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Charis Legacy Partners - Q1 2026 13F Filings

CH

Charis Legacy Partners, LLC

CIK: 0002056602
Address: Texas Bryan 4704 Westminster Dr
$68.38 M
Portfolio Value
27
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/22/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VTI Vanguard Total Stock Market Etf
+$436,616.03
2. VXUS Vanguard Total International Stock Etf
+$404,364.23
3. VOO Vanguard S&P 500 Etf
+$356,142.12
4. IDEV Ishares Core Msci Dev Mkts
+$310,045
5. PSX Phillips 66
+$204,042

Top Sells

Q1 2026
1. BND Vanguard Total Bond Market Etf
−$307,813.37
2. RSP Invesco S&P 500 Equal Weight Etf
−$228,969.4
3. VEA Vanguard Ftse Developed Markets Etf
−$111,692.8
4. VTV Vanguard Value Etf
−$100,656.98
5. VXF Vanguard Extended Market Etf
−$63,181.55

Asset Allocation

Stocks/ETFs
+1.37%
$68.38 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Charis Legacy Partners Q1 2026 Filing Summary

Charis Legacy Partners, LLC filed its 13F report for Q1 2026 on April 08, 2026. The portfolio totaled 68.38 M reflecting a +0.91% change from the prior quarter, spanning 27 assets. The top 10 holdings comprised 83.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Charis Legacy Partners’s Q1 2026 Filing

Charis Legacy Partners submitted their Form 13F-HR for the Q1 2026 period on 04/08/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Charis Legacy Partners reported a managed portfolio value of 68.38 M, consisting of 27 individual positions.

This page displays the raw filing documents. To see which stocks Charis Legacy Partners bought or sold during Q1 2026, please visit Charis Legacy Partners's Portfolio Analysis page.