Charis Legacy Partners, LLC
CIK 0002056602 · BRYAN, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$81.3M
2026 Q2
Positions
28
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
83.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
21.0%
VXUS
VANGUARD STAR FDS
19.7%
VXF
VANGUARD INDEX FDS
8.3%
VTI
VANGUARD INDEX FDS
8.1%
KLAC
KLA CORP
6.8%
BND
VANGUARD BD INDEX FDS
6.4%
USFR
WISDOMTREE TR
4.3%
BNDX
VANGUARD CHARLOTTE FDS
3.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.