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 151–170 of 170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 675 | $100K–$500K | SH |
| ETH | GRAYSCALE ETHEREUM MINI TR E | 8K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 1K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 17K | $100K–$500K | SH |
| INTC | INTEL CORP | 6K | $100K–$500K | SH |
| ADBE | ADOBE INC | 608 | $100K–$500K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 195 | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| CSX | CSX CORP | 6K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 2K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 550 | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| AGNC | AGNC INVT CORP | 16K | $100K–$500K | SH |
| FTMA | PUTNAM ETF TRUST | 16K | $100K–$500K | SH |
| DNP | DNP SELECT INCOME FD INC | 11K | $100K–$500K | SH |
| HFRO | HIGHLAND OPPS & INCOME FD | 17K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 9K | $15K–$50K | SH (Put) |
| SACH | SACHEM CAP CORP | 15K | $15K–$50K | SH |
| INTS | INTENSITY THERAPEUTICS INC | 32K | $1K–$15K | SH |