ORG Partners LLC

CIK

1979372

Location

ROANOKE, IN

Portfolio Value

Small $549,546,770

Diversification

Diversified

Filing Date

Global Rank

#3,376 / 8,854 ▲ 32 · as of Dec 2025

Top Industry

Other Precious Metals & Mining 21.8%

Period ended 10 months ago

Filed Jan 14, 2026 · 10mo

12 quarters · since Mar 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.

Style

Diversified active

Top 10 weight 46.9%, 25.6 effective positions, active share 65.1% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

37.6% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 7.5 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 65.1%; sector active share 49.8% against the combined 13F book's sector weights.

Over time 12 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

1,582 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

13.4%

+0.6 pts

Top 5

34.3%

+1.0 pts

Top 10

46.9%

+1.2 pts

HHI

391

Diversified+15

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	53.4%	$293,495,406	412
Basic Materials	11.1%	$60,839,590	92
Technology	9.4%	$51,796,667	183
Financial Services	9.2%	$50,469,788	192
Healthcare	4.3%	$23,457,148	139
Industrials	2.8%	$15,503,837	180
Consumer Defensive	2.4%	$13,225,466	53
Consumer Cyclical	2.4%	$12,980,955	104
Communication Services	2.2%	$12,001,432	48
Energy	1.8%	$9,914,528	71
Utilities	0.6%	$3,030,974	39
Real Estate	0.5%	$2,830,979	69

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FDD	First Trust STOXX European Select Dividend Index Fund	+72,450	286,050	$5,005,875
PBR	Petrobras - Petroleo Brasileiro SA	+50,080	52,283	$619,424
GSEP	FT Vest U.S. Equity Moderate Buffer ETF - September	+39,213	58,263	$2,257,107
USFR	WisdomTree Floating Rate Treasury Fund	+37,174	153,990	$7,748,642
CGGE	Capital Group Global Equity ETF	+28,416	57,283	$1,811,837
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+27,054	131,366	$7,988,275
VZ	Verizon Communications Inc	+26,504	35,550	$1,447,922
CPB	CAMPBELL'S Co	+25,237	26,844	$748,006
CGGR	Capital Group Growth ETF	+24,223	38,713	$1,721,546
CGUS	Capital Group Core Equity ETF	+23,970	38,309	$1,541,145
CGMM	Capital Group U.S. Small and Mid Cap ETF	+23,347	39,711	$1,145,243
IDMO	Invesco Ltd.	+20,904	195,267	$10,850,941
VNOM	Viper Energy, Inc.	+20,379	22,282	$860,611
TSKFF	Talisker Resources Ltd.	+19,916	48,266	$50,914
CGBL	Capital Group Core Balanced ETF	+18,784	65,790	$2,324,338
CGGO	Capital Group Global Growth Equity ETF	+15,619	30,138	$1,044,264
VRIG	Invesco Variable Rate Investment Grade ETF	+14,464	129,264	$3,244,499
IEMG	iShares Trust	+14,338	39,089	$0
TLT	iShares 20+ Year Treasury Bond ETF	+13,872	17,131	$1,493,006
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+13,219	48,716	$2,861,009
MDLZ	Mondelez International, Inc.	+12,880	14,930	$803,533
RIVN	Rivian Automotive, Inc.	+11,460	11,760	$231,789
CGNG	Capital Group New Geography Equity ETF	+9,683	17,148	$547,517
BBUS	JPMORGAN BETABUILDERS U.S. EQUITY ETF	+9,544	34,062	$4,200,166
BAI	BlackRock ETF Trust	+9,394	34,346	$1,143,680
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VOXR	Vox Royalty Corp.	−373,383	11,758,052	$55,733,166
GMAR	FT Vest U.S. Equity Moderate Buffer ETF - March	−169,310	3,500	$143,290
SPDN	Direxion Daily S&P 500 Bear 1X Shares	−129,039	2,211	$20,847
PHYS	Sprott Physical Gold Trust	−48,479	130,776	$4,318,062
BITO	ProShares Bitcoin ETF	−26,412	3,743	$45,514
FV	First Trust Dorsey Wright Focus 5 ETF	−25,691	91,921	$5,783,659
THRO		−25,241	116,398	$4,488,232
KHC	Kraft Heinz Co	−23,383	2,666	$64,640
NEAR	iShares Short Duration Bond Active ETF	−22,318	9,594	$490,236
MSTY	YieldMax(R) MSTR Option Income Strategy ETF	−20,720	184	$0
SCHG	Schwab U.S. Large-Cap Growth ETF	−18,342	10,938	$356,796
BXSL	Blackstone Secured Lending Fund	−15,153	1,204	$31,697
CAG	Conagra Brands Inc.	−14,926	3,610	$62,477
DTCR	Global X Data Center & Digital Infrastructure ETF	−12,552	57,608	$1,215,528
BF-B	Brown Forman Corp	−12,473	19	$494
AMLP	Alerian MLP ETF	−12,261	134,523	$6,325,271
NEM	NEWMONT Corp	−11,191	12,169	$1,214,941
DON	WisdomTree U.S. Midcap Dividend Fund	−10,171	31,483	$1,624,522
ARCC	Ares Capital Corp	−8,109	957	$19,357
OMFL	Invesco Russell 1000 Dynamic Multifactor ETF	−7,629	10,673	$652,433
GJUL	FT Vest U.S. Equity Moderate Buffer ETF - July	−6,500	18,350	$758,423
IJH	iShares Core S&P Mid-Cap ETF	−6,188	17,650	$1,164,900
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	−5,529	12,421	$1,110,809
RDVY	First Trust Rising Dividend Achievers ETF	−5,434	196,185	$13,628,954
XOM	ExxonMobil Holdings Corp	−5,239	18,479	$2,223,680
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
PDT	John Hancock Premium Dividend Fund	120,000	$1,524,000
NVG	Nuveen AMT-Free Municipal Credit Income Fund	50,000	$633,000
NAC	Nuveen California Quality Municipal Income Fund	44,224	$522,272
FXI	iShares China Large-Cap ETF	6,000	$229,740
JEPI	JPMorgan Equity Premium Income ETF	3,824	$218,881
TTE	TotalEnergies SE	3,156	$206,458
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	1,066	$129,975
TOPW	AsiaStrategy	2,648	$110,843
FSSL	FS Specialty Lending Fund	5,710	$80,735
AKRE	Professionally Managed Portfolios	1,059	$69,374
GOCT	FT Vest U.S. Equity Moderate Buffer ETF - October	1,500	$58,935
GSVRF	Guanajuato Silver Co Ltd	119,825	$58,232
—		500	$54,830
BXMT	Blackstone Mortgage Trust, Inc.	2,146	$41,052
—		989	$35,902
GSBD	Goldman Sachs BDC, Inc.	3,570	$33,129
KOID	KraneShares Global Humanoid and Embodied Intelligence Index ETF	943	$30,029
FTHM	Fathom Holdings Inc.	29,412	$29,706
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	360	$29,699
MGY	Magnolia Oil & Gas Corp	1,000	$21,890
ORN	Orion Group Holdings Inc	2,000	$19,880
IMNM	Immunome Inc.	880	$18,900
MYE	Myers Industries Inc	1,000	$18,720
UGI	Ugi Corp	500	$18,715
KRE	State Street(R) SPDR(R) S&P(R) Regional Banking ETF	280	$18,146
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
EPS	WisdomTree U.S. LargeCap Fund	10,022	$690,913
AGGY	WisdomTree Trust	9,230	$408,606
IGV	iShares Expanded Tech-Software Sector ETF	3,500	$402,533
USMF	WisdomTree U.S. Multifactor Fund	7,499	$391,967
MTGP	WisdomTree Mortgage Plus Bond Fund	6,161	$274,496
WTV	WisdomTree U.S. Value Fund	2,906	$264,467
QDEC	FT Vest Nasdaq-100 Buffer ETF - December	6,600	$205,365
DGRS	WisdomTree U.S. SmallCap Quality Dividend Growth Fund	2,754	$137,640
QSIG	WisdomTree U.S. Short-Term Corporate Bond Fund	2,338	$114,451
QHY	WisdomTree U.S. High Yield Corporate Bond Fund	1,761	$81,967
TOT	TotalEnergies SE	3,256	$67,891
RSPF	Victory Portfolios II	657	$51,101
PJAN		1,000	$45,795
KXI	iShares Global Consumer Staples ETF	654	$42,051
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	414	$34,821
GLL		973	$32,380
BIV	Vanguard Bond Index Funds	339	$26,469
—		400	$26,404
SRAD	Sportradar Group AG	977	$26,279
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	273	$21,785
FTAI	FTAI Aviation Ltd.	125	$20,857
CGSD	Capital Group Short Duration Income ETF	581	$15,094
ETHU	2x Ether ETF	113	$14,673
SDG	iShares MSCI Global Sustainable Development Goals ETF	169	$14,060
CSM	ProShares Large Cap Core Plus	181	$13,859
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,582 tracked positions · $549,546,770 total · filing declares 37,789 positions · $568,000,748 · as of Dec 31, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,582 positions by value · page 1 of 32

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VOXR	Vox Royalty Corp. Basic Materials	Reduced	11,758,052	-373,383	$55,733,166	+6.8%	7	$2.27	10.14%
SPY	Spdr S&P 500 ETF Trust	Added	27,979	+3,551	$19,079,209	+17.2%	7	$596.12	3.47%
RDVY	First Trust Rising Dividend Achievers ETF	Reduced	196,185	-5,434	$13,628,954	+0.5%	7	$59.98	2.48%
AAPL	Apple Inc. Technology	Added	42,650	+1,229	$11,594,759	+9.9%	12	before history	2.11%
MSFT	Microsoft Corp Technology	Added	22,771	+384	$11,012,438	−5.0%	12	before history	2.00%
IDMO	Invesco Ltd. Financial Services	Added	195,267	+20,904	$10,850,941	+15.3%	7	$48.27	1.97%
NVDA	Nvidia Corp Technology	Added	55,573	+263	$10,364,321	+0.4%	11	unpriced	1.89%
QQQM	Invesco Ltd. Financial Services	Added	34,046	+6,742	$8,610,905	+27.6%	7	$222.60	1.57%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	16,422	+869	$8,254,449	+5.6%	12	before history	1.50%
GILD	Gilead Sciences, Inc. Healthcare	Added	66,686	+20	$8,185,021	+10.6%	12	before history	1.49%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	131,366	+27,054	$7,988,275	+29.4%	7	$54.28	1.45%
USFR	WisdomTree Floating Rate Treasury Fund	Added	153,990	+37,174	$7,748,642	+32.0%	6	unpriced	1.41%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	279,654	-925	$7,670,879	+0.1%	7	unpriced	1.40%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	29,037	-189	$6,702,246	+4.4%	12	before history	1.22%
AMLP	Alerian MLP ETF	Reduced	134,523	-12,261	$6,325,271	−8.2%	7	unpriced	1.15%
IVV	iShares Core S&P 500 ETF	Added	8,876	+806	$6,079,340	+12.6%	7	unpriced	1.11%
FV	First Trust Dorsey Wright Focus 5 ETF	Reduced	91,921	-25,691	$5,783,659	−20.6%	6	$58.69	1.05%
PTLC	Pacer Trendpilot US Large Cap ETF	Reduced	102,312	-2,168	$5,686,400	−0.6%	7	$47.75	1.03%
IUSB	iShares Core Universal USD Bond ETF	Reduced	108,788	-2,552	$5,062,887	−2.6%	7	unpriced	0.92%
FDD	First Trust STOXX European Select Dividend Index Fund	Added	286,050	+72,450	$5,005,875	+45.1%	3	$15.95	0.91%
VOO	VANGUARD 500 INDEX FUND	Added	7,364	+37	$4,618,180	+2.9%	7	unpriced	0.84%
QUAL	iShares MSCI USA Quality Factor ETF	Added	23,022	+4,778	$4,572,629	+28.9%	7	unpriced	0.83%
THRO		Reduced	116,398	-25,241	$4,488,232	−16.3%	7	$33.72	0.82%
VUG	VANGUARD GROWTH INDEX FUND	Added	9,200	+59	$4,488,117	+2.4%	7	unpriced	0.82%
PLTR	Palantir Technologies Inc. Technology	Reduced	24,832	-3,339	$4,413,859	−14.1%	11	$26.07	0.80%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	130,776	-48,479	$4,318,062	−18.7%	8	$19.51	0.79%
BBUS	JPMORGAN BETABUILDERS U.S. EQUITY ETF	Added	34,062	+9,544	$4,200,166	+42.0%	3	$108.72	0.76%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	4,785	-488	$4,126,267	−15.5%	11	$864.96	0.75%
IWB	iShares Russell 1000 ETF	Reduced	10,407	-68	$3,886,383	+1.5%	7	unpriced	0.71%
MUB	iShares National Muni Bond ETF	Added	35,277	+37	$3,778,486	+0.7%	7	unpriced	0.69%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	11,159	+1,065	$3,741,263	+12.9%	7	unpriced	0.68%
GOOG	Alphabet Inc. Communication Services	Added	11,912	+165	$3,737,954	+30.7%	12	before history	0.68%
PCAR	Paccar Inc Industrials	Added	31,136	+49	$3,409,698	+11.6%	11	$98.77	0.62%
IGEB	iShares Investment Grade Systematic Bond ETF	Reduced	72,962	-137	$3,331,331	−1.0%	7	unpriced	0.61%
VRIG	Invesco Variable Rate Investment Grade ETF	Added	129,264	+14,464	$3,244,499	+12.6%	4	$25.11	0.59%
IVE	iShares S&P 500 Value ETF	Added	15,151	+6,800	$3,213,028	+86.3%	7	unpriced	0.58%
TFLO	iShares Treasury Floating Rate Bond ETF	Reduced	60,906	-28	$3,073,206	−0.3%	7	unpriced	0.56%
IVW	iShares S&P 500 Growth ETF	Added	24,400	+4,618	$3,007,496	+25.9%	7	unpriced	0.55%
EVTR	Eaton Vance Total Return Bond ETF	Added	56,508	+4,300	$2,910,160	+8.3%	4	$50.41	0.53%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	48,716	+13,219	$2,861,009	+37.0%	7	$58.42	0.52%
MTUM	iShares MSCI USA Momentum Factor ETF	Added	11,349	+1,584	$2,840,768	+13.4%	7	unpriced	0.52%
FDL	First Trust Morningstar Dividend Leaders Index Fund	Reduced	59,188	-3,247	$2,624,389	−3.2%	6	$41.81	0.48%
GOOGL	Alphabet Inc. Communication Services	Added	8,163	+208	$2,555,019	+32.1%	11	$174.65	0.46%
CVX	Chevron Corp Energy	Added	16,522	+3,038	$2,517,967	+20.3%	11	$155.07	0.46%
EFV	iShares MSCI EAFE Value ETF	Added	33,967	+3,294	$2,425,583	+16.6%	7	unpriced	0.44%
RSP	Victory Portfolios II	Reduced	12,327	-4,460	$2,361,327	−25.8%	7	$178.91	0.43%
JNJ	Johnson & Johnson Healthcare	Added	11,334	+728	$2,345,457	+19.3%	11	$166.77	0.43%
CGBL	Capital Group Core Balanced ETF	Added	65,790	+18,784	$2,324,338	+42.4%	4	$33.27	0.42%
GSEP	FT Vest U.S. Equity Moderate Buffer ETF - September	Added	58,263	+39,213	$2,257,107	+211.1%	4	unpriced	0.41%
GOVT	iShares U.S. Treasury Bond ETF	Reduced	97,622	-1,100	$2,248,146	−1.5%	7	unpriced	0.41%

Showing the top 50 of 1,582 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.