One Charles Private Wealth Services, LLC - Portfolio Stock Holdings
One Charles Private Wealth Services, LLC disclosed 176 stock positions in a recent SEC 13F filing. $432,947,815 of stock holdings were filed, with the largest holdings including BRK.B, TPL, and INFL. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,094,633,947 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
176Est. Stock Holding Value:
$432,947,815Top Stock Holdings By Sector
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Portfolio Stock Holdings - One Charles Private Wealth Services, LLC
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Portfolio Options Holdings - One Charles Private Wealth Services, LLC
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