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One Charles Private Wealth Services, LLC 13F holdings

Filed 2026-07-15 · One Charles Private Wealth Services, LLC · 177 positions · $434.5M

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TickerCompanySharesValue% of portfolio
BRK-BBERKSHIRE HATHAWAY INC DEL92.9K$46.5M10.7%
TPLTEXAS PACIFIC LAND CORPORATI70.7K$30.9M7.1%
INFLLISTED FDS TR484.4K$24.2M5.6%
VTVVANGUARD INDEX FDS104.1K$22.7M5.2%
VUGVANGUARD INDEX FDS220.1K$19.0M4.4%
LBLANDBRIDGE COMPANY LLC224.2K$17.8M4.1%
SAMTADVISORS INNER CIRCLE FD III313.4K$15.0M3.4%
JAAAJANUS DETROIT STR TR294.4K$14.9M3.4%
XLKSELECT SECTOR SPDR TR64.9K$12.4M2.8%
GBTCGRAYSCALE BITCOIN TRUST ETF259.8K$11.8M2.7%
SCHGSCHWAB STRATEGIC TR271.9K$9.2M2.1%
JSIJANUS DETROIT STR TR176.7K$9.0M2.1%
AAPLAPPLE INC29.5K$8.5M2.0%
VGTVANGUARD WORLD FD63.9K$7.6M1.8%
LRCXLAM RESEARCH CORP17.5K$7.6M1.7%
TXUETHORNBURG ETF TR203.0K$7.0M1.6%
SCHBSCHWAB STRATEGIC TR225.1K$6.5M1.5%
FRDMEA SERIES TRUST82.7K$6.0M1.4%
ACVAACV AUCTIONS INC779.8K$5.6M1.3%
ARKKARK ETF TR69.3K$5.6M1.3%
VIGVANGUARD SPECIALIZED FUNDS21.0K$5.0M1.1%
NVDANVIDIA CORPORATION23.0K$4.6M1.1%
MIAXMIAMI INTL HLDGS INC118.4K$4.4M1.0%
JPMJPMORGAN CHASE & CO12.6K$4.1M0.9%
IVVISHARES TR5.4K$4.0M0.9%
ETENERGY TRANSFER L P186.8K$3.6M0.8%
XLVSELECT SECTOR SPDR TR20.6K$3.3M0.8%
BTCGRAYSCALE BITCOIN MINI TR ET123.3K$3.2M0.7%
GOOGLALPHABET INC8.1K$2.9M0.7%
IEFAISHARES TR28.6K$2.8M0.6%
XLFSELECT SECTOR SPDR TR49.8K$2.7M0.6%
AMZNAMAZON COM INC11.2K$2.7M0.6%
MSFTMICROSOFT CORP6.7K$2.5M0.6%
RTXRTX CORPORATION13.2K$2.5M0.6%
SPYSTATE STR SPDR S&P 500 ETF T3.3K$2.5M0.6%
VBKVANGUARD INDEX FDS6.7K$2.5M0.6%
BACBANK OF AMER CORP41.9K$2.4M0.5%
VBRVANGUARD INDEX FDS9.8K$2.4M0.5%
XLCSELECT SECTOR SPDR TR20.5K$2.2M0.5%
SLVISHARES SILVER TR39.6K$2.1M0.5%
EPDENTERPRISE PRODS PARTNERS L56.6K$2.1M0.5%
IWMISHARES TR6.5K$2.0M0.5%
GLDMWORLD GOLD TR24.6K$2.0M0.4%
VTIVANGUARD INDEX FDS5.3K$1.9M0.4%
VISVANGUARD WORLD FD5.3K$1.9M0.4%
IRMIRON MTN INC DEL14.5K$1.8M0.4%
SCHDSCHWAB STRATEGIC TR56.8K$1.8M0.4%
METAMETA PLATFORMS INC3.1K$1.7M0.4%
ARKBARK 21SHARES BITCOIN ETF88.3K$1.7M0.4%
GOOGALPHABET INC4.8K$1.7M0.4%
EXMOCEXXON MOBIL CORP12.2K$1.7M0.4%
XLYSELECT SECTOR SPDR TR13.2K$1.6M0.4%
MPLXMPLX LP27.2K$1.5M0.4%
VOXVANGUARD WORLD FD8.2K$1.5M0.3%
VFHVANGUARD WORLD FD10.4K$1.4M0.3%
VDCVANGUARD WORLD FD6.0K$1.4M0.3%
VHTVANGUARD WORLD FD4.4K$1.3M0.3%
IYFISHARES TR9.9K$1.3M0.3%
RSPTINVESCO EXCHANGE TRADED FD T19.4K$1.2M0.3%
VCRVANGUARD WORLD FD3.1K$1.2M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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