Holders — by stockHoldings — by fund
Charis Legacy Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002056602
$81.3M
disclosed book value
28
positions
21%
largest position share
Positions, as of 2026-06-30
top 28 of 28 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 24,916 | $17.1M | 21% |
| 2 | VXUSVANGUARD STAR FDS | 186,940 | $16.0M | 19.7% |
| 3 | VXFVANGUARD INDEX FDS | 27,350 | $6.7M | 8.3% |
| 4 | VTIVANGUARD INDEX FDS | 17,847 | $6.6M | 8.1% |
| 5 | KLACKLA CORP | 18,380 | $5.5M | 6.8% |
| 6 | BNDVANGUARD BD INDEX FDS | 71,353 | $5.2M | 6.4% |
| 7 | USFRWISDOMTREE TR | 69,740 | $3.5M | 4.3% |
| 8 | BNDXVANGUARD CHARLOTTE FDS | 52,319 | $2.5M | 3.1% |
| 9 | VEUVANGUARD INTL EQUITY INDEX F | 30,203 | $2.5M | 3.1% |
| 10 | RSPINVESCO EXCHANGE TRADED FD T | 10,780 | $2.3M | 2.8% |
| 11 | VEAVANGUARD TAX-MANAGED FDS | 32,101 | $2.3M | 2.8% |
| 12 | CATCATERPILLAR INC | 1,670 | $1.8M | 2.2% |
| 13 | VTVVANGUARD INDEX FDS | 7,320 | $1.6M | 2% |
| 14 | VUGVANGUARD INDEX FDS | 12,955 | $1.1M | 1.4% |
| 15 | AAPLAPPLE INC | 3,631 | $1.1M | 1.3% |
| 16 | IVVISHARES TR | 1,215 | $909,901 | 1.1% |
| 17 | VYMVANGUARD WHITEHALL FDS | 4,393 | $694,226 | 0.9% |
| 18 | DVYISHARES TR | 3,216 | $502,644 | 0.6% |
| 19 | TBGEA SERIES TRUST | 13,518 | $492,883 | 0.6% |
| 20 | VWOVANGUARD INTL EQUITY INDEX F | 8,188 | $488,755 | 0.6% |
| 21 | IJHISHARES TR | 5,460 | $421,021 | 0.5% |
| 22 | IDEVISHARES TR | 3,710 | $330,227 | 0.4% |
| 23 | VGSHVANGUARD SCOTTSDALE FDS | 5,452 | $317,306 | 0.4% |
| 24 | IMTBISHARES TR | 7,100 | $309,643 | 0.4% |
| 25 | METAMETA PLATFORMS INC | 460 | $259,270 | 0.3% |
| 26 | INMUBLACKROCK ETF TRUST II | 10,406 | $252,337 | 0.3% |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 443 | $221,673 | 0.3% |
| 28 | IVWISHARES TR | 1,576 | $216,747 | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.