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
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $46M | 96,790 |
| 2 | TEXAS PACIFIC LAND CORPORATI | $36M | 75,565 |
| 3 | LISTED FDS TR | $26M | 495,718 |
| 4 | VANGUARD INDEX FDS | $20M | 99,648 |
| 5 | LANDBRIDGE COMPANY LLC | $16M | 235,765 |
| 6 | VANGUARD INDEX FDS | $15M | 35,354 |
| 7 | JANUS DETROIT STR TR | $15M | 301,265 |
| 8 | GRAYSCALE BITCOIN TRUST ETF | $15M | 276,992 |
| 9 | ADVISORS INNER CIRCLE FD III | $12M | 305,527 |
| 10 | JANUS DETROIT STR TR | $9M | 181,512 |
| 11 | SELECT SECTOR SPDR TR | $9M | 65,111 |
| 12 | SCHWAB STRATEGIC TR | $8M | 275,202 |
| 13 | APPLE INC | $8M | 30,121 |
| 14 | THORNBURG ETF TR | $7M | 204,515 |
| 15 | SCHWAB STRATEGIC TR | $6M | 225,062 |
| 16 | VANGUARD WORLD FD | $6M | 7,898 |
| 17 | ARK ETF TR | $5M | 71,088 |
| 18 | VANGUARD SPECIALIZED FUNDS | $4M | 20,405 |
| 19 | ISHARES INC | $4M | 55,786 |
| 20 | NVIDIA CORPORATION | $4M | 22,184 |
| 21 | LAM RESEARCH CORP | $4M | 17,830 |
| 22 | GRAYSCALE BITCOIN MINI TR ET | $4M | 124,003 |
| 23 | JPMORGAN CHASE & CO | $4M | 12,518 |
| 24 | ENERGY TRANSFER L P | $4M | 187,441 |
| 25 | ISHARES TR | $4M | 5,442 |
| 26 | ACV AUCTIONS INC | $3M | 783,286 |
| 27 | SELECT SECTOR SPDR TR | $3M | 20,603 |
| 28 | ISHARES SILVER TR | $3M | 43,315 |
| 29 | ENTERPRISE PRODS PARTNERS L | $3M | 70,843 |
| 30 | RTX CORPORATION | $3M | 13,154 |
| 31 | BANK AMERICA CORP | $3M | 51,882 |
| 32 | SELECT SECTOR SPDR TR | $3M | 51,223 |
| 33 | SELECT SECTOR SPDR TR | $2M | 22,053 |
| 34 | MICROSOFT CORP | $2M | 6,391 |
| 35 | AMAZON COM INC | $2M | 11,306 |
| 36 | WORLD GOLD TR | $2M | 25,210 |
| 37 | ALPHABET INC | $2M | 8,013 |
| 38 | VANGUARD INDEX FDS | $2M | 9,780 |
| 39 | EXXON MOBIL CORP | $2M | 12,148 |
| 40 | STATE STR SPDR S&P 500 ETF T | $2M | 3,147 |
| 41 | VANGUARD INDEX FDS | $2M | 6,755 |
| 42 | ARK 21SHARES BITCOIN ETF | $2M | 87,707 |
| 43 | SCHWAB STRATEGIC TR | $2M | 56,849 |
| 44 | META PLATFORMS INC | $2M | 2,955 |
| 45 | VANGUARD WORLD FD | $2M | 5,354 |
| 46 | ISHARES TR | $2M | 6,733 |
| 47 | VANGUARD INDEX FDS | $2M | 5,116 |
| 48 | SELECT SECTOR SPDR TR | $2M | 15,040 |
| 49 | MPLX LP | $2M | 28,118 |
| 50 | ISHARES TR | $2M | 17,695 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.