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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 $355,960,474
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 96,022 $46,644,379 13.1%
2.
Texas Pacific Land Corp
 TPL 25,997 $27,463,272 7.72%
3.
Grayscale Bitcoin Trust (Btc)
 291,784 $24,752,037 6.95%
4.
Listed Fds Tr
 496,766 $20,948,612 5.89%
5.
Acv Auctions Inc.
 ACVA 995,796 $16,151,811 4.54%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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