One Charles Private Wealth Services, LLC - Portfolio overview

One Charles Private Wealth Services, LLC has 181 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Financial Services.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY INC DEL, 11.44%
2. TPL - TEXAS PACIFIC LAND CORPORATI, 8.84%
3. INFL - LISTED FDS TR, 6.36%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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