DOSSIER · 13F-HR · Q1 2026

ORG Wealth Partners, LLC

$508M in tracked AUM across 1,741 positions as of Q1 2026.

OW
CIK 0002032602 · last filed Mar 31, 2026
Total AUM
$508M
as of Q1 2026
Holdings
1,741
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$508M 19.4%
1,741 positionsView →
2025Q4Dec 31
$426M 9.5%
9,928 positionsView →
2025Q3Sep 30
$470M 12.5%
10,069 positionsView →
2025Q2Jun 30
$418M 132.3%
10,014 positionsLocked
2025Q1Mar 31
$180M 44.5%
4,488 positionsLocked
2024Q4Dec 31
$324M 7.7%
5,862 positionsLocked
2024Q3Sep 30
$301M
5,928 positionsLocked