ORG Wealth Partners, LLC
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$508M
Holdings
672
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 73%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CORZ
CORE SCIENTIFIC INC
Q1 2026: New position (10.0k shares)
21.5%
02
$VOXR
VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036
Held since at least Q1 2024
12.0%
03
$CORZW
CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1
Held since at least Q1 2024
7.0%
04
$BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
Held since at least Q1 2024
3.1%
05
$BRK/B
BERKSHIRE HATHAWAY CLASS B
Q1 2026: New position (438 shares)
2.7%
06
$NVDA
NVIDIA CORP
Q1 2026: New position (3.4k shares)
2.1%
07
$XOM
EXXON MOBIL CORP
Held since at least Q1 2024
1.9%
08
$AAPL
APPLE INC
Held since at least Q1 2024
1.6%
09
$JPST
JPMORGAN ULTRA-SHORT INCOME ETF
Held since at least Q1 2024
1.5%
10
$ET
ENERGY TRANSFER L P LP
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:17 UTC.