Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Charis Legacy Partners, LLC (CIK 2056602) reported $68.4M across 27 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($14.5M, 21.23%), VXUS ($14.1M, 20.59%), VTI ($5.7M, 8.27%), VXF ($5.5M, 8.02%), USFR ($4.4M, 6.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $14.5M | 21.23% | 24,290 | Added |
| 2 | VXUS | VANGUARD STAR FDS | $14.1M | 20.59% | 182,621 | Added |
| 3 | VTI | VANGUARD INDEX FDS | $5.7M | 8.27% | 17,618 | Added |
| 4 | VXF | VANGUARD INDEX FDS | $5.5M | 8.02% | 26,657 | Trimmed |
| 5 | USFR | WISDOMTREE TR | $4.4M | 6.37% | 86,472 | Added |
| 6 | BND | VANGUARD BD INDEX FDS | $4.0M | 5.86% | 54,420 | Trimmed |
| 7 | KLAC | KLA CORP | $2.7M | 3.96% | 1,838 | Hold |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $2.3M | 3.34% | 30,365 | Trimmed |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $2.1M | 3.02% | 32,210 | Trimmed |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $2.1M | 3.01% | 10,731 | Trimmed |
| 11 | BNDX | VANGUARD CHARLOTTE FDS | $2.0M | 2.87% | 40,818 | Added |
| 12 | VTV | VANGUARD INDEX FDS | $1.5M | 2.22% | 7,739 | Trimmed |
| 13 | CAT | CATERPILLAR INC | $1.2M | 1.73% | 1,670 | Hold |
| 14 | VUG | VANGUARD INDEX FDS | $976,743 | 1.43% | 2,236 | Added |
| 15 | AAPL | APPLE INC | $949,364 | 1.39% | 3,741 | Trimmed |
| 16 | IVV | ISHARES TR | $793,650 | 1.16% | 1,215 | Hold |
| 17 | VYM | VANGUARD WHITEHALL FDS | $650,603 | 0.95% | 4,393 | Hold |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $444,072 | 0.65% | 8,216 | Trimmed |
| 19 | IJH | ISHARES TR | $368,714 | 0.54% | 5,460 | Hold |
| 20 | VGSH | VANGUARD SCOTTSDALE FDS | $352,294 | 0.52% | 6,018 | Trimmed |
| 21 | DVY | ISHARES TR | $355,964 | 0.52% | 2,351 | Added |
| 22 | TBG | EA SERIES TRUST | $343,470 | 0.50% | 9,853 | Added |
| 23 | IMTB | ISHARES TR | $311,122 | 0.46% | 7,100 | Hold |
| 24 | IDEV | ISHARES TR | $310,045 | 0.45% | 3,710 | Hold |
| 25 | META | META PLATFORMS INC | $235,304 | 0.34% | 411 | Added |
Source: SEC Form 13F filings · as of 2026-03-31