ORG Wealth Partners, LLC
•CIK: 2032602•Filing: Q4 2025
**ORG Wealth Partners, LLC** manages $426M across a diversified portfolio of 601 positions. The fund exhibits significant concentration in its top holdings, led by a substantial $106.0M allocation to CORZ. Further notable positions include $34.3M in CORZW and combined exposure to Berkshire Hathaway (BRK/A and BRK/B) totaling $30.4M. This structure suggests a focused, large-cap equity approach with deep conviction in select names.
Total AUM
$425.6M
QoQ Performance
-9.5%
Positions
599
Top 10 Concentration
52.7%
Latest Filing
Q4 2025
Top Holdings Allocation
CORZ
CORZW
CORZ24.9%
CORZW8.1%
BRK/A3.9%
BRK/B3.2%
NVDA2.2%
AAPL2.1%
XOM1.6%
ET1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.0%
Technology10.3%
Financial9.7%
Healthcare4.6%
Consumer4.6%
Energy1.9%
Industrial1.1%
ETF0.6%
🚪 Exited Positionssold since Q3 2025
+422 more exited positions
Changes from Q3 2025
NEW2 new positions
↑99 increased
↓79 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024