Charis Legacy Partners, Llc Portfolio Stock Holdings
Charis Legacy Partners, Llc disclosed 27 stock positions valued at approximately $68.4 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 March 31, 2026 and was filed on April 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 27
- Portfolio Value
- $68.4M
Holdings by Sector
Charis Legacy Partners, Llc Portfolio Holdings in Q1 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 | 21.23% | 24,290 | +596 | +2.52% | $14,514,584 |
| VANGUARD STAR FDS | VXUS | Other | 20.59% | 182,621 | +5,244 | +2.96% | $14,081,884 |
| VANGUARD INDEX FDS | VTI | Other | 8.27% | 17,618 | +1,361 | +8.37% | $5,651,948 |
| VANGUARD INDEX FDS | VXF | Other | 8.02% | 26,657 | -307 | -1.14% | $5,486,093 |
| WISDOMTREE TR | USFR | Other | 6.37% | 86,472 | +546 | +0.64% | $4,352,990 |
| VANGUARD BD INDEX FDS | BND | Other | 5.86% | 54,420 | -4,180 | -7.13% | $4,007,465 |
| KLA CORP | KLAC | Technology | 3.96% | 1,838 | - | - | $2,706,290 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 3.34% | 30,365 | -200 | -0.65% | $2,280,429 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.02% | 32,210 | -1,743 | -5.13% | $2,064,042 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 3.01% | 10,731 | -1,193 | -10.01% | $2,059,573 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.87% | 40,818 | +155 | +0.38% | $1,961,320 |
| VANGUARD INDEX FDS | VTV | Other | 2.22% | 7,739 | -513 | -6.22% | $1,518,488 |
| CATERPILLAR INC | CAT | Industrials | 1.73% | 1,670 | - | - | $1,183,128 |
| VANGUARD INDEX FDS | VUG | Other | 1.43% | 2,236 | +6 | +0.27% | $976,743 |
| APPLE INC | AAPL | Technology | 1.39% | 3,741 | -113 | -2.93% | $949,364 |
| ISHARES TR | IVV | Other | 1.16% | 1,215 | - | - | $793,650 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.95% | 4,393 | - | - | $650,603 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.65% | 8,216 | -135 | -1.62% | $444,072 |
| ISHARES TR | IJH | Other | 0.54% | 5,460 | - | - | $368,714 |
| ISHARES TR | DVY | Other | 0.52% | 2,351 | +480 | +25.65% | $355,964 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.52% | 6,018 | -338 | -5.32% | $352,294 |
| ISHARES TR | IMTB | Other | 0.46% | 7,100 | - | - | $311,122 |
| ISHARES TR | IDEV | Other | 0.45% | 3,710 | - | - | $310,045 |
| META PLATFORMS INC | META | Communication Services | 0.34% | 411 | +60 | +17.09% | $235,304 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.31% | 443 | - | - | $212,286 |
| PHILLIPS 66 | PSX | Energy | 0.30% | 1,120 | +1,120 | +100.00% | $204,042 |