Charis Legacy Partners, LLC
CIK: 0002056602SEC EDGAR →
Portfolio Value
$67.8M
Holdings
26
As of
Q4 2025
New Positions
4
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 23,694 | $14.9M | 21.93% |
| 2 | VANGUARD STAR FDS | 177,377 | $13.4M | 19.75% |
| 3 | VANGUARD INDEX FDS | 26,964 | $5.6M | 8.32% |
| 4 | VANGUARD INDEX FDS | 16,257 | $5.5M | 8.04% |
| 5 | VANGUARD BD INDEX FDS | 58,600 | $4.3M | 6.41% |
| 6 | WISDOMTREE TR | 85,926 | $4.3M | 6.38% |
| 7 | INVESCO EXCHANGE TRADED FD T | 11,924 | $2.3M | 3.37% |
| 8 | VANGUARD INTL EQUITY INDEX F | 30,565 | $2.2M | 3.32% |
| 9 | KLA CORP | 1,838 | $2.2M | 3.30% |
| 10 | VANGUARD TAX-MANAGED FDS | 33,953 | $2.1M | 3.13% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 20 | $62.8M | 92.7% |
| Technology | 2 | $3.3M | 4.8% |
| Industrials | 1 | $956K | 1.4% |
| Unknown | 2 | $486K | 0.7% |
| Communication Services | 1 | $231K | 0.3% |