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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 $188,912,791
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Acv Auctions Inc.
 ACVA 1,242,921 $18,830,253 9.96%
2.
Berkshire Hathaway Inc
 BRK.A 52,004 $18,547,736 9.81%
3.
Listed Fd Tr
 396,750 $12,485,710 6.6%
4.
Texas Pacific Land Corp
 TPL 65,997 $11,530,317 6.1%
5.
Vanguard Index Fds
 56,287 $8,414,877 4.45%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)