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 51–100 of 170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MPLX | MPLX LP | 27K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 12K | $1M+ | SH |
| VDC | VANGUARD WORLD FD | 7K | $1M+ | SH |
| VCR | VANGUARD WORLD FD | 3K | $1M+ | SH |
| JAPN | LISTED FDS TR | 49K | $1M+ | SH |
| IRM | IRON MTN INC DEL | 15K | $1M+ | SH |
| IYF | ISHARES TR | 9K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| WMT | WALMART INC | 10K | $1M+ | SH |
| EFA | ISHARES TR | 12K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 7K | $1M+ | SH |
| CFLT | CONFLUENT INC | 36K | $1M+ | SH |
| ABBV | ABBVIE INC | 5K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| RXI | ISHARES TR | 5K | $500K+ | SH |
| IUSV | ISHARES TR | 10K | $500K+ | SH |
| IUSG | ISHARES TR | 6K | $500K+ | SH |
| AVGO | BROADCOM INC | 3K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 928 | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| BITW | BITWISE 10 CRYPTO INDEX ETF | 13K | $500K+ | SH |
| ORCL | ORACLE CORP | 4K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 16K | $500K+ | SH |
| MSB | MESABI TR | 17K | $500K+ | SH |
| SPYG | SPDR SERIES TRUST | 6K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| XLP | SELECT SECTOR SPDR TR | 8K | $500K+ | SH |
| IYJ | ISHARES TR | 4K | $500K+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 12K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| FXH | FIRST TR EXCHANGE TRADED FD | 5K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 901 | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $500K+ | SH |
| QCOM | QUALCOMM INC | 3K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $100K–$500K | SH |
| IYC | ISHARES TR | 5K | $100K–$500K | SH |
| VAW | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 788 | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 818 | $100K–$500K | SH |
| BOTZ | GLOBAL X FDS | 13K | $100K–$500K | SH |
| FXU | FIRST TR EXCHANGE TRADED FD | 10K | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 812 | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 18K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 6K | $100K–$500K | SH |
| IWF | ISHARES TR | 915 | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 5K | $100K–$500K | SH |