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Home > Institutional Investor > Org Wealth Partners, Llc > Profile

Instuitional Investor - Org Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Org Wealth Partners, Llc
Portfolio Value $417,969,412
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Core Scientific Inc New Com
 7,149,778 $122,046,710 29.2%
2.
Core Scientific Inc New Wt Exp Tranche 1
 4,806,829 $52,106,026 12.47%
3.
Berkshire Hathaway Inc
 BRK.A 22 $16,033,600 3.84%
4.
Berkshire Hathaway Inc
 BRK.A 17,635 $8,566,553 2.05%
5.
Nvidia Corp
 NVDA 48,923 $7,500,418 1.79%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)