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| Happy Holidays!! thanks for using AUM13F!! |
| ORG Partners LLC
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| CRD # | 312728 |
| SEC # | 801-120444 |
| CIK # | 0001979372 |
| AUM | $772.6 M (2025-06-16) |
| Employees | 24 (62% Investors, 29% Brokers) |
| Phone | 260-469-9173 |
| Address | 13548 Zubrick Road Roanoke, IN 46783 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001979372 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| VOX Royalty Corp | 37.8 | ||
| Apple Inc | 8.3 | ||
| Microsoft Corp | 8.2 | ||
| Nvidia Corp | 8.0 | ||
| Gilead Sciences Inc | 7.4 | ||
| Amazon Com Inc | 6.3 | ||
| Sprott Physical Gold Trust | 4.8 | ||
| Palantir Technologies Inc | 3.8 | ||
| Costco Wholesale Corp /NEW | 3.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 487 | 179.2 |
| (b) Individuals (high net worth individuals) | 214 | 530.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 62.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,747 | 772.6 |
| By Discretionary | ||
| Discretionary | 1,726 | 712.7 |
| Non-Discretionary | 21 | 59.9 |
| Total | 1,747 | 772.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 772.6 | |
| Total | 1,747 | 772.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001979372] |
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|---|---|---|
|
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|
CA | 0.8 |
|
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MI | 0.8 |
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GA | 0.8 |
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CA | 0.8 |
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Lanham Odell & Co Inc
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Edge Wealth Management LLC
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NY | 0.8 |
|
Findec Wealth Services Inc
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CA | 0.8 |
|
FSA Wealth Partners Inc
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MD | 0.8 |
|
The High Net Worth Advisory Group LLC
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|
FL | 0.8 |