Charis Legacy Partners, LLC Top Holdings and 13F Report (2026) About Charis Legacy Partners, LLCInvestment ActivityCharis Legacy Partners, LLC has $68.38 million in total holdings as of March 31, 2026.Charis Legacy Partners, LLC owns shares of 27 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.37% of the portfolio was purchased this quarter.About 1.29% of the portfolio was sold this quarter.This quarter, Charis Legacy Partners, LLC has purchased 26 new stocks and bought additional shares in 9 stocks.Charis Legacy Partners, LLC sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $14,514,584Vanguard Total International Stock ETF $14,081,884Vanguard Total Stock Market ETF $5,651,948Vanguard Extended Market ETF $5,486,093WisdomTree Floating Rate Treasury Fund $4,352,990 Largest New Holdings this Quarter 718546104 - Phillips 66 $204,042 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 1,361 shares (about $436.62K)Vanguard Total International Stock ETF 5,244 shares (about $404.36K)Vanguard S&P 500 ETF 596 shares (about $356.14K)Phillips 66 1,120 shares (about $204.04K)iShares Select Dividend ETF 480 shares (about $72.68K) Largest Sales this Quarter Vanguard Total Bond Market ETF 4,180 shares (about $307.81K)Invesco S&P 500 Equal Weight ETF 1,193 shares (about $228.97K)Vanguard FTSE Developed Markets ETF 1,743 shares (about $111.69K)Vanguard Value ETF 513 shares (about $100.66K)Vanguard Extended Market ETF 307 shares (about $63.18K) 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$14,514,584$356,142 ▲2.5%24,29021.2%ETFVXUSVanguard Total International Stock ETF$14,081,884$404,364 ▲3.0%182,62120.6%ETFVTIVanguard Total Stock Market ETF$5,651,948$436,616 ▲8.4%17,6188.3%ETFVXFVanguard Extended Market ETF$5,486,093$63,182 ▼-1.1%26,6578.0%ETFUSFRWisdomTree Floating Rate Treasury Fund$4,352,990$27,486 ▲0.6%86,4726.4%FinanceBNDVanguard Total Bond Market ETF$4,007,465$307,813 ▼-7.1%54,4205.9%ETFKLACKLA$2,706,2900.0%1,8384.0%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$2,280,429$15,020 ▼-0.7%30,3653.3%ETFVEAVanguard FTSE Developed Markets ETF$2,064,042$111,693 ▼-5.1%32,2103.0%ETFRSPInvesco S&P 500 Equal Weight ETF$2,059,573$228,969 ▼-10.0%10,7313.0%ETFBNDXVanguard Total International Bond ETF$1,961,320$7,448 ▲0.4%40,8182.9%ETFVTVVanguard Value ETF$1,518,488$100,657 ▼-6.2%7,7392.2%ETFCATCaterpillar$1,183,1280.0%1,6701.7%IndustrialsVUGVanguard Growth ETF$976,743$2,621 ▲0.3%2,2361.4%ETFAAPLApple$949,364$28,676 ▼-2.9%3,7411.4%Computer and TechnologyIVViShares Core S&P 500 ETF$793,6500.0%1,2151.2%ETFVYMVanguard High Dividend Yield ETF$650,6030.0%4,3931.0%ETFVWOVanguard FTSE Emerging Markets ETF$444,072$7,297 ▼-1.6%8,2160.6%ETFIJHiShares Core S&P Mid-Cap ETF$368,7140.0%5,4600.5%ETFDVYiShares Select Dividend ETF$355,964$72,677 ▲25.7%2,3510.5%ETFVGSHVanguard Short-Term Treasury ETF$352,294$19,787 ▼-5.3%6,0180.5%ETFEA SERIES TRUST$343,470$71,427 ▲26.3%9,8530.5%TBG DIVIDEND FOCIMTBiShares Core 5-10 Year USD Bond ETF$311,1220.0%7,1000.5%ETFIDEViShares Core MSCI International Developed Markets ETF$310,0450.0%3,7100.5%ETFMETAMeta Platforms$235,304$34,351 ▲17.1%4110.3%Computer and TechnologyBRK.BBerkshire Hathaway$212,2860.0%4430.3%FinancePSXPhillips 66$204,042$204,042 ▲New Holding1,1200.3%EnergyShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
