Long-term investor
One Charles Private Wealth Services, LLC @onecharlesprivatewealths
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001800938).
Record
- Tracked since 2025-06-30 (434 days), 103 trades recorded
- Returns: week n/a · month n/a · 90 days +5.4% · 6 months -0.5% · 1 year +1.8% · all +1.8%
- Max drawdown -5.6% · Sharpe -0.43 · win rate 38% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRK-B · 10.7% · long · since 2025-06-30
- TPL · 7.1% · long · since 2025-06-30
- INFL · 5.6% · long · since 2025-06-30
- VTV · 5.2% · long · since 2025-06-30
- VUG · 4.4% · long · since 2025-06-30
- LB · 4.1% · long · since 2025-06-30
- SAMT · 3.4% · long · since 2025-09-30
- JAAA · 3.4% · long · since 2025-06-30
- XLK · 2.8% · long · since 2025-06-30
- GBTC · 2.7% · long · since 2025-06-30
- SCHG · 2.1% · long · since 2025-06-30
- JSI · 2.1% · long · since 2025-06-30