Institutional
Charis Legacy Partners, LLC
CIK 0002056602
$81.3M
Reported AUM
28
Positions
Q2 2026
Period
2026-07-09
Filed
Editorial summary
Summary for Charis Legacy Partners, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $686.71 | 0.72% | 21.58% | 77.59% | $17.1M | 21.04% | — | HELD |
| 2 | VXUS | VANGUARD STAR FDS | $84.59 | -0.21% | 27.83% | 50.47% | $16.0M | 19.65% | — | HELD |
| 3 | VXF | VANGUARD INDEX FDS | $236.16 | -0.30% | 23.72% | 32.25% | $6.7M | 8.28% | — | HELD |
| 4 | VTI | VANGUARD INDEX FDS | $368.22 | 0.53% | 21.20% | 68.49% | $6.6M | 8.12% | — | HELD |
| 5 | KLAC | KLA CORP | $182.82 | 1.38% | 104.70% | 456.24% | $5.5M | 6.82% | — | HELD |
| 6 | BND | VANGUARD BD INDEX FDS | $72.23 | -0.26% | 1.67% | -2.00% | $5.2M | 6.44% | — | HELD |
| 7 | USFR | WISDOMTREE TR | $50.38 | 0.02% | 3.93% | 19.98% | $3.5M | 4.32% | — | HELD |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $47.77 | -0.23% | 0.77% | 0.04% | $2.5M | 3.12% | — | HELD |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | $82.85 | -0.22% | 28.43% | 52.60% | $2.5M | 3.11% | — | HELD |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $214.95 | -0.20% | 19.76% | 48.72% | $2.3M | 2.82% | — | HELD |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $70.63 | -0.65% | 30.57% | 58.27% | $2.3M | 2.81% | — | HELD |
| 12 | CAT | CATERPILLAR INC | $815.28 | 0.76% | 90.45% | 318.17% | $1.8M | 2.19% | — | HELD |
| 13 | VTV | VANGUARD INDEX FDS | $219.92 | -0.28% | 27.97% | 74.91% | $1.6M | 1.96% | — | HELD |
| 14 | VUG | VANGUARD INDEX FDS | $85.18 | 1.08% | 14.10% | 69.36% | $1.1M | 1.37% | — | HELD |
| 15 | AAPL | APPLE INC | $310.42 | -6.90% | 53.24% | 108.42% | $1.1M | 1.29% | — | HELD |
| 16 | IVV | ISHARES TR | $750.46 | 0.71% | 20.75% | 76.27% | $910K | 1.12% | — | HELD |
| 17 | VYM | VANGUARD WHITEHALL FDS | $161.91 | -0.03% | 24.80% | 74.06% | $694K | 0.85% | — | HELD |
| 18 | DVY | ISHARES TR | $161.21 | -0.44% | 25.29% | 63.04% | $503K | 0.62% | — | HELD |
| 19 | TBG | EA SERIES TRUST | $38.09 | -0.03% | 21.37% | 49.85% | $493K | 0.61% | — | HELD |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $58.76 | 0.97% | 20.53% | 30.20% | $489K | 0.60% | — | HELD |
| 21 | IJH | ISHARES TR | $75.29 | -0.08% | 22.45% | 46.59% | $421K | 0.52% | — | HELD |
| 22 | IDEV | ISHARES TR | $90.49 | -0.72% | 25.30% | 53.35% | $330K | 0.41% | — | HELD |
| 23 | VGSH | VANGUARD SCOTTSDALE FDS | $58.10 | -0.05% | 2.63% | 9.77% | $317K | 0.39% | — | HELD |
| 24 | IMTB | ISHARES TR | $42.93 | -0.37% | 2.82% | 0.86% | $310K | 0.38% | — | HELD |
| 25 | META | META PLATFORMS INC | $556.34 | 3.21% | -27.89% | 43.33% | $259K | 0.32% | — | HELD |
| 26 | INMU | BLACKROCK ETF TRUST II | $23.78 | -0.13% | 4.95% | 7.16% | $252K | 0.31% | — | HELD |
| 27 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $222K | 0.27% | — | HELD |
| 28 | IVW | ISHARES TR | $135.21 | 1.41% | 21.55% | 77.84% | $217K | 0.27% | — | HELD |
Source: SEC EDGAR · accession 0001754960-26-000458. 13F discloses long positions only — shorts, foreign equities, and options are excluded.