ORG Wealth Partners, LLC

Est. AUM

$282.1M

13F long equity, this entity only

Positions

675

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CORE SCIENTIFIC INC NEW COM	Equity	$108.9M	7277778	38.60%	SOLE
2	VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036	Equity	$61.2M	11678143	21.69%	SOLE
3	CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1	Equity	$35.5M	4056829	12.57%	SOLE
4	BERKSHIRE HATHAWAY INC DEL CL A	Equity	$15.8M	22	5.60%	SOLE
5	BERKSHIRE HATHAWAY INC DEL CL B NEW	Equity	$8.4M	17635	3.00%	SOLE
6	ARMOUR RESIDENTIAL REIT INC COM PAR $0 001	Equity	$5.9M	355000	2.10%	SOLE
7	JPMORGAN ULTRA-SHORT INCOME ETF	UIT EXCHANGE TRADED	$3.9M	76404	1.37%	SOLE
8	STEPSTONE PRIVATE MARKETS CLASS I	CLOSED END MUTL FUND	$1.5M	24885	0.53%	SOLE
9	AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF	UIT EXCHANGE TRADED	$1.3M	29276	0.47%	SOLE
10	ENTERPRISE PRODS PART LP	LIMITED PARTNERSHP	$1.3M	33254	0.45%	SOLE
11	OKTA INC CLASS A	COMMON STOCK	$1.2M	15438	0.43%	SOLE
12	ENERGY TRANSFER L P COM UNIT LTD PARTNERSHIP	Equity	$1.2M	61171	0.42%	SOLE
13	COHEN & STEERS QTY INC R	CLOSED END MUTL FUND	$1.1M	88854	0.38%	SOLE
14	REAVES UTILITY INCOME	CLOSED END MUTL FUND	$999K	25450	0.35%	SOLE
15	MACOM TECHNOLOGY SOLUTIO	COMMON STOCK	$952K	4288	0.34%	SOLE
16	GOLDMAN SACHS ACTIVEBETAU.S. SMALL CAP EQUITY ETF	UIT EXCHANGE TRADED	$940K	12612	0.33%	SOLE
17	UNITED RENTALS INC	COMMON STOCK	$793K	1089	0.28%	SOLE
18	NVIDIA CORP COM	Equity	$752K	4312	0.27%	SOLE
19	FOSTER L B CO	COMMON STOCK	$686K	24613	0.24%	SOLE
20	CROWDSTRIKE HLDGS INC CLASS A	COMMON STOCK	$589K	1509	0.21%	SOLE
21	SIMON PPTY GROUP INC NEWREIT	REAL ESTATE INVESTME	$546K	2932	0.19%	SOLE
22	ILLUMINA INC	COMMON STOCK	$516K	4188	0.18%	SOLE
23	JPMORGAN EQUITY PREMIUM INCOME ETF	UIT EXCHANGE TRADED	$498K	8803	0.18%	SOLE
24	EQT CORP	COMMON STOCK	$494K	7778	0.18%	SOLE
25	VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$469K	1464	0.17%	SOLE
26	TOLL BROS INC	COMMON STOCK	$441K	3235	0.16%	SOLE
27	STARBUCKS CORP	COMMON STOCK	$414K	4626	0.15%	SOLE
28	TESLA INC COM	Equity	$389K	1047	0.14%	SOLE
29	ECHOSTAR CORP CLASS A	COMMON STOCK	$386K	3300	0.14%	SOLE
30	LEIDOS HLDGS INC	COMMON STOCK	$379K	2440	0.13%	SOLE
31	ONEOK INC NEW	COMMON STOCK	$370K	4095	0.13%	SOLE
32	VISTRA CORP	COMMON STOCK	$370K	2467	0.13%	SOLE
33	ISHARES U.S. AEROSPACE &DEFENSE ETF	UIT EXCHANGE TRADED	$369K	1689	0.13%	SOLE
34	ISHARES TR RUSSELL 1000 GROWTH ETF	Equity	$363K	853	0.13%	SOLE
35	MICROSOFT CORP COM	Equity	$348K	941	0.12%	SOLE
36	KAYNE ANDERSON ENERGY INFRASTRUCTURE FD INC COM	Equity	$345K	24160	0.12%	SOLE
37	PROSPERITY BANCSHARES IN	COMMON STOCK	$335K	5000	0.12%	SOLE
38	BROADCOM INC COM	Equity	$334K	1080	0.12%	SOLE
39	MPLX LP LP	LIMITED PARTNERSHP	$307K	5390	0.11%	SOLE
40	STATE STREET SPDR S&P DIVIDEND ETF	UIT EXCHANGE TRADED	$298K	2045	0.11%	SOLE
41	ALBEMARLE CORP	COMMON STOCK	$289K	1612	0.10%	SOLE
42	ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS	AMERICAN DEPOSITORY	$287K	218	0.10%	SOLE
43	CENTRUS ENERGY CORP CLASS A	COMMON STOCK	$286K	1650	0.10%	SOLE
44	UNITEDHEALTH GROUP INC COM	Equity	$284K	1050	0.10%	SOLE
45	INVESCO S&P 500 EQUAL WEIGHT ETF	UIT EXCHANGE TRADED	$283K	1476	0.10%	SOLE
46	PHILIP MORRIS INTL INC	COMMON STOCK	$273K	1654	0.10%	SOLE
47	UNION PAC CORP	COMMON STOCK	$264K	1088	0.09%	SOLE
48	CHENIERE ENERGY PARTN LP	LIMITED PARTNERSHP	$259K	4015	0.09%	SOLE
49	NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS	AMERICAN DEPOSITORY	$257K	7005	0.09%	SOLE
50	HINES GLOBAL INCOME TRUST INC SHS CL I	Equity	$253K	25811	0.09%	SOLE

1–50 of 675

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.