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Charis Legacy Partners - Q2 2026 13F Filings

CH

Charis Legacy Partners, LLC

CIK: 0002056602
Address: Texas Bryan 4704 Westminster Dr
$81.33 M
Portfolio Value
28
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/22/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. BND Vanguard Total Bond Market Etf
+$1.24 M
2. VUG Vanguard Growth Etf
+$923,304.29
3. BNDX Vanguard Total International Bond Etf
+$556,994.71
4. VOO Vanguard S&P 500 Etf
+$429,947.91
5. VXUS Vanguard Total International Stock Etf
+$369,231.53

Top Sells

Q2 2026
1. USFR Wisdomtree Floating Rate Treasury Fund
−$842,457.16
2. PSX Phillips 66
−$204,042
3. VTV Vanguard Value Etf
−$91,316.59
4. VGSH Vanguard Short-Term Treasury Etf
−$32,941.16
5. AAPL Apple
−$31,827.35

Asset Allocation

Stocks/ETFs
+18.94%
$81.33 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Charis Legacy Partners Q2 2026 Filing Summary

Charis Legacy Partners, LLC filed its 13F report for Q2 2026 on July 09, 2026. The portfolio totaled 81.33 M reflecting a +18.94% change from the prior quarter, spanning 28 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 1 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 Q2 2026 Filing

Charis Legacy Partners submitted their Form 13F-HR for the Q2 2026 period on 07/09/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Charis Legacy Partners reported a managed portfolio value of 81.33 M, consisting of 28 individual positions.

This page displays the raw filing documents. To see which stocks Charis Legacy Partners bought or sold during Q2 2026, please visit Charis Legacy Partners's Portfolio Analysis page.