One Charles Private Wealth Services, LLC
Top Portfolio Positions
86 positions ·
$200,173,495 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 MSB
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $543,784 | 17,263 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $664,970 | 17,263 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $534,704 | 18,268 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $437,581 | 18,263 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $496,753 | 18,263 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $508,931 | 18,105 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $412,275 | 18,202 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $313,620 | 18,202 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $322,175 | 18,202 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $372,594 | 18,202 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $499,482 | 24,887 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $667,468 | 32,703 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $863,522 | 34,294 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $612,643 | 33,998 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $773,693 | 35,969 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $724,909 | 29,564 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $489,296 | 18,367 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $362,931 | 13,737 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $537,424 | 18,089 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $669,237 | 18,905 | Shares | Sole | 2021-08-10 | |
| No 13F history on record for this holder in this stock. | ||||||