ORG Wealth Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2032602
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Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$667.3M
Holdings
714
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ORG Wealth Partners, LLC disclosed 714 positions worth $667.3M in its Form 13F-HR for Q2 2026, led by $CORZ (Core Scientific, Inc./tx) at 27.9% of the equity portfolio, followed by $CORZ and $VOXR. During the quarter the fund opened 65 new positions and exited 32 — including a new stake in $IVR and a full exit from $FSTR. The portfolio is most concentrated in Financials (47.1% of disclosed assets). All figures are sourced directly from ORG Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2032602.
AI Fund Analysis
Concentrating
Sector Allocation
FinancialsOtherTechnologyMaterialsReal EstateIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 14.1#2,870
Quality
$186.3M7,282,008 sh - 14.1#2,870
Quality
$76.3M4,056,829 sh - —
Quality
$52.4M11,072,668 sh - 73.8
Quality
$16.5M22 sh - 73.8
Quality
$14.0M28,067 sh - 85.9
Quality
$12.6M62,954 sh - —
Quality
$10.3M1,127,998 sh - —
Quality
$10.2M1,295,330 sh - 76.4
Quality
$9.8M33,811 sh - 64.4
Quality
$7.7M400,166 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Core Scientific, Inc./tx$CORZ | 14.1#2,870 | $186.3M | 7,282,008 |
| Core Scientific, Inc./tx$CORZ | 14.1#2,870 | $76.3M | 4,056,829 |
 VOX ROYALTY CORP.$VOXR | — | $52.4M | 11,072,668 |
 BERKSHIRE HATHAWAY INC$BRK.A | 73.8 | $16.5M | 22 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $14.0M | 28,067 |
 NVIDIA CORP$NVDA | 85.9 | $12.6M | 62,954 |
 Fermi Inc.$FRMI | — | $10.3M | 1,127,998 |
 Invesco Mortgage Capital Inc.$IVR | — | $10.2M | 1,295,330 |
 Apple Inc.$AAPL | 76.4 | $9.8M | 33,811 |
 Energy Transfer LP$ET | 64.4 | $7.7M | 400,166 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ORG Wealth Partners, LLC's 714 positions.
Showing top 10 of 714 holdings.
Sector Allocation
Financials
$314.5M
Other
$79.3M
Technology
$76.5M
Materials
$59.1M
Real Estate
$30.4M
Industrials
$29.6M
Energy
$26.8M
Healthcare
$19.9M
Top Holdings — ORG Wealth Partners, LLC (Q2 2026)
Top 150 of 714 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $CORZ | Core Scientific, Inc./tx | $186.3M | 27.9% | -0% | 14.1 |
| 2 | $CORZ | Core Scientific, Inc./tx | $76.3M | 11.4% | +0% | 14.1 |
| 3 | $VOXR | VOX ROYALTY CORP. | $52.4M | 7.8% | -5% | — |
| 4 | $BRK.A | BERKSHIRE HATHAWAY INC | $16.5M | 2.5% | +0% | 73.8 |
| 5 | $BRK.B | BERKSHIRE HATHAWAY INC | $14.0M | 2.1% | -1% | 73.8 |
| 6 | $NVDA | NVIDIA CORP | $12.6M | 1.9% | +2% | 85.9 |
| 7 | $FRMI | Fermi Inc. | $10.3M | 1.6% | +1425% | — |
| 8 | $IVR | Invesco Mortgage Capital Inc. | $10.2M | 1.5% | NEW | — |
| 9 | $AAPL | Apple Inc. | $9.8M | 1.5% | +7% | 76.4 |
| 10 | $ET | Energy Transfer LP | $7.7M | 1.1% | +1% | 64.4 |
| 11 |  $AMZN | AMAZON COM INC | $6.9M | 1.0% | +2% | 68.7 |
| 12 |  $ARR | Armour Residential REIT, Inc. | $6.9M | 1.0% | +11% | — |
| 13 | — | JPMORGAN ULTRA-SHORT - UIT EXCHANGE TRADED | $6.7M | 1.0% | -13% | — |
| 14 |  $XOM.R34088 | EXXON MOBIL CORP | $6.2M | 0.9% | -23% | 57.9 |
| 15 | — | CAMBRIA FIXED INCOME - UIT EXCHANGE TRADED | $6.1M | 0.9% | -2% | — |
| 16 |  $ABBV | AbbVie Inc. | $6.1M | 0.9% | -1% | 72.6 |
| 17 | — | ISHARES 0-3 MONTH - UIT EXCHANGE TRADED | $5.9M | 0.9% | +50% | — |
| 18 |  $GOOG | Alphabet Inc. | $5.3M | 0.8% | +5% | 78.2 |
| 19 |  $GOOGL | Alphabet Inc. | $4.9M | 0.7% | -8% | 78.2 |
| 20 |  $JPM | JPMORGAN CHASE & CO | $4.7M | 0.7% | +0% | 70.7 |
| 21 |  $TSLA | Tesla, Inc. | $4.3M | 0.7% | +28% | 53.9 |
| 22 |  $CRWD | CrowdStrike Holdings, Inc. | $4.2M | 0.6% | +1% | 67.7 |
| 23 |  $MSFT | MICROSOFT CORP | $4.1M | 0.6% | -3% | 79.8 |
| 24 |  $PLTR | Palantir Technologies Inc. | $3.5M | 0.5% | +8% | 84.6 |
| 25 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.3M | 0.5% | +0% | 70 |
| 26 |  $ABT | ABBOTT LABORATORIES | $3.3M | 0.5% | -5% | 65.5 |
| 27 |  $URI | UNITED RENTALS, INC. | $3.2M | 0.5% | +8% | 63.9 |
| 28 |  $OKTA | Okta, Inc. | $2.9M | 0.4% | +6% | 64.7 |
| 29 | — | ISHARES CORE MSCI EAFE - UIT EXCHANGE TRADED | $2.9M | 0.4% | +12% | — |
| 30 |  $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $2.7M | 0.4% | +0% | — |
| 31 |  $CAT | CATERPILLAR INC | $2.7M | 0.4% | +12% | 66.5 |
| 32 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $2.7M | 0.4% | +0% | 61.4 |
| 33 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.5M | 0.4% | +12% | 66.2 |
| 34 |  $AMGN | AMGEN INC | $2.5M | 0.4% | +12% | 79.2 |
| 35 |  $SNOW | Snowflake Inc. | $2.5M | 0.4% | +8% | 54.9 |
| 36 |  $WMT | Walmart Inc. | $2.4M | 0.4% | +8% | 60.2 |
| 37 |  $SCCO | SOUTHERN COPPER CORP/ | $2.4M | 0.4% | +10% | 83.1 |
| 38 |  $IONQ | IonQ, Inc. | $2.3M | 0.3% | +6% | 30.2 |
| 39 | — | PACER WEALTHSHIELD ETF - UIT EXCHANGE TRADED | $2.3M | 0.3% | +2% | — |
| 40 |  $EQT | EQT Corp | $2.1M | 0.3% | +1% | 83.7 |
| 41 | — | ISHARES CORE UNIVERSAL - UIT EXCHANGE TRADED | $2.1M | 0.3% | -5% | — |
| 42 |  $HD | HOME DEPOT, INC. | $2.1M | 0.3% | -1% | 60.3 |
| 43 | — | ISHARES MSCI EMERGING - UIT EXCHANGE TRADED | $2.0M | 0.3% | +10% | — |
| 44 |  $PHYS | Sprott Physical Gold Trust | $2.0M | 0.3% | +10% | — |
| 45 |  $PFE | PFIZER INC | $2.0M | 0.3% | +13% | 62 |
| 46 | — | AMPLIFY CWP ENHANCED - UIT EXCHANGE TRADED | $1.9M | 0.3% | +3% | — |
| 47 |  $AVGO | Broadcom Inc. | $1.9M | 0.3% | -15% | 84.5 |
| 48 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $1.9M | 0.3% | +8% | 44.6 |
| 49 |  $UTG | REAVES UTILITY INCOME FUND | $1.9M | 0.3% | +23% | — |
| 50 | — | STEPSTONE PRIVATE MARKET - CLOSED END MUTL FUND | $1.9M | 0.3% | +13% | — |
| 51 |  $SHOP | SHOPIFY INC. | $1.8M | 0.3% | -19% | 64.9 |
| 52 | — | ISHARES CORE DIVIDEND - UIT EXCHANGE TRADED | $1.8M | 0.3% | +3% | — |
| 53 |  $JNJ | JOHNSON & JOHNSON | $1.8M | 0.3% | -2% | 69 |
| 54 |  $CAH | CARDINAL HEALTH INC | $1.7M | 0.3% | +6% | 62.4 |
| 55 |  $MTSI | MACOM Technology Solutions Holdings, Inc. | $1.6M | 0.2% | +0% | 69.4 |
| 56 |  $IVZ | Invesco Ltd. | $1.5M | 0.2% | +13% | — |
| 57 | — | KRANESHARES MOUNT LUCAS - UIT EXCHANGE TRADED | $1.5M | 0.2% | +35% | — |
| 58 |  $EOG | EOG RESOURCES INC | $1.5M | 0.2% | +16% | 71.9 |
| 59 | — | SIMPLIFY MANAGED FUTURES - UIT EXCHANGE TRADED | $1.5M | 0.2% | +5% | — |
| 60 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $1.4M | 0.2% | NEW | — |
| 61 | — | IMGP DBI MANAGED FUTURES - UIT EXCHANGE TRADED | $1.4M | 0.2% | +38% | — |
| 62 | — | ISHARES MBS ETF - UIT EXCHANGE TRADED | $1.4M | 0.2% | -5% | — |
| 63 | — | ISHARES CORE S&P U.S. - UIT EXCHANGE TRADED | $1.4M | 0.2% | +2% | — |
| 64 | — | STATE STREET SPDR S&P - UIT EXCHANGE TRADED | $1.3M | 0.2% | +14% | — |
| 65 |  $RQI | COHEN & STEERS QUALITY INCOME REALTY FUND INC | $1.3M | 0.2% | +16% | — |
| 66 | — | ISHARES CORE S&P MID-CAP - UIT EXCHANGE TRADED | $1.3M | 0.2% | -1% | — |
| 67 | — | ISHARES MSCI USA - UIT EXCHANGE TRADED | $1.3M | 0.2% | -1% | — |
| 68 |  $APH | AMPHENOL CORP /DE/ | $1.2M | 0.2% | +5% | 79.3 |
| 69 | — | PACER TRENDPILOT US BOND - UIT EXCHANGE TRADED | $1.2M | 0.2% | -2% | — |
| 70 | — | ISHARES CORE S&P 500 - UIT EXCHANGE TRADED | $1.2M | 0.2% | +5% | — |
| 71 |  $SNPS | SYNOPSYS INC | $1.2M | 0.2% | -2% | 67.9 |
| 72 |  $GS | GOLDMAN SACHS GROUP INC | $1.2M | 0.2% | +0% | 73.5 |
| 73 |  $CVX | CHEVRON CORP | $1.1M | 0.2% | +25% | 62.8 |
| 74 | — | ISHARES MSCI USA QUALITY - UIT EXCHANGE TRADED | $1.1M | 0.2% | +5% | — |
| 75 | — | VANGUARD RUSSELL 2000 - UIT EXCHANGE TRADED | $1.1M | 0.2% | +2% | — |
| 76 |  $V | VISA INC. | $1.0M | 0.2% | -25% | 82.9 |
| 77 |  $EMR | EMERSON ELECTRIC CO | $965,517 | 0.1% | +139% | 65.3 |
| 78 |  $HON | HONEYWELL INTERNATIONAL INC | $963,170 | 0.1% | NEW | 65 |
| 79 |  $HONA | Honeywell Aerospace Inc. | $951,040 | 0.1% | NEW | — |
| 80 |  $LLY | ELI LILLY & Co | $943,936 | 0.1% | -25% | 87.5 |
| 81 |  $KLAC | KLA CORP | $938,315 | 0.1% | +991% | 78.6 |
| 82 | — | VANGUARD TOTAL STOCK - UIT EXCHANGE TRADED | $934,350 | 0.1% | +0% | — |
| 83 | — | ISHARES MSCI EAFE VALUE - UIT EXCHANGE TRADED | $925,039 | 0.1% | +10% | — |
| 84 | — | HINES GLOBAL INCOME TRUS - REAL ESTATE INVESTME | $902,857 | 0.1% | -7% | — |
| 85 |  $BABA | Alibaba Group Holding Ltd | $884,166 | 0.1% | -18% | — |
| 86 | — | ISHARES 7-10 YEAR - UIT EXCHANGE TRADED | $873,667 | 0.1% | -66% | — |
| 87 | — | ISHARES CORE S&P - UIT EXCHANGE TRADED | $867,605 | 0.1% | -6% | — |
| 88 |  $KO | COCA COLA CO | $864,572 | 0.1% | +8% | 69.5 |
| 89 |  $KMI | KINDER MORGAN, INC. | $861,188 | 0.1% | +8% | 71.3 |
| 90 |  $BEN | FRANKLIN TEMPLETON INC | $837,238 | 0.1% | +36% | 57.9 |
| 91 | — | RETURN STACKED U.S. - UIT EXCHANGE TRADED | $816,858 | 0.1% | +5% | — |
| 92 |  $META | Meta Platforms, Inc. | $813,400 | 0.1% | +28% | 79.6 |
| 93 |  $TXN | TEXAS INSTRUMENTS INC | $801,027 | 0.1% | -4% | 73.4 |
| 94 |  $ITW | ILLINOIS TOOL WORKS INC | $793,811 | 0.1% | +36% | 63.6 |
| 95 |  $ASML | ASML HOLDING NV | $793,785 | 0.1% | +0% | — |
| 96 | — | VANGUARD FTSE DEVELOPED - UIT EXCHANGE TRADED | $790,203 | 0.1% | +26% | — |
| 97 |  $AXP | AMERICAN EXPRESS CO | $778,734 | 0.1% | +4% | 69.4 |
| 98 | — | CAMBRIA GLOBAL VALUE - UIT EXCHANGE TRADED | $764,962 | 0.1% | +14% | — |
| 99 |  $GLW | CORNING INC /NY | $756,817 | 0.1% | +6% | 73.7 |
| 100 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $756,154 | 0.1% | -7% | 52.1 |
| 101 |  $NUE | NUCOR CORP | $748,196 | 0.1% | +50% | 61.7 |
| 102 |  $FAST | FASTENAL CO | $745,531 | 0.1% | +8% | 66.9 |
| 103 |  $ILMN | ILLUMINA, INC. | $744,461 | 0.1% | +0% | 60.4 |
| 104 |  $NDSN | NORDSON CORP | $742,733 | 0.1% | +61% | 69.2 |
| 105 |  $DELL | Dell Technologies Inc. | $725,368 | 0.1% | +50% | 71.2 |
| 106 |  $AFL | AFLAC INC | $715,578 | 0.1% | +1% | 61.3 |
| 107 | $IVZ | Invesco Ltd. | $714,693 | 0.1% | +0% | — |
| 108 |  $LIN | LINDE PLC | $701,596 | 0.1% | -2% | — |
| 109 |  $RGTI | Rigetti Computing, Inc. | $695,594 | 0.1% | -14% | 14.3 |
| 110 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $695,334 | 0.1% | +4% | — |
| 111 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $694,587 | 0.1% | +72% | 66 |
| 112 |  $SPG | SIMON PROPERTY GROUP INC. | $694,316 | 0.1% | +6% | 76.7 |
| 113 |  $ATO | ATMOS ENERGY CORP | $694,217 | 0.1% | -25% | 57.6 |
| 114 | — | VANGUARD GROWTH INDEX - UIT EXCHANGE TRADED | $693,004 | 0.1% | +2804% | — |
| 115 |  $O | REALTY INCOME CORP | $691,938 | 0.1% | +9% | 73.7 |
| 116 |  $IBIT | iShares Bitcoin Trust ETF | $682,515 | 0.1% | +60% | — |
| 117 | — | VANGUARD S&P 500 VALUE - UIT EXCHANGE TRADED | $679,983 | 0.1% | NEW | — |
| 118 |  $ES | EVERSOURCE ENERGY | $679,087 | 0.1% | +1% | 66.1 |
| 119 |  $SBUX | STARBUCKS CORP | $671,867 | 0.1% | -21% | 58.2 |
| 120 | — | JPMORGAN EQUITY PREMIUM - UIT EXCHANGE TRADED | $658,526 | 0.1% | +13% | — |
| 121 |  $ADM | Archer-Daniels-Midland Co | $642,883 | 0.1% | +16% | 50.7 |
| 122 |  $MHF | WESTERN ASSET MUNICIPAL HIGH INCOME FUND INC. | $640,944 | 0.1% | +1% | — |
| 123 |  $CB | Chubb Ltd | $637,847 | 0.1% | +4% | — |
| 124 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $634,205 | 0.1% | NEW | 69.9 |
| 125 | — | ISHARES MSCI EAFE GROWTH - UIT EXCHANGE TRADED | $633,712 | 0.1% | +10% | — |
| 126 |  $PM | Philip Morris International Inc. | $630,812 | 0.1% | +17% | 75.9 |
| 127 | — | ISHARES RUSSELL 1000 - UIT EXCHANGE TRADED | $629,298 | 0.1% | +154% | — |
| 128 |  $TGT | TARGET CORP | $629,113 | 0.1% | NEW | 60.7 |
| 129 |  $NEE | NEXTERA ENERGY INC | $628,573 | 0.1% | -4% | 64.6 |
| 130 |  $DOV | DOVER Corp | $625,713 | 0.1% | NEW | 58.1 |
| 131 |  $SPY | SPDR S&P 500 ETF TRUST | $609,193 | 0.1% | -22% | — |
| 132 |  $GD | GENERAL DYNAMICS CORP | $607,492 | 0.1% | +48% | 68.7 |
| 133 | — | STATE STREET SPDR - UIT EXCHANGE TRADED | $601,859 | 0.1% | +1787% | — |
| 134 |  $APD | Air Products & Chemicals, Inc. | $581,547 | 0.1% | -6% | 46.4 |
| 135 |  $ORCL | ORACLE CORP | $581,193 | 0.1% | -32% | 66.2 |
| 136 |  $QCOM | QUALCOMM INC/DE | $560,572 | 0.1% | -55% | 70.5 |
| 137 |  $CSCO | CISCO SYSTEMS, INC. | $555,125 | 0.1% | +18% | 70.3 |
| 138 |  $RKLB | Rocket Lab Corp | $541,997 | 0.1% | NEW | 39.9 |
| 139 |  $TOL | Toll Brothers, Inc. | $539,641 | 0.1% | +0% | 58.1 |
| 140 | $GS | GOLDMAN SACHS GROUP INC | $537,636 | 0.1% | -1% | 73.5 |
| 141 | — | STATE STREET SPDR S&P - UIT EXCHANGE TRADED | $533,694 | 0.1% | -2% | — |
| 142 | — | KRANESHARES MSCI - UIT EXCHANGE TRADED | $521,436 | 0.1% | +11% | — |
| 143 |  $VST | Vistra Corp. | $517,454 | 0.1% | +0% | 71.9 |
| 144 |  $GE | GENERAL ELECTRIC CO | $510,158 | 0.1% | +50% | 73.8 |
| 145 |  $NFLX | NETFLIX INC | $505,794 | 0.1% | -10% | 78.8 |
| 146 | — | VANGUARD S&P 500 ETF - UIT EXCHANGE TRADED | $490,794 | 0.1% | -6% | — |
| 147 |  $FTNT | Fortinet, Inc. | $484,343 | 0.1% | NEW | 80.1 |
| 148 |  $MCD | MCDONALDS CORP | $478,103 | 0.1% | -14% | 69 |
| 149 |  $LMT | LOCKHEED MARTIN CORP | $471,968 | 0.1% | +0% | 65.6 |
| 150 |  $FLY | Firefly Aerospace Inc. | $463,638 | 0.1% | NEW | 32.6 |
New Positions (65)
$IVR Invesco Mortgage Capital Inc.$10.2M$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$1.4M$HONA Honeywell Aerospace Inc.$951,040 VANGUARD S&P 500 VALUE - UIT EXCHANGE TRADED$679,983
$FRT FEDERAL REALTY INVESTMENT TRUST$634,205$TGT TARGET CORP$629,113$RKLB Rocket Lab Corp$541,997$FTNT Fortinet, Inc.$484,343$FLY Firefly Aerospace Inc.$463,638
$ASTS AST SpaceMobile, Inc.$438,790
$AXON AXON ENTERPRISE, INC.$364,941
$LYV Live Nation Entertainment, Inc.$347,335
$PGR PROGRESSIVE CORP/OH/$331,585 BLACKSTONE PRIVATE CREDI - CLOSED END MUTL FUND$325,944
$AJG Arthur J. Gallagher & Co.$319,305Exited Positions (32)
$FSTR FOSTER L B CO
$LDOS Leidos Holdings, Inc. ISHARES U.S. AEROSPACE &DEFENSE ETF
ISHARES TR CHINA LARGE-CAP ETF
$KRMN Karman Holdings Inc.
$MSIF MSC INCOME FUND, INC.
$WBI WaterBridge Infrastructure LLC
$LB LandBridge Co LLC
$SILA Sila Realty Trust, Inc.
$GROY Gold Royalty Corp. ISHARES CORE 1-5 YEAR USD BOND ETF
$SYK STRYKER CORP BYD CO LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
$WDAY Workday, Inc. STATE STREET SPDR S&P BIOTECH ETF
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