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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 $667,338,907
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Core Scientific Inc.
 CORZ 7,282,008 $186,346,584 27.92%
2.
Core Scientific Inc.
 CORZ 4,056,829 $76,268,385 11.43%
3.
Vox Royalty Corp.
 VOXR 11,072,668 $52,373,719 7.85%
4.
Berkshire Hathaway Inc
 BRK-B 22 $16,474,700 2.47%
5.
Berkshire Hathaway Inc
 BRK-B 28,067 $14,044,440 2.1%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.