Charis Legacy Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Charis Legacy Partners, Llc disclosed 28 stock positions valued at approximately $81.33M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD STAR FDS, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 28
- Portfolio Value
- $81.33M
Holdings by Sector
Charis Legacy Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 21.04% | 24,916 | +626 | +2.58% | $17,112,751 |
| VANGUARD STAR FDS | VXUS | Other | 19.65% | 186,940 | +4,319 | +2.37% | $15,981,510 |
| VANGUARD INDEX FDS | VXF | Other | 8.28% | 27,350 | +693 | +2.60% | $6,733,932 |
| VANGUARD INDEX FDS | VTI | Other | 8.12% | 17,847 | +229 | +1.30% | $6,604,018 |
| KLA CORP | KLAC | Technology | 6.82% | 18,380 | +16,542 | +900.00% | $5,545,430 |
| VANGUARD BD INDEX FDS | BND | Other | 6.44% | 71,353 | +16,933 | +31.12% | $5,238,019 |
| WISDOMTREE TR | USFR | Other | 4.32% | 69,740 | -16,732 | -19.35% | $3,511,413 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 3.12% | 52,319 | +11,501 | +28.18% | $2,533,815 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 3.11% | 30,203 | -162 | -0.53% | $2,529,529 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 2.82% | 10,780 | +49 | +0.46% | $2,293,748 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.81% | 32,101 | -109 | -0.34% | $2,287,221 |
| CATERPILLAR INC | CAT | Industrials | 2.19% | 1,670 | - | - | $1,778,383 |
| VANGUARD INDEX FDS | VTV | Other | 1.96% | 7,320 | -419 | -5.41% | $1,595,316 |
| VANGUARD INDEX FDS | VUG | Other | 1.37% | 12,955 | +10,719 | +479.38% | $1,115,907 |
| APPLE INC | AAPL | Technology | 1.29% | 3,631 | -110 | -2.94% | $1,050,592 |
| ISHARES TR | IVV | Other | 1.12% | 1,215 | - | - | $909,901 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.85% | 4,393 | - | - | $694,226 |
| ISHARES TR | DVY | Other | 0.62% | 3,216 | +865 | +36.79% | $502,644 |
| EA SERIES TRUST | TBG | Other | 0.61% | 13,518 | +3,665 | +37.20% | $492,883 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.60% | 8,188 | -28 | -0.34% | $488,755 |
| ISHARES TR | IJH | Other | 0.52% | 5,460 | - | - | $421,021 |
| ISHARES TR | IDEV | Other | 0.41% | 3,710 | - | - | $330,227 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.39% | 5,452 | -566 | -9.41% | $317,306 |
| ISHARES TR | IMTB | Other | 0.38% | 7,100 | - | - | $309,643 |
| META PLATFORMS INC | META | Communication Services | 0.32% | 460 | +49 | +11.92% | $259,270 |
| BLACKROCK ETF TRUST II | INMU | Other | 0.31% | 10,406 | +10,406 | +100.00% | $252,337 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.27% | 443 | - | - | $221,673 |
| ISHARES TR | IVW | Other | 0.27% | 1,576 | +1,576 | +100.00% | $216,747 |
Showing 28 of 28 holdings in the latest reporting period.