Stock Taper

ONE CHARLES PRIVATE WEALTH SERVICES, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Walmart Inc.WMT10.18K$1.15M
Dorchester Minerals, L.P.DMLP10.98K$277.32K
Amazon.com, Inc.AMZN11.19K$2.67M
Exxon Mobil CorporationXOM12.18K$1.67M
JPMorgan Chase & Co.JPM12.55K$4.11M
RTX CorporationRTX13.16K$2.5M
Iron Mountain IncorporatedIRM14.54K$1.84M
AGNC Investment Corp.AGNC16.09K$175.37K
Lam Research CorporationLRCX17.53K$7.59M
NVIDIA CorporationNVDA22.96K$4.59M
MPLX LpMPLX27.21K$1.53M
Apple Inc.AAPL29.47K$8.53M
Golub Capital BDC, Inc.GBDC38.16K$491.54K
Bank of America CorporationBAC41.89K$2.39M
Enterprise Products Partners L.P.EPD56.64K$2.08M
Texas Pacific Land CorporationTPL70.7K$30.94M
Berkshire Hathaway Inc.BRK-B92.9K$46.48M
Miami International Holdings, Inc.MIAX118.42K$4.4M
Energy Transfer LPET186.85K$3.57M
ACV Auctions Inc.ACVA779.77K$5.61M