13F Insight
DOSSIER · 13F-HR · Q2 2026

One Charles Private Wealth Services, LLC

$434M in tracked AUM across 177 positions as of Q2 2026.

OC
CIK 0001800938 · last filed Jun 30, 2026
Total AUM
$434M
as of Q2 2026
Holdings
177
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

One Charles Private Wealth Services, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$46M93K10.7%02
TPL
TEXAS PACIFIC LAND CORPORATI
$31M71K7.1%03
INFL
LISTED FDS TR
$24M484K5.6%04
VTV
VANGUARD INDEX FDS
$23M104K5.2%05
VUG
VANGUARD INDEX FDS
$19M220K4.4%06
LB
LANDBRIDGE COMPANY LLC
$18M224K4.1%07
SAMT
ADVISORS INNER CIRCLE FD III
$15M313K3.4%08
JAAA
JANUS DETROIT STR TR
$15M294K3.4%09
XLK
SELECT SECTOR SPDR TR
$12M65K2.8%10
GBTC
GRAYSCALE BITCOIN TRUST ETF
$12M260K2.7%

Filing history

2026Q2Jun 30
$434M▲ 8.7%
177 positionsView →2026Q1Mar 31
$400M▲ 3.3%
160 positionsView →2025Q4Dec 31
$387M▲ 1.6%
172 positionsView →2025Q3Sep 30
$381M▲ 6.9%
170 positionsView →2025Q2Jun 30
$356M▲ 15.2%
166 positionsLocked2025Q1Mar 31
$309M▲ 3.9%
148 positionsLocked2024Q4Dec 31
$297M▲ 13.1%
157 positionsLocked2024Q3Sep 30
$263M▲ 9.4%
156 positionsLocked2024Q2Jun 30
$240M▲ 4.6%
151 positionsLocked2024Q1Mar 31
$230M▲ 21.6%
146 positionsLocked2023Q4Dec 31
$189M▲ 10.4%
140 positionsLocked2023Q3Sep 30
$171M▼ 0.6%
127 positionsLocked
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