One Charles Private Wealth Services, LLC
Q1 2025 13F Holdings
- Locationhingham, MA
- Num holdings
146
- Value ($000)
$308,905
- Date Filed05/08/2025
- Form type13F-HR
- CIK0001800938
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $48.29M | 16 % | 90,677 | ||
TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | $34.19M | 11 % | 25,806 | ||
INFL LISTED FD TR | HORIZON KINETICS | 53656F623 | $19.82M | 6 % | 487,659 | ||
GBTC GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | $19.09M | 6 % | 292,881 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $14.69M | 5 % | 85,026 | ||
ACVA ACV AUCTIONS INC | COM CL A | 00091G104 | $14.10M | 5 % | 1,000,964 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $13.54M | 4 % | 267,051 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $10.71M | 4 % | 28,879 | ||
LB LANDBRIDGE COMPANY LLC | CL A | 514952100 | $8.95M | 3 % | 124,438 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $7.14M | 2 % | 34,589 |
Rows Per Page
10
- 10
- 50
- 100