Charis Legacy Partners, LLC
Charis Legacy Partners, LLC reported 28 positions worth $81.3M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: VOO (21.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $17.1M | 21.04% | 24,916 | — | — | |
| ▸ 2 | VXUS | SH | $16.0M | 19.65% | 186,940 | — | — | |
| ▸ 3 | VXF | SH | $6.7M | 8.28% | 27,350 | — | — | |
| ▸ 4 | VTI | SH | $6.6M | 8.12% | 17,847 | — | — | |
| ▸ 5 | KLAC | SH | $5.5M | 6.82% | 18,380 | — | — | |
| ▸ 6 | BND | SH | $5.2M | 6.44% | 71,353 | — | — | |
| ▸ 7 | USFR | SH | $3.5M | 4.32% | 69,740 | — | — | |
| ▸ 8 | BNDX | SH | $2.5M | 3.12% | 52,319 | — | — | |
| ▸ 9 | VEU | SH | $2.5M | 3.11% | 30,203 | — | — | |
| ▸ 10 | RSP | SH | $2.3M | 2.82% | 10,780 | — | — |
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Frequently Asked Questions
What stocks does Charis Legacy Partners, LLC hold as of Q2 2026?
Charis Legacy Partners, LLC reported 28 positions worth $81.3M in its Q2 2026 13F filing. Largest positions: VOO (21.0%), VXUS (19.7%), VXF (8.3%), VTI (8.1%) and KLAC (6.8%).
What did Charis Legacy Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Charis Legacy Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.