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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 5 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLP SELECT SECTOR SPDR TR 7,847.0 $652K 0.15% NEW $83.07 +3.8%
82 SPYG SPDR SERIES TRUST 5,462.0 $650K 0.15% NEW $118.99 +0.9%
83 CSCO CISCO SYS INC Technology 5,347.0 $628K 0.14% NEW $117.47 -4.3%
84 GE GE AEROSPACE Industrials 1,606.0 $600K 0.14% NEW $373.62 -5.1%
85 PG PROCTER & GAMBLE CO Consumer Defensive 3,968.0 $582K 0.13% NEW $146.63 -1.1%
86 ORCL ORACLE CORP Technology 3,862.0 $566K 0.13% NEW $146.56 +1.6%
87 QCOM QUALCOMM INC Technology 3,049.0 $563K 0.13% NEW $184.80 -11.4%
88 IYW ISHARES TR 2,224.0 $561K 0.13% NEW $252.23 -2.2%
89 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 788.0 $554K 0.13% NEW $703.62 -0.7%
90 FXH FIRST TR EXCHANGE-TRADED FD 4,518.0 $553K 0.13% NEW $122.40 +10.4%
91 BAC PUT BANK OF AMER CORP Financial Services 9,400.0 $536K 0.12% NEW $56.98 +9.2%
92 SCHF SCHWAB STRATEGIC TR 18,390.0 $509K 0.12% NEW $27.70 +2.7%
93 VAW VANGUARD WORLD FD 2,200.0 $503K 0.12% NEW $228.79 +5.1%
94 MRK MERCK & CO INC Healthcare 3,893.0 $500K 0.12% NEW $128.49 +19.2%
95 DFIV DIMENSIONAL ETF TRUST 9,157.0 $495K 0.11% NEW $54.02 +7.8%
96 GBDC GOLUB CAP BDC INC Financial Services 38,163.0 $492K 0.11% NEW $12.88 +1.8%
97 IYC ISHARES TR 4,840.0 $489K 0.11% NEW $101.10 +1.2%
98 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 13,005.0 $489K 0.11% NEW $37.58 +36.1%
99 GEV GE VERNOVA INC Utilities 412.0 $484K 0.11% NEW $1175.43 -18.9%
100 V VISA INC Financial Services 1,348.0 $463K 0.11% NEW $343.19 +11.9%
Page 5 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%