One Charles Private Wealth Services, LLC - Q42025 Holdings

One Charles Private Wealth Services, LLC holds 170 stocks with a total portfolio value of $ 386.84M as of Q42025. In Q42025, One Charles Private Wealth Services, LLC added 10 new positions, increased stakes in 51 stocks, reduced 76 holdings, and fully exited 7 positions. The largest holding is Berkshire Hathaway Inc Del (BRK-B), representing 12.63% of the total portfolio.