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Home > Institutional Investor > Org Wealth Partners, Llc > Profile

Instuitional Investor - Org Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Org Wealth Partners, Llc
Portfolio Value $324,191,951
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Core Scientific Inc New Wt Exp Tranche 1
 4,814,729 $39,577,072 22.38%
2.
Berkshire Hathaway Inc
 BRK.A 22 $14,980,240 8.47%
3.
Energy Transfer Lp
 ET 365,240 $7,155,066 4.04%
4.
Berkshire Hathaway Inc
 BRK.A 10,823 $4,905,843 2.77%
5.
Abbott Laboratories
 ABT 42,664 $4,825,934 2.72%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)