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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 $380,677,166
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 97,036 $48,783,643 12.81%
2.
Grayscale Bitcoin Trust (Btc)
 289,410 $25,980,336 6.82%
3.
Texas Pacific Land Corp
 TPL 77,361 $24,075,922 6.32%
4.
Listed Fds Tr
 501,813 $22,428,540 5.89%
5.
Vanguard Index Fds - VALUE ETF
 91,218 $17,011,216 4.47%
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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