Charis Legacy Partners, LLC Top Holdings and 13F Report (2026) About Charis Legacy Partners, LLCInvestment ActivityCharis Legacy Partners, LLC has $81.33 million in total holdings as of June 30, 2026.Charis Legacy Partners, LLC owns shares of 28 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 11.74% of the portfolio was purchased this quarter.About 1.51% of the portfolio was sold this quarter.This quarter, Charis Legacy Partners, LLC has purchased 27 new stocks and bought additional shares in 12 stocks.Charis Legacy Partners, LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $17,112,751Vanguard Total International Stock ETF $15,981,510Vanguard Extended Market ETF $6,733,932Vanguard Total Stock Market ETF $6,604,018KLA $5,545,430 Largest New Holdings this Quarter 092528207 - iShares Intermediate Muni Income Active ETF $252,337 Holding464287309 - iShares S&P 500 Growth ETF $216,747 Holding Largest Purchases this Quarter KLA 16,542 shares (about $4.99M)Vanguard Total Bond Market ETF 16,933 shares (about $1.24M)Vanguard Growth ETF 10,719 shares (about $923.30K)Vanguard Total International Bond ETF 11,501 shares (about $556.99K)Vanguard S&P 500 ETF 626 shares (about $429.95K) Largest Sales this Quarter WisdomTree Floating Rate Treasury Fund 16,732 shares (about $842.46K)Vanguard Value ETF 419 shares (about $91.32K)Vanguard Short-Term Treasury ETF 566 shares (about $32.94K)Apple 110 shares (about $31.83K)Vanguard FTSE All-World ex-US ETF 162 shares (about $13.57K) 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$17,112,751$429,948 â–²2.6%24,91621.0%ETFVXUSVanguard Total International Stock ETF$15,981,510$369,232 â–²2.4%186,94019.7%ETFVXFVanguard Extended Market ETF$6,733,932$170,626 â–²2.6%27,3508.3%ETFVTIVanguard Total Stock Market ETF$6,604,018$84,738 â–²1.3%17,8478.1%ETFKLACKLA$5,545,430$4,990,887 â–²900.0%18,3806.8%Computer and TechnologyBNDVanguard Total Bond Market ETF$5,238,019$1,243,050 â–²31.1%71,3536.4%ETFUSFRWisdomTree Floating Rate Treasury Fund$3,511,413$842,457 â–¼-19.3%69,7404.3%FinanceBNDXVanguard Total International Bond ETF$2,533,815$556,995 â–²28.2%52,3193.1%ETFVEUVanguard FTSE All-World ex-US ETF$2,529,529$13,568 â–¼-0.5%30,2033.1%ETFRSPInvesco S&P 500 Equal Weight ETF$2,293,748$10,426 â–²0.5%10,7802.8%ETFVEAVanguard FTSE Developed Markets ETF$2,287,221$7,766 â–¼-0.3%32,1012.8%ETFCATCaterpillar$1,778,3830.0%1,6702.2%IndustrialsVTVVanguard Value ETF$1,595,316$91,317 â–¼-5.4%7,3202.0%ETFVUGVanguard Growth ETF$1,115,907$923,304 â–²479.4%12,9551.4%ETFAAPLApple$1,050,592$31,827 â–¼-2.9%3,6311.3%Computer and TechnologyIVViShares Core S&P 500 ETF$909,9010.0%1,2151.1%ETFVYMVanguard High Dividend Yield ETF$694,2260.0%4,3930.9%Financial ServicesDVYiShares Select Dividend ETF$502,644$135,195 â–²36.8%3,2160.6%ETFEA SERIES TRUST$492,883$133,630 â–²37.2%13,5180.6%TBG DIVID FO ETFVWOVanguard FTSE Emerging Markets ETF$488,755$1,671 â–¼-0.3%8,1880.6%ETFIJHiShares Core S&P Mid-Cap ETF$421,0210.0%5,4600.5%ETFIDEViShares Core MSCI International Developed Markets ETF$330,2270.0%3,7100.4%ETFVGSHVanguard Short-Term Treasury ETF$317,306$32,941 â–¼-9.4%5,4520.4%ETFIMTBiShares Core 5-10 Year USD Bond ETF$309,6430.0%7,1000.4%ETFMETAMeta Platforms$259,270$27,618 â–²11.9%4600.3%Computer and TechnologyINMUiShares Intermediate Muni Income Active ETF$252,337$252,337 â–²New Holding10,4060.3%ETFBRK.BBerkshire Hathaway$221,6730.0%4430.3%FinanceIVWiShares S&P 500 Growth ETF$216,747$216,747 â–²New Holding1,5760.3%ETFPSXPhillips 66$0$204,042 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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