One Charles Private Wealth Services, LLC
Top Portfolio Positions
87 positions ·
$200,188,645 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
96,790 | $46,381,768 | 23.17% | |
| TPL |
Texas Pacific Land Corp
Energy
|
75,565 | $35,860,126 | 17.91% | |
| LB |
LandBridge Co LLC
Energy
|
235,765 | $16,279,573 | 8.13% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
276,992 | $14,614,097 | 7.30% | |
| AAPL |
Apple Inc.
Technology
|
30,121 | $7,644,408 | 3.82% | |
| NVDA |
Nvidia Corp
Technology
|
22,184 | $3,868,889 | 1.93% | |
| LRCX |
Lam Research Corp
Technology
|
17,830 | $3,809,557 | 1.90% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
124,003 | $3,718,849 | 1.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,518 | $3,682,294 | 1.84% | |
| ET |
Energy Transfer LP
Energy
|
187,441 | $3,617,611 | 1.81% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DMLP
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $297,639 | 10,983 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $245,579 | 10,983 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $284,349 | 10,983 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $305,986 | 10,983 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $330,368 | 10,983 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $366,063 | 10,983 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $331,137 | 10,983 | Shares | Sole | 2024-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||