Charis Legacy Partners, LLC
CIK: 0002056602Latest portfolio: $67.8M · Q4 2025
Holdings
26
Total Value
$67.8M
New Positions
2
Closed Positions
5
Top Holdings
View All 26 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 23,694 | $14.9M | 21.93% | -148 | |
| 2 | VXUSVANGUARD STAR FDS | 177,377 | $13.4M | 19.75% | +8K | |
| 3 | VXFVANGUARD INDEX FDS | 26,964 | $5.6M | 8.32% | +790 | |
| 4 | VTIVANGUARD INDEX FDS | 16,257 | $5.5M | 8.04% | -200 | |
| 5 | BNDVANGUARD BD INDEX FDS | 58,600 | $4.3M | 6.41% | +4K | |
| 6 | USFRWISDOMTREE TR | 85,926 | $4.3M | 6.38% | +8K | |
| 7 | RSPINVESCO EXCHANGE TRADED FD T | 11,924 | $2.3M | 3.37% | +48 | |
| 8 | VEUVANGUARD INTL EQUITY INDEX F | 30,565 | $2.2M | 3.32% | -1,816 | |
| 9 | KLACKLA CORP | 1,838 | $2.2M | 3.30% | -100 | |
| 10 | VEAVANGUARD TAX-MANAGED FDS | 33,953 | $2.1M | 3.13% | -994 | |
| 11 | BNDXVANGUARD CHARLOTTE FDS | 40,663 | $2.0M | 2.90% | +3K | |
| 12 | VTVVANGUARD INDEX FDS | 8,252 | $1.6M | 2.33% | -1,493 | |
| 13 | VUGVANGUARD INDEX FDS | 2,230 | $1.1M | 1.60% | -27 | |
| 14 | AAPLAPPLE INC | 3,854 | $1.0M | 1.55% | -932 | |
| 15 | CATCATERPILLAR INC | 1,670 | $956K | 1.41% | — | |
| 16 | IVVISHARES TR | 1,215 | $832K | 1.23% | — | |
| 17 | VYMVANGUARD WHITEHALL FDS | 4,393 | $630K | 0.93% | +156 | |
| 18 | VWOVANGUARD INTL EQUITY INDEX F | 8,351 | $448K | 0.66% | -856 | |
| 19 | VGSHVANGUARD SCOTTSDALE FDS | 6,356 | $373K | 0.55% | -802 | |
| 20 | IJHISHARES TR | 5,460 | $360K | 0.53% | — | |
| 21 | IMTBISHARES TR | 7,100 | $313K | 0.46% | — | |
| 22 | IDEVISHARES TR | 3,710 | $306K | 0.45% | — | |
| 23 | AQLTISHARES TR | 1,871 | $264K | 0.39% | NEW | |
| 24 | TBGEA SERIES TRUST | 7,804 | $260K | 0.38% | NEW | |
| 25 | METAMETA PLATFORMS INC | 351 | $231K | 0.34% | -136 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.4859133815638548e+64T)
Technology0.0% ($22.3B)
Unknown0.0% ($264.2M)
Industrials0.0% ($956K)
Communication Services0.0% ($231K)
Filing History
Fund Information
Charis Legacy Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $67.8M across 26 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 21.9% of the portfolio. Compared to the previous quarter, the fund opened 2 new positions and closed 5 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.