Institutions / Charis Legacy Partners, LLC
Charis Legacy Partners, LLC
CIK 2056602 · Institution · as of Dec 31, 2025
Portfolio value
$67.76M
Positions
26
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 26 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $14.86M | 21.9% |
| Vanguard Star Fds | $13.38M | 19.7% |
| Vanguard Index Fds | $5.64M | 8.3% |
| Vanguard Index Fds | $5.45M | 8.0% |
| Vanguard Bd Index Fds | $4.34M | 6.4% |
| WisdomTree Tr | $4.32M | 6.4% |
| Invesco Exchange Traded Fd T | $2.28M | 3.4% |
| Vanguard Intl Equity Index F | $2.25M | 3.3% |
| Kla Corp | $2.23M | 3.3% |
| Vanguard Tax-Managed Fds | $2.12M | 3.1% |
| Vanguard Charlotte Fds | $1.96M | 2.9% |
| Vanguard Index Fds | $1.58M | 2.3% |
| Vanguard Index Fds | $1.09M | 1.6% |
| Apple Inc. | $1.05M | 1.5% |
| Caterpillar Inc | $956.7K | 1.4% |
| iShares Tr | $832.2K | 1.2% |
| Vanguard Whitehall Fds | $630.5K | 0.9% |
| Vanguard Intl Equity Index F | $448.9K | 0.7% |
| Vanguard Scottsdale Fds | $373.3K | 0.6% |
| iShares Tr | $360.4K | 0.5% |
| iShares Tr | $313.8K | 0.5% |
| iShares MSCI UAE ETF | $306.0K | 0.5% |
| iShares Tr | $264.0K | 0.4% |
| Ea Series Trust | $260.6K | 0.4% |
| Meta Platforms Inc | $231.9K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.