One Charles Private Wealth Services, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $342 Million distributed in 170 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 $48.8M, Grayscale Bitcoin Trust (Btc) with a value of $26M, Texas Pacific Land Corp with a value of $24.1M, Listed Fds Tr Horizon Kinetics with a value of $22.4M, and Vanguard Value ETF with a value of $17M.
Examining the 13F form we can see an increase of $17.6M in the current position value, from $325M to 342M.
Below you can find more details about One Charles Private Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$342 Million
ETFs: $186 Million
Financial Services: $58.3 Million
Energy: $33 Million
Technology: $21.8 Million
Consumer Cyclical: $15.1 Million
Industrials: $6.21 Million
Communication Services: $5.91 Million
Healthcare: $4.63 Million
Other: $5.76 Million
Stock Holdings Table Market Cap. of $200 Billions or more
