13F filer

ORG Partners

As of Dec 31, 2025 Filed Jan 14, 2026 CIK 1979372 SEC filings ↗

Stale filing snapshot. This manager's latest published quarter is Q4 2025, behind the current site baseline of Q2 2026. These holdings remain available for historical reference but are excluded from sitewide current-holder totals.

13F Value

$568.0M

Positions

1,708

Top Position

VOXR9.8%

Top 5

19.6%

Latest filing changes

1 VOXR Vox Royalty 9.8%

2 SPY State Str SPDR S&P 500 ETF T — Tr Unit 3.4%

3 RDVY First Trust Rising Dividend Achievers ETF 2.4%

4 AAPL Apple 2.0%

5 MSFT Microsoft 1.9%

Holdings1,708

#
1	VOXR Vox Royalty	9.8%	$55.7M	—	11.76M	—	Common Stock
2	SPY State Str SPDR S&P 500 ETF T — Tr Unit	3.4%	$19.1M	—	28.0K	—	ETF
3	RDVY First Trust Rising Dividend Achievers ETF	2.4%	$13.6M	—	196.2K	—	ETF
4	AAPL Apple	2.0%	$11.6M	—	42.6K	—	Common Stock
5	MSFT Microsoft	1.9%	$11.0M	—	22.8K	—	Common Stock
6	IDMO Invesco S&P International Developed Momentum ETF	1.9%	$10.9M	—	195.3K	—	ETF
7	NVDA NVIDIA	1.8%	$10.4M	—	55.6K	—	Common Stock
8	QQQM Invesco NASDAQ 100 ETF	1.5%	$8.6M	—	34.0K	—	ETF
9	BRK.B Berkshire Hathaway Class B Filing details 084670702 Dec 31, 2025 15,552 reported quantity $7,817,144 reported value 084670702 Dec 31, 2025 870 reported quantity $437,305 reported value	1.5%	$8.3M	—	16.4K	—	Common Stock
10	GILD Gilead Sciences	1.4%	$8.2M	—	66.7K	—	Common Stock
11	DYNF iShares U.S. Equity Factor Rotation Active ETF	1.4%	$8.0M	—	131.4K	—	ETF
12	USFR Wisdomtree Tr — Floatng Rat Trea	1.4%	$7.7M	—	154.0K	—	Equity
13	SCHD Schwab U.S. Dividend Equity ETF	1.4%	$7.7M	—	279.7K	—	ETF
14	AMZN Amazon	1.2%	$6.7M	—	29.0K	—	Common Stock
15	AMLP Alerian Mlp ETF	1.1%	$6.3M	—	134.5K	—	ETF
16	IVV iShares Core S&P 500 ETF	1.1%	$6.1M	—	8.9K	—	ETF
17	FV First Trust Dorsey Wright Focus 5 ETF	1.0%	$5.8M	—	91.9K	—	ETF
18	PTLC Pacer Trendpilot US Large Cap ETF	1.0%	$5.7M	—	102.3K	—	ETF
19	IUSB iShares Core Universal USD Bond ETF	0.9%	$5.1M	—	108.8K	—	ETF
20	FDD First Trust STOXX European Select Dividend Index Fund	0.9%	$5.0M	—	286.1K	—	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.