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One Charles Private Wealth Services, LLC

Q2 2025 · 13F-HR

One Charles Private Wealth Services, LLCholdings as filed

Filed 2025-08-12 · accession 0001765380-25-000363

$356.0M
Reported value
164
Positions
2025-06-30
Period end
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The Brief · One Charles Private Wealth Services, LLC · Q2 2025

AI · grounded in 13F

One Charles Private Wealth Services, LLC established a new position in BRK/B valued at $46.6M. The fund also initiated new stakes in TPL for $27.5M and GBTC for $24.8M. Additional new positions include INFL at $20.9M and ACVA at $16.2M. The fund ended the period with 163 positions and total AUM of $356M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$46.6M13.1%96,022CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$27.5M7.72%25,997CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$24.8M6.95%291,784CommonNONE
53656F623INFLLISTED FDS TR$20.9M5.89%496,766CommonNONE
00091G104ACVAACV AUCTIONS INC$16.2M4.54%995,796CommonNONE
922908744VTVVANGUARD INDEX FDS$15.5M4.34%87,509CommonNONE
47103U845JAAAJANUS DETROIT STR TR$13.9M3.91%273,978CommonNONE
922908736VUGVANGUARD INDEX FDS$13.2M3.72%30,205CommonNONE
514952100LBLANDBRIDGE COMPANY LLC$12.0M3.38%178,176CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$8.6M2.42%34,025CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$7.1M2.00%243,416CommonNONE
037833100AAPLAPPLE INC$6.3M1.78%30,888CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$5.6M1.58%117,745CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$5.4M1.53%228,227CommonNONE
00214Q104ARKKARK ETF TR$5.2M1.45%73,592CommonNONE
47103U746JSIJANUS DETROIT STR TR$4.5M1.25%84,845CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.0M1.12%13,697CommonNONE
67066G104NVDANVIDIA CORPORATION$3.7M1.03%23,231CommonNONE
92204A702VGTVANGUARD WORLD FD$3.6M1.02%5,479CommonNONE
29273V100ETENERGY TRANSFER L P$3.6M1.02%199,670CommonNONE
594918104MSFTMICROSOFT CORP$3.3M0.93%6,688CommonNONE
040919102ARKBARK 21SHARES BITCOIN ETF$3.3M0.92%91,764CommonNONE
922908769VTIVANGUARD INDEX FDS$3.1M0.86%10,088CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.8M0.79%20,821CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$2.8M0.78%53,075CommonNONE
060505104BACBANK AMERICA CORP$2.7M0.76%57,533CommonNONE
023135106AMZNAMAZON COM INC$2.5M0.71%11,452CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$2.4M0.69%22,522CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$2.2M0.62%70,682CommonNONE
30303M102METAMETA PLATFORMS INC$2.2M0.61%2,945CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2.0M0.56%75,000CommonNONE
922908611VBRVANGUARD INDEX FDS$2.0M0.56%10,138CommonNONE
75513E101RTXRTX CORPORATION$1.9M0.54%13,283CommonNONE
922908595VBKVANGUARD INDEX FDS$1.9M0.54%6,931CommonNONE
512807306LRCXLAM RESEARCH CORP$1.7M0.49%17,900CommonNONE
98149E303GLDMWORLD GOLD TR$1.7M0.47%25,310CommonNONE
92204A405VFHVANGUARD WORLD FD$1.6M0.46%12,832CommonNONE
46284V101IRMIRON MTN INC DEL$1.6M0.44%15,348CommonNONE
46428Q109SLVISHARES SILVER TR$1.6M0.44%47,920CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.5M0.42%6,939CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.5M0.42%7,256CommonNONE
55336V100MPLXMPLX LP$1.4M0.40%27,385CommonNONE
02079K305GOOGLALPHABET INC$1.4M0.40%7,990CommonNONE
92204A207VDCVANGUARD WORLD FD$1.4M0.39%6,403CommonNONE
92204A603VISVANGUARD WORLD FD$1.4M0.39%4,937CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$1.4M0.39%33,657CommonNONE
92204A504VHTVANGUARD WORLD FD$1.4M0.39%5,520CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M0.38%12,587CommonNONE
92204A884VOXVANGUARD WORLD FD$1.4M0.38%7,908CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.3M0.36%2,070CommonNONE
92204A108VCRVANGUARD WORLD FD$1.2M0.33%3,222CommonNONE
464287788IYFISHARES TR$1.2M0.32%9,515CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.1M0.30%7,339CommonNONE
931142103WMTWALMART INC$1.0M0.29%10,599CommonNONE
00287Y109ABBVABBVIE INC$991,3250.28%5,341CommonNONE
464288745RXIISHARES TR$957,9380.27%5,090CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$957,8490.27%968CommonNONE
464287663IUSVISHARES TR$936,5530.26%9,897CommonNONE
68389X105ORCLORACLE CORP$913,7890.26%4,180CommonNONE
20717M1038QRCONFLUENT INC$907,3770.25%36,397CommonNONE
922908363VOOVANGUARD INDEX FDS$894,8180.25%1,575CommonNONE
78463V107GLDSPDR GOLD TR$891,6280.25%2,925CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$888,7620.25%3,015CommonNONE
464287671IUSGISHARES TR$885,1040.25%5,885CommonNONE
88521L306TXUETHORNBURG ETF TR$850,7900.24%28,789CommonNONE
02079K107GOOGALPHABET INC$847,9240.24%4,780CommonNONE
437076102HDHOME DEPOT INC$812,8410.23%2,217CommonNONE
11135F101AVGOBROADCOM INC$804,0710.23%2,917CommonNONE
78464A409SPYGSPDR SERIES TRUST$700,4110.20%7,348CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$679,5920.19%2,204CommonNONE
742718109PGPROCTER AND GAMBLE CO$658,5320.19%4,133CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$658,3990.18%8,131CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$639,2980.18%7,538CommonNONE
464287754IYJISHARES TR$611,0790.17%4,294CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$567,3370.16%5,472CommonNONE
46090E103QQQINVESCO QQQ TR$559,3630.16%1,014CommonNONE
580135101MCDMCDONALDS CORP$542,6310.15%1,857CommonNONE
478160104JNJJOHNSON & JOHNSON$520,8780.15%3,410CommonNONE
88339J105TTDTHE TRADE DESK INC$512,9290.14%7,125CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$502,0100.14%11,721CommonNONE
002824100ABTABBOTT LABS$485,4200.14%3,569CommonNONE
747525103QCOMQUALCOMM INC$484,6020.14%3,043CommonNONE
464287580IYCISHARES TR$481,8590.14%4,836CommonNONE
92826C839VVISA INC$476,8320.13%1,343CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$461,9150.13%1,139CommonNONE
92204A801VAWVANGUARD WORLD FD$457,0710.13%2,346CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$455,5220.13%2,061CommonNONE
33734X184FXUFIRST TR EXCHANGE TRADED FD$453,6780.13%10,705CommonNONE
464287275IXPISHARES TR$447,9320.13%3,988CommonNONE
17275R102CSCOCISCO SYS INC$445,5640.13%6,422CommonNONE
37954Y715BOTZGLOBAL X FDS$441,6980.12%13,528CommonNONE
590672101MSBMESABI TR$437,5810.12%18,263CommonNONE
369604301GEGE AEROSPACE$431,3860.12%1,676CommonNONE
438516106HONHONEYWELL INTL INC$430,1290.12%1,847CommonNONE
64110L106NFLXNETFLIX INC$424,5040.12%317CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$423,5850.12%3,107CommonNONE
464287614IWFISHARES TR$406,3230.11%957CommonNONE
704326107PAYXPAYCHEX INC$392,6740.11%2,700CommonNONE
436440101HO1HOLOGIC INC$379,8830.11%5,830CommonNONE
464287721IYWISHARES TR$373,0500.10%2,153CommonNONE
53656H835JAPNLISTED FDS TR$366,9280.10%13,086CommonNONE
655844108NSCNORFOLK SOUTHN CORP$357,7690.10%1,398CommonNONE
47103U852JMBSJANUS DETROIT STR TR$355,7600.10%7,897CommonNONE
46434G103IEMGISHARES INC$343,4320.10%5,721CommonNONE
92204A306VDEVANGUARD WORLD FD$337,3480.09%2,832CommonNONE
46137V324RSPNINVESCO EXCHANGE TRADED FD T$332,7960.09%6,217CommonNONE
907818108UNPUNION PAC CORP$331,3150.09%1,440CommonNONE
464285204IAUISHARES GOLD TR$328,5750.09%5,269CommonNONE
464287812IYKISHARES TR$327,7320.09%4,650CommonNONE
46137V340RSPFINVESCO EXCHANGE TRADED FD T$326,5280.09%4,290CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$325,5490.09%7,033CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$324,9870.09%650CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$321,8240.09%3,665CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$313,4210.09%704CommonNONE
149123101CATCATERPILLAR INC$309,6400.09%798CommonNONE
53656G209BCDFLISTED FDS TR$306,2450.09%9,825CommonNONE
25820R105DMLPDORCHESTER MINERALS LP$305,9860.09%10,983CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$302,3030.08%9,831CommonNONE
548661107LOWLOWES COS INC$299,3030.08%1,349CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$298,9080.08%4,084CommonNONE
20030N101CMCSACOMCAST CORP NEW$296,8690.08%8,318CommonNONE
532457108LLYELI LILLY & CO$293,1030.08%376CommonNONE
882508104TXNTEXAS INSTRS INC$291,2910.08%1,403CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$285,3200.08%3,494CommonNONE
713448108PEPPEPSICO INC$280,5850.08%2,125CommonNONE
464287408IVEISHARES TR$278,0830.08%1,423CommonNONE
464287622IWBISHARES TR$274,3730.08%808CommonNONE
303250104FICOFAIR ISAAC CORP$274,1940.08%150CommonNONE
464287200IVVISHARES TR$270,7120.08%436CommonNONE
947890109WBSWEBSTER FINL CORP$270,3040.08%4,951CommonNONE
464288414MUBISHARES TR$266,4240.07%2,550CommonNONE
58933Y105MRKMERCK & CO INC$265,4390.07%3,353CommonNONE
778296103ROSTROSS STORES INC$264,0910.07%2,070CommonNONE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$262,0360.07%8,980CommonNONE
92204A876VPUVANGUARD WORLD FD$256,1160.07%1,451CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$255,8370.07%9,246CommonNONE
166764100CVXCHEVRON CORP NEW$254,0190.07%1,774CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$250,6350.07%17,478CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$245,0060.07%1,557CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$239,9550.07%4,209CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$237,3590.07%41CommonNONE
539830109LMTLOCKHEED MARTIN CORP$232,7660.07%503CommonNONE
00724F101ADBEADOBE INC$232,1280.07%600CommonNONE
464287689IWVISHARES TR$230,6070.06%657CommonNONE
855244109SBUXSTARBUCKS CORP$227,4040.06%2,482CommonNONE
254687106DISDISNEY WALT CO$221,2340.06%1,784CommonNONE
482480100KLACKLA CORP$216,7690.06%242CommonNONE
88160R101TSLATESLA INC$214,4210.06%675CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$213,5630.06%377CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$210,1880.06%2,781CommonNONE
36828A101GEVGE VERNOVA INC$209,0140.06%395CommonNONE
717081103PFEPFIZER INC$208,7180.06%8,610CommonNONE
126408103CSXCSX CORP$205,9380.06%6,311CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$205,2760.06%658CommonNONE
260003108DOVDOVER CORP$203,7810.06%1,112CommonNONE
02209S103MOALTRIA GROUP INC$202,2010.06%3,449CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$188,2000.05%10,000CommonNONE
05684B107BCSFBAIN CAP SPECIALTY FIN INC$173,7410.05%11,552CommonNONE
00123Q104AGNCAGNC INVT CORP$172,2300.05%18,741CommonNONE
23325P104DNPDNP SELECT INCOME FD INC$108,6690.03%11,100CommonNONE
43010E404HFROHIGHLAND OPPS & INCOME FD$89,6900.03%17,248CommonNONE
78590A109SACHSACHEM CAP CORP$18,0000.01%15,000CommonNONE
45828J103INTSINTENSITY THERAPEUTICS INC$9,7630.00%31,800CommonNONE
060505104BACBANK AMERICA CORP$5,0750.00%10,000PUTNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.