13F Insight
DOSSIER · 13F-HR · Q1 2026

ORG Wealth Partners, LLC

ORG Wealth's family office based in San Francisco, CA — $508M in tracked AUM across 1,741 positions as of Q1 2026.

OW
ORG Wealth·San Francisco, CA·Family Office
CIK 0002032602 · last filed Mar 31, 2026
Total AUM
$508M
▼ 3.6%
vs prior
Holdings
1,741
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
25% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

ORG Wealth Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CORZ
CORE SCIENTIFIC INC NEW COM
$109M7.3M21.4%
02
VOXR
VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036
$61M11.7M12.0%
03
CORZW
CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1
$35M4.1M7.0%
04
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
$16M223.1%
05
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$14M28K2.7%
06
NVDA
NVIDIA CORP COM
$11M62K2.1%
07
XOM
EXXON MOBIL CORP COM
$10M58K1.9%
08
AAPL
APPLE INC COM
$8M32K1.6%
09
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
$8M153K1.5%
10
ET
ENERGY TRANSFER L P COM UNIT LTD PARTNERSHIP
$8M398K1.5%

Filing history

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