Org Wealth Partners, LLC Portfolio Holdings

Org Wealth Partners, LLC

  • $269 Million
  • Q3 2025

Org Wealth Partners, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $269 Million distributed in 10069 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 $13.7M, Nvidia Corp with a value of $10.2M, Apple Inc. with a value of $8.39M, and Energy Transfer LP with a value of $6.98M.

Examining the 13F form we can see an increase of $36.1M in the current position value, from $233M to 269M. Also it can be appreciated an additional of 61 stocks purchases and 1 closed positions.

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 $269 Million
Technology: $57.4 Million
Financial Services: $52.8 Million
ETFs: $50.1 Million
Energy: $23 Million
Healthcare: $20.8 Million
Consumer Cyclical: $18.3 Million
Industrials: $18.2 Million
Communication Services: $10.8 Million
Other: $17.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$16.6 Million 6.17% of portfolio
22
Q4 2024 New
$662B
$13.7 Million 5.09% of portfolio
27,206
Q3 2025 Added 3.46%
$465B
$10.2 Million 3.79% of portfolio
54,647
Q3 2025 Added 10.84%
$4.3T
$8.39 Million 3.12% of portfolio
32,942
Q3 2025 Added 17.27%
$52.5B
$6.98 Million 2.6% of portfolio
406,763
Q3 2025 Added 0.36%
$2.39T
$6.11 Million 2.27% of portfolio
27,806
Q3 2025 Added 8.54%
$490B
$6.07 Million 2.26% of portfolio
53,815
Q3 2025 Added 5.74%
$228B
$5.87 Million 2.18% of portfolio
43,839
Q3 2025 Added 4.95%
$3.78T
$5.67 Million 2.11% of portfolio
10,939
Q3 2025 Added 30.2%
$342B
$5.58 Million 2.07% of portfolio
30,578
Q3 2025 Reduced 5.54%
$414B
$5.11 Million 1.9% of portfolio
22,082
Q3 2025 Added 13.98%
$0
$4.26 Million 1.59% of portfolio
84,063
Q3 2025 Reduced 7.1%
$0
$4.18 Million 1.56% of portfolio
41,550
Q3 2025 Reduced 8.47%
$881B
$4.01 Million 1.49% of portfolio
12,724
Q3 2025 Added 16.81%
$1.74T
$3.76 Million 1.4% of portfolio
15,425
Q3 2025 Reduced 2.99%
$9.12B
$3.59 Million 1.34% of portfolio
39,307
Q3 2025 Reduced 5.59%
$266B
$3.09 Million 1.15% of portfolio
10,934
Q3 2025 Added 1.64%
$174B
$3.01 Million 1.12% of portfolio
20,268
Q3 2025 Reduced 5.1%
$367B
$2.68 Million 1.0% of portfolio
6,610
Q3 2025 Added 19.49%
$1.65T
$2.48 Million 0.92% of portfolio
10,217
Q3 2025 Added 67.79%
$55.9B
$2.46 Million 0.91% of portfolio
2,574
Q3 2025 Added 5.8%
$0
$2.32 Million 0.86% of portfolio
187,911
Q3 2025 Added 38.14%
$404B
$2.1 Million 0.78% of portfolio
2,265
Q3 2025 Added 19.34%
$0
$2.08 Million 0.77% of portfolio
23,783
Q3 2025 Added 8.24%
$0
$2.08 Million 0.77% of portfolio
21,610
Q3 2025 Added 1.09%
$70.2B
$2.06 Million 0.77% of portfolio
65,949
Q3 2025 Added 0.48%
$0
$2.05 Million 0.76% of portfolio
69,333
Q3 2025 Added 0.38%
$279B
$2.03 Million 0.75% of portfolio
19,650
Q3 2025 Added 33.98%
$418B
$1.99 Million 0.74% of portfolio
11,136
Q3 2025 Added 1.37%
$101B
$1.89 Million 0.7% of portfolio
15,569
Q3 2025 Added 2.67%
$9.4B
$1.89 Million 0.7% of portfolio
30,713
Q3 2025 Added 4,625.08%
$115B
$1.84 Million 0.68% of portfolio
3,757
Q3 2025 Added 8.05%
$593B
$1.78 Million 0.66% of portfolio
6,344
Q3 2025 Added 10.12%
$22B
$1.74 Million 0.65% of portfolio
31,946
Q3 2025 Added 71.35%
$0
$1.74 Million 0.65% of portfolio
37,314
Q3 2025 Reduced 13.81%
$183B
$1.7 Million 0.63% of portfolio
6,039
Q3 2025 Added 3.82%
$0
$1.68 Million 0.62% of portfolio
37,688
Q3 2025 Reduced 0.81%
$141B
$1.62 Million 0.6% of portfolio
63,602
Q3 2025 Reduced 0.02%
$139B
$1.6 Million 0.6% of portfolio
4,857
Q3 2025 Added 236.12%
$533B
$1.59 Million 0.59% of portfolio
4,643
Q3 2025 Added 36.88%
$0
$1.53 Million 0.57% of portfolio
11,576
Q3 2025 Added 0.46%
$0
$1.54 Million 0.57% of portfolio
14,919
Q3 2025 Added 465.11%
$82.2B
$1.5 Million 0.56% of portfolio
6,671
Q3 2025 Reduced 2.01%
$132B
$1.51 Million 0.56% of portfolio
7,183
Q3 2025 Added 5.06%
$0
$1.51 Million 0.56% of portfolio
15,880
Q3 2025 Reduced 4.08%
$0
$1.33 Million 0.5% of portfolio
11,233
Q3 2025 Added 9.05%
$12.7B
$1.32 Million 0.49% of portfolio
14,397
Q3 2025 Added 2.72%
$0
$1.29 Million 0.48% of portfolio
46,038
Q3 2025 Added 8.15%
$291B
$1.27 Million 0.47% of portfolio
2,652
Q3 2025 Reduced 4.57%

Summary

  • Portfolio
  • No. of Stocks 10,069
  • Current Value $269 Million
  • Prior Value $233 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 61 stocks
  • Additional Purchases 213 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 102 stocks
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