Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ORG Wealth Partners, LLC (CIK 2032602) reported $508.1M across 657 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CORZ ($108.9M, 21.44%), VOXR ($61.2M, 12.04%), CORZW ($35.5M, 6.98%), BRK/A ($15.8M, 3.11%), BRK/B ($13.7M, 2.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CORZ | CORE SCIENTIFIC INC NEW COM | $108.9M | 21.44% | 7.3M | Hold |
| 2 | VOXR | VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036 | $61.2M | 12.04% | 11.7M | New |
| 3 | CORZW | CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1 | $35.5M | 6.98% | 4.1M | Hold |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $15.8M | 3.11% | 22 | Hold |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $13.7M | 2.69% | 28,492 | Added |
| 6 | NVDA | NVIDIA CORP | $10.7M | 2.11% | 61,504 | Added |
| 7 | XOM | EXXON MOBIL CORP | $9.9M | 1.94% | 58,143 | Added |
| 8 | AAPL | APPLE INC | $8.0M | 1.58% | 31,701 | Trimmed |
| 9 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $7.7M | 1.52% | 153,012 | Added |
| 10 | ET | ENERGY TRANSFER L P LP | $7.7M | 1.51% | 398,161 | Added |
| 11 | CFIT | CAMBRIA FIXED INCOME TREND ETF | $6.0M | 1.18% | 240,768 | Added |
| 12 | ARR | ARMOUR RESIDENTIAL REIT INC COM PAR $0 001 | $5.9M | 1.17% | 355,000 | Added |
| 13 | AMZN | AMAZON.COM INC | $5.9M | 1.17% | 28,463 | Added |
| 14 | ABBV | ABBVIE INC | $5.3M | 1.04% | 24,387 | Added |
| 15 | GOOG | ALPHABET INC CLASS CLASS C | $4.3M | 0.85% | 15,024 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $4.2M | 0.82% | 11,307 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $4.2M | 0.82% | 14,180 | Added |
| 18 | PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $4.1M | 0.80% | 27,755 | Trimmed |
| 19 | GOOGL | ALPHABET INC CLASS CLASS A | $4.1M | 0.80% | 14,176 | Added |
| 20 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $3.9M | 0.78% | 39,132 | Added |
| 21 | ABT | ABBOTT LABS | $3.9M | 0.77% | 38,155 | Trimmed |
| 22 | TSLA | TESLA INC | $3.0M | 0.59% | 8,032 | Added |
| 23 | KYN | KAYNE ANDERSON ENERGY IN | $2.8M | 0.56% | 197,486 | Added |
| 24 | IBM | IBM CORP | $2.9M | 0.56% | 11,825 | Added |
| 25 | EPD | ENTERPRISE PRODS PART LP | $2.7M | 0.54% | 72,055 | Added |
Source: SEC Form 13F filings · as of 2026-03-31