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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 $325,691,643
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Core Scientific Inc New Com
 8,699,778 $62,986,392 19.34%
2.
Berkshire Hathaway Inc
 BRK.A 22 $17,565,715 5.39%
3.
Core Scientific Inc New Wt Exp Tranche 1
 4,806,829 $14,564,691 4.47%
4.
Berkshire Hathaway Inc
 BRK.A 16,740 $8,915,389 2.74%
5.
Energy Transfer Lp
 ET 408,712 $7,655,240 2.35%
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)