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Portfolio (Quarterly) Guide ↗

One Charles Private Wealth Services, LLC

· CIK 0001800938
13F Portfolio $434M AUM 177 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 176 New
Page 4 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EFA ISHARES TR 11,643.0 $1.2M 0.28% NEW $103.88 +4.4%
62 XLI SELECT SECTOR SPDR TR 6,401.0 $1.2M 0.27% NEW $185.23 -2.7%
63 ABBV ABBVIE INC Healthcare 4,710.0 $1.2M 0.27% NEW $251.66 +4.3%
64 VOO VANGUARD INDEX FDS 1,693.0 $1.2M 0.27% NEW $686.80 +2.6%
65 WMT WALMART INC Consumer Defensive 10,178.0 $1.2M 0.27% NEW $113.26 -8.0%
66 GLD SPDR GOLD TR Financial Services 3,069.0 $1.1M 0.26% NEW $368.38 +14.2%
67 AVGO BROADCOM INC Technology 2,850.0 $1.1M 0.25% NEW $377.79 -6.8%
68 QQQ INVESCO QQQ TR Financial Services 1,352.0 $996K 0.23% NEW $736.48 -3.5%
69 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 944.0 $883K 0.20% NEW $935.77 +2.1%
70 CAT CATERPILLAR INC Industrials 820.0 $873K 0.20% NEW $1064.51 -23.1%
71 RXI ISHARES TR 4,438.0 $856K 0.20% NEW $192.96 +3.4%
72 JNJ JOHNSON & JOHNSON Healthcare 3,167.0 $804K 0.18% NEW $253.96 +6.7%
73 INTC INTEL CORP Technology 5,732.0 $800K 0.18% NEW $139.62 -38.0%
74 IBM INTERNATIONAL BUSINESS MACHS Technology 2,784.0 $783K 0.18% NEW $281.24 -18.0%
75 IUSV ISHARES TR 6,995.0 $770K 0.18% NEW $110.15 +4.6%
76 XLE SELECT SECTOR SPDR TR 14,038.0 $746K 0.17% NEW $53.11 +18.0%
77 IUSG ISHARES TR 3,936.0 $740K 0.17% NEW $188.09 +0.8%
78 KLAC KLA CORP Technology 2,430.0 $733K 0.17% NEW $301.71 -39.7%
79 IYJ ISHARES TR 4,230.0 $705K 0.16% NEW $166.65 -0.9%
80 HD HOME DEPOT INC Consumer Cyclical 1,949.0 $687K 0.16% NEW $352.74 -4.3%
Page 4 of 9  ·  176 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 28.1%
Financial Services 26.2%
Technology 21.9%
Consumer Cyclical 7.6%
Industrials 5.1%
Communication Services 3.5%
Healthcare 3.1%
Consumer Defensive 2.3%
Real Estate 1.7%
Utilities 0.5%