Universe · entity

One Charles Private Wealth Services, LLC

Institutional manager (13F) · CIK 1800938
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $343M
#IssuerValueShares
1BERKSHIRE HATHAWAY INC DEL$46M96,790
2TEXAS PACIFIC LAND CORPORATI$36M75,565
3LISTED FDS TR$26M495,718
4VANGUARD INDEX FDS$20M99,648
5LANDBRIDGE COMPANY LLC$16M235,765
6VANGUARD INDEX FDS$15M35,354
7JANUS DETROIT STR TR$15M301,265
8GRAYSCALE BITCOIN TRUST ETF$15M276,992
9ADVISORS INNER CIRCLE FD III$12M305,527
10JANUS DETROIT STR TR$9M181,512
11SELECT SECTOR SPDR TR$9M65,111
12SCHWAB STRATEGIC TR$8M275,202
13APPLE INC$8M30,121
14THORNBURG ETF TR$7M204,515
15SCHWAB STRATEGIC TR$6M225,062
16VANGUARD WORLD FD$6M7,898
17ARK ETF TR$5M71,088
18VANGUARD SPECIALIZED FUNDS$4M20,405
19ISHARES INC$4M55,786
20NVIDIA CORPORATION$4M22,184
21LAM RESEARCH CORP$4M17,830
22GRAYSCALE BITCOIN MINI TR ET$4M124,003
23JPMORGAN CHASE & CO$4M12,518
24ENERGY TRANSFER L P$4M187,441
25ISHARES TR$4M5,442
26ACV AUCTIONS INC$3M783,286
27SELECT SECTOR SPDR TR$3M20,603
28ISHARES SILVER TR$3M43,315
29ENTERPRISE PRODS PARTNERS L$3M70,843
30RTX CORPORATION$3M13,154
31BANK AMERICA CORP$3M51,882
32SELECT SECTOR SPDR TR$3M51,223
33SELECT SECTOR SPDR TR$2M22,053
34MICROSOFT CORP$2M6,391
35AMAZON COM INC$2M11,306
36WORLD GOLD TR$2M25,210
37ALPHABET INC$2M8,013
38VANGUARD INDEX FDS$2M9,780
39EXXON MOBIL CORP$2M12,148
40STATE STR SPDR S&P 500 ETF T$2M3,147
41VANGUARD INDEX FDS$2M6,755
42ARK 21SHARES BITCOIN ETF$2M87,707
43SCHWAB STRATEGIC TR$2M56,849
44META PLATFORMS INC$2M2,955
45VANGUARD WORLD FD$2M5,354
46ISHARES TR$2M6,733
47VANGUARD INDEX FDS$2M5,116
48SELECT SECTOR SPDR TR$2M15,040
49MPLX LP$2M28,118
50ISHARES TR$2M17,695
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.