One Charles Private Wealth Services, LLC
Q2 2026 13F Holdings
- Locationhingham, MA
- Num holdings
176
- Value ($000)
$434,461
- Date Filed 07/15/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $46.48M | 11 % | 92,896 | ||
TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | $30.94M | 7 % | 70,698 | ||
LISTED FDS TR | HORI KI INFL ETF | 53656F623 | $24.16M | 6 % | 484,447 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $22.7M | 5 % | 104,141 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $18.96M | 4 % | 220,144 | ||
LANDBRIDGE COMPANY LLC | CL A | 514952100 | $17.76M | 4 % | 224,152 | ||
ADVISORS INNER CIRCLE FD III | STRATEGAS MACRO | 00775Y645 | $14.96M | 3 % | 313,351 | ||
JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $14.86M | 3 % | 294,351 | ||
SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | $12.36M | 3 % | 64,884 | ||
GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | $11.82M | 3 % | 259,750 |
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