Charis Legacy Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Charis Legacy Partners, LLC reported 20 stock positions worth $49.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 21.1% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 18.1%) and Vanguard Extended Market ETF (VXF, 10.4%).
- Most Recent 13F
- Q2 2026
- Location
- BRYAN, TX
- CIK
- 0002056602
- Portfolio Value
- $49.0M (Q4 2024)
- SEC Filing
- 0001754960-25-000142 ↗ filed Feb 13, 2025
Holdings Value
Holdings 20 stocks · $49.0M
| VOO Vanguard S&P 500 ETF | 21.08% | 19,168 | $10.3M | — |
| VXUS Vanguard Total Intl Stock | 18.08% | 150,318 | $8.9M | — |
| VXF Vanguard Extended Market ETF | 10.35% | 26,698 | $5.1M | — |
| VTI VG Morningstar TS MKT ETF-US | 10.16% | 17,173 | $5.0M | — |
| BND Vanguard Total Bond Market | 8.32% | 56,694 | $4.1M | — |
| RSP Invesco S&P 500 Equal Weight | 5.00% | 13,985 | $2.5M | — |
| BNDX Vanguard Total Intl Bond ETF | 3.72% | 37,198 | $1.8M | — |
| VEA Vanguard Ftse Developed ETF | 3.44% | 35,202 | $1.7M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.29% | 9,524 | $1.6M | — |
| VEU Vanguard Ftse All-World Ex-U | 3.28% | 27,953 | $1.6M | — |
| KLAC KLA Corp. | 2.38% | 1,854 | $1.2M | — |
| AAPL Apple Inc. | 2.09% | 4,095 | $1.0M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.69% | 2,013 | $826K | — |
| IVV iShares Core S&P 500 ETF | 1.46% | 1,215 | $715K | — |
| VYM Vanguard High DVD Yield ETF | 1.28% | 4,912 | $627K | — |
| CAT Caterpillar Inc. | 1.24% | 1,670 | $606K | — |
| VGSH Vanguard Short-Term Treasury | 1.03% | 8,664 | $504K | — |
| VWO Vanguard Ftse Emerging Marke | 0.82% | 9,068 | $399K | — |
| USFR Wisdomtree Floating Rate Tre | 0.75% | 7,254 | $365K | — |
| IJH iShares Core S&P Midcap ETF | 0.55% | 4,305 | $268K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 28 | $81.3M | VOO, VXUS, VXF, VTI, KLAC |
| Q1 2026 | 27 | $68.4M | VOO, VXUS, VTI, VXF, USFR |
| Q4 2025 | 26 | $67.8M | VOO, VXUS, VXF, VTI, BND |
| Q3 2025 | 29 | $67.0M | VOO, VXUS, VXF, VTI, BND |
| Q2 2025 | 26 | $60.7M | VOO, VXUS, VTI, VXF, BND |
| Q1 2025 | 26 | $52.8M | VOO, VXUS, VTI, VXF, BND |
| Q4 2024 | 20 | $49.0M | VOO, VXUS, VXF, VTI, BND |