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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 $399,668,754
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK-B 96,790 $46,381,571 11.61%
2.
Texas Pacific Land Corp
 TPL 75,565 $35,860,161 8.97%
3.
Listed Fds Tr
 495,718 $25,807,066 6.46%
4.
Vanguard Index Fds - VALUE ETF
 99,648 $19,550,997 4.89%
5.
Landbridge Company Llc
 235,765 $16,279,598 4.07%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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