DOSSIER · 13F-HR · Q2 2026

ORG Wealth Partners, LLC

$667M in tracked AUM across 12,241 positions as of Q2 2026.

OW
CIK 0002032602 · last filed Jun 30, 2026
Total AUM
$667M
as of Q2 2026
Holdings
12,241
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

ORG Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CORZ
CORZ
$186M7.3M27.9%
02
CORZW
CORZW
$76M4.1M11.4%
03
VOXR
VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036
$52M11.1M7.8%
04
BRK/A
BRK A
$16M222.5%
05
BRK/B
BRK B
$14M28K2.1%
06
NVDA
NVIDIA CORP COM
$13M63K1.9%
07
FRMI
FRMI
$10M1.1M1.5%
08
IVR
IVR
$10M1.3M1.5%
09
AAPL
APPLE INC COM
$10M34K1.5%
10
ET
ET
$8M400K1.1%

Filing history

2026Q2Jun 30
$667M 31.3%
12,241 positionsView →
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