One Charles Private Wealth Services, LLC
Top Portfolio Positions
84 positions ·
$153,693,241 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 | 23.33% | |
| LB |
LandBridge Co LLC
Energy
|
235,765 | $16,279,573 | 10.59% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
276,992 | $14,614,097 | 9.51% | |
| 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 | 2.40% | |
| 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 BTC
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,718,849 | 124,003 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,746,400 | 122,551 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,998,338 | 118,474 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,622,323 | 117,745 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,134,864 | 113,315 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,404,263 | 105,189 | Shares | Sole | 2025-02-11 | |
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