One Charles Private Wealth Services, LLC Portfolio Holdings
One Charles Private Wealth Services, LLC
- $325 Million
- Q2 2025
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.