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, KLAC, and represent 63.91% of Charis Legacy Partners's stock portfolio.
  • Added to shares of these 10 stocks: KLAC, BND, VUG, BNDX, VOO, VXUS, INMU, IVW, VXF, DVY.
  • Started 2 new stock positions in INMU, IVW.
  • Reduced shares in these 8 stocks: USFR, PSX, VTV, VGSH, AAPL, VEU, VEA, VWO.
  • Sold out of its position in PSX.
  • Charis Legacy Partners was a net buyer of stock by $8.3M.
  • Charis Legacy Partners has $81M in assets under management (AUM), dropping by 18.94%.
  • Central Index Key (CIK): 0002056602

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Portfolio Holdings for Charis Legacy Partners

Charis Legacy Partners holds 28 positions in its portfolio as reported in the June 2026 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) 21.0 $17M +2% 25k 686.82
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 19.7 $16M +2% 187k 85.49
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Vanguard Index Fds Extend Mkt Etf (VXF) 8.3 $6.7M +2% 27k 246.21
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Vanguard Index Fds Total Stk Mkt (VTI) 8.1 $6.6M 18k 370.04
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Kla Corp Com New (KLAC) 6.8 $5.5M +900% 18k 301.71
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.4 $5.2M +31% 71k 73.41
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Wisdomtree Tr Floatng Rat Trea (USFR) 4.3 $3.5M -19% 70k 50.35
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.1 $2.5M +28% 52k 48.43
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.1 $2.5M 30k 83.75
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.8 $2.3M 11k 212.78
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $2.3M 32k 71.25
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Caterpillar (CAT) 2.2 $1.8M 1.7k 1064.90
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Vanguard Index Fds Value Etf (VTV) 2.0 $1.6M -5% 7.3k 217.94
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Vanguard Index Fds Growth Etf (VUG) 1.4 $1.1M +479% 13k 86.14
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Apple (AAPL) 1.3 $1.1M -2% 3.6k 289.34
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Ishares Tr Core S&p500 Etf (IVV) 1.1 $910k 1.2k 748.89
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Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $694k 4.4k 158.03
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Ishares Tr Select Divid Etf (DVY) 0.6 $503k +36% 3.2k 156.29
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Ea Series Trust Tbg Divid Fo Etf (TBG) 0.6 $493k +37% 14k 36.46
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $489k 8.2k 59.69
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Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $421k 5.5k 77.11
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Ishares Tr Core Msci Intl (IDEV) 0.4 $330k 3.7k 89.01
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $317k -9% 5.5k 58.20
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Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.4 $310k 7.1k 43.61
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Meta Platforms Cl A (META) 0.3 $259k +11% 460.00 563.63
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Blackrock Etf Trust Ii Ishar Inter Etf (INMU) 0.3 $252k NEW 10k 24.25
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $222k 443.00 500.39
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $217k NEW 1.6k 137.53
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Past Filings by Charis Legacy Partners

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