One Charles Private Wealth Services, LLC

HINGHAM, MA · CIK 1800938 · 13F filing filed 2026-07-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyHingham, MA

$433.9m reported value +8.7% vs Q1 2026

175positions

49.6%in top 10

22 new 55 added 79 reduced 5 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($535.6k notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	92,896	$46.5m10.71%	10.71%	Reduced -3.9k	-3,894 -4.0%
2	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	70,698	$30.9m7.13%	7.13%	Reduced -4.9k	-4,867 -6.4%
3	LISTED FD TR HORIZON KINETICS INFL	INFL	484,447	$24.2m5.57%	5.57%	Reduced -11.3k	-11,271 -2.3%
4	VANGUARD INDEX FDS VALUE ETF VTV	VTV	104,141	$22.7m5.23%	5.23%	Added +4.5k	+4,493 4.5%
5	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	220,144	$19.0m4.37%	4.37%	Added +8.0k	+8,020 3.8%
6	LANDBRIDGE COMPANY LLC CL A LB	LB	224,152	$17.8m4.09%	4.09%	Reduced -11.6k	-11,613 -4.9%
7	ADVISORS INNER CIRCLE FD III STRATEGAS MACRO SAMT	SAMT	313,351	$15.0m3.45%	3.45%	Added +7.8k	+7,824 2.6%
8	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	294,351	$14.9m3.42%	3.42%	Reduced -6.9k	-6,914 -2.3%
9	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	64,884	$12.4m2.85%	2.85%	Reduced -227	-227 -0.3%
10	GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT GBTC	GBTC	259,750	$11.8m2.72%	2.72%	Reduced -17.2k	-17,242 -6.2%
11	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	271,918	$9.2m2.12%	2.12%	Reduced -3.3k	-3,284 -1.2%
12	JANUS DETROIT STR TR HENDERSON SECURI JSI	JSI	176,717	$9.0m2.09%	2.09%	Reduced -4.8k	-4,795 -2.6%
13	APPLE INC COM AAPL	AAPL	29,466	$8.5m1.96%	1.96%	Reduced -655	-655 -2.2%
14	VANGUARD WORLD FD INF TECH ETF VGT	VGT	63,908	$7.6m1.76%	1.76%	Added +724	+724 1.1%
15	LAM RESEARCH CORP COM NEW LRCX	LRCX	17,526	$7.6m1.75%	1.75%	Reduced -304	-304 -1.7%
16	THORNBURG ETF TR INTL EQUITY ETF TXUE	TXUE	202,964	$7.0m1.61%	1.61%	Reduced -1.6k	-1,551 -0.8%
17	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	225,062	$6.5m1.50%	1.50%	Unchanged
18	EA SERIES TRUST FREEDOM 100 EM FRDM	FRDM	82,719	$6.0m1.39%	1.39%	New
19	ACV AUCTIONS INC COM CL A COM CL A		779,768	$5.6m1.29%	1.29%	Reduced -3.5k	-3,518 -0.5%
20	ARK ETF TR INNOVATION ETF ARKK	ARKK	69,288	$5.6m1.29%	1.29%	Reduced -1.8k	-1,800 -2.5%
21	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	20,974	$5.0m1.14%	1.14%	Added +569	+569 2.8%
22	NVIDIA CORPORATION COM NVDA	NVDA	22,960	$4.6m1.06%	1.06%	Added +776	+776 3.5%
23	MIAMI INTL HLDGS INC COM MIAX	MIAX	118,419	$4.4m1.01%	1.01%	New
24	JPMORGAN CHASE & CO COM JPM	JPM	12,551	$4.1m0.95%	0.95%	Added +33	+33 0.3%
25	ISHARES TR CORE S&P500 ETF IVV	IVV	5,379	$4.0m0.93%	0.93%	Reduced -63	-63 -1.2%
26	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	186,850	$3.6m0.82%	0.82%	Reduced -591	-591 -0.3%
27	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	20,638	$3.3m0.75%	0.75%	Added +35	+35 0.2%
28	GRAYSCALE BITCOIN MINI TR ET SHS NEW BTC	BTC	123,284	$3.2m0.74%	0.74%	Reduced -719	-719 -0.6%
29	ALPHABET INC CAP STK CL A GOOGL	GOOGL	8,061	$2.9m0.66%	0.66%	Added +48	+48 0.6%
30	ISHARES TR CORE MSCI EAFE IEFA	IEFA	28,582	$2.8m0.64%	0.64%	Added +10.9k	+10,887 61.5%
31	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	49,814	$2.7m0.62%	0.62%	Reduced -1.4k	-1,409 -2.8%
32	AMAZON COM INC COM AMZN	AMZN	11,189	$2.7m0.61%	0.61%	Reduced -117	-117 -1.0%
33	MICROSOFT CORP COM MSFT	MSFT	6,699	$2.5m0.58%	0.58%	Added +308	+308 4.8%
34	RTX CORPORATION COM RTX	RTX	13,163	$2.5m0.58%	0.58%	Added +9	+9 0.1%
35	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,308	$2.5m0.57%	0.57%	Added +161	+161 5.1%
36	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	6,731	$2.5m0.57%	0.57%	Reduced -24	-24 -0.4%
37	BANK AMERICA CORP COM BAC	BAC	41,893	$2.4m0.55%	0.55%	Reduced -10.0k	-9,989 -19.2%
38	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	9,756	$2.4m0.55%	0.55%	Reduced -24	-24 -0.2%
39	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	20,549	$2.2m0.51%	0.51%	Reduced -1.5k	-1,504 -6.8%
40	ISHARES SILVER TR ISHARES SLV	SLV	39,592	$2.1m0.49%	0.49%	Reduced -3.7k	-3,723 -8.6%
41	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	56,643	$2.1m0.48%	0.48%	Reduced -14.2k	-14,200 -20.0%
42	ISHARES TR RUSSELL 2000 ETF IWM	IWM	6,518	$2.0m0.45%	0.45%	Reduced -215	-215 -3.2%
43	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	24,604	$2.0m0.45%	0.45%	Reduced -606	-606 -2.4%
44	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,265	$1.9m0.45%	0.45%	Added +149	+149 2.9%
45	VANGUARD WORLD FD INDUSTRIAL ETF VIS	VIS	5,344	$1.9m0.44%	0.44%	Reduced -10	-10 -0.2%
46	IRON MTN INC DEL COM IRM	IRM	14,538	$1.8m0.42%	0.42%	Reduced -437	-437 -2.9%
47	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	56,849	$1.8m0.42%	0.42%	Unchanged
48	META PLATFORMS INC CL A META	META	3,066	$1.7m0.40%	0.40%	Added +111	+111 3.8%
49	ARK 21SHARES BITCOIN ETF SHS BEN INT ARKB	ARKB	88,282	$1.7m0.40%	0.40%	Added +575	+575 0.7%
50	ALPHABET INC CAP STK CL C GOOG	GOOG	4,847	$1.7m0.39%	0.39%	Added +3	+3 0.1%
51	EXXON MOBIL CORP COM XOM	XOM	12,181	$1.7m0.38%	0.38%	Added +33	+33 0.3%
52	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	13,220	$1.6m0.36%	0.36%	Reduced -1.8k	-1,820 -12.1%
53	MPLX LP COM UNIT REP LTD MPLX	MPLX	27,209	$1.5m0.35%	0.35%	Reduced -909	-909 -3.2%
54	VANGUARD WORLD FD COMM SRVC ETF VOX	VOX	8,167	$1.5m0.35%	0.35%	Added +40	+40 0.5%
55	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	10,419	$1.4m0.32%	0.32%	Reduced -1.6k	-1,585 -13.2%
56	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	6,015	$1.4m0.31%	0.31%	Reduced -486	-486 -7.5%
57	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	4,415	$1.3m0.30%	0.30%	Reduced -827	-827 -15.8%
58	ISHARES TR U.S. FINLS ETF IYF	IYF	9,863	$1.3m0.29%	0.29%	Reduced -265	-265 -2.6%
59	INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC RSPT	RSPT	19,376	$1.2m0.29%	0.29%	Reduced -11.6k	-11,635 -37.5%
60	VANGUARD WORLD FD CONSUM DIS ETF VCR	VCR	3,090	$1.2m0.28%	0.28%	Added +104	+104 3.5%
61	ISHARES TR MSCI EAFE ETF EFA	EFA	11,643	$1.2m0.28%	0.28%	Unchanged
62	SELECT SECTOR SPDR TR INDL XLI	XLI	6,401	$1.2m0.27%	0.27%	Reduced -337	-337 -5.0%
63	ABBVIE INC COM ABBV	ABBV	4,710	$1.2m0.27%	0.27%	Reduced -48	-48 -1.0%
64	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,693	$1.2m0.27%	0.27%	Added +82	+82 5.1%
65	WALMART INC COM WMT	WMT	10,178	$1.2m0.27%	0.27%	Reduced -107	-107 -1.0%
66	SPDR GOLD TR GOLD SHS GLD	GLD	3,069	$1.1m0.26%	0.26%	Added +3	+3 0.1%
67	BROADCOM INC COM AVGO	AVGO	2,850	$1.1m0.25%	0.25%	Added +98	+98 3.6%
68	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,352	$995.7k0.23%	0.23%	Added +451	+451 50.1%
69	COSTCO WHSL CORP NEW COM COST	COST	944	$883.4k0.20%	0.20%	Added +9	+9 1.0%
70	CATERPILLAR INC COM CAT	CAT	820	$872.9k0.20%	0.20%	Added +8	+8 1.0%
71	ISHARES TR GLB CNS DISC ETF RXI	RXI	4,438	$856.4k0.20%	0.20%	Reduced -234	-234 -5.0%
72	JOHNSON & JOHNSON COM JNJ	JNJ	3,167	$804.3k0.19%	0.19%	Added +20	+20 0.6%
73	INTEL CORP COM INTC	INTC	5,732	$800.3k0.18%	0.18%	Reduced -38	-38 -0.7%
74	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,784	$783.0k0.18%	0.18%	Added +79	+79 2.9%
75	ISHARES TR CORE S&P US VLU IUSV	IUSV	6,995	$770.5k0.18%	0.18%	Reduced -538	-538 -7.1%
76	SELECT SECTOR SPDR TR ENERGY XLE	XLE	14,038	$745.6k0.17%	0.17%	Reduced -1.3k	-1,307 -8.5%
77	ISHARES TR CORE S&P US GWT IUSG	IUSG	3,936	$740.3k0.17%	0.17%	Reduced -565	-565 -12.6%
78	KLA CORP COM NEW KLAC	KLAC	2,430	$733.2k0.17%	0.17%	Added +10	+10 0.4%
79	ISHARES TR US INDUSTRIALS IYJ	IYJ	4,230	$704.9k0.16%	0.16%	Unchanged
80	HOME DEPOT INC COM HD	HD	1,949	$687.5k0.16%	0.16%	Reduced -203	-203 -9.4%
81	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	7,847	$651.9k0.15%	0.15%	Added +139	+139 1.8%
82	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	5,462	$649.9k0.15%	0.15%	Reduced -481	-481 -8.1%
83	CISCO SYS INC COM CSCO	CSCO	5,347	$628.1k0.14%	0.14%	Added +11	+11 0.2%
84	GE AEROSPACE COM NEW GE	GE	1,606	$600.0k0.14%	0.14%	Reduced -3	-3 -0.2%
85	PROCTER AND GAMBLE CO COM PG	PG	3,968	$581.8k0.13%	0.13%	Reduced -74	-74 -1.8%
86	ORACLE CORP COM ORCL	ORCL	3,862	$566.0k0.13%	0.13%	Added +3	+3 0.1%
87	QUALCOMM INC COM QCOM	QCOM	3,049	$563.5k0.13%	0.13%	Added +26	+26 0.9%
88	ISHARES TR U.S. TECH ETF IYW	IYW	2,224	$561.0k0.13%	0.13%	Added +341	+341 18.1%
89	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	788	$554.4k0.13%	0.13%	Unchanged
90	FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH FXH	FXH	4,518	$553.0k0.13%	0.13%	Reduced -412	-412 -8.4%
91	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	18,390	$509.4k0.12%	0.12%	Unchanged
92	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	2,200	$503.3k0.12%	0.12%	Reduced -115	-115 -5.0%
93	MERCK & CO INC COM MRK	MRK	3,893	$500.2k0.12%	0.12%	Added +12	+12 0.3%
94	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	9,157	$494.7k0.11%	0.11%	Reduced -641	-641 -6.5%
95	GOLUB CAP BDC INC COM GBDC	GBDC	38,163	$491.5k0.11%	0.11%	New
96	ISHARES TR US CONSUM DISCRE IYC	IYC	4,840	$489.3k0.11%	0.11%	Unchanged
97	BITWISE 10 CRYPTO INDEX ETF UNIT BENEFICIAL BITW	BITW	13,005	$488.7k0.11%	0.11%	Unchanged
98	GE VERNOVA INC COM GEV	GEV	412	$484.3k0.11%	0.11%	Added +35	+35 9.3%
99	VISA INC COM CL A V	V	1,348	$462.6k0.11%	0.11%	Added +19	+19 1.4%
100	ENERGY TRANSFER L P 9.250% FXD PFD I ET 9.25 PERP I	ET 9.25 PERP I	39,888	$457.1k0.11%	0.11%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HOLOGIC INC HOLX	HOLX	5,670	$428.6k5.7k shares
HONEYWELL INTL INC		903	$408.2k903 shares
INVESCO EXCHANGE TRADED FD T RSPN	RSPN	5,281	$304.1k5.3k shares
FIRST TR EXCHANGE TRADED FD FXL	FXL	1,557	$247.4k1.6k shares
PFIZER INC PFE	PFE	7,203	$202.3k7.2k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
BANK AMERICA CORP BAC · Put	BAC	Put	9,400	$535.6k9.4k shares	Reduced