Charis Legacy Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, Charis Legacy Partners, LLC held in its portfolio 26 assets valued at $67,758,440 (i.e. $67.76M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($14.86M), VANGUARD STAR FDS ($13.38M), and VANGUARD INDEX FDS ($5.64M).
The chart below shows the top 10 valuable assets, and the table below shows the top 26 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Charis Legacy Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 23694 | 14859193 | S&P 500 ETF SHS |
| VANGUARD STAR FDS | 177377 | 13381313 | VG TL INTL STK F |
| VANGUARD INDEX FDS | 26964 | 5638701 | EXTEND MKT ETF |
| VANGUARD INDEX FDS | 16257 | 5450536 | TOTAL STK MKT |
| VANGUARD BD INDEX FDS | 58600 | 4340513 | TOTAL BND MRKT |
| WISDOMTREE TR | 85926 | 4323783 | FLOATNG RAT TREA |
| INVESCO EXCHANGE TRADED FD T | 11924 | 2284240 | S&P500 EQL WGT |
| VANGUARD INTL EQUITY INDEX F | 30565 | 2248355 | ALLWRLD EX US |
| KLA CORP | 1838 | 2233317 | COM NEW |
| VANGUARD TAX-MANAGED FDS | 33953 | 2121068 | VAN FTSE DEV MKT |
| VANGUARD CHARLOTTE FDS | 40663 | 1964812 | TOTAL INT BD ETF |
| VANGUARD INDEX FDS | 8252 | 1576103 | VALUE ETF |
| VANGUARD INDEX FDS | 2230 | 1087901 | GROWTH ETF |
| APPLE INC | 3854 | 1047679 | COM |
| CATERPILLAR INC | 1670 | 956693 | COM |
| ISHARES TR | 1215 | 832202 | CORE S&P500 ETF |
| VANGUARD WHITEHALL FDS | 4393 | 630483 | HIGH DIV YLD |
| VANGUARD INTL EQUITY INDEX F | 8351 | 448947 | FTSE EMR MKT ETF |
| VANGUARD SCOTTSDALE FDS | 6356 | 373288 | SHORT TERM TREAS |
| ISHARES TR | 5460 | 360360 | CORE S&P MCP ETF |
| ISHARES TR | 7100 | 313820 | CR 5 10 YR ETF |
| ISHARES TR | 3710 | 306001 | CORE MSCI INTL |
| ISHARES TR | 1871 | 264022 | SELECT DIVID ETF |
| EA SERIES TRUST | 7804 | 260561 | TBG DIVIDEND FOC |
| META PLATFORMS INC | 351 | 231875 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 443 | 222674 | CL B NEW |
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