ORG Wealth Partners, LLC
Sector Allocation
- Financials47.1%$314.5M
- Other11.9%$79.3M
- Technology11.8%$78.4M
- Materials8.9%$59.4M
- Real Estate4.6%$30.4M
- Energy4.0%$26.8M
- Industrials3.3%$22.0M
- Healthcare3.1%$20.7M
- Consumer Discretionary2.7%$18.0M
- Consumer Staples1.6%$10.9M
AUM History
13fpro.ai/research/fund/org-wealth-partners-llc-2032602
Conviction and streaks
Concentrating · top 10 = 59.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
CORZ
$186.3M- $76.3M
VOXR
$52.4MBRK.A
$16.5MBRK.B
$14.0MNVDA
$12.6MFRMI
$10.3MIVR
$10.2MAAPL
$9.8MET
$7.7MAMZN
$6.9MARR
$6.9M- JPMORGAN$6.7M
XOM.R34088
$6.2M- CAMBRIA$6.1M
ABBV
$6.1M- ISHARES$5.9M
GOOGL
$5.3MGOOG
$4.9MJPM
$4.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/org-wealth-partners-llc-2032602
ORG Wealth Partners, LLC 13F holdings — Q2 2026
$667.3M portfolio (+31.4% QoQ) · 714 holdings · Q2 2026 13F · top 10 are 59% of the stock portfolio
$186.3M
27.9% of stocks
-0.0%This quarter-38.1%Since filed7+ qtrsHeld$76.3M
11.4% of stocks
No changeThis quarter-38.1%Since filed7+ qtrsHeld$52.4M
7.8% of stocks
-5%This quarter+8.2%Since filed2 qtrsHeld$16.5M
2.5% of stocks
No changeThis quarter—Since filed7+ qtrsHeld$14.0M
2.1% of stocks
-1%This quarter—Since filed7+ qtrsHeld$12.6M
1.9% of stocks
+2%This quarter+10.8%Since filed7+ qtrsHeld$10.3M
1.6% of stocks
+1425%This quarter-62.3%Since filed3 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$10.2M
1.5% of stocks
NewThis quarter-25.4%Since filedNew this quarterHeld$9.8M
1.5% of stocks
+7%This quarter+3.1%Since filed7+ qtrsHeld$7.7M
1.1% of stocks
+0.5%This quarter+1.8%Since filed7+ qtrsHeld
All holdings — ORG Wealth Partners, LLC (Q2 2026)
714 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AMAZON COM INC | Consumer Discretionary | $6.9M | 1.0% | 29K | +2% | 7+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Armour Residential REIT, Inc. | Real Estate | $6.9M | 1.0% | 395K | +11% | 4 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | JPMORGAN ULTRA-SHORT - UIT EXCHANGE TRADED | — | $6.7M | 1.0% | 133K | -13% | — | — | 13F |
| 14 | EXXON MOBIL CORP | Energy | $6.2M | 0.9% | 45K | -23% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | CAMBRIA FIXED INCOME - UIT EXCHANGE TRADED | — | $6.1M | 0.9% | 235K | -2% | — | — | 13F |
| 16 | AbbVie Inc. | Healthcare | $6.1M | 0.9% | 24K | -1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | ISHARES 0-3 MONTH - UIT EXCHANGE TRADEDetf/fund | — | $5.9M | 0.9% | 59K | +50% | — | — | 13F |
| 18 | Alphabet Inc. | Technology | $5.3M | 0.8% | 15K | +5% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Alphabet Inc. | Technology | $4.9M | 0.7% | 14K | -8% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | JPMORGAN CHASE & CO | Financials | $4.7M | 0.7% | 14K | +0.1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Tesla, Inc. | Consumer Discretionary | $4.3M | 0.7% | 10K | +28% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CrowdStrike Holdings, Inc. | Technology | $4.2M | 0.6% | 5,445 | +0.8% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | MICROSOFT CORP | Technology | $4.1M | 0.6% | 11K | -3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Palantir Technologies Inc. | Technology | $3.5M | 0.5% | 30K | +8% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $3.3M | 0.5% | 12K | +0.2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ABT | ABBOTT LABORATORIES | Healthcare | $3.3M | 0.5% | 36K | -5% | |||
| 27 | $URI | UNITED RENTALS, INC. | Industrials | $3.2M | 0.5% | 2,801 | +8% | |||
| 28 | $OKTA | Okta, Inc. | Technology | $2.9M | 0.4% | 21K | +6% | |||
| 29 | — | ISHARES CORE MSCI EAFE - UIT EXCHANGE TRADED | — | $2.9M | 0.4% | 30K | +12% | |||
| 30 | $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | Other | $2.7M | 0.4% | 198K | +0.3% | |||
| 31 | $CAT | CATERPILLAR INC | Industrials | $2.7M | 0.4% | 2,546 | +12% | |||
| 32 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $2.7M | 0.4% | 72K | +0.4% | |||
| 33 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.5M | 0.4% | 2,691 | +12% | |||
| 34 | $AMGN | AMGEN INC | Healthcare | $2.5M | 0.4% | 6,909 | +12% | |||
| 35 | $SNOW | Snowflake Inc. | Technology | $2.5M | 0.4% | 9,634 | +8% | |||
| 36 | $WMT | Walmart Inc. | Consumer Staples | $2.4M | 0.4% | 21K | +8% | |||
| 37 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $2.4M | 0.4% | 14K | +10% | |||
| 38 | $IONQ | IonQ, Inc. | Technology | $2.3M | 0.3% | 43K | +6% | |||
| 39 | — | PACER WEALTHSHIELD ETF - UIT EXCHANGE TRADED | — | $2.3M | 0.3% | 69K | +2% | |||
| 40 | $EQT | EQT Corp | Energy | $2.1M | 0.3% | 40K | +0.6% | |||
| 41 | — | ISHARES CORE UNIVERSAL - UIT EXCHANGE TRADED | — | $2.1M | 0.3% | 45K | -5% | |||
| 42 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.1M | 0.3% | 5,826 | -1% | |||
| 43 | — | ISHARES MSCI EMERGING - UIT EXCHANGE TRADED | — | $2.0M | 0.3% | 20K | +10% | |||
| 44 | $PHYS | Sprott Physical Gold Trust | Financials | $2.0M | 0.3% | 66K | +10% | |||
| 45 | $PFE | PFIZER INC | Healthcare | $2.0M | 0.3% | 81K | +13% | |||
| 46 | — | AMPLIFY CWP ENHANCED - UIT EXCHANGE TRADED | — | $1.9M | 0.3% | 43K | +3% | |||
| 47 | $AVGO | Broadcom Inc. | Technology | $1.9M | 0.3% | 5,013 | -15% | |||
| 48 | $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Industrials | $1.9M | 0.3% | 38K | +8% | |||
| 49 | $UTG | REAVES UTILITY INCOME FUND | Other | $1.9M | 0.3% | 46K | +23% | |||
| 50 | — | STEPSTONE PRIVATE MARKET - CLOSED END MUTL FUND | — | $1.9M | 0.3% | 29K | +13% | |||
| 51 | $SHOP | SHOPIFY INC. | Technology | $1.8M | 0.3% | 15K | -19% | |||
| 52 | — | ISHARES CORE DIVIDEND - UIT EXCHANGE TRADED | — | $1.8M | 0.3% | 23K | +3% | |||
| 53 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.8M | 0.3% | 6,935 | -2% | |||
| 54 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $1.7M | 0.3% | 7,116 | +6% | |||
| 55 | $MTSI | MACOM Technology Solutions Holdings, Inc. | Technology | $1.6M | 0.2% | 4,288 | — | |||
| 56 | $IVZ | Invesco Ltd. | Financials | $1.5M | 0.2% | 96K | +13% | |||
| 57 | — | KRANESHARES MOUNT LUCAS - UIT EXCHANGE TRADED | — | $1.5M | 0.2% | 55K | +35% | |||
| 58 | $EOG | EOG RESOURCES INC | Energy | $1.5M | 0.2% | 11K | +16% | |||
| 59 | — | SIMPLIFY MANAGED FUTURES - UIT EXCHANGE TRADED | — | $1.5M | 0.2% | 57K | +5% | |||
| 60 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $1.4M | 0.2% | 8,467 | New | |||
| 61 | — | IMGP DBI MANAGED FUTURES - UIT EXCHANGE TRADED | — | $1.4M | 0.2% | 45K | +38% | |||
| 62 | — | ISHARES MBS ETF - UIT EXCHANGE TRADED | — | $1.4M | 0.2% | 14K | -5% | |||
| 63 | — | ISHARES CORE S&P U.S. - UIT EXCHANGE TRADED | — | $1.4M | 0.2% | 7,178 | +2% | |||
| 64 | — | STATE STREET SPDR S&P - UIT EXCHANGE TRADED | — | $1.3M | 0.2% | 8,697 | +14% | |||
| 65 | $RQI | COHEN & STEERS QUALITY INCOME REALTY FUND INC | Other | $1.3M | 0.2% | 108K | +16% | |||
| 66 | — | ISHARES CORE S&P MID-CAP - UIT EXCHANGE TRADED | — | $1.3M | 0.2% | 17K | -1% | |||
| 67 | — | ISHARES MSCI USA - UIT EXCHANGE TRADED | — | $1.3M | 0.2% | 3,720 | -0.7% | |||
| 68 | $APH | AMPHENOL CORP /DE/ | Technology | $1.2M | 0.2% | 7,081 | +5% | |||
| 69 | — | PACER TRENDPILOT US BOND - UIT EXCHANGE TRADED | — | $1.2M | 0.2% | 63K | -2% | |||
| 70 | — | ISHARES CORE S&P 500 - UIT EXCHANGE TRADED | — | $1.2M | 0.2% | 1,601 | +5% | |||
| 71 | $SNPS | SYNOPSYS INC | Technology | $1.2M | 0.2% | 2,600 | -2% | |||
| 72 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.2M | 0.2% | 13K | — | |||
| 73 | $CVX | CHEVRON CORP | Energy | $1.1M | 0.2% | 6,827 | +25% | |||
| 74 | — | ISHARES MSCI USA QUALITY - UIT EXCHANGE TRADED | — | $1.1M | 0.2% | 4,876 | +5% | |||
| 75 | — | VANGUARD RUSSELL 2000 - UIT EXCHANGE TRADED | — | $1.1M | 0.2% | 8,683 | +2% | |||
| 76 | $V | VISA INC. | Financials | $1.0M | 0.2% | 3,029 | -25% | |||
| 77 | $EMR | EMERSON ELECTRIC CO | Industrials | $966K | 0.1% | 6,745 | +139% | |||
| 78 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $963K | 0.1% | 4,302 | New | |||
| 79 | $HONA | Honeywell Aerospace Inc. | Industrials | $951K | 0.1% | 4,302 | New | |||
| 80 | $LLY | ELI LILLY & Co | Healthcare | $944K | 0.1% | 787 | -25% | |||
| 81 | $KLAC | KLA CORP | Technology | $938K | 0.1% | 3,110 | +991% | |||
| 82 | — | VANGUARD TOTAL STOCK - UIT EXCHANGE TRADED | — | $934K | 0.1% | 2,525 | — | |||
| 83 | — | ISHARES MSCI EAFE VALUE - UIT EXCHANGE TRADED | — | $925K | 0.1% | 12K | +10% | |||
| 84 | — | HINES GLOBAL INCOME TRUS - REAL ESTATE INVESTME | — | $903K | 0.1% | 92K | -7% | |||
| 85 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $884K | 0.1% | 9,212 | -18% | |||
| 86 | — | ISHARES 7-10 YEAR - UIT EXCHANGE TRADED | — | $874K | 0.1% | 9,238 | -66% | |||
| 87 | — | ISHARES CORE S&P - UIT EXCHANGE TRADED | — | $868K | 0.1% | 5,844 | -6% | |||
| 88 | $KO | COCA COLA CO | Consumer Staples | $865K | 0.1% | 11K | +8% | |||
| 89 | $KMI | KINDER MORGAN, INC. | Energy | $861K | 0.1% | 27K | +8% | |||
| 90 | $BEN | FRANKLIN TEMPLETON INC | Financials | $837K | 0.1% | 25K | +36% | |||
| 91 | — | RETURN STACKED U.S. - UIT EXCHANGE TRADED | — | $817K | 0.1% | 25K | +5% | |||
| 92 | $META | Meta Platforms, Inc. | Technology | $813K | 0.1% | 1,444 | +28% | |||
| 93 | $TXN | TEXAS INSTRUMENTS INC | Technology | $801K | 0.1% | 2,687 | -4% | |||
| 94 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $794K | 0.1% | 2,934 | +36% | |||
| 95 | $ASML | ASML HOLDING NV | Technology | $794K | 0.1% | 399 | — | |||
| 96 | — | VANGUARD FTSE DEVELOPED - UIT EXCHANGE TRADED | — | $790K | 0.1% | 11K | +26% | |||
| 97 | $AXP | AMERICAN EXPRESS CO | Financials | $779K | 0.1% | 2,302 | +4% | |||
| 98 | — | CAMBRIA GLOBAL VALUE - UIT EXCHANGE TRADED | — | $765K | 0.1% | 21K | +14% | |||
| 99 | $GLW | CORNING INC /NY | Materials | $757K | 0.1% | 2,963 | +6% | |||
| 100 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $756K | 0.1% | 4,015 | -7% | |||
| 101 | $NUE | NUCOR CORP | Materials | $748K | 0.1% | 3,359 | +50% | |||
| 102 | $FAST | FASTENAL CO | Industrials | $746K | 0.1% | 16K | +8% | |||
| 103 | $ILMN | ILLUMINA, INC. | Healthcare | $744K | 0.1% | 4,234 | — | |||
| 104 | $NDSN | NORDSON CORP | Industrials | $743K | 0.1% | 2,462 | +61% | |||
| 105 | $DELL | Dell Technologies Inc. | Technology | $725K | 0.1% | 1,681 | +50% | |||
| 106 | $AFL | AFLAC INC | Financials | $716K | 0.1% | 6,103 | +1% | |||
| 107 | $IVZ | Invesco Ltd. | Financials | $715K | 0.1% | 3,359 | — | |||
| 108 | $LIN | LINDE PLC | Materials | $702K | 0.1% | 1,352 | -2% | |||
| 109 | $RGTI | Rigetti Computing, Inc. | Technology | $696K | 0.1% | 36K | -14% | |||
| 110 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $695K | 0.1% | 1,456 | +4% | |||
| 111 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $695K | 0.1% | 4,262 | +72% | |||
| 112 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $694K | 0.1% | 3,102 | +6% | |||
| 113 | $ATO | ATMOS ENERGY CORP | Energy | $694K | 0.1% | 4,030 | -25% | |||
| 114 | — | VANGUARD GROWTH INDEX - UIT EXCHANGE TRADED | — | $693K | 0.1% | 8,045 | +2804% | |||
| 115 | $O | REALTY INCOME CORP | Real Estate | $692K | 0.1% | 11K | +9% | |||
| 116 | $IBIT | iShares Bitcoin Trust ETF | Financials | $683K | 0.1% | 21K | +60% | |||
| 117 | — | VANGUARD S&P 500 VALUE - UIT EXCHANGE TRADED | — | $680K | 0.1% | 3,102 | New | |||
| 118 | $ES | EVERSOURCE ENERGY | Utilities | $679K | 0.1% | 9,397 | +1% | |||
| 119 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $672K | 0.1% | 6,575 | -21% | |||
| 120 | — | JPMORGAN EQUITY PREMIUM - UIT EXCHANGE TRADED | — | $659K | 0.1% | 12K | +13% | |||
| 121 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $643K | 0.1% | 8,415 | +16% | |||
| 122 | $MHF | WESTERN ASSET MUNICIPAL HIGH INCOME FUND INC. | Other | $641K | 0.1% | 92K | +1% | |||
| 123 | $CB | Chubb Ltd | Financials | $638K | 0.1% | 1,872 | +4% | |||
| 124 | $FRT | FEDERAL REALTY INVESTMENT TRUST | Real Estate | $634K | 0.1% | 5,138 | New | |||
| 125 | — | ISHARES MSCI EAFE GROWTH - UIT EXCHANGE TRADED | — | $634K | 0.1% | 5,092 | +10% | |||
| 126 | $PM | Philip Morris International Inc. | Consumer Staples | $631K | 0.1% | 3,487 | +17% | |||
| 127 | — | ISHARES RUSSELL 1000 - UIT EXCHANGE TRADED | — | $629K | 0.1% | 5,068 | +154% | |||
| 128 | $TGT | TARGET CORP | Consumer Staples | $629K | 0.1% | 4,817 | New | |||
| 129 | $NEE | NEXTERA ENERGY INC | Utilities | $629K | 0.1% | 7,162 | -4% | |||
| 130 | $DOV | DOVER Corp | Industrials | $626K | 0.1% | 2,790 | New | |||
| 131 | $SPY | SPDR S&P 500 ETF TRUST | — | $609K | 0.1% | 814 | -22% | |||
| 132 | $GD | GENERAL DYNAMICS CORP | Industrials | $607K | 0.1% | 1,715 | +48% | |||
| 133 | — | STATE STREET SPDR - UIT EXCHANGE TRADED | — | $602K | 0.1% | 6,849 | +1787% | |||
| 134 | $APD | Air Products & Chemicals, Inc. | Materials | $582K | 0.1% | 1,983 | -6% | |||
| 135 | $ORCL | ORACLE CORP | Technology | $581K | 0.1% | 3,966 | -32% | |||
| 136 | $QCOM | QUALCOMM INC/DE | Technology | $561K | 0.1% | 3,030 | -55% | |||
| 137 | $CSCO | CISCO SYSTEMS, INC. | Technology | $555K | 0.1% | 4,726 | +18% | |||
| 138 | $RKLB | Rocket Lab Corp | Industrials | $542K | 0.1% | 5,332 | New | |||
| 139 | $TOL | Toll Brothers, Inc. | Industrials | $540K | 0.1% | 3,275 | +0.1% | |||
| 140 | $GS | GOLDMAN SACHS GROUP INC | Financials | $538K | 0.1% | 530 | -0.9% | |||
| 141 | — | STATE STREET SPDR S&P - UIT EXCHANGE TRADED | — | $534K | 0.1% | 3,498 | -2% | |||
| 142 | — | KRANESHARES MSCI - UIT EXCHANGE TRADED | — | $521K | 0.1% | 9,939 | +11% | |||
| 143 | $VST | Vistra Corp. | Utilities | $517K | 0.1% | 3,261 | +0.1% | |||
| 144 | $GE | GENERAL ELECTRIC CO | Industrials | $510K | 0.1% | 1,365 | +50% | |||
| 145 | $NFLX | NETFLIX INC | Communication Services | $506K | 0.1% | 7,084 | -10% | |||
| 146 | — | VANGUARD S&P 500 ETF - UIT EXCHANGE TRADED | — | $491K | 0.1% | 713 | -6% | |||
| 147 | $FTNT | Fortinet, Inc. | Technology | $484K | 0.1% | 3,153 | New | |||
| 148 | $MCD | MCDONALDS CORP | Consumer Discretionary | $478K | 0.1% | 1,768 | -14% | |||
| 149 | $LMT | LOCKHEED MARTIN CORP | Industrials | $472K | 0.1% | 926 | — | |||
| 150 | $FLY | Firefly Aerospace Inc. | Industrials | $464K | 0.1% | 16K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 65 new, 175 added to, 153 trimmed, 32 sold out. Share-count changes; largest moves by dollar size first.
New positions (65)
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$1.4Mfirst bought this quarter
$HONAHoneywell Aerospace Inc.$951K
first bought this quarter
- VANGUARD S&P 500 VALUE - UIT EXCHANGE TRADED$680K
first bought this quarter
$FRTFEDERAL REALTY INVESTMENT TRUST$634K
first bought this quarter
$TGTTARGET CORP$629K
first bought this quarter
+59 more in the Excel export
Added to (175)
now $10.3M · held 3 qtrs, 3 adds in a row
- ISHARES 0-3 MONTH - UIT EXCHANGE TRADED+50%
now $5.9M
$TSLATesla, Inc.+28%
now $4.3M · held 7+ qtrs, 6 adds in a row
$KLACKLA CORP+991%
now $938K · held 4 qtrs, 2 adds in a row
now $6.9M · held 4 qtrs, 2 adds in a row
- VANGUARD GROWTH INDEX - UIT EXCHANGE TRADED+2804%
now $693K
+169 more in the Excel export
Trimmed (153)
now $52.4M · held 2 qtrs
now $6.2M · held 7+ qtrs
- ISHARES 7-10 YEAR - UIT EXCHANGE TRADED-66%
now $874K
$VGVenture Global, Inc.-71%
now $412K · held 6 qtrs
- JPMORGAN ULTRA-SHORT - UIT EXCHANGE TRADED-13%
now $6.7M
$QCOMQUALCOMM INC/DE-55%
now $561K · held 7+ qtrs, 2 trims in a row
+147 more in the Excel export
Holdings by quarter
Every 13F ORG Wealth Partners, LLC has filed, 7 earlier quarters. Pick one to see what it held then.
Is it too late to follow ORG Wealth Partners?
Q2 2026 13F filed with the SEC on Jul 30, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of ORG Wealth Partners's top 20 holdings: 31/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-27.5%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 15% over the last 4
Top 10 weight
59%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
85%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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