Charis Legacy Partners

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

  • Top 5 stock holdings are VOO, VXUS, VTI, VXF, USFR, and represent 64.48% of Charis Legacy Partners's stock portfolio.
  • Added to shares of these 10 stocks: VTI, VXUS, VOO, PSX, DVY, TBG, META, USFR, BNDX, VUG.
  • Started 1 new stock position in PSX.
  • Reduced shares in these 9 stocks: BND, RSP, VEA, VTV, VXF, AAPL, VGSH, VEU, VWO.
  • Charis Legacy Partners was a net buyer of stock by $734k.
  • Charis Legacy Partners has $68M in assets under management (AUM), dropping by 0.91%.
  • Central Index Key (CIK): 0002056602

Tip: Access up to 7 years of quarterly data

Positions held by Charis Legacy Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Charis Legacy Partners

Charis Legacy Partners holds 27 positions in its portfolio as reported in the March 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) 21.2 $15M +2% 24k 597.55
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 20.6 $14M +2% 183k 77.11
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 8.3 $5.7M +8% 18k 320.81
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 8.0 $5.5M 27k 205.80
 View chart
Wisdomtree Tr Floatng Rat Trea (USFR) 6.4 $4.4M 87k 50.34
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.9 $4.0M -7% 54k 73.64
 View chart
Kla Corp Com New (KLAC) 4.0 $2.7M 1.8k 1472.41
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.3 $2.3M 30k 75.10
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.0 $2.1M -5% 32k 64.08
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.0 $2.1M -10% 11k 191.93
 View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.9 $2.0M 41k 48.05
 View chart
Vanguard Index Fds Value Etf (VTV) 2.2 $1.5M -6% 7.7k 196.21
 View chart
Caterpillar (CAT) 1.7 $1.2M 1.7k 708.46
 View chart
Vanguard Index Fds Growth Etf (VUG) 1.4 $977k 2.2k 436.83
 View chart
Apple (AAPL) 1.4 $949k -2% 3.7k 253.77
 View chart
Ishares Tr Core S&p500 Etf (IVV) 1.2 $794k 1.2k 653.21
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $651k 4.4k 148.10
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $444k 8.2k 54.05
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $369k 5.5k 67.53
 View chart
Ishares Tr Select Divid Etf (DVY) 0.5 $356k +25% 2.4k 151.41
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $352k -5% 6.0k 58.54
 View chart
Ea Series Trust Tbg Dividend Foc (TBG) 0.5 $344k +26% 9.9k 34.86
 View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.5 $311k 7.1k 43.82
 View chart
Ishares Tr Core Msci Intl (IDEV) 0.5 $310k 3.7k 83.57
 View chart
Meta Platforms Cl A (META) 0.3 $235k +17% 411.00 572.52
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $212k 443.00 479.20
 View chart
Phillips 66 (PSX) 0.3 $204k NEW 1.1k 182.18
 View chart

Past Filings by Charis Legacy Partners

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