Institutional Fund
One Charles Private Wealth Services, LLC
Hingham, MACIK 18009385 filings on record
Portfolio Value
$399.18M
Q1 2026
Holdings
158
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+3.2%
from $386.82M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del11.6%
- Texas Pacific Land Corporati9.0%
- Listed Fds Tr6.5%
- Vanguard Index Fds4.9%
- Landbridge Company LLC4.1%
- Vanguard Index Fds3.9%
- Other60.1%
Portfolio Holdings
158 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 96.8K | $46.38M | 11.6% | −406 | Reduced |
| 2 | Texas Pacific Land Corporati | 75.6K | $35.86M | 9.0% | −640 | Reduced |
| 3 | Listed Fds Tr | 495.7K | $25.81M | 6.5% | −495 | Reduced |
| 4 | Vanguard Index Fds | 99.6K | $19.55M | 4.9% | +5.2K | Added |
| 5 | Landbridge Company LLC | 235.8K | $16.28M | 4.1% | −942 | Reduced |
| 6 | Vanguard Index Fds | 35.4K | $15.44M | 3.9% | +1.7K | Added |
| 7 | Janus Detroit Str Tr | 301.3K | $15.17M | 3.8% | +17.7K | Added |
| 8 | Grayscale Bitcoin Trust ETF | 277.0K | $14.61M | 3.7% | −1.6K | Reduced |
| 9 | Advisors Inner Circle Fd III | 305.5K | $12.00M | 3.0% | +27.4K | Added |
| 10 | Janus Detroit Str Tr | 181.5K | $9.36M | 2.3% | +42.0K | Added |
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