One Charles Private Wealth Services, LLC: 13F holdings
CIK 18009382026Q2
| Positions | 175 |
|---|
| Reported value | $434.5m |
|---|
| Filed | 2026-07-15 |
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Change since last quarter
| Positions | 175 (+17 vs prior quarter) |
|---|
| Reported value | $434.5m (+8.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 92,896 | $46.5m | 10.7% |
| TPL TEXAS PACIFIC LAND CORPORATI | 70,698 | $30.9m | 7.1% |
| INFL LISTED FDS TR | 484,447 | $24.2m | 5.6% |
| VTV VANGUARD INDEX FDS | 104,141 | $22.7m | 5.2% |
| VUG VANGUARD INDEX FDS | 220,144 | $19.0m | 4.4% |
| LB LANDBRIDGE COMPANY LLC | 224,152 | $17.8m | 4.1% |
| SAMT ADVISORS INNER CIRCLE FD III | 313,351 | $15.0m | 3.4% |
| JAAA JANUS DETROIT STR TR | 294,351 | $14.9m | 3.4% |
| XLK SELECT SECTOR SPDR TR | 64,884 | $12.4m | 2.8% |
| GBTC GRAYSCALE BITCOIN TRUST ETF | 259,750 | $11.8m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1800938")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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