Charis Legacy Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$68.4M
Q ending 2026-03-31
Prior quarter
$67.8M
Q ending 2025-12-31
Change
+0.9% QoQ · +29.4% YoY
Positions
27
reported holdings
Largest positions
All 27 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $14.5M | 24K |
| Vanguard Star Fds | VXUS | Shares | $14.1M | 183K |
| Vanguard Index Fds | VTI | Shares | $5.7M | 18K |
| Vanguard Index Fds | VXF | Shares | $5.5M | 27K |
| Wisdomtree Tr | USFR | Shares | $4.4M | 86K |
| Vanguard Bd Index Fds | BND | Shares | $4.0M | 54K |
| Kla Corp | KLAC | Shares | $2.7M | 2K |
| Vanguard Intl Equity Index F | VEU | Shares | $2.3M | 30K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.1M | 32K |
| Invesco Exchange Traded Fd T | RSP | Shares | $2.1M | 11K |
| Vanguard Charlotte Fds | BNDX | Shares | $2.0M | 41K |
| Vanguard Index Fds | VTV | Shares | $1.5M | 8K |
| Caterpillar Inc | CAT | Shares | $1.2M | 2K |
| Vanguard Index Fds | VUG | Shares | $977K | 2K |
| Apple Inc | AAPL | Shares | $949K | 4K |
| Ishares Tr | IVV | Shares | $794K | 1K |
| Vanguard Whitehall Fds | VYM | Shares | $651K | 4K |
| Vanguard Intl Equity Index F | VWO | Shares | $444K | 8K |
| Ishares Tr | IJH | Shares | $369K | 5K |
| Ishares Tr | DVY | Shares | $356K | 2K |
| Vanguard Scottsdale Fds | VGSH | Shares | $352K | 6K |
| Ea Series Trust | TBG | Shares | $343K | 10K |
| Ishares Tr | IMTB | Shares | $311K | 7K |
| Ishares Tr | IDEV | Shares | $310K | 4K |
| Meta Platforms Inc | META | Shares | $235K | 411 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $212K | 443 |
| Phillips 66 | PSX | Shares | $204K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.