13F Filings History of ORG Wealth Partners, LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$425,551,527
Signature - Title
Stephanie West - Compliance Consultant
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by ORG Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ORG Wealth Partners, LLC reported 603 stock holdings with total value $425,551,527 as of Q4 2025. Top holdings included CORZ, CORZW, BRKA, BRKB, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 603 $425,551,527 +$17,015,742 -$21,724,444 -$4,708,702 CORZ, CORZW, BRKA, BRKB, NVDA 13F-HR 14 Jan 2026, 16:00
Q3 2025 625 $470,305,273 +$44,252,469 -$18,497,757 +$25,754,712 CORZ, CORZW, BRKA, BRKB, NVDA 13F-HR 24 Oct 2025, 10:54
Q2 2025 666 $417,967,424 +$23,019,885 -$62,124,438 -$39,104,553 CORZ, CORZW, BERKSHIRE HATHAWAY INC DEL CL A, BRKB, NVDA 13F-HR 16 Jul 2025, 15:37
Q1 2025 757 $325,691,643 +$116,397,345 -$34,259,107 +$82,138,238 CORZ, BERKSHIRE HATHAWAY INC DEL CL A, CORZW, BRKB, ET 13F-HR 21 Apr 2025, 13:47
Q4 2024 497 $324,148,692 +$45,340,850 -$47,266,422 -$1,925,572 CORZ, CORZW, BRKA, NLY, BRKB 13F-HR 10 Jan 2025, 11:35
Q3 2024 466 $300,905,053 $0 $0 $0 CORZ, CORZW, AGNC, 1/100 BERKSHIRE HTWY A, BRKB 13F-HR 11 Oct 2024, 16:36