Institutions / One Charles Private Wealth Services, LLC
One Charles Private Wealth Services, LLC
CIK 1800938 · Institution · as of Dec 31, 2025
Portfolio value
$386.82M
Positions
170
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 170 →
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $48.86M | 12.6% |
| Listed Fds Tr | $22.06M | 5.7% |
| Texas Pacific Land Corp | $21.89M | 5.7% |
| Grayscale Bitcoin Trust ETF | $19.05M | 4.9% |
| Vanguard Index Fds | $18.04M | 4.7% |
| Vanguard Index Fds | $16.44M | 4.2% |
| Janus Detroit Str Tr | $14.34M | 3.7% |
| LandBridge Co LLCLB | $11.60M | 3.0% |
| Advisors Inner Circle Fd III | $10.71M | 2.8% |
| Select Sector SPDR Tr | $9.52M | 2.5% |
| Schwab Strategic Tr | $8.97M | 2.3% |
| Apple Inc. | $8.16M | 2.1% |
| Janus Detroit Str Tr | $7.26M | 1.9% |
| ACV Auctions Inc. | $6.29M | 1.6% |
| Schwab Strategic Tr | $5.90M | 1.5% |
| Vanguard World Fd | $5.55M | 1.4% |
| Ark ETF Tr | $5.48M | 1.4% |
| Thornburg ETF Tr | $5.06M | 1.3% |
| Grayscale Bitcoin Mini Tr Et | $4.75M | 1.2% |
| Vanguard Specialized Funds | $4.49M | 1.2% |
| NVIDIA Corp | $4.07M | 1.1% |
| JPMorgan Chase & Co | $4.01M | 1.0% |
| iShares Tr | $3.71M | 1.0% |
| Select Sector SPDR Tr | $3.24M | 0.8% |
| Energy Transfer LPET | $3.22M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.