One Charles Private Wealth Services, LLC
Q2 2025 13F Holdings
- Locationhingham, MA
- Num holdings
164
- Value ($000)
$355,960
- Date Filed08/12/2025
- Form type13F-HR
- CIK0001800938
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $46.64M | 13 % | 96,022 | ||
TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | $27.46M | 8 % | 25,997 | ||
GBTC GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | $24.75M | 7 % | 291,784 | ||
INFL LISTED FDS TR | HORIZON KINETICS | 53656F623 | $20.95M | 6 % | 496,766 | ||
ACVA ACV AUCTIONS INC | COM CL A | 00091G104 | $16.15M | 5 % | 995,796 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $15.47M | 4 % | 87,509 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $13.90M | 4 % | 273,978 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $13.24M | 4 % | 30,205 | ||
LB LANDBRIDGE COMPANY LLC | CL A | 514952100 | $12.04M | 3 % | 178,176 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $8.62M | 2 % | 34,025 |
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