Org Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Org Wealth Partners, LLC

Investment Activity

Org Wealth Partners, LLC has $508.07 million in total holdings as of March 31, 2026.
Org Wealth Partners, LLC owns shares of 821 different stocks, but just 72 companies or ETFs make up 80% of its holdings.
Approximately 63.20% of the portfolio was purchased this quarter.
About 4.24% of the portfolio was sold this quarter.
This quarter, Org Wealth Partners, LLC has purchased 756 new stocks and bought additional shares in 295 stocks.
Org Wealth Partners, LLC sold shares of 165 stocks and completely divested from 62 stocks this quarter.

Largest Holdings

CORE SCIENTIFIC INC NEW COM: $108,875,558
Vox Royalty: $61,193,469
CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1: $35,456,685
Berkshire Hathaway: $15,799,080
ExxonMobil: $8,966,735

Largest New Holdings this Quarter

92919F103 - Vox Royalty: $61,193,469 Holding
92206C664 - Vanguard Russell 2000 ETF: $623,056 Holding
012653101 - Albemarle: $428,357 Holding
132061409 - Cambria Global Value ETF: $409,316 Holding
381430438 - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF: $386,810 Holding

Largest Purchases this Quarter

CORE SCIENTIFIC INC NEW COM: 7,273,538 shares (about $108.81M)
Vox Royalty: 11,678,143 shares (about $61.19M)
ExxonMobil: 52,442 shares (about $8.90M)
NVIDIA: 41,322 shares (about $7.21M)
Apple: 28,040 shares (about $7.12M)

Largest Sales this Quarter

iShares 0-3 Month Treasury Bond ETF: 35,573 shares (about $3.58M)
iShares Core MSCI EAFE ETF: 24,907 shares (about $2.25M)
Pfizer: 61,213 shares (about $1.72M)
iShares Core S&P Mid-Cap ETF: 15,540 shares (about $1.05M)
iShares Core S&P 500 ETF: 1,237 shares (about $808.02K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CORE SCIENTIFIC INC NEW COM	$108,875,558	$108,812,128 â–²	171,545.7%	7,277,778	21.4%	Equity
VOXR Vox Royalty	$61,193,469	$61,193,469 â–²	New Holding	11,678,143	12.0%	Basic Materials
CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1	$35,456,685		0.0%	4,056,829	7.0%	Equity
BRK.A Berkshire Hathaway	$15,799,080		0.0%	22	3.1%	Finance
XOM ExxonMobil	$8,966,735	$8,897,512 â–²	12,853.4%	52,850	1.8%	Energy
BRK.B Berkshire Hathaway	$8,867,596	$4,139,809 â–²	87.6%	18,505	1.7%	Finance
NVDA NVIDIA	$7,998,218	$7,206,768 â–²	910.6%	45,860	1.6%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$7,744,022	$2,098,364 â–²	37.2%	153,012	1.5%	ETF
AAPL Apple	$7,166,880	$7,117,131 â–²	14,306.1%	28,236	1.4%	Computer and Technology
ET Energy Transfer	$6,503,959	$5,323,349 â–²	450.9%	336,990	1.3%	Energy
ARMOUR RESIDENTIAL REIT INC COM PAR $0 001	$5,921,400	$667,200 â–²	12.7%	355,000	1.2%	Equity
AMZN Amazon.com	$5,314,299	$5,267,854 â–²	11,342.2%	25,516	1.0%	Retail/Wholesale
ABBV AbbVie	$5,303,570	$5,298,350 â–²	101,491.7%	24,382	1.0%	Medical
BRK.B Berkshire Hathaway	$4,785,768	$57,983 â–²	1.2%	9,987	0.9%	Finance
GOOG Alphabet	$4,177,936	$4,149,247 â–²	14,463.0%	14,563	0.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$4,171,713	$326,559 â–²	8.5%	14,180	0.8%	Finance
PALANTIR TECHNOLOGIES INCLASS CLASS A	$4,059,120	$4,054,146 â–²	81,514.7%	27,749	0.8%	COMMON STOCK
CAMBRIA FIXED INCOME TREND ETF	$3,943,443	$3,088,962 â–²	361.5%	159,015	0.8%	UIT EXCHANGE TRADED
SGOV iShares 0-3 Month Treasury Bond ETF	$3,937,494	$355,035 â–²	9.9%	39,116	0.8%	ETF
ABT Abbott Laboratories	$3,914,618	$3,899,730 â–²	26,194.5%	38,127	0.8%	Medical
MSFT Microsoft	$3,671,606	$3,294,338 â–²	873.2%	9,917	0.7%	Computer and Technology
GOOGL Alphabet	$2,948,189	$2,919,429 â–²	10,151.0%	10,251	0.6%	Computer and Technology
IBM International Business Machines	$2,752,238	$2,709,087 â–²	6,278.1%	11,353	0.5%	Computer and Technology
NVDA NVIDIA	$2,728,368	$1,936,925 â–²	244.7%	15,644	0.5%	Computer and Technology
EPD Enterprise Products Partners	$2,726,597	$219,059 â–²	8.7%	72,055	0.5%	Energy
TSLA Tesla	$2,596,671	$2,197,040 â–²	549.8%	6,985	0.5%	Auto/Tires/Trucks
EQT EQT	$2,550,489	$158,785 â–²	6.6%	40,076	0.5%	Energy
KYN Kayne Anderson Energy Infrastructure Fund	$2,475,101	$2,130,095 â–²	617.4%	173,326	0.5%	Financial Services
KTOS Kratos Defense & Security Solutions	$2,471,867	$374,690 â–¼	-13.2%	35,057	0.5%	Aerospace
WALMART INC	$2,430,443	$2,367,181 â–²	3,741.8%	19,555	0.5%	COMMON STOCK
COST Costco Wholesale	$2,384,651	$2,375,679 â–²	26,477.8%	2,392	0.5%	Retail/Wholesale
IEFA iShares Core MSCI EAFE ETF	$2,364,896	$82,837 â–²	3.6%	26,122	0.5%	ETF
SHOPIFY INC FCLASS CLASS A	$2,256,980	$7,117 â–²	0.3%	19,027	0.4%	FOREIGN CANADIAN
AMGN Amgen	$2,152,550	$2,146,920 â–²	38,131.3%	6,117	0.4%	Medical
SCCO Southern Copper	$2,143,987	$565,077 â–¼	-20.9%	12,460	0.4%	Basic Materials
SPROTT PHYSGLD TRST	$2,113,640	$395,475 â–¼	-15.8%	59,640	0.4%	CLOSED END MUTL FUND
CRWD CrowdStrike	$2,108,602	$554,772 â–²	35.7%	5,401	0.4%	Computer and Technology
CAMBRIA ETF TR CAMBRIA FIXED INCOME TREND ETF	$2,027,408	$1,172,927 â–²	137.3%	81,753	0.4%	Equity
VENTURE GLOBAL INC CLASS CLASS A	$2,023,630	$240,592 â–²	13.5%	128,403	0.4%	COMMON STOCK
PFE Pfizer	$1,990,681	$242,587 â–²	13.9%	70,892	0.4%	Medical
HD Home Depot	$1,943,971	$1,937,720 â–²	31,000.0%	5,909	0.4%	Retail/Wholesale
URI United Rentals	$1,892,375	$80,155 â–²	4.4%	2,597	0.4%	Construction
DIVO Amplify CWP Enhanced Dividend Income ETF	$1,846,170	$169,130 â–¼	-8.4%	41,163	0.4%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$1,738,094	$1,445,564 â–²	494.2%	18,211	0.3%	ETF
HON Honeywell International	$1,716,018	$26,449 â–¼	-1.5%	7,591	0.3%	Multi-Sector Conglomerates
JNJ Johnson & Johnson	$1,647,959	$1,613,000 â–²	4,614.0%	6,741	0.3%	Medical
OKTA Okta	$1,581,202	$345,851 â–²	28.0%	20,089	0.3%	Computer and Technology
CAT Caterpillar	$1,564,657	$1,487,416 â–²	1,925.7%	2,208	0.3%	Industrials
STEPSTONE PRIVATE MARKETS CLASS I	$1,561,479		0.0%	25,791	0.3%	CLOSED END MUTL FUND
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$1,475,221	$158,444 â–¼	-9.7%	85,174	0.3%	Manufacturing
REAVES UTILITY INCOME	$1,465,622	$129,510 â–²	9.7%	37,311	0.3%	CLOSED END MUTL FUND
MBB iShares MBS ETF	$1,451,594	$56,210 â–¼	-3.7%	15,288	0.3%	ETF
EOG EOG Resources	$1,428,288	$72,145 â–²	5.3%	9,879	0.3%	Energy
EMXC iShares MSCI Emerging Markets ex China ETF	$1,419,511	$7,315 â–²	0.5%	18,046	0.3%	Manufacturing
BABA Alibaba Group	$1,404,020	$3,387 â–²	0.2%	11,191	0.3%	Retail/Wholesale
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$1,390,620	$315,695 â–¼	-18.5%	7,647	0.3%	ETF
CAH Cardinal Health	$1,375,415	$1,315,192 â–²	2,183.9%	6,509	0.3%	Medical
SNOW Snowflake	$1,349,234	$252,925 â–²	23.1%	8,946	0.3%	Computer and Technology
IUSB iShares Core Total USD Bond Market ETF	$1,310,429	$966,955 â–²	281.5%	28,370	0.3%	Manufacturing
CTA Simplify Managed Futures Strategy ETF	$1,294,713	$1,177,097 â–²	1,000.8%	42,843	0.3%	ETF
V Visa	$1,195,063	$1,184,482 â–²	11,194.3%	3,953	0.2%	Business Services
ET Energy Transfer	$1,180,600		0.0%	61,171	0.2%	Energy
IONQ IonQ	$1,167,527	$218,964 â–²	23.1%	40,497	0.2%	Computer and Technology
AVGO Broadcom	$1,155,462	$803,221 â–²	228.0%	3,733	0.2%	Computer and Technology
RQI Cohen & Steers Quality Income Realty Fund	$1,129,096	$20,136 â–¼	-1.8%	93,700	0.2%	Financial Services
GOOGL Alphabet	$1,128,672	$1,099,916 â–²	3,825.0%	3,925	0.2%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$1,097,325	$7,361 â–²	0.7%	16,249	0.2%	ETF
PWS Pacer WealthShield ETF	$1,096,909	$1,010,825 â–²	1,174.2%	34,264	0.2%	ETF
CVX Chevron	$1,092,077	$1,056,068 â–²	2,932.8%	5,277	0.2%	Energy
PWS Pacer WealthShield ETF	$1,054,875	$968,791 â–²	1,125.4%	32,951	0.2%	ETF
SNPS Synopsys	$1,049,877	$865,911 â–²	470.7%	2,648	0.2%	Computer and Technology
DGRO iShares Core Dividend Growth ETF	$975,962	$126,680 â–²	14.9%	13,906	0.2%	ETF
ATO Atmos Energy	$954,632	$903,834 â–²	1,779.3%	5,168	0.2%	Utilities
MTSI MACOM Technology Solutions	$952,236		0.0%	4,288	0.2%	Computer and Technology
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF	$940,193		0.0%	12,612	0.2%	ETF
XOM ExxonMobil	$898,009	$828,788 â–²	1,197.3%	5,293	0.2%	Energy
IVV iShares Core S&P 500 ETF	$893,761	$16,345 â–¼	-1.8%	1,367	0.2%	ETF
AAPL Apple	$879,381	$829,638 â–²	1,667.9%	3,465	0.2%	Computer and Technology
QCOM Qualcomm	$869,467	$865,732 â–²	23,175.9%	6,750	0.2%	Computer and Technology
IUSB iShares Core Total USD Bond Market ETF	$858,994	$515,526 â–²	150.1%	18,597	0.2%	Manufacturing
KMI Kinder Morgan	$835,749	$22,231 â–²	2.7%	24,925	0.2%	Energy
IEF iShares 7-10 Year Treasury Bond ETF	$829,659	$537,136 â–²	183.6%	8,693	0.2%	ETF
PTBD Pacer Trendpilot US Bond ETF	$814,791	$648,754 â–²	390.7%	42,929	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$810,044	$8,662 â–¼	-1.1%	2,525	0.2%	ETF
APH Amphenol	$809,398	$804,218 â–²	15,524.4%	6,406	0.2%	Computer and Technology
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF	$786,745	$673,463 â–²	594.5%	27,898	0.2%	ETF
ORCL Oracle	$777,915	$775,267 â–²	29,277.8%	5,288	0.2%	Computer and Technology
LLY Eli Lilly and Company	$770,764	$757,887 â–²	5,885.7%	838	0.2%	Medical
KO CocaCola	$749,011	$743,231 â–²	12,857.9%	9,848	0.1%	Consumer Staples
SBUX Starbucks	$741,982	$28,131 â–¼	-3.7%	8,282	0.1%	Retail/Wholesale
QUAL iShares MSCI USA Quality Factor ETF	$726,689	$662,998 â–²	1,041.0%	3,788	0.1%	ETF
NFLX Netflix	$724,392	$717,662 â–²	10,662.9%	7,534	0.1%	Consumer Discretionary
MTUM iShares MSCI USA Momentum Factor ETF	$722,428	$661,706 â–²	1,089.7%	3,010	0.1%	ETF
HINES GLOBAL INCOME TRUS	$721,160	$11,372 â–²	1.6%	73,436	0.1%	REAL ESTATE INVESTME
DBMF iMGP DBi Managed Futures Strategy ETF	$710,750	$615,292 â–²	644.6%	23,573	0.1%	ETF
OKE ONEOK	$696,694	$56,950 â–¼	-7.6%	7,707	0.1%	Energy
NEE NextEra Energy	$689,354	$414,430 â–²	150.7%	7,422	0.1%	Utilities
FSTR L.B. Foster	$686,702	$137,519 â–¼	-16.7%	24,613	0.1%	Basic Materials
CHRW C.H. Robinson Worldwide	$682,213	$648,501 â–²	1,923.6%	4,108	0.1%	Transportation
LINDE PLC F	$678,198	$658,368 â–²	3,320.0%	1,368	0.1%	FOREIGN ORDINARIES

Showing largest 100 holdings. View all holdings.

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Org Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Org Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Org Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Org Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofOrg Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools