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| Happy Holidays!! thanks for using AUM13F!! |
| ORG Wealth Partners LLC
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| CRD # | 330923 |
| SEC # | 801-130034 |
| CIK # | 0002032602 |
| AUM | $415.8 M (2025-03-31) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 214-440-3909 |
| Address | 5001 Spring Valley Rd Dallas, TX 75244 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002032602 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Power & Digital Infrastructure Acquisition Corp | 122.3 | ||
| Power & Digital Infrastructure Acquisition Corp | 52.1 | ||
| Nvidia Corp | 7.6 | ||
| Energy Transfer Equity LP | 7.2 | ||
| Apple Inc | 5.8 | ||
| Abbott Laboratories | 5.7 | ||
| Amazon Com Inc | 5.6 | ||
| Exxon Mobil Corp | 5.6 | ||
| Palantir Technologies Inc | 4.2 | ||
| Microsoft Corp | 4.1 | ||
| AbbVie Inc | 3.7 | ||
| J P Morgan Chase & Co | 3.2 | ||
| International Business Machines Corp | 3.1 | ||
| Alphabet Inc | 2.8 | ||
| Shopify Inc | 2.4 | ||
| Tesla Motors Inc | 2.1 | ||
| Home Depot Inc | 2.1 | ||
| Enterprise Products Partners L P | 2.0 | ||
| United Rentals Inc /DE | 1.9 | ||
| Costco Wholesale Corp /NEW | 1.9 | ||
| Kratos Defense & Security Solutions Inc | 1.8 | ||
| Sprott Physical Gold Trust | 1.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 12.2 |
| (b) Individuals (high net worth individuals) | 82 | 339.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 2.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 60.5 |
| (n) Other | 0 | 0.0 |
| Total | 170 | 415.8 |
| By Discretionary | ||
| Discretionary | 108 | 346.8 |
| Non-Discretionary | 62 | 69.0 |
| Total | 170 | 415.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 415.8 | |
| Total | 170 | 415.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002032602] |
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