One Charles Private Wealth Services, LLC

Est. AUM

$399.2M

13F long equity, this entity only

Positions

159

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$46.4M	96790	11.62%	SOLE
2	TEXAS PACIFIC LAND CORPORATI	COM	$35.9M	75565	8.98%	SOLE
3	LISTED FDS TR	HORIZON KINETICS	$25.8M	495718	6.46%	SOLE
4	VANGUARD INDEX FDS	VALUE ETF	$19.6M	99648	4.90%	SOLE
5	LANDBRIDGE COMPANY LLC	CL A	$16.3M	235765	4.08%	SOLE
6	VANGUARD INDEX FDS	GROWTH ETF	$15.4M	35354	3.87%	SOLE
7	JANUS DETROIT STR TR	HENDRSON AAA CL	$15.2M	301265	3.80%	SOLE
8	GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$14.6M	276992	3.66%	SOLE
9	ADVISORS INNER CIRCLE FD III	STRATEGAS MACRO	$12.0M	305527	3.01%	SOLE
10	JANUS DETROIT STR TR	HENDERSON SECURI	$9.4M	181512	2.34%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET TEC	$8.7M	65111	2.17%	SOLE
12	SCHWAB STRATEGIC TR	US LCAP GR ETF	$8.0M	275202	2.01%	SOLE
13	APPLE INC	COM	$7.6M	30121	1.91%	SOLE
14	THORNBURG ETF TR	INTL EQUITY ETF	$6.6M	204515	1.65%	SOLE
15	SCHWAB STRATEGIC TR	US BRD MKT ETF	$5.6M	225062	1.41%	SOLE
16	VANGUARD WORLD FD	INF TECH ETF	$5.5M	7898	1.38%	SOLE
17	ARK ETF TR	INNOVATION ETF	$4.8M	71088	1.20%	SOLE
18	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.4M	20405	1.10%	SOLE
19	ISHARES INC	CORE MSCI EMKT	$3.9M	55786	0.97%	SOLE
20	NVIDIA CORPORATION	COM	$3.9M	22184	0.97%	SOLE
21	LAM RESEARCH CORP	COM NEW	$3.8M	17830	0.95%	SOLE
22	GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$3.7M	124003	0.93%	SOLE
23	JPMORGAN CHASE & CO	COM	$3.7M	12518	0.92%	SOLE
24	ENERGY TRANSFER L P	COM UT LTD PTN	$3.6M	187441	0.91%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$3.6M	5442	0.89%	SOLE
26	ACV AUCTIONS INC	COM CL A	$3.3M	783286	0.83%	SOLE
27	SELECT SECTOR SPDR TR	STATE STREET HEA	$3.0M	20603	0.76%	SOLE
28	ISHARES SILVER TR	ISHARES	$3.0M	43315	0.74%	SOLE
29	ENTERPRISE PRODS PARTNERS L	COM	$2.7M	70843	0.67%	SOLE
30	RTX CORPORATION	COM	$2.5M	13154	0.64%	SOLE
31	BANK AMERICA CORP	COM	$2.5M	51882	0.63%	SOLE
32	SELECT SECTOR SPDR TR	STATE STREET FIN	$2.5M	51223	0.63%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET COM	$2.4M	22053	0.61%	SOLE
34	MICROSOFT CORP	COM	$2.4M	6391	0.59%	SOLE
35	AMAZON COM INC	COM	$2.4M	11306	0.59%	SOLE
36	WORLD GOLD TR	SPDR GLD MINIS	$2.3M	25210	0.59%	SOLE
37	ALPHABET INC	CAP STK CL A	$2.3M	8013	0.58%	SOLE
38	VANGUARD INDEX FDS	SM CP VAL ETF	$2.1M	9780	0.53%	SOLE
39	EXXON MOBIL CORP	COM	$2.1M	12148	0.52%	SOLE
40	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.0M	3147	0.51%	SOLE
41	VANGUARD INDEX FDS	SML CP GRW ETF	$2.0M	6755	0.51%	SOLE
42	ARK 21SHARES BITCOIN ETF	SHS BEN INT	$2.0M	87707	0.49%	SOLE
43	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.7M	56849	0.44%	SOLE
44	META PLATFORMS INC	CL A	$1.7M	2955	0.42%	SOLE
45	VANGUARD WORLD FD	INDUSTRIAL ETF	$1.7M	5354	0.42%	SOLE
46	ISHARES TR	RUSSELL 2000 ETF	$1.7M	6733	0.42%	SOLE
47	VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	5116	0.41%	SOLE
48	SELECT SECTOR SPDR TR	STATE STREET CON	$1.6M	15040	0.41%	SOLE
49	MPLX LP	COM UNIT REP LTD	$1.6M	28118	0.40%	SOLE
50	ISHARES TR	CORE MSCI EAFE	$1.6M	17695	0.40%	SOLE

1–50 of 159

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.