One Charles Private Wealth Services, LLC
•CIK: 1800938•Filing: Q4 2025
**One Charles Private Wealth Services, LLC** manages $387M across a diversified portfolio of 170 positions. The strategy exhibits significant allocations to value and defensive sectors, notably anchoring with a $48.9M position in BRK/B. Key holdings further include substantial allocations to INFL ($22.1M), TPL ($21.9M), and GBTC ($19.0M). This concentration suggests a tactical focus on established value anchors alongside exposure to inflation-hedging and technology sectors.
Total AUM
$386.8M
QoQ Performance
+1.6%
Positions
116
Top 10 Concentration
49.8%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B
INFL
TPL
BRK/B12.6%
INFL5.7%
TPL5.7%
GBTC4.9%
VTV4.7%
VUG4.2%
JAAA3.7%
LB3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.7%
Financial14.6%
Technology7.4%
Consumer1.8%
ETF1.8%
Industrial1.1%
Healthcare1.0%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW10 new positions
↑51 increased
↓76 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023