One Charles Private Wealth Services, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $325 Million distributed in 166 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $46.6M, Texas Pacific Land Corp with a value of $27.5M, Grayscale Bitcoin Trust (Btc) with a value of $24.8M, Listed Fds Tr Horizon Kinetics with a value of $20.9M, and Acv Auctions Inc. with a value of $16.2M.
Examining the 13F form we can see an increase of $37.6M in the current position value, from $287M to 325M.
Below you can find more details about One Charles Private Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$325 Million
ETFs: $170 Million
Financial Services: $55.5 Million
Energy: $36.6 Million
Consumer Cyclical: $21.3 Million
Technology: $19.7 Million
Industrials: $6.13 Million
Communication Services: $5.37 Million
Healthcare: $4.45 Million
Other: $5.79 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
