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 64.45% of Charis Legacy Partners's stock portfolio.
  • Added to shares of these 9 stocks: VXUS, USFR, BND, DVY, TBG, BNDX, VXF, VYM, RSP.
  • Started 2 new stock positions in TBG, DVY.
  • Reduced shares in these 10 stocks: , VB, VSS, VTV, AAPL, IJR, AMZN, VEU, KLAC, VOO.
  • Sold out of its positions in ABBV, AMZN, IJR, VSS, VB.
  • Charis Legacy Partners was a net seller of stock by $-769k.
  • Charis Legacy Partners has $68M in assets under management (AUM), dropping by 1.09%.
  • Central Index Key (CIK): 0002056602

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Portfolio Holdings for Charis Legacy Partners

Charis Legacy Partners holds 26 positions in its portfolio as reported in the December 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) 21.9 $15M 24k 627.13
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 19.7 $13M +4% 177k 75.44
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Vanguard Index Fds Extend Mkt Etf (VXF) 8.3 $5.6M +3% 27k 209.12
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Vanguard Index Fds Total Stk Mkt (VTI) 8.0 $5.5M 16k 335.27
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.4 $4.3M +6% 59k 74.07
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Wisdomtree Tr Floatng Rat Trea (USFR) 6.4 $4.3M +10% 86k 50.32
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.4 $2.3M 12k 191.57
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.3 $2.2M -5% 31k 73.56
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Kla Corp Com New (KLAC) 3.3 $2.2M -5% 1.8k 1215.08
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.1 $2.1M -2% 34k 62.47
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.9 $2.0M +9% 41k 48.32
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Vanguard Index Fds Value Etf (VTV) 2.3 $1.6M -15% 8.3k 191.00
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Vanguard Index Fds Growth Etf (VUG) 1.6 $1.1M 2.2k 487.85
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Apple (AAPL) 1.5 $1.0M -19% 3.9k 271.84
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Caterpillar (CAT) 1.4 $957k 1.7k 572.87
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Ishares Tr Core S&p500 Etf (IVV) 1.2 $832k 1.2k 684.94
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Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $631k +3% 4.4k 143.52
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $449k -9% 8.4k 53.76
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.6 $373k -11% 6.4k 58.73
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Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $360k 5.5k 66.00
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Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.5 $314k 7.1k 44.20
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Ishares Tr Core Msci Intl (IDEV) 0.5 $306k 3.7k 82.48
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Ishares Tr Select Divid Etf (DVY) 0.4 $264k NEW 1.9k 141.11
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Ea Series Trust Tbg Dividend Foc (TBG) 0.4 $261k NEW 7.8k 33.39
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Meta Platforms Cl A (META) 0.3 $232k -27% 351.00 660.61
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $223k -16% 443.00 502.65
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Past Filings by Charis Legacy Partners

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