Charis Legacy Partners, LLC Top Holdings and 13F Report (2025) About Charis Legacy Partners, LLCInvestment ActivityCharis Legacy Partners, LLC has $67.03 million in total holdings as of September 30, 2025.Charis Legacy Partners, LLC owns shares of 29 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 6.33% of the portfolio was purchased this quarter.About 3.31% of the portfolio was sold this quarter.This quarter, Charis Legacy Partners, LLC has purchased 26 new stocks and bought additional shares in 11 stocks.Charis Legacy Partners, LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $14,600,568Vanguard Total International Stock ETF $12,466,779Vanguard Extended Market ETF $5,479,217Vanguard Total Stock Market ETF $5,400,661Vanguard Total Bond Market ETF $4,092,738 Largest New Holdings this Quarter 30303M102 - Meta Platforms $357,643 Holding084670702 - Berkshire Hathaway $265,949 Holding464287804 - iShares Core S&P Small-Cap ETF $231,124 Holding023135106 - Amazon.com $206,615 Holding Largest Purchases this Quarter WisdomTree Floating Rate Treasury Fund 25,279 shares (about $1.27M)Vanguard Total International Stock ETF 10,066 shares (about $739.45K)Vanguard Total Bond Market ETF 9,519 shares (about $707.93K)Meta Platforms 487 shares (about $357.64K)Berkshire Hathaway 529 shares (about $265.95K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,105 shares (about $676.69K)Invesco S&P 500 Equal Weight ETF 2,105 shares (about $399.33K)Vanguard Total Stock Market ETF 1,035 shares (about $339.65K)Vanguard Small-Cap ETF 818 shares (about $207.94K)Vanguard FTSE All-World ex-US Small-Cap ETF 950 shares (about $135.42K) 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$14,600,568$676,689 ▼-4.4%23,84221.8%ETFVXUSVanguard Total International Stock ETF$12,466,779$739,450 ▲6.3%169,70818.6%ETFVXFVanguard Extended Market ETF$5,479,217$64,895 ▼-1.2%26,1748.2%ETFVTIVanguard Total Stock Market ETF$5,400,661$339,654 ▼-5.9%16,4578.1%ETFBNDVanguard Total Bond Market ETF$4,092,738$707,929 ▲20.9%55,0326.1%ETFUSFRWisdomTree Floating Rate Treasury Fund$3,909,124$1,270,768 ▲48.2%77,7635.8%FinanceVEUVanguard FTSE All-World ex-US ETF$2,311,049$58,667 ▲2.6%32,3813.4%ETFRSPInvesco S&P 500 Equal Weight ETF$2,252,955$399,332 ▼-15.1%11,8763.4%ETFVEAVanguard FTSE Developed Markets ETF$2,094,032$7,909 ▲0.4%34,9473.1%ETFKLACKLA$2,090,3270.0%1,9383.1%Computer and TechnologyBNDXVanguard Total International Bond ETF$1,838,881$242,800 ▲15.2%37,1792.7%ETFVTVVanguard Value ETF$1,817,280$7,086 ▲0.4%9,7452.7%ETFAAPLApple$1,218,597$34,119 ▼-2.7%4,7861.8%Computer and TechnologyVUGVanguard Growth ETF$1,082,718$4,797 ▲0.4%2,2571.6%ETFIVViShares Core S&P 500 ETF$813,2000.0%1,2151.2%ETFCATCaterpillar$796,8410.0%1,6701.2%IndustrialsVYMVanguard High Dividend Yield ETF$597,2050.0%4,2370.9%ETFVWOVanguard FTSE Emerging Markets ETF$498,845$11,161 ▲2.3%9,2070.7%ETFABBVAbbVie$488,183$56,507 ▲13.1%2,1080.7%MedicalVGSHVanguard Short-Term Treasury ETF$421,248$30,661 ▼-6.8%7,1580.6%ETFVBVanguard Small-Cap ETF$393,763$207,939 ▼-34.6%1,5490.6%ETFMETAMeta Platforms$357,643$357,643 ▲New Holding4870.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$356,320$75,375 ▲26.8%5,4600.5%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$337,273$135,422 ▼-28.6%2,3660.5%ETFIMTBiShares Core 5-10 Year USD Bond ETF$313,8680.0%7,1000.5%ETFIDEViShares Core MSCI International Developed Markets ETF$297,4310.0%3,7100.4%ETFBRK.BBerkshire Hathaway$265,949$265,949 ▲New Holding5290.4%FinanceIJRiShares Core S&P Small-Cap ETF$231,124$231,124 ▲New Holding1,9450.3%ETFAMZNAmazon.com$206,615$206,615 ▲New Holding9410.3%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$0$332,082 ▼-100.0%00.0%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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