IE
Insider Edges

ORG WEALTH PARTNERS, LLC 13F portfolio summary

ORG WEALTH PARTNERS, LLC of ORG WEALTH PARTNERS, LLC has 689 current stock holdings with a reported portfolio value of $660.97B. The portfolio 1 year return is +211.96%. Top holdings include CORZ (28.19%), CORZW (11.54%), VOXR (7.92%), BRK-A (2.49%), BRK-B (2.12%).

Back to investors

ORG WEALTH PARTNERS, LLC

ORG WEALTH PARTNERS, LLC
Latest filing: 2026-06-30

ORG WEALTH PARTNERS, LLC runs ORG WEALTH PARTNERS, LLC and currently holds 689 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $660.97B. Their top holdings are CORZ, CORZW, VOXR, BRK-A, BRK-B. The top five represent 52.3% of reported portfolio weight. ORG WEALTH PARTNERS, LLC ranks #31 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ORG WEALTH PARTNERS, LLC initiated 2 new positions. They added to 95 existing positions. They trimmed 1 position. Their current best-performing preview position is SNDK with returns of +257.89%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
CORZ28.2%
CORZW11.5%
VOXR7.9%
BRK-A2.5%
BRK-B2.1%
Top 5: 52.3%
Portfolio Returns
1 Year
+211.96%
#14/1000
3 Year
+257.01%
#41/1000
5 Year
+257.01%
#42/1000

Portfolio Value

$660.97B

Alpha Score

244.2

#31 of 1000

Holdings

689

Showper page

689 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
CORZ
CORE SCIENTIFIC INC NEW COM
28.19%$12.17$17.81+46.34%
Added
+1.43%
CORZW
CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1
11.54%$6.72$11.14+65.77%
Held
VOXR
VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036
7.92%$5.24$5.76+9.92%
Trimmed
-5.18%
BRK-A
BERKSHIRE HATHAWAY INC DEL CL A
2.49%$680,920.00$743,666.12+9.21%
Held
BRK-B
BERKSHIRE HATHAWAY INC DEL CL B NEW
2.12%$500.19$495.77-0.88%
Added
+18326.87%
NVDA
NVIDIA CORP COM
1.91%$199.66$214.76+7.56%
Added
+15009.00%
FRMI
FERMI INC COM
1.56%$9.02$5.92-34.37%
Added
+1918.45%
IVR
INVESCO MTG CAP INC COM NEW
1.55%$7.90$7.52-4.81%
New Buy
AAPL
APPLE INC COM
1.48%$289.15$309.35+6.99%
Added
+27622.69%
ET
ENERGY TRANSFER L P COM UNIT LTD PARTNERSHIP
1.16%$18.96$21.20+11.79%
Added
+1543.26%

Showing 1-10 of 689