Charis Legacy Partners, LLC 13F Holdings · Q2 2026
Charis Legacy Partners, LLC reported 28 securities worth $81.33M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (21.04%), VXUS (19.65%), VXF (8.28%). Among its top 25 positions this quarter: 12 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $17.1M | 21.04% | 24,916 | Added |
| 2 | VXUS | VANGUARD STAR FDS | $16.0M | 19.65% | 186,940 | Added |
| 3 | VXF | VANGUARD INDEX FDS | $6.7M | 8.28% | 27,350 | Added |
| 4 | VTI | VANGUARD INDEX FDS | $6.6M | 8.12% | 17,847 | Added |
| 5 | KLAC | KLA CORP | $5.5M | 6.82% | 18,380 | Added |
| 6 | BND | VANGUARD BD INDEX FDS | $5.2M | 6.44% | 71,353 | Added |
| 7 | USFR | WISDOMTREE TR | $3.5M | 4.32% | 69,740 | Trimmed |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $2.5M | 3.12% | 52,319 | Added |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | $2.5M | 3.11% | 30,203 | Trimmed |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $2.3M | 2.82% | 10,780 | Added |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $2.3M | 2.81% | 32,101 | Trimmed |
| 12 | CAT | CATERPILLAR INC | $1.8M | 2.19% | 1,670 | Hold |
| 13 | VTV | VANGUARD INDEX FDS | $1.6M | 1.96% | 7,320 | Trimmed |
| 14 | VUG | VANGUARD INDEX FDS | $1.1M | 1.37% | 12,955 | Added |
| 15 | AAPL | APPLE INC | $1.1M | 1.29% | 3,631 | Trimmed |
| 16 | IVV | ISHARES TR | $909,901 | 1.12% | 1,215 | Hold |
| 17 | VYM | VANGUARD WHITEHALL FDS | $694,226 | 0.85% | 4,393 | Hold |
| 18 | DVY | ISHARES TR | $502,644 | 0.62% | 3,216 | Added |
| 19 | TBG | EA SERIES TRUST | $492,883 | 0.61% | 13,518 | Added |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $488,755 | 0.60% | 8,188 | Trimmed |
| 21 | IJH | ISHARES TR | $421,021 | 0.52% | 5,460 | Hold |
| 22 | IDEV | ISHARES TR | $330,227 | 0.41% | 3,710 | Hold |
| 23 | VGSH | VANGUARD SCOTTSDALE FDS | $317,306 | 0.39% | 5,452 | Trimmed |
| 24 | IMTB | ISHARES TR | $309,643 | 0.38% | 7,100 | Hold |
| 25 | META | META PLATFORMS INC | $259,270 | 0.32% | 460 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR