IE
Insider Edges

ORG WEALTH PARTNERS, LLC 13F portfolio summary

ORG WEALTH PARTNERS, LLC of ORG WEALTH PARTNERS, LLC has 636 current stock holdings with a reported portfolio value of $508.1M. The portfolio 1 year return is +36.77%. Top holdings include CENBF (0.00%), CORZW (0.00%), AGG (0.00%), BND (0.00%), DZSI (0.00%).

Back to investors

ORG WEALTH PARTNERS, LLC

ORG WEALTH PARTNERS, LLC
Latest filing: 2026-03-31

ORG WEALTH PARTNERS, LLC runs ORG WEALTH PARTNERS, LLC and currently holds 636 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $508.07M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ORG WEALTH PARTNERS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ORG WEALTH PARTNERS, LLC's portfolio at ORG WEALTH PARTNERS, LLC has delivered returns of +36.77%. Their 3-year annualized return is +11.37%. Looking at the 5-year horizon, ORG WEALTH PARTNERS, LLC has achieved +11.37% annualized returns at ORG WEALTH PARTNERS, LLC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+36.77%
#0/1000
3 Year
+11.37%
#0/1000
5 Year
+11.37%
#0/1000

Portfolio Value

$508.07M

Alpha Score

15.3

#0 of 1000

Holdings

636

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change