account_balance
Investment manager · 13F filer · SEC CIK 1800938
One Charles Private Wealth Services, LLC
Reported value$434Mas of Jun 30, 2026
Positions175 21 new, 4 sold out
Top 10 weight49.6%BRK-B alone is 11%
FiledJul 1515 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Inc
10.7%Trimmed −4%
TPLTexas Pacific Land Corp
7.1%Trimmed −6%
INFLListed FDS Tr
5.6%Trimmed −2%
VTVVanguard Index FDS
5.2%Added +5%
VUGVanguard Index FDS
4.4%Added +4%
LBLandBridge Corp
4.1%Trimmed −5%
SAMTAdvisors Inner Circle Fd III
3.4%Added +3%
JAAAJanus Detroit STR Tr
3.4%Trimmed −2%
XLKSelect Sector SPDR Tr
2.8%
GBTCGrayscale Bitcoin Trust ETF
2.7%−6%
SCHGSchwab Strategic Tr
2.1%
JSIJanus Detroit STR Tr
2.1%−3%
BRK-BBerkshire Hathaway Inc
10.7%Trimmed −4%
TPLTexas Pacific Land Corp
7.1%−6%
INFLListed FDS Tr
5.6%
VTVVanguard Index FDS
5.2%
VUGVanguard Index FDS
4.4%+4%
LBLandBridge Corp
4.1%−5%
SAMTAdvisors Inner Circle Fd III
3.4%
JAAAJanus Detroit STR Tr
3.4%
XLK2.8%
GBTCSCHG
JSI2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BRK-B Berkshire Hathaway Inc 10.7% Trimmed −4%TPL Texas Pacific Land Corp 7.1% Trimmed −6%
INFL Listed FDS Tr 5.6% Trimmed −2%
VTV Vanguard Index FDS 5.2% Added +5%
VUG Vanguard Index FDS 4.4% Added +4%
LB LandBridge Corp 4.1% Trimmed −5%SAMT Advisors Inner Circle Fd III 3.4% Added +3%
JAAA Janus Detroit STR Tr 3.4% Trimmed −2%
XLK Select Sector SPDR Tr 2.8% Held
GBTC Grayscale Bitcoin Trust ETF 2.7% Trimmed −6%SCHG Schwab Strategic Tr 2.1% Held
JSI Janus Detroit STR Tr 2.1% Trimmed −3%
What changed
Biggest moves since Mar 31, 2026
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