One Charles Private Wealth Services, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), One Charles Private Wealth Services, LLC reported 167 stock positions worth $380.7 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 12.8% of the portfolio, followed by Grayscale Bitcoin Trust ETF (GBTC, 6.8%) and Texas Pacific Land (TPL, 6.3%). Compared with Q2 2025, it opened 7 new positions, sold out of 3, added to 62 and reduced 69. The biggest buy was a new position in Strategas Macro Them Opps (SAMT) and the biggest sale Acv Auctions Class A (ACVA, shares −5%).

Most Recent 13F
Q2 2026
Location
HINGHAM, MA
CIK
0001800938
Portfolio Value
$380.7M (Q3 2025)
SEC Filing
0001765380-25-000484 ↗ filed Nov 12, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $229.7M Q1 2024 Q2 2024: $240.3M Q2 2024 Q3 2024: $263.0M Q3 2024 Q4 2024: $297.4M Q4 2024 Q1 2025: $308.9M Q1 2025 Q2 2025: $356.0M Q2 2025 Q3 2025: $380.7M $380.7M Q3 2025 Q4 2025: $386.8M Q4 2025 Q1 2026: $398.7M Q1 2026 Q2 2026: $433.5M Q2 2026

Holdings 167 stocks · $380.7M
BRK.B Berkshire Hathaway Inc. Class B 12.81% 97,036 $48.8M Add +1.1%
GBTC Grayscale Bitcoin Trust ETF 6.82% 289,410 $26.0M Reduce -0.8%
TPL Texas Pacific Land Corp. 6.32% 25,787 $24.1M Reduce -0.8%
INFL Horizon Kinetics Infl Benef 5.89% 501,813 $22.4M Add +1.0%
VTV Vanguard Mrngstr Val ETF-Aui 4.47% 91,218 $17.0M Add +4.2%
VUG Vanguard Mrngstar GR ETF-Sui 4.05% 32,169 $15.4M Add +6.5%
JAAA Janus Henderson Aaa Clo ETF 3.74% 280,117 $14.2M Add +2.2%
LB Landbridge Co. LLC-A 3.43% 244,982 $13.1M Add +37.5%
XLK SS Technology Select Sector 2.50% 33,734 $9.5M Reduce -0.9%
ACVA Acv Auctions Inc. Class A 2.46% 945,809 $9.4M Reduce -5.0%
SCHG Schwab US Large-Cap Growth 2.31% 275,067 $8.8M Add +13.0%
AAPL Apple Inc. 2.05% 30,698 $7.8M Reduce -0.6%
ARKK ARK Innovation ETF 1.65% 72,575 $6.3M Reduce -1.4%
BTC Grayscale Bitcoin Mini ETF 1.58% 118,474 $6.0M Add +0.6%
SCHB Schwab US Broad Market ETF 1.56% 230,943 $5.9M Add +1.2%
JSI JH Securitized Income ETF 1.55% 113,161 $5.9M Add +33.4%
SAMT Strategas Macro Them Opps 1.40% 143,350 $5.3M New
VGT Vanguard Info Tech ETF 1.31% 6,675 $5.0M Add +21.8%
NVDA Nvidia Corp. 1.16% 23,759 $4.4M Add +2.3%
JPM JPMorgan Chase & Co. 1.12% 13,463 $4.2M Reduce -1.7%
ARKB ARK 21SHARES Bitcoin ETF 0.90% 90,155 $3.4M Reduce -1.8%
ET Energy Transfer LP 0.89% 197,955 $3.4M Reduce -0.9%
MSFT Microsoft Corp. 0.88% 6,482 $3.4M Reduce -3.1%
VTI VG Morningstar TS MKT ETF-US 0.87% 10,070 $3.3M Reduce -0.2%
XLF SS Financial Select Sector 0.79% 55,742 $3.0M Add +5.0%
AMZN Amazon.com Inc. 0.77% 13,381 $2.9M Add +16.8%
XLV SS Health Care Select Sector 0.77% 21,038 $2.9M Add +1.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.76% 56,092 $2.9M Reduce -2.5%
TXUE Thornburg Interntin Eqty ETF 0.72% 90,274 $2.7M Add +213.6%
XLC SS Comm Select Sector SPDR 0.70% 22,633 $2.7M Add +0.5%
LRCX Lam Research Corp. 0.63% 17,957 $2.4M Add +0.3%
EPD Enterprise Products Partners 0.58% 70,175 $2.2M Reduce -0.7%
META Meta Platforms Inc. Class A 0.57% 2,961 $2.2M Add +0.5%
RTX RTX Corp. 0.56% 12,833 $2.1M Reduce -3.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.55% 10,002 $2.1M Reduce -1.3%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.53% 6,828 $2.0M Reduce -1.5%
SLV iShares Silver Trust 0.53% 47,710 $2.0M Reduce -0.4%
GLDM SPDR Gold Minishares Trust 0.52% 25,856 $2.0M Add +2.2%
GOOGL Alphabet Inc. Class A 0.52% 8,120 $2.0M Add +1.6%
XLY SS Consumer Disc Select Sect 0.48% 7,653 $1.8M Add +10.3%
VFH Vanguard Financials ETF 0.44% 12,852 $1.7M Add +0.2%
VOX Vanguard Communication Servi 0.42% 8,501 $1.6M Add +7.5%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.41% 15,366 $1.6M Add +0.1%
VIG Vanguard Dividend Apprec ETF 0.41% 7,252 $1.6M Reduce -0.1%
SCHD Schwab US DVD Equity ETF 0.41% 56,849 $1.6M Reduce -24.2%
RSPT Invesco S&P 500 Equal Weight 0.39% 33,657 $1.5M No change
VIS Vanguard Industrials ETF 0.39% 5,049 $1.5M Add +2.3%
VDC Vanguard Consumer Staple ETF 0.39% 6,934 $1.5M Add +8.3%
VHT Vanguard Health Care ETF 0.38% 5,628 $1.5M Add +2.0%
MPLX MPLX LP 0.36% 27,385 $1.4M No change
XOM Exxon Mobil Corp. 0.36% 12,120 $1.4M Reduce -3.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.35% 2,017 $1.3M Reduce -2.6%
VCR Vanguard Consumer Discre ETF 0.34% 3,232 $1.3M Add +0.3%
XLI SS Industrial Select Sector 0.32% 8,017 $1.2M Add +9.2%
GOOG Alphabet Inc. Class C 0.31% 4,876 $1.2M Add +2.0%
IYF iShares US Financials ETF 0.31% 9,363 $1.2M Reduce -1.6%
ORCL Oracle Corp. 0.31% 4,166 $1.2M Reduce -0.3%
ABBV Abbvie Inc. 0.30% 4,868 $1.1M Reduce -8.9%
VOO Vanguard S&P 500 ETF 0.29% 1,825 $1.1M Add +15.9%
WMT Walmart Inc. 0.28% 10,502 $1.1M Reduce -0.9%
GLD SPDR Gold Shares 0.27% 2,925 $1.0M No change
RXI iShares Global Consumer Disc 0.26% 4,863 $1.0M Reduce -4.5%
IUSV iShares Core S&P U.S. Value 0.26% 9,733 $973K Reduce -1.7%
IUSG iShares Core S&P U.S. Growth 0.25% 5,885 $968K No change
AVGO Broadcom Inc. 0.25% 2,845 $939K Reduce -2.5%
JAPN Horizon Kinetics Japan Owner 0.25% 33,220 $934K Add +153.9%
COST Costco Wholesale Corp. 0.23% 957 $886K Reduce -1.1%
HD Home Depot Inc. 0.23% 2,164 $877K Reduce -2.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.21% 2,854 $805K Reduce -5.3%
CFLT Confluent Inc. Class A 0.19% 36,459 $722K Add +0.2%
XLE SS Energy Select Sector 0.18% 7,865 $703K Add +4.3%
SPYG SS SPDR P S&P 500 Growth ETF 0.18% 6,502 $680K Reduce -11.5%
JNJ Johnson & Johnson 0.16% 3,256 $604K Reduce -4.5%
ADP Automatic Data Processing 0.16% 2,046 $601K Reduce -7.2%
FXH First Trust Health Care Alph 0.16% 5,459 $599K Reduce -0.2%
PG The Procter & Gamble Co. 0.16% 3,881 $596K Reduce -6.1%
IYJ iShares U.S. Industrials ETF 0.16% 4,080 $595K Reduce -5.0%
XLP SS Consumer Staples Sel Sect 0.16% 7,571 $593K Reduce -6.9%
QQQ Invesco QQQ Trust Series 1 0.15% 976 $586K Reduce -3.8%
MCD McDonald's Corp. 0.15% 1,866 $567K Add +0.5%
DFIV Dimensional International Va 0.14% 11,721 $541K No change
MSB Mesabi Trust 0.14% 18,268 $535K Add +0.0%
GE General Electric filed as GE AEROSPACE 0.14% 1,710 $514K Add +2.0%
QCOM Qualcomm Inc. 0.13% 3,036 $505K Reduce -0.2%
IYC iShares US Consumer Discreti 0.13% 4,791 $502K Reduce -0.9%
FXU First Trust Utilities Alphad 0.13% 10,670 $485K Reduce -0.3%
ABT Abbott Laboratories 0.13% 3,569 $478K No change
VAW Vanguard Materials ETF 0.13% 2,329 $477K Reduce -0.7%
BOTZ Global X Robotics & Artifici 0.12% 13,349 $473K Reduce -1.3%
IXP iShares Global Comm Services 0.12% 3,734 $461K Reduce -6.4%
V Visa Inc. Class A 0.12% 1,342 $458K Reduce -0.1%
SCHF Schwab Intl Equity ETF 0.11% 18,390 $428K New
IWF iShares Russell 1000 Growth 0.11% 901 $422K Reduce -5.8%
NSC Norfolk Southern Corp. 0.11% 1,386 $416K Reduce -0.9%
IYW iShares Ustechnology ETF 0.11% 2,100 $411K Reduce -2.5%
NOC Northrop Grumman Corp. 0.10% 653 $398K Add +0.5%
PLTR Palantir Technologies Inc. Class A 0.10% 2,173 $396K Reduce -30.1%
TMO Thermo Fisher Scientific Inc. 0.10% 814 $395K Reduce -28.5%
CSCO Cisco Systems Inc. 0.10% 5,766 $395K Reduce -10.2%
AMT American Tower Corp. 0.10% 2,035 $391K Reduce -1.3%
HON Honeywell International Inc. 0.10% 1,853 $390K Add +0.3%
CAT Caterpillar Inc. 0.10% 807 $385K Add +1.1%
IAU iShares Gold Trust 0.10% 5,269 $383K No change
HOLX Hologic Inc. 0.10% 5,680 $383K Reduce -2.6%
IEMG iShares Core MSCI Emerging 0.10% 5,721 $377K No change
VDE Vanguard Energy ETF 0.10% 2,983 $375K Add +5.3%
NFLX Netflix Inc. 0.10% 309 $370K Reduce -2.5%
RSPF Invesco S&P 500 Equal Weight 0.10% 4,762 $370K Add +11.0%
JMBS Janus Henderson Mortg Backed 0.09% 7,894 $361K Reduce -0.0%
XLB SS Materials Select Sector 0.09% 3,916 $351K Add +6.8%
RSPN Invesco S&P 500 Equal Weight 0.09% 6,217 $349K No change
UNP Union Pacific Corp. 0.09% 1,452 $343K Add +0.8%
PAYX Paychex Inc. 0.09% 2,700 $342K No change
LOW Lowe's Cos Inc. 0.09% 1,359 $342K Add +0.7%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.09% 3,832 $334K Add +9.7%
TSLA Tesla Inc. 0.09% 735 $327K Add +8.9%
VRTX Vertex Pharmaceuticals Inc. 0.09% 827 $324K Add +17.5%
CVX Chevron Corp. 0.08% 2,055 $319K Add +15.8%
BCDF Horizon Kin Blockchain Dev 0.08% 9,825 $310K No change
PEP Pepsico Inc. 0.08% 2,190 $308K Add +3.1%
ETHE Grayscale Ethereum Staking E 0.08% 8,862 $304K New
IYK iShares US Consumer Staples 0.08% 4,392 $300K Reduce -5.5%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.08% 6,125 $300K Reduce -14.0%
LLY Eli Lilly & Co. 0.08% 392 $299K Add +4.3%
BMY Bristol-Myers Squibb Co. 0.08% 6,600 $298K Reduce -6.2%
WBS Webster Financial Corp. 0.08% 4,951 $294K No change
IVE iShares S&P 500 Value ETF 0.08% 1,423 $294K No change
IVV iShares Core S&P 500 ETF 0.08% 436 $292K No change
MRK Merck & Co. Inc. 0.08% 3,464 $291K Add +3.3%
IWB iShares Russell 1000 ETF 0.08% 783 $286K Reduce -3.1%
DMLP Dorchester Minerals LP 0.07% 10,983 $284K No change
MUB iShares National Muni Bond E 0.07% 2,550 $272K No change
VPU Vanguard Utilities ETF 0.07% 1,399 $265K Reduce -3.6%
RSPH Invesco S&P 500 Equal Weight 0.07% 8,980 $264K No change
ETH Grayscale Ethereum Staking M 0.07% 6,722 $263K New
FXL First Trust Technology Alpha 0.07% 1,557 $262K No change
KLAC KLA Corp. 0.07% 242 $261K No change
BXSL Blackstone Secured Lending F 0.07% 9,831 $256K No change
LMT Lockheed Martin Corp. 0.07% 513 $256K Add +2.0%
VEA Vanguard Ftse Developed ETF 0.07% 4,209 $252K No change
GEV GE Vernova Inc. 0.07% 405 $249K Add +2.5%
TXN Texas Instruments Inc. 0.06% 1,276 $234K Reduce -9.1%
UNH Unitedhealth Group Inc. 0.06% 672 $232K Add +2.1%
MO Altria Group Inc. 0.06% 3,471 $229K Add +0.6%
SCHV Schwab US Large-Cap Value 0.06% 7,854 $229K Reduce -15.1%
GS Goldman Sachs Group Inc. 0.06% 286 $228K New
BKNG Booking Holdings Inc. 0.06% 42 $227K Add +2.4%
MDY State Street SPDR S&P Midcap 0.06% 377 $225K No change
FICO Fair Isaac Corp. 0.06% 150 $224K No change
BLK BlackRock Inc. 0.06% 192 $224K New
OBDC Blue Owl Capital Corp. 0.06% 17,478 $223K No change
ADBE Adobe Inc. 0.06% 625 $220K Add +4.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.06% 1,516 $219K New
CARR Carrier Global Corp. 0.06% 3,592 $214K Reduce -12.1%
CIBR First Trust Nasdaq Cybersecu 0.06% 2,781 $211K No change
SBUX Starbucks Corp. 0.06% 2,484 $210K Add +0.1%
CMCSA Comcast Corp. Class A 0.05% 6,644 $209K Reduce -20.1%
IWV iShares Russell 3000 ETF 0.05% 542 $205K Reduce -17.5%
PFE Pfizer Inc. 0.05% 8,037 $205K Reduce -6.7%
NLY Annaly Capital Management Inc. 0.05% 10,037 $203K Add +0.4%
CSX CSX Corp. 0.05% 5,702 $202K Reduce -9.7%
BCSF Bain Capital Specialty Finan 0.04% 11,916 $170K Add +3.1%
AGNC AGNC Investment Corp. 0.04% 15,889 $156K Reduce -15.2%
DNP DNP Select Income Fund Inc. 0.03% 11,100 $111K No change
HFRO Highland Opport & Income 0.03% 17,248 $110K No change
SACH Sachem Capital Corp. 0.00% 15,000 $17K No change
INTS Intensity Therapeutics Inc. 0.00% 31,800 $8K No change

Options reported separately and not counted above: BAC puts ($2K).

Portfolio Sells Q2 2025 → Q3 2025
ACVA Acv Auctions Inc. Class A Reduce -5.0% 2.46% −2.08
TPL Texas Pacific Land Corp. Reduce -0.8% 6.32% −1.39
SCHD Schwab US DVD Equity ETF Reduce -24.2% 0.41% −0.15
GBTC Grayscale Bitcoin Trust ETF Reduce -0.8% 6.82% −0.13
ET Energy Transfer LP Reduce -0.9% 0.89% −0.12
ROST Ross Stores Inc. Sold out 0.00% −0.07
TTD Trade Desk Inc./the Class A Reduce -14.0% 0.08% −0.07
DIS The Walt Disney Co. Sold out 0.00% −0.06
DOV Dover Corp. Sold out 0.00% −0.06
MSFT Microsoft Corp. Reduce -3.1% 0.88% −0.05
EPD Enterprise Products Partners Reduce -0.7% 0.58% −0.04
IBM Intl Business Machines Corp. Reduce -5.3% 0.21% −0.04
COST Costco Wholesale Corp. Reduce -1.1% 0.23% −0.04
ADP Automatic Data Processing Reduce -7.2% 0.16% −0.03
XLP SS Consumer Staples Sel Sect Reduce -6.9% 0.16% −0.03
CMCSA Comcast Corp. Class A Reduce -20.1% 0.05% −0.03
PG The Procter & Gamble Co. Reduce -6.1% 0.16% −0.03
CARR Carrier Global Corp. Reduce -12.1% 0.06% −0.03
TMO Thermo Fisher Scientific Inc. Reduce -28.5% 0.10% −0.03
AMT American Tower Corp. Reduce -1.3% 0.10% −0.03
ARKB ARK 21SHARES Bitcoin ETF Reduce -1.8% 0.90% −0.02
XOM Exxon Mobil Corp. Reduce -3.7% 0.36% −0.02
NFLX Netflix Inc. Reduce -2.5% 0.10% −0.02
CSCO Cisco Systems Inc. Reduce -10.2% 0.10% −0.02
TXN Texas Instruments Inc. Reduce -9.1% 0.06% −0.02
SPYG SS SPDR P S&P 500 Growth ETF Reduce -11.5% 0.18% −0.02
IYJ iShares U.S. Industrials ETF Reduce -5.0% 0.16% −0.02
PLTR Palantir Technologies Inc. Class A Reduce -30.1% 0.10% −0.01
V Visa Inc. Class A Reduce -0.1% 0.12% −0.01
BMY Bristol-Myers Squibb Co. Reduce -6.2% 0.08% −0.01
IYK iShares US Consumer Staples Reduce -5.5% 0.08% −0.01
IYF iShares US Financials ETF Reduce -1.6% 0.31% −0.01
SCHV Schwab US Large-Cap Value Reduce -15.1% 0.06% −0.01
IWV iShares Russell 3000 ETF Reduce -17.5% 0.05% −0.01
IUSV iShares Core S&P U.S. Value Reduce -1.7% 0.26% −0.01
AGNC AGNC Investment Corp. Reduce -15.2% 0.04% −0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -1.3% 0.55% −0.01
WMT Walmart Inc. Reduce -0.9% 0.28% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.6% 0.35% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -0.1% 0.41% −0.01
HOLX Hologic Inc. Reduce -2.6% 0.10% −0.01
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -1.5% 0.53% −0.01
JMBS Janus Henderson Mortg Backed Reduce -0.0% 0.09% −0.01
PFE Pfizer Inc. Reduce -6.7% 0.05% −0.00
BAC Bank of America Corp. Reduce -2.5% 0.76% −0.00
CSX CSX Corp. Reduce -9.7% 0.05% −0.00
IXP iShares Global Comm Services Reduce -6.4% 0.12% −0.00
RXI iShares Global Consumer Disc Reduce -4.5% 0.26% −0.00
IYC iShares US Consumer Discreti Reduce -0.9% 0.13% −0.00
QCOM Qualcomm Inc. Reduce -0.2% 0.13% −0.00

Portfolio Buys Q2 2025 → Q3 2025
SAMT Strategas Macro Them Opps New 1.40% +1.40
TXUE Thornburg Interntin Eqty ETF Add +213.6% 0.72% +0.48
VUG Vanguard Mrngstar GR ETF-Sui Add +6.5% 4.05% +0.33
SCHG Schwab US Large-Cap Growth Add +13.0% 2.31% +0.31
JSI JH Securitized Income ETF Add +33.4% 1.55% +0.30
VGT Vanguard Info Tech ETF Add +21.8% 1.31% +0.29
JAPN Horizon Kinetics Japan Owner Add +153.9% 0.25% +0.14
LRCX Lam Research Corp. Add +0.3% 0.63% +0.14
NVDA Nvidia Corp. Add +2.3% 1.16% +0.13
VTV Vanguard Mrngstr Val ETF-Aui Add +4.2% 4.47% +0.12
GOOGL Alphabet Inc. Class A Add +1.6% 0.52% +0.12
SCHF Schwab Intl Equity ETF New 0.11% +0.11
ETHE Grayscale Ethereum Staking E New 0.08% +0.08
GOOG Alphabet Inc. Class C Add +2.0% 0.31% +0.07
ETH Grayscale Ethereum Staking M New 0.07% +0.07
AMZN Amazon.com Inc. Add +16.8% 0.77% +0.07
GS Goldman Sachs Group Inc. New 0.06% +0.06
BLK BlackRock Inc. New 0.06% +0.06
XLY SS Consumer Disc Select Sect Add +10.3% 0.48% +0.06
TJX TJX Companies Inc. New 0.06% +0.06
GLDM SPDR Gold Minishares Trust Add +2.2% 0.52% +0.05
LB Landbridge Co. LLC-A Add +37.5% 3.43% +0.05
VOO Vanguard S&P 500 ETF Add +15.9% 0.29% +0.04
VOX Vanguard Communication Servi Add +7.5% 0.42% +0.04
SCHB Schwab US Broad Market ETF Add +1.2% 1.56% +0.03
TSLA Tesla Inc. Add +8.9% 0.09% +0.03
XLI SS Industrial Select Sector Add +9.2% 0.32% +0.02
MSB Mesabi Trust Add +0.0% 0.14% +0.02
XLC SS Comm Select Sector SPDR Add +0.5% 0.70% +0.02
CAT Caterpillar Inc. Add +1.1% 0.10% +0.01
GE General Electric Add +2.0% 0.14% +0.01
NOC Northrop Grumman Corp. Add +0.5% 0.10% +0.01
CVX Chevron Corp. Add +15.8% 0.08% +0.01
VCR Vanguard Consumer Discre ETF Add +0.3% 0.34% +0.01
XLF SS Financial Select Sector Add +5.0% 0.79% +0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Add +9.7% 0.09% +0.01
GEV GE Vernova Inc. Add +2.5% 0.07% +0.01
INFL Horizon Kinetics Infl Benef Add +1.0% 5.89% +0.01
RSPF Invesco S&P 500 Equal Weight Add +11.0% 0.10% +0.01
LOW Lowe's Cos Inc. Add +0.7% 0.09% +0.01
XLE SS Energy Select Sector Add +4.3% 0.18% +0.01
VIS Vanguard Industrials ETF Add +2.3% 0.39% +0.00
VDE Vanguard Energy ETF Add +5.3% 0.10% +0.00
MO Altria Group Inc. Add +0.6% 0.06% +0.00
UNH Unitedhealth Group Inc. Add +2.1% 0.06% +0.00
PEP Pepsico Inc. Add +3.1% 0.08% +0.00
LMT Lockheed Martin Corp. Add +2.0% 0.07% +0.00
MRK Merck & Co. Inc. Add +3.3% 0.08% +0.00
XLB SS Materials Select Sector Add +6.8% 0.09% +0.00
NLY Annaly Capital Management Inc. Add +0.4% 0.05% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 174$433.5MBRK.B, TPL, INFL, VTV, VUG
Q1 2026 157$398.7MBRK.B, TPL, INFL, VTV, LB
Q4 2025 170$386.8MBRK.B, INFL, TPL, GBTC, VTV
Q3 2025 167$380.7MBRK.B, GBTC, TPL, INFL, VTV
Q2 2025 163$356.0MBRK.B, TPL, GBTC, INFL, ACVA
Q1 2025 145$308.9MBRK.B, TPL, INFL, GBTC, VTV
Q4 2024 154$297.4MBRK.B, TPL, GBTC, ACVA, INFL
Q3 2024 153$263.0MBRK.B, ACVA, TPL, INFL, GBTC
Q2 2024 148$240.3MBRK.B, ACVA, TPL, GBTC, INFL
Q1 2024 144$229.7MBRK.B, ACVA, GBTC, TPL, INFL