One Charles Private Wealth Services, LLC
Top Portfolio Positions
85 positions ·
$153,791,727 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TPL |
Texas Pacific Land Corp
Energy
|
75,565 | $35,860,126 | 23.32% | |
| LB |
LandBridge Co LLC
Energy
|
235,765 | $16,279,573 | 10.59% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
276,992 | $14,614,097 | 9.50% | |
| AAPL |
Apple Inc.
Technology
|
30,121 | $7,644,408 | 4.97% | |
| NVDA |
Nvidia Corp
Technology
|
22,184 | $3,868,889 | 2.52% | |
| LRCX |
Lam Research Corp
Technology
|
17,830 | $3,809,557 | 2.48% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
124,003 | $3,718,849 | 2.42% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,518 | $3,682,294 | 2.39% | |
| ET |
Energy Transfer LP
Energy
|
187,441 | $3,617,611 | 2.35% | |
| ACVA |
ACV Auctions Inc.
Consumer Cyclical
|
783,286 | $3,321,132 | 2.16% |
Portfolio Trend
Holdings in ACVA
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,321,132 | 783,286 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,292,107 | 784,552 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,372,967 | 945,809 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,151,811 | 995,796 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,103,582 | 1,000,964 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $21,636,050 | 1,001,669 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $22,342,527 | 1,098,993 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $21,462,383 | 1,176,021 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,351,804 | 1,190,826 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $18,830,253 | 1,242,921 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $18,915,205 | 1,246,061 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $21,616,789 | 1,251,696 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $18,959,225 | 1,468,569 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $13,401,388 | 1,632,325 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $12,879,159 | 1,791,260 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,213,915 | 950,140 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $15,111,427 | 1,020,353 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $20,919,069 | 1,110,354 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $27,561,495 | 1,540,609 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $10,521,986 | 410,534 | Shares | Sole | 2021-08-10 | |
| No 13F history on record for this holder in this stock. | ||||||