One Charles Private Wealth Services, LLC
Q3 2025 13F Holdings
- Locationhingham, MA
- Num holdings
168
- Value ($000)
$380,677
- Date Filed 11/12/2025
- Form type13F-HR
- CIK 0001800938
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $48.78M | 13 % | 97,036 | ||
G GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | $25.98M | 7 % | 289,410 | ||
TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | $24.08M | 6 % | 25,787 | ||
I LISTED FDS TR | HORIZON KINETICS | 53656F623 | $22.43M | 6 % | 501,813 | ||
V VANGUARD INDEX FDS | VALUE ETF | 922908744 | $17.01M | 5 % | 91,218 | ||
V VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $15.43M | 4 % | 32,169 | ||
J JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $14.22M | 4 % | 280,117 | ||
L LANDBRIDGE COMPANY LLC | CL A | 514952100 | $13.07M | 3 % | 244,982 | ||
X SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $9.51M | 3 % | 33,734 | ||
A ACV AUCTIONS INC | COM CL A | 00091G104 | $9.37M | 3 % | 945,809 |
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