Org Wealth Partners, LLC Portfolio Holdings

Org Wealth Partners, LLC

  • $270 Million
  • Q4 2025

Org Wealth Partners, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $270 Million distributed in 9933 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $16.6M, Berkshire Hathaway Inc Class B with a value of $14M, Nvidia Corp with a value of $9.26M, Apple Inc. with a value of $8.7M, and Energy Transfer LP with a value of $6.74M.

Examining the 13F form we can see an increase of $674K in the current position value, from $269M to 270M.

Org Wealth Partners, LLC is based out at Dallas, TX

Below you can find more details about Org Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $270 Million
Technology: $57.6 Million
Financial Services: $53 Million
ETFs: $50.5 Million
Energy: $23.5 Million
Healthcare: $23.3 Million
Consumer Cyclical: $18.5 Million
Industrials: $16.2 Million
Communication Services: $10.1 Million
Other: $16.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.12B
$2.92 Million 1.08% of portfolio
40,371
Q4 2025 Added 2.71%
$9.4B
$1.55 Million 0.58% of portfolio
32,902
Q4 2025 Added 7.13%
$3.09B
$1.07 Million 0.4% of portfolio
42,001
Q4 2025 Added 6.09%
$6.09B
$501,000 0.19% of portfolio
7,500
Q4 2025 Added 36.36%
$9.97B
$204,000 0.08% of portfolio
1,229
Q4 2025 Reduced 11.58%
$4.86B
$186,000 0.07% of portfolio
1,853
Q3 2025 New
$2.88B
$195,000 0.07% of portfolio
14,238
Q1 2025 New
$2.26B
$182,000 0.07% of portfolio
3,104
Q3 2024 New
$2.39B
$155,000 0.06% of portfolio
2,300
Q4 2025 New
$2.07B
$141,000 0.05% of portfolio
5,561
Q3 2025 New
$3.93B
$130,000 0.05% of portfolio
9,569
Q4 2025 Added 1.03%
$4.7B
$122,000 0.05% of portfolio
4,086
Q2 2025 New
$2.43B
$107,000 0.04% of portfolio
3,309
Q1 2025 New
$4.23B
$94,000 0.03% of portfolio
8,143
Q4 2025 New
$4.88B
$88,000 0.03% of portfolio
1,000
Q4 2025 New
$7.3B
$48,000 0.02% of portfolio
1,186
Q3 2025 New
$2.72B
$15,000 0.01% of portfolio
319
Q4 2025 New
$8.21B
$16,000 0.01% of portfolio
258
Q4 2025 Reduced 1.9%
$5.6B
$31,000 0.01% of portfolio
3,127
Q3 2025 Reduced 97.74%
$9.71B
$16,000 0.01% of portfolio
257
Q4 2025 Reduced 1.53%
$6.92B
$23,000 0.01% of portfolio
401
Q1 2025 New
$5B
$32,000 0.01% of portfolio
342
Q3 2024 New
$2.55B
$0 0.0% of portfolio
-
Q4 2025 Added 65.23%
$8.09B
$2,000 0.0% of portfolio
105
Q1 2025 New
$5.67B
$4,000 0.0% of portfolio
25
Q1 2025 New
$3.96B
$1,000 0.0% of portfolio
29
Q1 2025 New
$3.7B
$11,000 0.0% of portfolio
350
Q1 2025 New
$6.55B
$0 0.0% of portfolio
27
Q1 2025 New
$2.36B
$5,000 0.0% of portfolio
140
Q2 2025 Reduced 65.09%
$3B
$0 0.0% of portfolio
100
Q1 2025 New
$5.98B
$6,000 0.0% of portfolio
269
Q4 2025 Added 7.17%
$6.15B
$6,000 0.0% of portfolio
125
Q4 2025 Reduced 28.57%
$2.27B
$0 0.0% of portfolio
55
Q4 2025 New
$4.79B
$0 0.0% of portfolio
40
Q1 2025 New
$8.77B
$0 0.0% of portfolio
7
Q1 2025 New
$2.34B
$0 0.0% of portfolio
19
Q1 2025 New
$3.22B
$1,000 0.0% of portfolio
32
Q1 2025 New
$4.32B
$0 0.0% of portfolio
15
Q1 2025 New
$3.44B
$12,000 0.0% of portfolio
50
Q2 2025 Reduced 50.0%
$3.86B
$7,000 0.0% of portfolio
174
Q2 2025 Added 40.32%
$4.29B
$8,000 0.0% of portfolio
95
Q4 2025 Added 26.67%
$7.86B
$6,000 0.0% of portfolio
601
Q4 2025 Added 7.13%
$2.2B
$9,000 0.0% of portfolio
115
Q4 2025 Added 21.05%

Summary

  • Portfolio
  • No. of Stocks 9,933
  • Current Value $270 Million
  • Prior Value $269 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 47 stocks
  • Additional Purchases 172 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 143 stocks
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