Org-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 757
Total Value: 127591992
Accession Number: 0002032602-25-000001
Form Type: 13F-HR
CIK: org-wealth-partners
Manager Name: Org-Wealth-Partners

Data Enrichment

66% identified

497 identified260 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

757 positions • $127.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 38

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Core Scientific, Inc./tx

CORZ|21874A106

Shares:8.7M

Value:$63.0M

% of Portfolio:49.4% ($63.0M/$127.6M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:22

Value:$17.6M

% of Portfolio:13.8% ($17.6M/$127.6M)

21874A114

Shares:4.8M

Value:$14.6M

% of Portfolio:11.4% ($14.6M/$127.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:16.7K

Value:$8.9M

% of Portfolio:7.0% ($8.9M/$127.6M)

AGNC Investment Corp.

AGNC|00123Q104

Shares:125.0K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$127.6M)

464288414

MUB|464288414

Shares:8.0K

Value:$841.8K

% of Portfolio:0.7% ($841.8K/$127.6M)

464287440

IEF|464287440

Shares:7.2K

Value:$683.9K

% of Portfolio:0.5% ($683.9K/$127.6M)

FOSTER L B CO

FSTR|350060109

Shares:29.5K

Value:$590.2K

% of Portfolio:0.5% ($590.2K/$127.6M)

MACOM Technology Solutions Holdings, Inc.

MTSI|55405Y100

Shares:4.4K

Value:$441.7K

% of Portfolio:0.3% ($441.7K/$127.6M)

453320822

Shares:16.8K

Value:$426.3K

% of Portfolio:0.3% ($426.3K/$127.6M)

464287226

Shares:4.0K

Value:$395.1K

% of Portfolio:0.3% ($395.1K/$127.6M)

922908769

VTI|922908769

Shares:1.4K

Value:$393.8K

% of Portfolio:0.3% ($393.8K/$127.6M)

PROSPERITY BANCSHARES INC

PB|743606105

Shares:5.5K

Value:$388.7K

% of Portfolio:0.3% ($388.7K/$127.6M)

Texas Pacific Land Corp

TPL|88262P102

Shares:279

Value:$377.4K

% of Portfolio:0.3% ($377.4K/$127.6M)

38142V746

Shares:23.8K

Value:$361.0K

% of Portfolio:0.3% ($361.0K/$127.6M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.4K

Value:$334.0K

% of Portfolio:0.3% ($334.0K/$127.6M)

Vistra Corp.

VST|92840M102

Shares:2.5K

Value:$300.1K

% of Portfolio:0.2% ($300.1K/$127.6M)

74348A467

Shares:2.5K

Value:$257.5K

% of Portfolio:0.2% ($257.5K/$127.6M)

46137V357

RSP|46137V357

Shares:1.5K

Value:$257.2K

% of Portfolio:0.2% ($257.2K/$127.6M)

89355J581

Shares:23.8K

Value:$252.9K

% of Portfolio:0.2% ($252.9K/$127.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Core Scientific, Inc./tx(CORZcusip21874A106)	8.7M	QoQ +3140614.07% (+8.7M) YoY-	All Managers (Combined)	$63.0M	49.4% ($63.0M/$127.6M)	QoQ +1618671.31% (+$63.0M) YoY-
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	22	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$17.6M	13.8% ($17.6M/$127.6M)	QoQ +17.25% (+$2.6M) YoY-
(cusip21874A114)✕	4.8M	QoQ -0.16% (-7.9K) YoY-	All Managers (Combined)	$14.6M	11.4% ($14.6M/$127.6M)	QoQ -63.19% (-$25.0M) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	16.7K	QoQ +13734.71% (+16.6K) YoY-	All Managers (Combined)	$8.9M	7.0% ($8.9M/$127.6M)	QoQ +16155.31% (+$8.9M) YoY-
AGNC Investment Corp.(AGNCcusip00123Q104)	125.0K	QoQ +81599.34% (+124.8K) YoY-	All Managers (Combined)	$1.2M	0.9% ($1.2M/$127.6M)	QoQ +84889.35% (+$1.2M) YoY-
(MUBcusip464288414)	8.0K	QoQ +27431.03% (+8.0K) YoY-	All Managers (Combined)	$841.8K	0.7% ($841.8K/$127.6M)	QoQ +27152.57% (+$838.7K) YoY-
(IEFcusip464287440)	7.2K	QoQ +1020.46% (+6.5K) YoY-	All Managers (Combined)	$683.9K	0.5% ($683.9K/$127.6M)	QoQ +1055.85% (+$624.7K) YoY-
FOSTER L B CO(FSTRcusip350060109)	29.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$590.2K	0.5% ($590.2K/$127.6M)	QoQ -25.72% (-$204.4K) YoY-
MACOM Technology Solutions Holdings, Inc.(MTSIcusip55405Y100)	4.4K	QoQ +24116.66% (+4.3K) YoY-	All Managers (Combined)	$441.7K	0.3% ($441.7K/$127.6M)	QoQ +18792.08% (+$439.4K) YoY-
(cusip453320822)✕	16.8K	QoQ NEW(+16.8K) YoY-	All Managers (Combined)	$426.3K	0.3% ($426.3K/$127.6M)	QoQ NEW(+$426.3K) YoY-
(cusip464287226)✕	4.0K	QoQ NEW(+4.0K) YoY-	All Managers (Combined)	$395.1K	0.3% ($395.1K/$127.6M)	QoQ NEW(+$395.1K) YoY-
(VTIcusip922908769)	1.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$393.8K	0.3% ($393.8K/$127.6M)	QoQ -4.84% (-$20.0K) YoY-
PROSPERITY BANCSHARES INC(PBcusip743606105)	5.5K	QoQ NEW(+5.5K) YoY-	All Managers (Combined)	$388.7K	0.3% ($388.7K/$127.6M)	QoQ NEW(+$388.7K) YoY-
Texas Pacific Land Corp(TPLcusip88262P102)	279	QoQ +16.73% (+40) YoY-	All Managers (Combined)	$377.4K	0.3% ($377.4K/$127.6M)	QoQ +42.79% (+$113.1K) YoY-
(cusip38142V746)✕	23.8K	QoQ NEW(+23.8K) YoY-	All Managers (Combined)	$361.0K	0.3% ($361.0K/$127.6M)	QoQ NEW(+$361.0K) YoY-
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.4K	QoQ NEW(+1.4K) YoY-	All Managers (Combined)	$334.0K	0.3% ($334.0K/$127.6M)	QoQ NEW(+$334.0K) YoY-
Vistra Corp.(VSTcusip92840M102)	2.5K	QoQ NEW(+2.5K) YoY-	All Managers (Combined)	$300.1K	0.2% ($300.1K/$127.6M)	QoQ NEW(+$300.1K) YoY-
(cusip74348A467)✕	2.5K	QoQ +1985.95% (+2.4K) YoY-	All Managers (Combined)	$257.5K	0.2% ($257.5K/$127.6M)	QoQ +2037.79% (+$245.5K) YoY-
(RSPcusip46137V357)	1.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$257.2K	0.2% ($257.2K/$127.6M)	QoQ -1.03% (-$2.7K) YoY-
(cusip89355J581)✕	23.8K	QoQ NEW(+23.8K) YoY-	All Managers (Combined)	$252.9K	0.2% ($252.9K/$127.6M)	QoQ NEW(+$252.9K) YoY-