMCO MUNICIPAL INCM OPP	UIT EXCHANGE TRADED	$991K	21857	0.96%	SOLE
10	AMPHENOL CORP NEW CL A	COMMON STOCK	$865K	6400	0.83%	SOLE
11	APPLE INC COM	COMMON STOCK	$825K	3033	0.80%	SOLE
12	MSA SAFETY INC	COMMON STOCK	$801K	5000	0.77%	SOLE
13	ISHARES TR CORE UNIVERSAL USD BD ETF	COMMON STOCK	$765K	16428	0.74%	SOLE
14	ISHARES TR 7-10 YR TREAS BD ETF	COMMON STOCK	$736K	7649	0.71%	SOLE
15	SCHWAB US LARGE CAP ETF	UIT EXCHANGE TRADED	$704K	26151	0.68%	SOLE
16	SOUTHERN COPPER CORP	COMMON STOCK	$677K	4720	0.65%	SOLE
17	ISHARES TR CORE DIVID GROWTH ETF	COMMON STOCK	$674K	9704	0.65%	SOLE
18	NUVEEN AMT FREE MNCPL CR	CLOSED END MUTL FUND	$633K	50000	0.61%	SOLE
19	EXXON MOBIL CORP COM	COMMON STOCK	$616K	5116	0.59%	SOLE
20	ISHARES TR CORE S&P SMALL-CAP ETF	COMMON STOCK	$524K	4360	0.51%	SOLE
21	ISHARES TR CORE S&P U S GROWTH ETF	COMMON STOCK	$478K	2846	0.46%	SOLE
22	BERKSHIRE HATHAWAY INC DEL CL B NEW	COMMON STOCK	$437K	870	0.42%	SOLE
23	AMAZON COM INC COM	COMMON STOCK	$436K	1887	0.42%	SOLE
24	FT VEST US EQT MDRT BFR	UIT EXCHANGE TRADED	$413K	10000	0.40%	SOLE
25	SCHWAB US DIVIDEND	UIT EXCHANGE TRADED	$404K	14712	0.39%	SOLE
26	ISHARES TR RUSSELL 1000 GROWTH ETF	COMMON STOCK	$404K	853	0.39%	SOLE
27	NTNL STORAGE AFF 6 PFD	PREFERRED STOCK	$398K	18974	0.38%	SOLE
28	BROADCOM INC COM	COMMON STOCK	$377K	1090	0.36%	SOLE
29	ISHARES NATIONAL MUNI	UIT EXCHANGE TRADED	$370K	3455	0.36%	SOLE
30	PACER FDS TR TRENDPILOT U S BD ETF	COMMON STOCK	$362K	18678	0.35%	SOLE
31	UNITEDHEALTH GROUP INC COM	COMMON STOCK	$347K	1050	0.33%	SOLE
32	TIDAL TR II RETURN STACKED U S STKS & MANAGED FUTURES ETF	COMMON STOCK	$346K	12217	0.33%	SOLE
33	JPMORGAN ULTRA SHRT	UIT EXCHANGE TRADED	$318K	6250	0.31%	SOLE
34	SIMPLIFY EXCHANGE TRADED FDS SIMPLIFY MANAGED FUTURES STRATEGY ETF ETF	COMMON STOCK	$305K	11183	0.29%	SOLE
35	KRANESHARES TR MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF	COMMON STOCK	$297K	11460	0.29%	SOLE
36	DIMENSIONAL US	UIT EXCHANGE TRADED	$282K	6060	0.27%	SOLE
37	ISHARES INTEREST RATE	UIT EXCHANGE TRADED	$276K	3200	0.27%	SOLE
38	BLACKROCK NY MUNICIPAL I	CLOSED END MUTL FUND	$260K	25689	0.25%	SOLE
39	INVESCO NASDAQ 100 ETF	UIT EXCHANGE TRADED	$253K	1000	0.24%	SOLE
40	HINES GLOBAL INCOME TRUST INC SHS CL I	COMMON STOCK	$252K	25731	0.24%	SOLE
41	LITMAN GREGORY FDS TR IMGP DBI MANAGED FUTURE STRATEGY ETF	COMMON STOCK	$249K	8889	0.24%	SOLE
42	GENERAL ELEC CO COM NEW	COMMON STOCK	$241K	782	0.23%	SOLE
43	FT VEST NASDAQ 100 MODRT	UIT EXCHANGE TRADED	$232K	9800	0.22%	SOLE
44	ISHARES TR CHINA LARGE-CAP ETF	COMMON STOCK	$230K	6000	0.22%	SOLE
45	LILLY ELI & CO COM	COMMON STOCK	$220K	205	0.21%	SOLE
46	COLUMBIA MULTI SECTOR	UIT EXCHANGE TRADED	$215K	10416	0.21%	SOLE
47	ISHARES TR MSCI EAFE VALUE ETF	COMMON STOCK	$210K	2936	0.20%	SOLE
48	FT RISING DIVIDEND	UIT EXCHANGE TRADED	$208K	3000	0.20%	SOLE
49	NIKE INC CL B	COMMON STOCK	$204K	3200	0.20%	SOLE
50	MICROSOFT CORP COM	COMMON STOCK	$193K	399	0.19%	SOLE

1–50 of 1,701

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.