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 101–150 of 170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HOLX | HOLOGIC INC | 6K | $100K–$500K | SH |
| IYW | ISHARES TR | 2K | $100K–$500K | SH |
| IXP | ISHARES TR | 3K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 1K | $100K–$500K | SH |
| IEMG | ISHARES INC | 6K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| RSPF | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 652 | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| JMBS | JANUS DETROIT STR TR | 8K | $100K–$500K | SH |
| RSPN | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 325 | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 767 | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| XLB | SELECT SECTOR SPDR TR | 7K | $100K–$500K | SH |
| TSLA | TESLA INC | 730 | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 8K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| WBS | WEBSTER FINL CORP | 5K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 646 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 6K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 3K | $100K–$500K | SH |
| BCDF | LISTED FDS TR | 10K | $100K–$500K | SH |
| KLAC | KLA CORP | 242 | $100K–$500K | SH |
| IYK | ISHARES TR | 4K | $100K–$500K | SH |
| RSPH | INVESCO EXCHANGE TRADED FD T | 9K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| MUB | ISHARES TR | 3K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 4K | $100K–$500K | SH |
| FXL | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 296 | $100K–$500K | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 10K | $100K–$500K | SH |
| FICO | FAIR ISAAC CORP | 150 | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 521 | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 377 | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| DMLP | DORCHESTER MINERALS LP | 11K | $100K–$500K | SH |
| SCHH | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| TTD | THE TRADE DESK INC | 6K | $100K–$500K | SH |
| IGM | ISHARES TR | 2K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 42 | $100K–$500K | SH |
| ETHE | GRAYSCALE ETHEREUM TRUST ETF | 9K | $100K–$500K | SH |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 10K | $100K–$500K | SH |