One Charles Private Wealth Services, LLC Diversified Active

Location: Hingham, MA

CIK: 0001800938 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 6, 2026

Total Value: $387M (100.0% shares, 0.0% debt)

Holdings (171)

BRK/B BERKSHIRE HATHAWAY INC DEL 12.6%
Value $48.86M Shares 97,196 Est. Cost $381.66 Unrealized +30.4%
INFL LISTED FDS TR 5.7%
Value $22.06M Shares 496,213 Est. Cost $31.77 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 5.7%
Value $21.89M Shares 76,205 Est. Cost $266.52 Unrealized +14.4%
GBTC GRAYSCALE BITCOIN TRUST ETF 4.9%
Value $19.05M Shares 278,603 Est. Cost $63.17 Unrealized
VTV VANGUARD INDEX FDS 4.7%
Value $18.04M Shares 94,480 Est. Cost $150.39 Unrealized
VUG VANGUARD INDEX FDS 4.2%
Value $16.44M Shares 33,694 Est. Cost $346.39 Unrealized
JAAA JANUS DETROIT STR TR 3.7%
Value $14.34M Shares 283,575 Est. Cost $50.78 Unrealized
LB LANDBRIDGE COMPANY LLC 3.0%
Value $11.6M Shares 236,707 Est. Cost $63.37 Unrealized -8.2%
SAMT ADVISORS INNER CIRCLE FD III 2.8%
Value $10.71M Shares 278,083 Est. Cost $37.87 Unrealized
XLK SELECT SECTOR SPDR TR 2.5%
Value $9.521M Shares 66,129 Est. Cost $148.94 Unrealized
SCHG SCHWAB STRATEGIC TR 2.3%
Value $8.969M Shares 274,945 Est. Cost $29.52 Unrealized
AAPL APPLE INC 2.1%
Value $8.158M Shares 30,006 Est. Cost $133.09 Unrealized +101.6%
JSI JANUS DETROIT STR TR 1.9%
Value $7.263M Shares 139,513 Est. Cost $52.31 Unrealized
ACVA ACV AUCTIONS INC 1.6%
Value $6.292M Shares 784,552 Est. Cost $16.11 Unrealized -49.8%
SCHB SCHWAB STRATEGIC TR 1.5%
Value $5.903M Shares 225,062 Est. Cost $23.85 Unrealized
VGT VANGUARD WORLD FD 1.4%
Value $5.549M Shares 7,362 Est. Cost $567.67 Unrealized
ARKK ARK ETF TR 1.4%
Value $5.478M Shares 71,211 Est. Cost $101.36 Unrealized
TXUE THORNBURG ETF TR 1.3%
Value $5.057M Shares 161,314 Est. Cost $30.66 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 1.2%
Value $4.746M Shares 122,551 Est. Cost $41.62 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.2%
Value $4.486M Shares 20,412 Est. Cost $202.83 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value $4.074M Shares 21,843 Est. Cost $102.40 Unrealized +81.8%
JPM JPMORGAN CHASE & CO. 1.0%
Value $4.008M Shares 12,438 Est. Cost $139.25 Unrealized +122.3%
IVV ISHARES TR 1.0%
Value $3.706M Shares 5,411 Est. Cost $672.35 Unrealized
XLV SELECT SECTOR SPDR TR 0.8%
Value $3.24M Shares 20,928 Est. Cost $128.28 Unrealized
ET ENERGY TRANSFER L P 0.8%
Value $3.215M Shares 194,994 Est. Cost $17.11 Unrealized
MSFT MICROSOFT CORP 0.8%
Value $3.142M Shares 6,497 Est. Cost $264.47 Unrealized +89.3%
XLF SELECT SECTOR SPDR TR 0.8%
Value $3.076M Shares 56,168 Est. Cost $38.30 Unrealized
LRCX LAM RESEARCH CORP 0.8%
Value $3.056M Shares 17,852 Est. Cost $77.99 Unrealized +99.2%
SLV ISHARES SILVER TR 0.8%
Value $2.939M Shares 45,617 Est. Cost $21.80 Unrealized
AMZN AMAZON COM INC 0.7%
Value $2.777M Shares 12,031 Est. Cost $144.78 Unrealized +58.0%
ARKB ARK 21SHARES BITCOIN ETF 0.7%
Value $2.612M Shares 89,961 Est. Cost $47.78 Unrealized
XLC SELECT SECTOR SPDR TR 0.7%
Value $2.604M Shares 22,122 Est. Cost $68.28 Unrealized
GOOGL ALPHABET INC 0.7%
Value $2.551M Shares 8,149 Est. Cost $120.35 Unrealized +137.3%
BAC BANK AMERICA CORP 0.6%
Value $2.412M Shares 43,848 Est. Cost $37.00 Unrealized +42.4%
RTX RTX CORPORATION 0.6%
Value $2.372M Shares 12,932 Est. Cost $78.13 Unrealized +121.8%
EPD ENTERPRISE PRODS PARTNERS L 0.6%
Value $2.25M Shares 70,175 Est. Cost $27.59 Unrealized
GLDM WORLD GOLD TR 0.6%
Value $2.218M Shares 25,976 Est. Cost $41.76 Unrealized
VBR VANGUARD INDEX FDS 0.5%
Value $2.119M Shares 10,004 Est. Cost $173.94 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value $2.095M Shares 3,072 Est. Cost $533.42 Unrealized
VBK VANGUARD INDEX FDS 0.5%
Value $2.063M Shares 6,828 Est. Cost $261.54 Unrealized
META META PLATFORMS INC 0.5%
Value $1.98M Shares 3,000 Est. Cost $335.41 Unrealized +99.0%
VTI VANGUARD INDEX FDS 0.5%
Value $1.896M Shares 5,656 Est. Cost $228.16 Unrealized
XLY SELECT SECTOR SPDR TR 0.4%
Value $1.739M Shares 14,562 Est. Cost $148.03 Unrealized
IWM ISHARES TR 0.4%
Value $1.657M Shares 6,731 Est. Cost $246.16 Unrealized
VOX VANGUARD WORLD FD 0.4%
Value $1.646M Shares 8,499 Est. Cost $111.49 Unrealized
VIS VANGUARD WORLD FD 0.4%
Value $1.589M Shares 5,326 Est. Cost $203.93 Unrealized
VFH VANGUARD WORLD FD 0.4%
Value $1.578M Shares 11,818 Est. Cost $85.79 Unrealized
SCHD SCHWAB STRATEGIC TR 0.4%
Value $1.559M Shares 56,849 Est. Cost $26.50 Unrealized
VHT VANGUARD WORLD FD 0.4%
Value $1.545M Shares 5,368 Est. Cost $245.93 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.4%
Value $1.532M Shares 33,657 Est. Cost $48.31 Unrealized
GOOG ALPHABET INC 0.4%
Value $1.511M Shares 4,815 Est. Cost $120.22 Unrealized +138.2%
MPLX MPLX LP 0.4%
Value $1.462M Shares 27,385 Est. Cost $44.46 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $1.459M Shares 12,127 Est. Cost $53.79 Unrealized +114.7%
VDC VANGUARD WORLD FD 0.4%
Value $1.394M Shares 6,601 Est. Cost $193.42 Unrealized
VCR VANGUARD WORLD FD 0.3%
Value $1.284M Shares 3,260 Est. Cost $306.84 Unrealized
JAPN LISTED FDS TR 0.3%
Value $1.264M Shares 49,175 Est. Cost $27.32 Unrealized
IRM IRON MTN INC DEL 0.3%
Value $1.259M Shares 15,174 Est. Cost $57.34 Unrealized +61.8%
IYF ISHARES TR 0.3%
Value $1.181M Shares 9,161 Est. Cost $86.03 Unrealized
GLD SPDR GOLD TR 0.3%
Value $1.159M Shares 2,925 Est. Cost $220.13 Unrealized
WMT WALMART INC 0.3%
Value $1.151M Shares 10,334 Est. Cost $57.78 Unrealized +85.5%
EFA ISHARES TR 0.3%
Value $1.112M Shares 11,580 Est. Cost $96.03 Unrealized
XLI SELECT SECTOR SPDR TR 0.3%
Value $1.11M Shares 7,154 Est. Cost $124.13 Unrealized
CFLT CONFLUENT INC 0.3%
Value $1.093M Shares 36,151 Est. Cost $26.92 Unrealized -8.8%
ABBV ABBVIE INC 0.3%
Value $1.088M Shares 4,760 Est. Cost $123.13 Unrealized +84.8%
VOO VANGUARD INDEX FDS 0.3%
Value $1.01M Shares 1,611 Est. Cost $543.53 Unrealized
RXI ISHARES TR 0.3%
Value $998K Shares 4,863 Est. Cost $133.43 Unrealized
IUSV ISHARES TR 0.3%
Value $984K Shares 9,599 Est. Cost $84.33 Unrealized
IUSG ISHARES TR 0.3%
Value $973K Shares 5,795 Est. Cost $104.10 Unrealized
AVGO BROADCOM INC 0.2%
Value $955K Shares 2,760 Est. Cost $161.55 Unrealized +121.0%
COST COSTCO WHSL CORP NEW 0.2%
Value $800K Shares 928 Est. Cost $373.24 Unrealized +142.7%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $799K Shares 2,696 Est. Cost $120.86 Unrealized +147.2%
BITW BITWISE 10 CRYPTO INDEX ETF 0.2%
Value $764K Shares 13,005 Est. Cost $58.76 Unrealized
ORCL ORACLE CORP 0.2%
Value $740K Shares 3,797 Est. Cost $83.52 Unrealized +185.0%
HD HOME DEPOT INC 0.2%
Value $728K Shares 2,115 Est. Cost $301.21 Unrealized +21.0%
XLE SELECT SECTOR SPDR TR 0.2%
Value $701K Shares 15,688 Est. Cost $65.11 Unrealized
MSB MESABI TR 0.2%
Value $665K Shares 17,263 Est. Cost $29.03 Unrealized
SPYG SPDR SERIES TRUST 0.2%
Value $657K Shares 6,160 Est. Cost $63.70 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value $651K Shares 3,147 Est. Cost $146.23 Unrealized +34.7%
XLP SELECT SECTOR SPDR TR 0.2%
Value $611K Shares 7,865 Est. Cost $70.87 Unrealized
IYJ ISHARES TR 0.2%
Value $598K Shares 4,037 Est. Cost $106.43 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.2%
Value $585K Shares 11,721 Est. Cost $34.36 Unrealized
MCD MCDONALDS CORP 0.1%
Value $570K Shares 1,864 Est. Cost $219.91 Unrealized +38.7%
FXH FIRST TR EXCHANGE TRADED FD 0.1%
Value $561K Shares 4,930 Est. Cost $103.55 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $554K Shares 901 Est. Cost $360.33 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value $544K Shares 3,796 Est. Cost $122.51 Unrealized +20.1%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $524K Shares 2,038 Est. Cost $187.45 Unrealized +41.3%
QCOM QUALCOMM INC 0.1%
Value $521K Shares 3,046 Est. Cost $126.41 Unrealized +35.1%
GE GE AEROSPACE 0.1%
Value $495K Shares 1,607 Est. Cost $83.66 Unrealized +259.5%
IYC ISHARES TR 0.1%
Value $489K Shares 4,744 Est. Cost $77.98 Unrealized
VAW VANGUARD WORLD FD 0.1%
Value $482K Shares 2,324 Est. Cost $183.56 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value $476K Shares 788 Est. Cost $580.97 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $474K Shares 818 Est. Cost $447.20 Unrealized +26.4%
BOTZ GLOBAL X FDS 0.1%
Value $473K Shares 13,047 Est. Cost $34.65 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.1%
Value $469K Shares 10,420 Est. Cost $31.68 Unrealized
V VISA INC 0.1%
Value $468K Shares 1,333 Est. Cost $293.38 Unrealized +16.0%
CAT CATERPILLAR INC 0.1%
Value $465K Shares 812 Est. Cost $264.98 Unrealized +109.6%
SCHF SCHWAB STRATEGIC TR 0.1%
Value $442K Shares 18,390 Est. Cost $23.28 Unrealized
ABT ABBOTT LABS 0.1%
Value $436K Shares 3,477 Est. Cost $108.56 Unrealized +17.3%
CSCO CISCO SYS INC 0.1%
Value $436K Shares 5,654 Est. Cost $49.00 Unrealized +50.6%
IWF ISHARES TR 0.1%
Value $433K Shares 915 Est. Cost $284.52 Unrealized
IAU ISHARES GOLD TR 0.1%
Value $428K Shares 5,269 Est. Cost $45.47 Unrealized
HOLX HOLOGIC INC 0.1%
Value $422K Shares 5,670 Est. Cost $66.85 Unrealized +9.3%
IYW ISHARES TR 0.1%
Value $419K Shares 2,100 Est. Cost $173.27 Unrealized
IXP ISHARES TR 0.1%
Value $403K Shares 3,326 Est. Cost $68.65 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value $397K Shares 1,375 Est. Cost $249.67 Unrealized +15.6%
IEMG ISHARES INC 0.1%
Value $385K Shares 5,721 Est. Cost $50.63 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $383K Shares 2,152 Est. Cost $117.28 Unrealized +54.4%
VDE VANGUARD WORLD FD 0.1%
Value $378K Shares 3,004 Est. Cost $122.91 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.1%
Value $374K Shares 4,762 Est. Cost $53.84 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value $372K Shares 652 Est. Cost $437.45 Unrealized +32.3%
MRK MERCK & CO INC 0.1%
Value $366K Shares 3,478 Est. Cost $70.00 Unrealized +33.2%
HON HONEYWELL INTL INC 0.1%
Value $362K Shares 1,854 Est. Cost $193.97 Unrealized +0.5%
JMBS JANUS DETROIT STR TR 0.1%
Value $361K Shares 7,894 Est. Cost $45.05 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 0.1%
Value $352K Shares 6,217 Est. Cost $68.36 Unrealized
LLY ELI LILLY & CO 0.1%
Value $350K Shares 325 Est. Cost $540.83 Unrealized +76.7%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value $348K Shares 767 Est. Cost $454.45 Unrealized -5.2%
AMT AMERICAN TOWER CORP NEW 0.1%
Value $347K Shares 1,977 Est. Cost $207.10 Unrealized -12.9%
XLB SELECT SECTOR SPDR TR 0.1%
Value $339K Shares 7,468 Est. Cost $66.61 Unrealized
TSLA TESLA INC 0.1%
Value $328K Shares 730 Est. Cost $305.00 Unrealized +45.3%
XLU SELECT SECTOR SPDR TR 0.1%
Value $326K Shares 7,626 Est. Cost $56.19 Unrealized
UNP UNION PAC CORP 0.1%
Value $325K Shares 1,403 Est. Cost $201.01 Unrealized +13.1%
PEP PEPSICO INC 0.1%
Value $316K Shares 2,203 Est. Cost $132.14 Unrealized +10.4%
WBS WEBSTER FINL CORP 0.1%
Value $312K Shares 4,951 Est. Cost $49.85 Unrealized +19.1%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value $310K Shares 646 Est. Cost $480.57 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value $308K Shares 2,020 Est. Cost $129.90 Unrealized +16.6%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $307K Shares 5,685 Est. Cost $54.26 Unrealized -12.4%
IVE ISHARES TR 0.1%
Value $302K Shares 1,423 Est. Cost $144.45 Unrealized
PAYX PAYCHEX INC 0.1%
Value $300K Shares 2,672 Est. Cost $88.65 Unrealized +31.5%
BCDF LISTED FDS TR 0.1%
Value $297K Shares 9,825 Est. Cost $25.00 Unrealized
KLAC KLA CORP 0.1%
Value $294K Shares 242 Est. Cost $748.55 Unrealized +56.6%
IYK ISHARES TR 0.1%
Value $292K Shares 4,369 Est. Cost $106.84 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.1%
Value $286K Shares 8,980 Est. Cost $56.30 Unrealized
NFLX NETFLIX INC 0.1%
Value $285K Shares 3,036 Est. Cost $105.36 Unrealized +2.3%
MUB ISHARES TR 0.1%
Value $277K Shares 2,585 Est. Cost $106.47 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $263K Shares 4,209 Est. Cost $47.95 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value $262K Shares 1,557 Est. Cost $134.82 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value $260K Shares 296 Est. Cost $737.49 Unrealized +10.3%
BXSL BLACKSTONE SECD LENDING FD 0.1%
Value $259K Shares 9,831 Est. Cost $19.36 Unrealized +34.8%
FICO FAIR ISAAC CORP 0.1%
Value $254K Shares 150 Est. Cost $1250.79 Unrealized +37.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value $252K Shares 521 Est. Cost $459.12 Unrealized +3.7%
GEV GE VERNOVA INC 0.1%
Value $247K Shares 377 Est. Cost $420.65 Unrealized +44.8%
VPU VANGUARD WORLD FD 0.1%
Value $246K Shares 1,331 Est. Cost $145.12 Unrealized
DMLP DORCHESTER MINERALS LP 0.1%
Value $246K Shares 10,983 Est. Cost $30.15 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value $243K Shares 11,621 Est. Cost $20.89 Unrealized
LOW LOWES COS INC 0.1%
Value $243K Shares 1,007 Est. Cost $193.37 Unrealized +24.0%
TJX TJX COS INC NEW 0.1%
Value $238K Shares 1,551 Est. Cost $132.63 Unrealized +11.4%
TTD THE TRADE DESK INC 0.1%
Value $233K Shares 6,125 Est. Cost $52.45 Unrealized -15.5%
IGM ISHARES TR 0.1%
Value $226K Shares 1,747 Est. Cost $129.16 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value $225K Shares 42 Est. Cost $5105.69 Unrealized +0.6%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.1%
Value $224K Shares 9,202 Est. Cost $33.90 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.1%
Value $224K Shares 10,000 Est. Cost $20.07 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $223K Shares 675 Est. Cost $390.76 Unrealized -13.7%
ETH GRAYSCALE ETHEREUM MINI TR E 0.1%
Value $222K Shares 7,911 Est. Cost $37.51 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value $220K Shares 1,269 Est. Cost $164.10 Unrealized +4.0%
OBDC BLUE OWL CAPITAL CORPORATION 0.1%
Value $217K Shares 17,478 Est. Cost $12.76 Unrealized -3.2%
INTC INTEL CORP 0.1%
Value $215K Shares 5,814 Est. Cost $37.76 Unrealized 0.0%
ADBE ADOBE INC 0.1%
Value $213K Shares 608 Est. Cost $505.26 Unrealized -32.7%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value $213K Shares 2,978 Est. Cost $75.31 Unrealized
BLK BLACKROCK INC 0.1%
Value $209K Shares 195 Est. Cost $1108.48 Unrealized -1.7%
SCHV SCHWAB STRATEGIC TR 0.1%
Value $208K Shares 7,020 Est. Cost $40.16 Unrealized
CSX CSX CORP 0.1%
Value $207K Shares 5,702 Est. Cost $29.78 Unrealized +19.9%
WFC WELLS FARGO CO NEW 0.1%
Value $204K Shares 2,185 Est. Cost $86.63 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value $203K Shares 550 Est. Cost $356.97 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value $203K Shares 3,522 Est. Cost $55.99 Unrealized +6.0%
AGNC AGNC INVT CORP 0.0%
Value $172K Shares 16,002 Est. Cost $9.19 Unrealized
FTMA PUTNAM ETF TRUST 0.0%
Value $143K Shares 15,873 Est. Cost $9.01 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value $111K Shares 11,100 Est. Cost $10.48 Unrealized
HIGHLAND OPPS & INCOME FD 0.0%
Value $103K Shares 17,248 Est. Cost $9.03 Unrealized
BAC BANK AMERICA CORP 0.0%
Value $19,720 Shares 10,000 Est. Cost $37.00 Unrealized +42.4%
SACH SACHEM CAP CORP 0.0%
Value $15,600 Shares 15,000 Est. Cost $2.52 Unrealized
INTENSITY THERAPEUTICS INC 0.0%
Value $13,044 Shares 31,800 Est. Cost $5.20 Unrealized