Charis Legacy Partners, LLC Top Holdings and 13F Report (2025) About Charis Legacy Partners, LLCInvestment ActivityCharis Legacy Partners, LLC has $60.71 million in total holdings as of June 30, 2025.Charis Legacy Partners, LLC owns shares of 26 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 6.28% of the portfolio was purchased this quarter.About 1.25% of the portfolio was sold this quarter.This quarter, Charis Legacy Partners, LLC has purchased 26 new stocks and bought additional shares in 10 stocks.Charis Legacy Partners, LLC sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $14,170,768Vanguard Total International Stock ETF $11,029,668Vanguard Total Stock Market ETF $5,316,214Vanguard Extended Market ETF $5,103,782Vanguard Total Bond Market ETF $3,351,120 Largest Purchases this Quarter WisdomTree Floating Rate Treasury Fund 47,796 shares (about $2.40M)Vanguard Total International Stock ETF 8,103 shares (about $559.84K)Vanguard S&P 500 ETF 856 shares (about $486.24K)Vanguard Extended Market ETF 742 shares (about $142.99K)Vanguard Total Bond Market ETF 1,604 shares (about $118.10K) Largest Sales this Quarter Schwab US Dividend Equity ETF 9,511 shares (about $252.05K)Vanguard FTSE Developed Markets ETF 2,513 shares (about $143.27K)Vanguard High Dividend Yield ETF 879 shares (about $117.18K)KLA 116 shares (about $103.91K)Vanguard Total Stock Market ETF 172 shares (about $52.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCharis Legacy Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$14,170,768$486,238 ▲3.6%24,94723.3%ETFVXUSVanguard Total International Stock ETF$11,029,668$559,836 ▲5.3%159,64218.2%ETFVTIVanguard Total Stock Market ETF$5,316,214$52,275 ▼-1.0%17,4928.8%ETFVXFVanguard Extended Market ETF$5,103,782$142,992 ▲2.9%26,4848.4%ETFBNDVanguard Total Bond Market ETF$3,351,120$118,102 ▲3.7%45,5135.5%ETFUSFRWisdomTree Floating Rate Treasury Fund$2,640,454$2,404,602 ▲1,019.5%52,4844.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$2,540,9820.0%13,9814.2%ETFVEUVanguard FTSE All-World ex-US ETF$2,121,426$25,746 ▲1.2%31,5593.5%ETFVEAVanguard FTSE Developed Markets ETF$1,984,788$143,265 ▼-6.7%34,8153.3%ETFKLACKLA$1,735,944$103,906 ▼-5.6%1,9382.9%Computer and TechnologyVTVVanguard Value ETF$1,715,585$15,023 ▲0.9%9,7072.8%ETFBNDXVanguard Total International Bond ETF$1,597,708$40,896 ▲2.6%32,2702.6%ETFAAPLApple$1,009,3870.0%4,9201.7%Computer and TechnologyVUGVanguard Growth ETF$985,193$17,099 ▲1.8%2,2471.6%ETFIVViShares Core S&P 500 ETF$754,3940.0%1,2151.2%ETFCATCaterpillar$648,3110.0%1,6701.1%IndustrialsVYMVanguard High Dividend Yield ETF$564,834$117,179 ▼-17.2%4,2370.9%ETFVBVanguard Small-Cap ETF$561,0180.0%2,3670.9%ETFVGSHVanguard Short-Term Treasury ETF$451,372$43,791 ▼-8.8%7,6790.7%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$445,6370.0%3,3160.7%ETFVWOVanguard FTSE Emerging Markets ETF$445,197$47,730 ▼-9.7%9,0010.7%ETFABBVAbbVie$345,952$2,970 ▲0.9%1,8640.6%MedicalSCHDSchwab US Dividend Equity ETF$332,082$252,049 ▼-43.1%12,5310.5%ETFIMTBiShares Core 5-10 Year USD Bond ETF$309,7730.0%7,1000.5%ETFIDEViShares Core MSCI International Developed Markets ETF$282,1080.0%3,7100.5%ETFIJHiShares Core S&P Mid-Cap ETF$266,9960.0%4,3050.4%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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