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Charis Legacy Partners - Q4 2025 13F Filings

CH

Charis Legacy Partners, LLC

CIK: 0002056602
Address: Texas Bryan 4704 Westminster Dr
$67.76 M
Portfolio Value
26
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/09/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. VXUS Vanguard Total International Stock Etf
+$578,549.02
2. USFR Wisdomtree Floating Rate Treasury Fund
+$410,760.89
3. BND Vanguard Total Bond Market Etf
+$264,282.43
4. DVY Ishares Select Dividend Etf
+$264,022
5. TBG Tbg Dividend Focus Etf
+$260,561

Top Sells

Q4 2025
1. ABBV Abbvie
−$488,183
2. VB Vanguard Small-Cap Etf
−$393,763
3. VSS Vanguard Ftse All-World Ex-Us Small-Cap Etf
−$337,273
4. VTV Vanguard Value Etf
−$285,157.75
5. AAPL Apple
−$253,356.73

Asset Allocation

Stocks/ETFs
+1.08%
$67.45 M 99.55%
Options
$0 0.00%
Debt
$0 0.00%
Other
+2.88%
$306,001 0.45%

Sector Allocation (Stocks)

Charis Legacy Partners Q4 2025 Filing Summary

Charis Legacy Partners, LLC filed its 13F report for Q4 2025 on January 07, 2026. The portfolio totaled 67.76 M reflecting a +1.09% change from the prior quarter, spanning 26 assets. The top 10 holdings comprised 84.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 5 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Charis Legacy Partners’s Q4 2025 Filing

Charis Legacy Partners submitted their Form 13F-HR for the Q4 2025 period on 01/07/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Charis Legacy Partners reported a managed portfolio value of 67.76 M, consisting of 26 individual positions.

This page displays the raw filing documents. To see which stocks Charis Legacy Partners bought or sold during Q4 2025, please visit Charis Legacy Partners's Portfolio Analysis page.