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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$16.6 Million 6.16% of portfolio
22
Q4 2024 New
$662B
$14 Million 5.19% of portfolio
27,501
Q4 2025 Added 1.08%
$465B
$9.26 Million 3.44% of portfolio
49,636
Q4 2025 Reduced 9.17%
$4.3T
$8.7 Million 3.23% of portfolio
32,510
Q4 2025 Reduced 1.31%
$52.5B
$6.74 Million 2.5% of portfolio
396,083
Q4 2025 Reduced 2.63%
$2.39T
$6.61 Million 2.45% of portfolio
28,169
Q4 2025 Added 1.31%
$490B
$6.59 Million 2.44% of portfolio
55,959
Q4 2025 Added 3.98%
$414B
$5.63 Million 2.09% of portfolio
24,071
Q4 2025 Added 9.01%
$0
$5.65 Million 2.09% of portfolio
111,551
Q4 2025 Added 32.7%
$3.78T
$5.54 Million 2.05% of portfolio
10,909
Q4 2025 Reduced 0.27%
$228B
$5.45 Million 2.02% of portfolio
41,885
Q4 2025 Reduced 4.46%
$342B
$5.13 Million 1.9% of portfolio
29,483
Q4 2025 Reduced 3.58%
$1.74T
$4.45 Million 1.65% of portfolio
15,576
Q4 2025 Added 0.98%
$881B
$3.93 Million 1.46% of portfolio
13,070
Q4 2025 Added 2.72%
$0
$3.58 Million 1.33% of portfolio
35,589
Q4 2025 Reduced 14.35%
$266B
$3.28 Million 1.22% of portfolio
11,043
Q4 2025 Added 1.0%
$1.29T
$3.04 Million 1.13% of portfolio
7,441
Q4 2025 Added 2.03%
$9.12B
$2.92 Million 1.08% of portfolio
40,371
Q4 2025 Added 2.71%
$1.65T
$2.86 Million 1.06% of portfolio
10,359
Q4 2025 Added 1.39%
$174B
$2.77 Million 1.03% of portfolio
18,967
Q4 2025 Reduced 6.42%
$22B
$2.25 Million 0.84% of portfolio
37,581
Q4 2025 Added 17.64%
$0
$2.26 Million 0.84% of portfolio
187,556
Q4 2025 Reduced 0.19%
$367B
$2.26 Million 0.84% of portfolio
6,300
Q4 2025 Reduced 4.69%
$0
$2.24 Million 0.83% of portfolio
25,207
Q4 2025 Added 5.99%
$0
$2.21 Million 0.82% of portfolio
70,799
Q4 2025 Added 2.11%
$183B
$2.14 Million 0.8% of portfolio
6,277
Q4 2025 Added 3.94%
$115B
$2.14 Million 0.79% of portfolio
3,980
Q4 2025 Added 5.94%
$70.2B
$2.14 Million 0.79% of portfolio
66,266
Q4 2025 Added 0.48%
$404B
$2.12 Million 0.79% of portfolio
2,324
Q4 2025 Added 2.6%
$101B
$2.06 Million 0.76% of portfolio
15,744
Q4 2025 Added 1.12%
$279B
$2.05 Million 0.76% of portfolio
19,937
Q4 2025 Added 1.46%
$0
$2.03 Million 0.75% of portfolio
44,934
Q4 2025 Added 19.23%
$55.9B
$2.01 Million 0.74% of portfolio
2,487
Q4 2025 Reduced 3.38%
$0
$1.92 Million 0.71% of portfolio
19,932
Q4 2025 Reduced 7.76%
$82.2B
$1.87 Million 0.69% of portfolio
7,269
Q4 2025 Added 8.96%
$139B
$1.75 Million 0.65% of portfolio
5,106
Q4 2025 Added 5.13%
$418B
$1.76 Million 0.65% of portfolio
11,164
Q4 2025 Added 0.25%
$0
$1.65 Million 0.61% of portfolio
35,355
Q4 2025 Reduced 5.25%
$141B
$1.56 Million 0.58% of portfolio
62,253
Q4 2025 Reduced 2.12%
$9.4B
$1.55 Million 0.58% of portfolio
32,902
Q4 2025 Added 7.13%
$971B
$1.54 Million 0.57% of portfolio
1,509
Q4 2025 Added 10.79%
$0
$1.51 Million 0.56% of portfolio
15,880
Q3 2025 Reduced 4.08%
$132B
$1.51 Million 0.56% of portfolio
7,708
Q4 2025 Added 7.31%
$533B
$1.46 Million 0.54% of portfolio
4,482
Q4 2025 Reduced 3.47%
$522B
$1.39 Million 0.52% of portfolio
6,976
Q4 2025 Added 38.25%
$593B
$1.34 Million 0.5% of portfolio
6,117
Q4 2025 Reduced 3.58%
$0
$1.33 Million 0.49% of portfolio
11,360
Q4 2025 Added 1.13%
$12.7B
$1.32 Million 0.49% of portfolio
15,695
Q4 2025 Added 9.02%
$0
$1.29 Million 0.48% of portfolio
17,953
Q4 2025 Added 11.07%

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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