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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $325 Million
  • Prior Value $287 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
Track This Portfolio

Track One Charles Private Wealth Services, LLC Portfolio

Follow One Charles Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Charles Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Charles Private Wealth Services, LLC with notifications on news.