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 6 of 38

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92333F101

Shares:6.0K

Value:$60.0K

% of Portfolio:0.0% ($60.0K/$127.6M)

360873657

Shares:1.3K

Value:$57.8K

% of Portfolio:0.0% ($57.8K/$127.6M)

ALLSTATE CORP

ALL|020002101

Shares:275

Value:$57.1K

% of Portfolio:0.0% ($57.1K/$127.6M)

BERKLEY W R CORP

WRB|084423102

Shares:811

Value:$57.0K

% of Portfolio:0.0% ($57.0K/$127.6M)

Apple Inc.

AAPL|037833100

Shares:245

Value:$54.4K

% of Portfolio:0.0% ($54.4K/$127.6M)

46434V647

Shares:2.2K

Value:$53.4K

% of Portfolio:0.0% ($53.4K/$127.6M)

922042858

VWO|922042858

Shares:1.2K

Value:$53.4K

% of Portfolio:0.0% ($53.4K/$127.6M)

78464A888

Shares:538

Value:$52.3K

% of Portfolio:0.0% ($52.3K/$127.6M)

30299G606

Shares:15.8K

Value:$52.2K

% of Portfolio:0.0% ($52.2K/$127.6M)

464287564

ICF|464287564

Shares:818

Value:$50.4K

% of Portfolio:0.0% ($50.4K/$127.6M)

922031760

Shares:9.1K

Value:$49.1K

% of Portfolio:0.0% ($49.1K/$127.6M)

NVIDIA CORP

NVDA|67066G104

Shares:448

Value:$48.6K

% of Portfolio:0.0% ($48.6K/$127.6M)

40168W624

Shares:3.0K

Value:$48.5K

% of Portfolio:0.0% ($48.5K/$127.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:86

Value:$48.1K

% of Portfolio:0.0% ($48.1K/$127.6M)

46137V241

Shares:718

Value:$47.5K

% of Portfolio:0.0% ($47.5K/$127.6M)

577125842

Shares:4.8K

Value:$46.7K

% of Portfolio:0.0% ($46.7K/$127.6M)

TOYOTA MOTOR CORP/

TM|892331307

Shares:267

Value:$46.6K

% of Portfolio:0.0% ($46.6K/$127.6M)

MICROSOFT CORP

MSFT|594918104

Shares:124

Value:$46.5K

% of Portfolio:0.0% ($46.5K/$127.6M)

81369Y803

XLK|81369Y803

Shares:223

Value:$46.4K

% of Portfolio:0.0% ($46.4K/$127.6M)

74440B405

Shares:3.8K

Value:$45.7K

% of Portfolio:0.0% ($45.7K/$127.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92333F101)✕	6.0K	QoQ NEW(+6.0K) YoY-	All Managers (Combined)	$60.0K	0.0% ($60.0K/$127.6M)	QoQ NEW(+$60.0K) YoY-
(cusip360873657)✕	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$57.8K	0.0% ($57.8K/$127.6M)	QoQ NEW(+$57.8K) YoY-
ALLSTATE CORP(ALLcusip020002101)	275	QoQ +733.33% (+242) YoY-	All Managers (Combined)	$57.1K	0.0% ($57.1K/$127.6M)	QoQ +796.91% (+$50.7K) YoY-
BERKLEY W R CORP(WRBcusip084423102)	811	QoQ -44.60% (-653) YoY-	All Managers (Combined)	$57.0K	0.0% ($57.0K/$127.6M)	QoQ -33.50% (-$28.7K) YoY-
Apple Inc.(AAPLcusip037833100)	245	QoQ +469.76% (+202) YoY-	All Managers (Combined)	$54.4K	0.0% ($54.4K/$127.6M)	QoQ +405.39% (+$43.7K) YoY-
(cusip46434V647)✕	2.2K	QoQ -22.80% (-650) YoY-	All Managers (Combined)	$53.4K	0.0% ($53.4K/$127.6M)	QoQ -21.77% (-$14.9K) YoY-
(VWOcusip922042858)	1.2K	QoQ +5514.28% (+1.2K) YoY-	All Managers (Combined)	$53.4K	0.0% ($53.4K/$127.6M)	QoQ +5675.00% (+$52.4K) YoY-
(cusip78464A888)✕	538	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$52.3K	0.0% ($52.3K/$127.6M)	QoQ -6.98% (-$3.9K) YoY-
(cusip30299G606)✕	15.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$52.2K	0.0% ($52.2K/$127.6M)	QoQ -3.22% (-$1.7K) YoY-
(ICFcusip464287564)	818	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$50.4K	0.0% ($50.4K/$127.6M)	QoQ +2.32% (+$1.1K) YoY-
(cusip922031760)✕	9.1K	QoQ NEW(+9.1K) YoY-	All Managers (Combined)	$49.1K	0.0% ($49.1K/$127.6M)	QoQ NEW(+$49.1K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	448	QoQ +1393.33% (+418) YoY-	All Managers (Combined)	$48.6K	0.0% ($48.6K/$127.6M)	QoQ +1105.41% (+$44.5K) YoY-
(cusip40168W624)✕	3.0K	QoQ NEW(+3.0K) YoY-	All Managers (Combined)	$48.5K	0.0% ($48.5K/$127.6M)	QoQ NEW(+$48.5K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	86	QoQ +4200.00% (+84) YoY-	All Managers (Combined)	$48.1K	0.0% ($48.1K/$127.6M)	QoQ +4004.69% (+$46.9K) YoY-
(cusip46137V241)✕	718	QoQ NEW(+718) YoY-	All Managers (Combined)	$47.5K	0.0% ($47.5K/$127.6M)	QoQ NEW(+$47.5K) YoY-
(cusip577125842)✕	4.8K	QoQ NEW(+4.8K) YoY-	All Managers (Combined)	$46.7K	0.0% ($46.7K/$127.6M)	QoQ NEW(+$46.7K) YoY-
TOYOTA MOTOR CORP/(TMcusip892331307)	267	QoQ NEW(+267) YoY-	All Managers (Combined)	$46.6K	0.0% ($46.6K/$127.6M)	QoQ NEW(+$46.6K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	124	QoQ +235.13% (+87) YoY-	All Managers (Combined)	$46.5K	0.0% ($46.5K/$127.6M)	QoQ +198.48% (+$31.0K) YoY-
(XLKcusip81369Y803)	223	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$46.4K	0.0% ($46.4K/$127.6M)	QoQ -10.54% (-$5.5K) YoY-
(cusip74440B405)✕	3.8K	QoQ NEW(+3.8K) YoY-	All Managers (Combined)	$45.7K	0.0% ($45.7K/$127.6M)	QoQ NEW(+$45.7K) YoY-