ORG Wealth Partners, LLC 13F Holdings · Q2 2026
ORG Wealth Partners, LLC reported 702 securities worth $667.34M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CORZ (27.92%), CORZW (11.43%), VOXR (7.85%). Among its top 25 positions this quarter: 1 new, 13 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CORZ | CORZ | $186.3M | 27.92% | 7.3M | Trimmed |
| 2 | CORZW | CORZW | $76.3M | 11.43% | 4.1M | Hold |
| 3 | VOXR | VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036 | $52.4M | 7.85% | 11.1M | Trimmed |
| 4 | BRK/A | BRK A | $16.5M | 2.47% | 22 | Hold |
| 5 | BRKB | BRK B | $14.0M | 2.10% | 28,067 | Trimmed |
| 6 | NVDA | NVIDIA CORP COM | $12.6M | 1.89% | 62,954 | Added |
| 7 | FRMI | FRMI | $10.3M | 1.55% | 1.1M | Added |
| 8 | IVR | IVR | $10.2M | 1.53% | 1.3M | New |
| 9 | AAPL | APPLE INC COM | $9.8M | 1.47% | 33,811 | Added |
| 10 | ET | ET | $7.7M | 1.15% | 400,166 | Added |
| 11 | AMZN | AMZN | $6.9M | 1.03% | 28,979 | Added |
| 12 | ARR | ARR | $6.9M | 1.03% | 395,000 | Added |
| 13 | JPST | JPMORGAN ULTRA-SHORT | $6.7M | 1.01% | 133,147 | Trimmed |
| 14 | CFIT | CFIT | $6.1M | 0.92% | 234,935 | Trimmed |
| 15 | XOM | EXXON MOBIL CORP COM | $6.2M | 0.92% | 44,969 | Trimmed |
| 16 | ABBV | ABBVIE INC COM | $6.1M | 0.91% | 24,100 | Trimmed |
| 17 | SGOV | SGOV | $5.9M | 0.88% | 58,615 | Added |
| 18 | GOOGL | ALPHABET INC CL A | $5.3M | 0.80% | 14,886 | Added |
| 19 | GOOG | ALPHABET INC CAP STK CL C | $4.9M | 0.73% | 13,811 | Trimmed |
| 20 | JPM | JPMORGAN CHASE & CO COM | $4.7M | 0.70% | 14,196 | Added |
| 21 | TSLA | TSLA | $4.3M | 0.65% | 10,249 | Added |
| 22 | CRWD | CROWDSTRIKE HLDGS INC CL A | $4.2M | 0.62% | 5,445 | Added |
| 23 | MSFT | MSFT | $4.1M | 0.61% | 10,941 | Trimmed |
| 24 | PLTR | PALANTIR TECHNOLOGIES INC CL A | $3.5M | 0.52% | 29,880 | Added |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS CORP COM | $3.3M | 0.50% | 11,844 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR