ORG Wealth Partners, LLC
CIK: 0002032602Latest portfolio: $425.6M · Q4 2025
Holdings
621
Total Value
$425.6M
New Positions
609
Closed Positions
0
Top Holdings
View All 621 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | CORZCORE SCIENTIFIC INC NEW COM | 7,277,778 | $106.0M | 24.90% | NEW | |
| 2 | CORZWCORE SCIENTIFIC INC NEW WT EXP TRANCHE 1 | 4,056,829 | $34.3M | 8.06% | NEW | |
| 3 | BRK-BBERKSHIRE HATHAWAY INC DEL CL A | 22 | $16.6M | 3.90% | NEW | |
| 4 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 17,635 | $8.9M | 2.08% | NEW | |
| 5 | AAPLAPPLE INC | 32,314 | $8.7M | 2.05% | NEW | |
| 6 | NVDANVIDIA CORP | 45,098 | $8.3M | 1.96% | NEW | |
| 7 | XOMEXXON MOBIL CORP | 55,551 | $6.6M | 1.55% | NEW | |
| 8 | AMZNAMAZON.COM INC | 27,946 | $6.4M | 1.50% | NEW | |
| 9 | JPSTJPMORGAN ULTRA SHORT | 111,551 | $5.6M | 1.32% | NEW | |
| 10 | ARRARMOUR RESIDENTIAL REIT INC COM PAR $0 001 | 315,000 | $5.6M | 1.31% | NEW | |
| 11 | ETENERGY TRANSFER L P LP | 334,912 | $5.5M | 1.30% | NEW | |
| 12 | ABBVABBVIE INC | 24,047 | $5.4M | 1.27% | NEW | |
| 13 | PLTRPALANTIR TECHNOLOGIES IN | 29,449 | $5.2M | 1.22% | NEW | |
| 14 | ABTABBOTT LABS | 41,740 | $5.2M | 1.22% | NEW | |
| 15 | BRK/BBERKSHIRE HATHAWAY | 9,866 | $4.9M | 1.16% | NEW | |
| 16 | GOOGALPHABET INC | 15,476 | $4.8M | 1.13% | NEW | |
| 17 | MSFTMICROSOFT CORP | 9,890 | $4.8M | 1.12% | NEW | |
| 18 | JPMJPMORGAN CHASE & CO | 13,070 | $4.2M | 0.98% | NEW | |
| 19 | CFITCAMBRIA FIXED INCOME | 164,120 | $4.1M | 0.96% | NEW | |
| 20 | SGOVISHARES 0-3 MONTH | 35,589 | $3.5M | 0.83% | NEW | |
| 21 | GOOGLALPHABET INC | 10,259 | $3.2M | 0.75% | NEW | |
| 22 | IBMIBM CORP | 10,865 | $3.2M | 0.74% | NEW | |
| 23 | KTOSKRATOS DEFENSE & SEC SOL | 40,371 | $3.0M | 0.71% | NEW | |
| 24 | SHOPSHOPIFY INC F | 18,967 | $3.0M | 0.70% | NEW | |
| 25 | TSLATESLA INC | 6,366 | $2.8M | 0.66% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.0596434320873083e+259T)
Unknown0.0% ($1.6605886449484077e+134T)
Industrials0.0% ($3.036197514621239e+122T)
Healthcare0.0% ($5.414517720081581e+96T)
Energy0.0% ($6.602551221201965e+82T)
Consumer Cyclical0.0% ($6.382282221261633e+77T)
Consumer Defensive0.0% ($2.1171960482321314e+47T)
Communication Services0.0% ($4.826320268257532e+46T)
Utilities0.0% ($7.226074232281952e+43T)
Basic Materials0.0% ($2.223584544529352e+35T)
Real Estate0.0% ($5.572524209194159e+22T)
Filing History
Fund Information
ORG Wealth Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $425.6M across 621 holdings. The largest position is CORE SCIENTIFIC INC NEW COM (CORZ), representing 24.9% of the portfolio. Compared to the previous quarter, the fund opened 730 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.