Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
One Charles Private Wealth Services, LLC (CIK 1800938) reported $399.7M across 157 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($46.4M, 11.61%), TPL ($35.9M, 8.97%), INFL ($25.8M, 6.46%), VTV ($19.6M, 4.89%), LB ($16.3M, 4.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.4M | 11.61% | 96,790 | Trimmed |
| 2 | TPL | TEXAS PACIFIC LAND CORPORATI | $35.9M | 8.97% | 75,565 | Trimmed |
| 3 | INFL | LISTED FDS TR | $25.8M | 6.46% | 495,718 | Trimmed |
| 4 | VTV | VANGUARD INDEX FDS | $19.6M | 4.89% | 99,648 | Added |
| 5 | LB | LANDBRIDGE COMPANY LLC | $16.3M | 4.07% | 235,765 | Trimmed |
| 6 | VUG | VANGUARD INDEX FDS | $15.4M | 3.86% | 35,354 | Added |
| 7 | JAAA | JANUS DETROIT STR TR | $15.2M | 3.80% | 301,265 | Added |
| 8 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $14.6M | 3.66% | 276,992 | Trimmed |
| 9 | SAMT | ADVISORS INNER CIRCLE FD III | $12.0M | 3.00% | 305,527 | Added |
| 10 | JSI | JANUS DETROIT STR TR | $9.4M | 2.34% | 181,512 | Added |
| 11 | XLK | SELECT SECTOR SPDR TR | $8.7M | 2.17% | 65,111 | Trimmed |
| 12 | SCHG | SCHWAB STRATEGIC TR | $8.0M | 2.01% | 275,202 | Added |
| 13 | AAPL | APPLE INC | $7.6M | 1.91% | 30,121 | Added |
| 14 | TXUE | THORNBURG ETF TR | $6.6M | 1.65% | 204,515 | Added |
| 15 | SCHB | SCHWAB STRATEGIC TR | $5.6M | 1.41% | 225,062 | Hold |
| 16 | VGT | VANGUARD WORLD FD | $5.5M | 1.38% | 7,898 | Added |
| 17 | ARKK | ARK ETF TR | $4.8M | 1.20% | 71,088 | Trimmed |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $4.4M | 1.10% | 20,405 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $3.9M | 0.97% | 22,184 | Added |
| 20 | IEMG | ISHARES INC | $3.9M | 0.97% | 55,786 | Added |
| 21 | LRCX | LAM RESEARCH CORP | $3.8M | 0.95% | 17,830 | Trimmed |
| 22 | BTC | GRAYSCALE BITCOIN MINI TR ET | $3.7M | 0.93% | 124,003 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $3.7M | 0.92% | 12,518 | Added |
| 24 | ET | ENERGY TRANSFER L P | $3.6M | 0.91% | 187,441 | Trimmed |
| 25 | IVV | ISHARES TR | $3.6M | 0.89% | 5,442 | Added |
Source: SEC Form 13F filings · as of 2026-03-31