ORG Wealth Partners, LLC

Business address
5001 Spring Valley Rd, Ste 810 W, Dallas, TX, 75244
Top securities (13F)
CORZ, CORZW, BRKA, BRKB, NVDA, AAPL, ET, AMZN, XOM, ABT, MSFT, PLTR, ABBV, CFIT, ARR, JPST, SGOV, JPM, GOOG, and KTOS
State of incorporation
TX
Fiscal year end
31 December
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ORG Wealth Partners, LLC has filed 6 SEC EDGAR filings since 11 Oct 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 24 Oct 2025 30 Sep 2025 028-24384
N-PX Open Document Open Filing 16 Jul 2025 30 Jun 2025 028-24384
13F-HR Open Document Open Filing 16 Jul 2025 30 Jun 2025 028-24384
13F-HR Open Document Open Filing 21 Apr 2025 31 Mar 2025 028-24384
13F-HR Open Document Open Filing 10 Jan 2025 31 Dec 2024 028-24384
13F-HR Open Document Open Filing 11 Oct 2024 30 Sep 2024 028-24384