ORG Partners LLC
All 13F Filings
- Location
- Roanoke, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 568,001
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/14/2026 | 1,804 | 568,001 | 13F-HR | ORG Partners LLC |
| Q3 2025 | 10/24/2025 | 1,737 | 548,582 | 13F-HR | ORG Partners LLC |
| Q2 2025 | 7/16/2025 | 1,677 | 468,876 | 13F-HR | ORG Partners LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 256.1 K | 45.1% | 2.65 K | 0 | 2.65 K |
| ETFs | 310.3 K | 54.6% | 16.46 K | 0 | 16.46 K |
| Other | 1.66 K | 0.3% | 324 | 0 | 324 |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
568,001
Holdings
1804
QoQ value change ($000)
19,419
(3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.