One Charles Private Wealth Services, LLC
Q1 2026 13F Holdings
- Locationhingham, MA
- Num holdings
159
- Value ($000)
$399,669
- Date Filed 05/07/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $46.38M | 12 % | 96,790 | ||
TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | $35.86M | 9 % | 75,565 | ||
LISTED FDS TR | HORIZON KINETICS | 53656F623 | $25.81M | 7 % | 495,718 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $19.55M | 5 % | 99,648 | ||
LANDBRIDGE COMPANY LLC | CL A | 514952100 | $16.28M | 4 % | 235,765 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $15.44M | 4 % | 35,354 | ||
JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $15.17M | 4 % | 301,265 | ||
GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | $14.61M | 4 % | 276,992 | ||
ADVISORS INNER CIRCLE FD III | STRATEGAS MACRO | 00775Y645 | $12M | 3 % | 305,527 | ||
JANUS DETROIT STR TR | HENDERSON SECURI | 47103U746 | $9.36M | 2 % | 181,512 |
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