ORG Wealth Partners, LLC 13F Holdings

CIK 0002032602 · DALLAS, TX

As of Sep 30, 2025, ORG Wealth Partners, LLC reported 10,069 positions worth $305.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CORE SCIENTIFIC INCCORZTechnology7,277,778 30.6M42.71%
CORE SCIENTIFIC INC NEWCORZWTechnology4,556,829$53.0M17.34%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services22 6.6M5.43%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services26,182 3.2M4.31%
NVIDIA CORPNVDATechnology38,355$7.2M2.34%
ENERGY TRANSFER LPETEnergy315,553$5.4M1.77%
APPLE INCAAPLTechnology20,825$5.3M1.73%
ARMOUR RESIDENTIAL REIT INCARRReal Estate315,000$4.7M1.54%
EXXON MOBIL CORPXOMEnergy36,479$4.1M1.35%
PALANTIR TECHNOLOGIES INCPLTRTechnology21,070$3.8M1.26%
MICROSOFT CORPMSFTTechnology6,287$3.3M1.07%
ABBOTT LABORATORIESABTHealthcare22,372$3.0M0.98%
AMAZON.COM INCAMZNEquity11,451$2.5M0.82%
ALPHABET INCGOOGEquity10,044$2.4M0.80%
KRATOS DEFENSE & SECURITY SOLUTIONS INCKTOSIndustrials22,897$2.1M0.68%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical10,147 .8M0.59%
KAYNE ANDERSON ENERGY INFRST——131,215 .6M0.53%
ISHARES 0-3 MONTH TREASURY BOND ETFSGOV—16,085 .6M0.53%
ALPHABET INCGOOGLEquity6,213 .5M0.49%
ABBVIE INCABBVEquity6,440 .5M0.49%
JPMORGAN CHASE & COJPMFinancial Services4,509 .4M0.47%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy45,397 .4M0.46%
TESLA INCTSLAConsumer Cyclical2,933 .3M0.43%
STEPSTONE PRIVATE MARKETXPMIX—20,782 .2M0.41%
JPMORGAN ULTRA-SHORT INCOMEJPST—24,277 .2M0.40%