One Charles Private Wealth Services, LLC
All 13F Filings
- Location
- Hingham, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 399,669
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 159 | 399,669 | 13F-HR | One Charles Private Wealth Services, LLC |
| Q4 2025 | 2/6/2026 | 171 | 386,835 | 13F-HR | One Charles Private Wealth Services, LLC |
| Q3 2025 | 11/12/2025 | 168 | 380,677 | 13F-HR | One Charles Private Wealth Services, LLC |
| Q2 2025 | 8/12/2025 | 164 | 355,960 | 13F-HR | One Charles Private Wealth Services, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
488
(0.1% of total reported value)
· QoQ Δ:
+468
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 238.2 K | 59.7% | 0 | 45.91 K | -45.91 K |
| ETFs | 160.9 K | 40.3% | 58.28 K | 0 | 58.28 K |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
399,669
Holdings
159
QoQ value change ($000)
12,834
(3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.