Charis Legacy Partners, LLC: 13F holdings
CIK 20566022026Q2
| Positions | 28 |
|---|
| Reported value | $81.3m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 28 (+1 vs prior quarter) |
|---|
| Reported value | $81.3m (+18.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 24,916 | $17.1m | 21.0% |
| VXUS VANGUARD STAR FDS | 186,940 | $16.0m | 19.7% |
| VXF VANGUARD INDEX FDS | 27,350 | $6.7m | 8.3% |
| VTI VANGUARD INDEX FDS | 17,847 | $6.6m | 8.1% |
| KLAC KLA CORP | 18,380 | $5.5m | 6.8% |
| BND VANGUARD BD INDEX FDS | 71,353 | $5.2m | 6.4% |
| USFR WISDOMTREE TR | 69,740 | $3.5m | 4.3% |
| BNDX VANGUARD CHARLOTTE FDS | 52,319 | $2.5m | 3.1% |
| VEU VANGUARD INTL EQUITY INDEX F | 30,203 | $2.5m | 3.1% |
| RSP INVESCO EXCHANGE TRADED FD T | 10,780 | $2.3m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056602")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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