CIK 1800938
One Charles Private Wealth Services, LLC
Institutional 13F holdings & portfolio
Holdings
170
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 97K | $1M+ | SH |
| INFL | LISTED FDS TR | 496K | $1M+ | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 76K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 279K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 94K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 34K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 284K | $1M+ | SH |
| LB | LANDBRIDGE COMPANY LLC | 237K | $1M+ | SH |
| SAMT | ADVISORS INNER CIRCLE FD III | 278K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 66K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 275K | $1M+ | SH |
| AAPL | APPLE INC | 30K | $1M+ | SH |
| JSI | JANUS DETROIT STR TR | 140K | $1M+ | SH |
| ACVA | ACV AUCTIONS INC | 785K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 225K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 7K | $1M+ | SH |
| ARKK | ARK ETF TR | 71K | $1M+ | SH |
| TXUE | THORNBURG ETF TR | 161K | $1M+ | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 123K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 20K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 22K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 12K | $1M+ | SH |
| IVV | ISHARES TR | 5K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 21K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 195K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 6K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 56K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 18K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 46K | $1M+ | SH |
| AMZN | AMAZON COM INC | 12K | $1M+ | SH |
| ARKB | ARK 21SHARES BITCOIN ETF | 90K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 22K | $1M+ | SH |
| GOOGL | ALPHABET INC | 8K | $1M+ | SH |
| RTX | RTX CORPORATION | 13K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 70K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 26K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 15K | $1M+ | SH |
| IWM | ISHARES TR | 7K | $1M+ | SH |
| VOX | VANGUARD WORLD FD | 8K | $1M+ | SH |
| VIS | VANGUARD WORLD FD | 5K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 12K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 57K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 5K | $1M+ | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 34K | $1M+ | SH |
| GOOG | ALPHABET INC | 5K | $1M+ | SH |