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Home > Institutional Investor > One Charles Private Wealth Services, Llc > Profile

Instuitional Investor - One Charles Private Wealth Services, Llc

Fund Profile
Filing Period:
Fund Name: One Charles Private Wealth Services, Llc
Portfolio Value $308,904,646
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 90,677 $48,293,019 15.63%
2.
Texas Pacific Land Corp
 TPL 25,806 $34,192,968 11.07%
3.
Listed Fd Tr
 487,659 $19,823,354 6.42%
4.
Grayscale Bitcoin Trust (Btc)
 292,881 $19,087,055 6.18%
5.
Vanguard Index Fds - VALUE ETF
 85,026 $14,687,423 4.75%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)