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 66.51% of Charis Legacy Partners's stock portfolio.
  • Added to shares of these 10 stocks: VOO, VXUS, VXF, PSX, TBG, DVY, META, RSP, VTV, VUG.
  • Started 1 new stock position in PSX.
  • Reduced shares in these 10 stocks: USFR, AAPL, VEU, BNDX, VGSH, IJH, VTI, IVV, BND, VEA.
  • Charis Legacy Partners was a net buyer of stock by $2.2M.
  • Charis Legacy Partners has $81M in assets under management (AUM), dropping by -0.52%.
  • 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 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) 23.2 $19M +7% 27k 700.86
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 20.6 $17M +5% 197k 84.96
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Vanguard Index Fds Extend Mkt Etf (VXF) 8.3 $6.7M +5% 29k 231.63
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Vanguard Index Fds MRNGSTR TTL STK (VTI) 8.2 $6.7M 18k 374.24
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.2 $5.0M 71k 70.15
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Kla Corp Com New (KLAC) 4.4 $3.6M 18k 194.93
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Wisdomtree Tr Floatng Rat Trea (USFR) 4.0 $3.2M -7% 64k 50.39
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.9 $2.4M -3% 50k 46.87
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.9 $2.4M -5% 28k 82.97
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.8 $2.3M 11k 208.02
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $2.3M 32k 70.61
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Vanguard Index Fds Mrngstr Val Etf (VTV) 2.0 $1.6M 7.4k 216.08
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Caterpillar (CAT) 1.7 $1.4M 1.7k 810.79
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Vanguard Index Fds Mrngstr Grwt Etf (VUG) 1.4 $1.2M 13k 90.11
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Apple (AAPL) 1.3 $1.0M -14% 3.1k 333.00
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Ishares Tr Core S&p500 Etf (IVV) 1.1 $912k -2% 1.2k 766.11
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Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $682k 4.4k 155.20
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Ea Series Trust Tbg Divid Fo Etf (TBG) 0.8 $617k +26% 17k 36.10
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Ishares Tr Select Divid Etf (DVY) 0.8 $616k +26% 4.1k 152.07
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $485k 8.2k 59.31
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Meta Platforms Cl A (META) 0.5 $369k +10% 508.00 725.58
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $356k -9% 4.9k 71.95
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Ishares Tr Core Msci Intl (IDEV) 0.4 $332k 3.7k 89.48
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Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.4 $294k 7.1k 41.34
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Phillips 66 (PSX) 0.4 $286k NEW 1.1k 255.31
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $255k -18% 4.4k 57.56
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Blackrock Etf Trust Ii Ishar Inter Etf (INMU) 0.3 $240k 11k 22.89
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $224k 1.6k 142.26
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $221k 443.00 497.95
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Past Filings by Charis Legacy Partners

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