One Charles Private Wealth Services, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $287 Million distributed in 148 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 $48.3M, Texas Pacific Land Corp with a value of $34.2M, Listed Fds Tr Horizon Kinetics with a value of $19.8M, Grayscale Bitcoin Trust (Btc) with a value of $19.1M, and Vanguard Value ETF with a value of $14.7M.
Examining the 13F form we can see an increase of $5.06M in the current position value, from $282M to 287M.
Below you can find more details about One Charles Private Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$287 Million
ETFs: $137 Million
Financial Services: $55.4 Million
Energy: $41.9 Million
Consumer Cyclical: $18.5 Million
Technology: $16.1 Million
Industrials: $4.99 Million
Healthcare: $4.29 Million
Communication Services: $3.86 Million
Other: $4.74 Million
Stock Holdings Table Market Cap. of $200 Billions or more
