One Charles Private Wealth Services, LLC
Annual return '25
+3.3%
SPY '25
+17.7%
Alpha
-14.4ptsvs SPY
Invested
$399.7M
Holdings
163
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 87%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
11.6%
02
$TPL
TEXAS PACIFIC LAND CORPORATI
Held since at least Q1 2024
9.0%
03
$INFL
LISTED FDS TR
Held since at least Q1 2024
6.5%
04
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
4.9%
05
$LB
LANDBRIDGE COMPANY LLC
Held since at least Q1 2024
4.1%
06
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
3.9%
07
$JAAA
JANUS DETROIT STR TR
Held since at least Q1 2024
3.8%
08
$GBTC
GRAYSCALE BITCOIN TRUST ETF
Held since at least Q1 2024
3.7%
09
$SAMT
ADVISORS INNER CIRCLE FD III
Held since at least Q1 2024
3.0%
10
$JSI
JANUS DETROIT STR TR
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:37 UTC.