Charis Legacy Partners, Llc Portfolio Stock Holdings
Charis Legacy Partners, Llc disclosed 28 stock positions valued at approximately $81.3 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD STAR FDS, and VANGUARD INDEX FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 9, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 28
- Portfolio Value
- $81.3M
Holdings by Sector
Charis Legacy Partners, Llc Portfolio Holdings in Q2 2026
26 holdings in the latest reporting period.
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| 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 |
| 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 |
| 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 |