Managed by One Charles Private Wealth Services, Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B | $48.9M | 97.2K | 0.00% | — |
| 2 | B | $48.8M | 97.0K | 0.00% | — |
| 3 | B | $46.6M | 96.0K | 0.00% | — |
| 4 | B | $46.5M | 92.9K | 0.00% | — |
| 5 | B | $46.4M | 96.8K | 0.00% | — |
| 6 | T TPL — | $35.9M | 75.6K | 0.00% | — |
| 7 | T TPL — | $30.9M | 70.7K | 0.00% | — |
| 8 | T TPL — | $27.5M | 26.0K | 0.00% | — |
| 9 | G GBTC — | $26M | 289.4K | 0.00% | — |
| 10 | H HKHC — | $25.8M | 495.7K | 0.00% | — |
| 11 | G GBTC — | $24.8M | 291.8K | 0.00% | — |
| 12 | H HKHC — | $24.2M | 484.4K | 0.00% | — |
| 13 | T TPL — | $24.1M | 25.8K | 0.00% | — |
| 14 | V VGES — | $22.7M | 104.1K | 0.00% | — |
| 15 | H HKHC — | $22.4M | 501.8K | 0.00% | — |
| 16 | H HKHC — | $22.1M | 496.2K | 0.00% | — |
| 17 | T TPL — | $21.9M | 76.2K | 0.00% | — |
| 18 | A ACVA — | $21.6M | 1.25M | 0.00% | — |
| 19 | H HKHC — | $20.9M | 496.8K | 0.00% | — |
| 20 | V VGES — | $19.6M | 99.6K | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.