Org Wealth Partners, LLC Top Holdings and 13F Report (2026) About Org Wealth Partners, LLCInvestment ActivityOrg 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 $108,875,558Vox Royalty $61,193,469CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1 $35,456,685Berkshire Hathaway $15,799,080ExxonMobil $8,966,735 Largest New Holdings this Quarter 92919F103 - Vox Royalty $61,193,469 Holding92206C664 - Vanguard Russell 2000 ETF $623,056 Holding012653101 - Albemarle $428,357 Holding132061409 - Cambria Global Value ETF $409,316 Holding381430438 - 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 TimeMap of 500 Largest Holdings ofOrg Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCORE SCIENTIFIC INC NEW COM$108,875,558$108,812,128 ▲171,545.7%7,277,77821.4%EquityVOXRVox Royalty$61,193,469$61,193,469 ▲New Holding11,678,14312.0%Basic MaterialsCORE SCIENTIFIC INC NEW WT EXP TRANCHE 1$35,456,6850.0%4,056,8297.0%EquityBRK.ABerkshire Hathaway$15,799,0800.0%223.1%FinanceXOMExxonMobil$8,966,735$8,897,512 ▲12,853.4%52,8501.8%EnergyBRK.BBerkshire Hathaway$8,867,596$4,139,809 ▲87.6%18,5051.7%FinanceNVDANVIDIA$7,998,218$7,206,768 ▲910.6%45,8601.6%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$7,744,022$2,098,364 ▲37.2%153,0121.5%ETFAAPLApple$7,166,880$7,117,131 ▲14,306.1%28,2361.4%Computer and TechnologyETEnergy Transfer$6,503,959$5,323,349 ▲450.9%336,9901.3%EnergyARMOUR RESIDENTIAL REIT INC COM PAR $0 001$5,921,400$667,200 ▲12.7%355,0001.2%EquityAMZNAmazon.com$5,314,299$5,267,854 ▲11,342.2%25,5161.0%Retail/WholesaleABBVAbbVie$5,303,570$5,298,350 ▲101,491.7%24,3821.0%MedicalBRK.BBerkshire Hathaway$4,785,768$57,983 ▲1.2%9,9870.9%FinanceGOOGAlphabet$4,177,936$4,149,247 ▲14,463.0%14,5630.8%Computer and TechnologyJPMJPMorgan Chase & Co.$4,171,713$326,559 ▲8.5%14,1800.8%FinancePALANTIR TECHNOLOGIES INCLASS CLASS A$4,059,120$4,054,146 ▲81,514.7%27,7490.8%COMMON STOCKCAMBRIA FIXED INCOME TREND ETF$3,943,443$3,088,962 ▲361.5%159,0150.8%UIT EXCHANGE TRADEDSGOViShares 0-3 Month Treasury Bond ETF$3,937,494$355,035 ▲9.9%39,1160.8%ETFABTAbbott Laboratories$3,914,618$3,899,730 ▲26,194.5%38,1270.8%MedicalMSFTMicrosoft$3,671,606$3,294,338 ▲873.2%9,9170.7%Computer and TechnologyGOOGLAlphabet$2,948,189$2,919,429 ▲10,151.0%10,2510.6%Computer and TechnologyIBMInternational Business Machines$2,752,238$2,709,087 ▲6,278.1%11,3530.5%Computer and TechnologyNVDANVIDIA$2,728,368$1,936,925 ▲244.7%15,6440.5%Computer and TechnologyEPDEnterprise Products Partners$2,726,597$219,059 ▲8.7%72,0550.5%EnergyTSLATesla$2,596,671$2,197,040 ▲549.8%6,9850.5%Auto/Tires/TrucksEQTEQT$2,550,489$158,785 ▲6.6%40,0760.5%EnergyKYNKayne Anderson Energy Infrastructure Fund$2,475,101$2,130,095 ▲617.4%173,3260.5%Financial ServicesKTOSKratos Defense & Security Solutions$2,471,867$374,690 ▼-13.2%35,0570.5%AerospaceWALMART INC$2,430,443$2,367,181 ▲3,741.8%19,5550.5%COMMON STOCKCOSTCostco Wholesale$2,384,651$2,375,679 ▲26,477.8%2,3920.5%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$2,364,896$82,837 ▲3.6%26,1220.5%ETFSHOPIFY INC FCLASS CLASS A$2,256,980$7,117 ▲0.3%19,0270.4%FOREIGN CANADIANAMGNAmgen$2,152,550$2,146,920 ▲38,131.3%6,1170.4%MedicalSCCOSouthern Copper$2,143,987$565,077 ▼-20.9%12,4600.4%Basic MaterialsSPROTT PHYSGLD TRST$2,113,640$395,475 ▼-15.8%59,6400.4%CLOSED END MUTL FUNDCRWDCrowdStrike$2,108,602$554,772 ▲35.7%5,4010.4%Computer and TechnologyCAMBRIA ETF TR CAMBRIA FIXED INCOME TREND ETF$2,027,408$1,172,927 ▲137.3%81,7530.4%EquityVENTURE GLOBAL INC CLASS CLASS A$2,023,630$240,592 ▲13.5%128,4030.4%COMMON STOCKPFEPfizer$1,990,681$242,587 ▲13.9%70,8920.4%MedicalHDHome Depot$1,943,971$1,937,720 ▲31,000.0%5,9090.4%Retail/WholesaleURIUnited Rentals$1,892,375$80,155 ▲4.4%2,5970.4%ConstructionDIVOAmplify CWP Enhanced Dividend Income ETF$1,846,170$169,130 ▼-8.4%41,1630.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,738,094$1,445,564 ▲494.2%18,2110.3%ETFHONHoneywell International$1,716,018$26,449 ▼-1.5%7,5910.3%Multi-Sector ConglomeratesJNJJohnson & Johnson$1,647,959$1,613,000 ▲4,614.0%6,7410.3%MedicalOKTAOkta$1,581,202$345,851 ▲28.0%20,0890.3%Computer and TechnologyCATCaterpillar$1,564,657$1,487,416 ▲1,925.7%2,2080.3%IndustrialsSTEPSTONE PRIVATE MARKETS CLASS I$1,561,4790.0%25,7910.3%CLOSED END MUTL FUNDPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$1,475,221$158,444 ▼-9.7%85,1740.3%ManufacturingREAVES UTILITY INCOME$1,465,622$129,510 ▲9.7%37,3110.3%CLOSED END MUTL FUNDMBBiShares MBS ETF$1,451,594$56,210 ▼-3.7%15,2880.3%ETFEOGEOG Resources$1,428,288$72,145 ▲5.3%9,8790.3%EnergyEMXCiShares MSCI Emerging Markets ex China ETF$1,419,511$7,315 ▲0.5%18,0460.3%ManufacturingBABAAlibaba Group$1,404,020$3,387 ▲0.2%11,1910.3%Retail/WholesaleXOPSPDR S&P Oil & Gas Exploration & Production ETF$1,390,620$315,695 ▼-18.5%7,6470.3%ETFCAHCardinal Health$1,375,415$1,315,192 ▲2,183.9%6,5090.3%MedicalSNOWSnowflake$1,349,234$252,925 ▲23.1%8,9460.3%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$1,310,429$966,955 ▲281.5%28,3700.3%ManufacturingCTASimplify Managed Futures Strategy ETF$1,294,713$1,177,097 ▲1,000.8%42,8430.3%ETFVVisa$1,195,063$1,184,482 ▲11,194.3%3,9530.2%Business ServicesETEnergy Transfer$1,180,6000.0%61,1710.2%EnergyIONQIonQ$1,167,527$218,964 ▲23.1%40,4970.2%Computer and TechnologyAVGOBroadcom$1,155,462$803,221 ▲228.0%3,7330.2%Computer and TechnologyRQICohen & Steers Quality Income Realty Fund$1,129,096$20,136 ▼-1.8%93,7000.2%Financial ServicesGOOGLAlphabet$1,128,672$1,099,916 ▲3,825.0%3,9250.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,097,325$7,361 ▲0.7%16,2490.2%ETFPWSPacer WealthShield ETF$1,096,909$1,010,825 ▲1,174.2%34,2640.2%ETFCVXChevron$1,092,077$1,056,068 ▲2,932.8%5,2770.2%EnergyPWSPacer WealthShield ETF$1,054,875$968,791 ▲1,125.4%32,9510.2%ETFSNPSSynopsys$1,049,877$865,911 ▲470.7%2,6480.2%Computer and TechnologyDGROiShares Core Dividend Growth ETF$975,962$126,680 ▲14.9%13,9060.2%ETFATOAtmos Energy$954,632$903,834 ▲1,779.3%5,1680.2%UtilitiesMTSIMACOM Technology Solutions$952,2360.0%4,2880.2%Computer and TechnologyGSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF$940,1930.0%12,6120.2%ETFXOMExxonMobil$898,009$828,788 ▲1,197.3%5,2930.2%EnergyIVViShares Core S&P 500 ETF$893,761$16,345 ▼-1.8%1,3670.2%ETFAAPLApple$879,381$829,638 ▲1,667.9%3,4650.2%Computer and TechnologyQCOMQualcomm$869,467$865,732 ▲23,175.9%6,7500.2%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$858,994$515,526 ▲150.1%18,5970.2%ManufacturingKMIKinder Morgan$835,749$22,231 ▲2.7%24,9250.2%EnergyIEFiShares 7-10 Year Treasury Bond ETF$829,659$537,136 ▲183.6%8,6930.2%ETFPTBDPacer Trendpilot US Bond ETF$814,791$648,754 ▲390.7%42,9290.2%ETFVTIVanguard Total Stock Market ETF$810,044$8,662 ▼-1.1%2,5250.2%ETFAPHAmphenol$809,398$804,218 ▲15,524.4%6,4060.2%Computer and TechnologyKMLMKraneShares Mount Lucas Managed Futures Index Strategy ETF$786,745$673,463 ▲594.5%27,8980.2%ETFORCLOracle$777,915$775,267 ▲29,277.8%5,2880.2%Computer and TechnologyLLYEli Lilly and Company$770,764$757,887 ▲5,885.7%8380.2%MedicalKOCocaCola$749,011$743,231 ▲12,857.9%9,8480.1%Consumer StaplesSBUXStarbucks$741,982$28,131 ▼-3.7%8,2820.1%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$726,689$662,998 ▲1,041.0%3,7880.1%ETFNFLXNetflix$724,392$717,662 ▲10,662.9%7,5340.1%Consumer DiscretionaryMTUMiShares MSCI USA Momentum Factor ETF$722,428$661,706 ▲1,089.7%3,0100.1%ETFHINES GLOBAL INCOME TRUS$721,160$11,372 ▲1.6%73,4360.1%REAL ESTATE INVESTMEDBMFiMGP DBi Managed Futures Strategy ETF$710,750$615,292 ▲644.6%23,5730.1%ETFOKEONEOK$696,694$56,950 ▼-7.6%7,7070.1%EnergyNEENextEra Energy$689,354$414,430 ▲150.7%7,4220.1%UtilitiesFSTRL.B. Foster$686,702$137,519 ▼-16.7%24,6130.1%Basic MaterialsCHRWC.H. Robinson Worldwide$682,213$648,501 ▲1,923.6%4,1080.1%TransportationLINDE PLC F$678,198$658,368 ▲3,320.0%1,3680.1%FOREIGN ORDINARIESShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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