StockDriftsStockDriftsTop 50 One Charles Private Wealth Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 11.62% | 96.8K | $46.4M | -0.42%(-406) | $377.71(+34.43%) | 2026-03-31 | |
| TPL | TEXAS PACIFIC LAND CORPORATI | 8.98% | 75.6K | $35.9M | -0.84%(-640) | $200.50(+103.09%) | 2026-03-31 | |
| INFL | LISTED FDS TR | 6.46% | 495.7K | $25.8M | -0.10%(-495) | $30.92(+61.00%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.9% | 99.6K | $19.6M | +5.47%(+5.17K) | $150.91(+45.23%) | 2026-03-31 | |
| LB | LANDBRIDGE COMPANY LLC | 4.08% | 235.8K | $16.3M | -0.40%(-942) | $60.98(+20.94%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.87% | 35.4K | $15.4M | +4.93%(+1.66K) | $56.69(+50.81%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 3.8% | 301.3K | $15.2M | +6.24%(+17.69K) | $50.78(-0.45%) | 2026-03-31 | |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 3.66% | 277.0K | $14.6M | -0.58%(-1.61K) | $44.17(+7.86%) | 2026-03-31 | |
| SAMT | ADVISORS INNER CIRCLE FD III | 3.01% | 305.5K | $12.0M | +9.87%(+27.44K) | $37.02(+24.28%) | 2026-03-31 | |
| JSI | JANUS DETROIT STR TR | 2.34% | 181.5K | $9.4M | +30.10%(+42.00K) | $52.12(-1.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.35% | +45.65% |
| Top 20 Holdings Unweighted | +12.33% | +41.75% |
Sign up free to track One Charles Private Wealth Services, LLC, compare funds side by side, and get alerts the moment positions change.