Org Wealth Partners, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $233 Million distributed in 10014 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $16M, Berkshire Hathaway Inc Class B with a value of $12.8M, Nvidia Corp with a value of $7.79M, Energy Transfer LP with a value of $7.35M, and Apple Inc. with a value of $5.76M.
Examining the 13F form we can see an increase of $12.3M in the current position value, from $221M to 233M.
Also it can be appreciated an additional of 68 stocks purchases and 3 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
$233 Million
Financial Services: $48.7 Million
Technology: $44.4 Million
ETFs: $44.4 Million
Energy: $22.3 Million
Healthcare: $18.1 Million
Consumer Cyclical: $15 Million
Industrials: $14.8 Million
Communication Services: $7.83 Million
Other: $17.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
