Charis Legacy Partners

Latest statistics and disclosures from Charis Legacy Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VOO, VXUS, VXF, VTI, BND, and represent 62.72% of Charis Legacy Partners's stock portfolio.
  • Added to shares of these 10 stocks: USFR, VXUS, BND, META, BRK.B, BNDX, IJR, AMZN, IJH, VEU.
  • Started 4 new stock positions in IJR, BRK.B, AMZN, META.
  • Reduced shares in these 9 stocks: VOO, RSP, VTI, SCHD, VB, VSS, VXF, AAPL, VGSH.
  • Sold out of its position in SCHD.
  • Charis Legacy Partners was a net buyer of stock by $2.0M.
  • Charis Legacy Partners has $67M in assets under management (AUM), dropping by 10.41%.
  • Central Index Key (CIK): 0002056602

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Portfolio Holdings for Charis Legacy Partners

Charis Legacy Partners holds 29 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 21.8 $15M -4% 24k 612.39
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 18.6 $13M +6% 170k 73.46
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Vanguard Index Fds Extend Mkt Etf (VXF) 8.2 $5.5M 26k 209.34
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Vanguard Index Fds Total Stk Mkt (VTI) 8.1 $5.4M -5% 17k 328.17
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.1 $4.1M +20% 55k 74.37
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Wisdomtree Tr Floatng Rat Trea (USFR) 5.8 $3.9M +48% 78k 50.27
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.4 $2.3M +2% 32k 71.37
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.4 $2.3M -15% 12k 189.71
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.1 $2.1M 35k 59.92
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Kla Corp Com New (KLAC) 3.1 $2.1M 1.9k 1078.60
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.7 $1.8M +15% 37k 49.46
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Vanguard Index Fds Value Etf (VTV) 2.7 $1.8M 9.7k 186.48
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Apple (AAPL) 1.8 $1.2M -2% 4.8k 254.62
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Vanguard Index Fds Growth Etf (VUG) 1.6 $1.1M 2.3k 479.72
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Ishares Tr Core S&p500 Etf (IVV) 1.2 $813k 1.2k 669.30
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Caterpillar (CAT) 1.2 $797k 1.7k 477.15
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Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $597k 4.2k 140.95
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $499k +2% 9.2k 54.18
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Abbvie (ABBV) 0.7 $488k +13% 2.1k 231.59
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.6 $421k -6% 7.2k 58.85
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Vanguard Index Fds Small Cp Etf (VB) 0.6 $394k -34% 1.5k 254.20
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Meta Platforms Cl A (META) 0.5 $358k NEW 487.00 734.38
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Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $356k +26% 5.5k 65.26
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.5 $337k -28% 2.4k 142.55
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Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.5 $314k 7.1k 44.21
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Ishares Tr Core Msci Intl (IDEV) 0.4 $297k 3.7k 80.17
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $266k NEW 529.00 502.74
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $231k NEW 1.9k 118.83
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Amazon (AMZN) 0.3 $207k NEW 941.00 219.57
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Past Filings by Charis Legacy Partners

SEC 13F filings are viewable for Charis Legacy Partners going back to 2024