ORG Wealth Partners, LLC

RIA/Wealth

ORG Wealth Partners, LLC is a RIA/Wealth based in Dallas, TX led by Michael Peter Mansur, managing $461.9M across 595 long positions as of Q3 2025 with 52% Technology concentration, 56% concentrated in top 10 holdings, 28% allocation to CORZ, and 52% technology allocation.

PresidentMichael Peter Mansur

Portfolio Value: $461.9M
Positions: 595
Top Holding: CORZ at 28.32%
Last Reported: Q3 2025

Address5001 Spring Valley Rd, Suite 810w, Dallas, TX, 75244, United States

Top Holdings

Largest long holdings in ORG Wealth Partners, LLC's portfolio (55.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Core Scientific, Inc. CORZ	Software - Infrastructure Technology	$130.8M	28.32%	+$2.3M Bought	2.37% 7.3M shares	Q3 2024 Held for 1y 2m
2 CORZW Core Scientific CORZW	Software - Infrastructure Technology	$53.0M	11.47%	-$2.9M Sold	— 4.6M shares	Q3 2024 Held for 1y 2m
3 Berkshire Hathaway BRK.A	Insurance - Diversified Financial Services	$16.6M	3.59%	—	0.00% 22.0 shares	Q4 2024 Held for 11 months
4 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$13.7M	2.96%	+$457.5K Bought	0.00% 27.2K shares	Q3 2024 Held for 1y 2m
5 Nvidia NVDA	Semiconductors Technology	$10.2M	2.21%	+$997.5K Bought	0.00% 54.6K shares	Q3 2024 Held for 1y 2m
6 Apple AAPL	Consumer Electronics Technology	$8.4M	1.82%	+$1.2M Bought	0.00% 32.9K shares	Q3 2024 Held for 1y 2m
7 Energy Transfer ET	Oil & Gas Midstream Energy	$7.0M	1.51%	+$25.4K Bought	0.01% 406.8K shares	Q3 2024 Held for 1y 2m
8 Amazon AMZN	Specialty Retail Consumer Cyclical	$6.1M	1.32%	+$480.4K Bought	0.00% 27.8K shares	Q3 2024 Held for 1y 2m
9 Exxon Mobil XOM	Oil & Gas Integrated Energy	$6.1M	1.31%	+$329.5K Bought	0.00% 53.8K shares	Q3 2024 Held for 1y 2m
10 Abbott ABT	Medical - Devices Healthcare	$5.9M	1.27%	+$277.1K Bought	0.00% 43.8K shares	Q3 2024 Held for 1y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ORG Wealth Partners, LLC's latest filing

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Market Value

$461.9M

Prior: $410.2M

Q/Q Change

+12.6%

+$51.7M

Net Flows % of MV

+5.16%

Turnover Ratio

6.38%

New Purchases

43 stocks

$7.5M

Added To

209 stocks

+$34.4M

Sold Out Of

100 stocks

$4.2M

Reduced Holdings

103 stocks

-$13.8M

Increased Positions

Position	Shares Δ	Change
1 ARMOUR Residential REIT ARR	New	0 → 315.0K +$4.7M
2 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC	New	0 → 12.6K +$944.5K
3 AutoZone AZO	New	0 → 67.0 +$287.4K
4 Arcosa ACA	New	0 → 1.9K +$173.6K
5 KYIV Kyivstar Group Ltd. Common Shares KYIV	New	0 → 12.7K +$158.8K

Decreased Positions

Position	Shares Δ	Change
1 Texas Pacific Land TPL	Sold	279.0 → 0 −$298.2K
2 Kinsale Capital Group KNSL	Sold	428.0 → 0 −$205.2K
3 Hershey HSY	Sold	1.1K → 0 −$197.8K
4 Avantor AVTR	Sold	10.3K → 0 −$144.0K
5 Baxter International BAX	Sold	4.6K → 0 −$143.7K

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Analytics

Portfolio insights and performance metrics for ORG Wealth Partners, LLC

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Sector Allocation

Technology

52.20%

ETF

11.00%

Financial Services

10.00%

Energy

4.90%

Healthcare

4.40%

Industrials

3.90%

Consumer Cyclical

3.50%

Communication Services

2.30%

Consumer Defensive

1.60%

Real Estate

1.50%

Basic Materials

1.10%

Utilities

0.70%

Market Cap Distribution

Mega Cap (> $200B)

27.47%

Large Cap ($10B - $200B)

16.88%

Mid Cap ($2B - $10B)

29.16%

Small Cap ($300M - $2B)

1.05%

Micro Cap ($50M - $300M)

0.22%

Nano Cap (< $50M)

0.25%

N/A (ETF or Unknown)

24.96%

Portfolio Concentration

Top 10 Holdings %

55.79%

Top 20 Holdings %

65.35%

Top 50 Holdings %

78.01%

Top 100 Holdings %

88.09%