Q3 2026 13F · SEC CIK 2056602

Charis Legacy Partners, LLC

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $80.9M
Reported positions: 29
Holdings vs S&P 500, 3 yrs: —
Assets under management: $132.7M

Charis Legacy Partners, LLC is a wealth manager that reported 29 positions worth $80.9M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Vanguard Index Fds (VOO, 23.2%), Vanguard Star Fds (VXUS, 20.6%), Vanguard Index Fds (VXF, 8.3%).

Charis Legacy Partners, LLC holdings all 29 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Charis Legacy Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	23.2%	21.0%	26,809	+7.6%	$18.8M
VXUSVanguard Star Fds	20.6%	19.7%	196,556	+5.1%	$16.7M
VXFVanguard Index Fds	8.3%	8.3%	28,824	+5.4%	$6.7M
VTIVanguard Index Fds	8.2%	8.1%	17,786	-0.3%	$6.7M
BNDVanguard Bd Index Fds	6.2%	6.4%	71,115	-0.3%	$5.0M
KLACKla Corp	4.4%	6.8%	18,380	+0.0%	$3.6M
USFRWisdomtree Tr	4.0%	4.3%	64,283	-7.8%	$3.2M
BNDXVanguard Charlotte Fds	2.9%	3.1%	50,326	-3.8%	$2.4M
VEUVanguard Intl Equity Index F	2.9%	3.1%	28,405	-6.0%	$2.4M
RSPInvesco Exchange Traded Fd T	2.8%	2.8%	10,858	+0.7%	$2.3M
VEAVanguard Ftse Developed Markets Index Fu	2.8%	2.8%	31,934	-0.5%	$2.3M
VTVVanguard Index Fds	2.0%	2.0%	7,383	+0.9%	$1.6M
CATCaterpillar Inc	1.7%	2.2%	1,670	+0.0%	$1.4M
VUGVanguard Index Fds	1.4%	1.4%	12,998	+0.3%	$1.2M
AAPLApple Inc	1.3%	1.3%	3,120	-14.1%	$1.0M
IVVIshares Tr	1.1%	1.1%	1,190	-2.1%	$912K
VYMVanguard Whitehall Fds	0.8%	0.9%	4,393	+0.0%	$682K
TBGEa Series Trust	0.8%	0.6%	17,104	+26.5%	$617K
DVYIshares Tr	0.8%	0.6%	4,053	+26.0%	$616K
VWOVanguard Intl Equity Index F	0.6%	0.6%	8,172	-0.2%	$485K
METAMeta Platforms Inc	0.5%	0.3%	508	+10.4%	$369K
IJHIshares Tr	0.4%	0.5%	4,945	-9.4%	$356K
IDEVIshares Tr	0.4%	0.4%	3,710	+0.0%	$332K
IMTBIshares Tr	0.4%	0.4%	7,100	+0.0%	$294K
PSXPhillips 66	0.4%	New	1,120	—	$286K
VGSHVanguard Scottsdale Fds	0.3%	0.4%	4,421	-18.9%	$254K
INMUBlackrock ETF Trust II	0.3%	0.3%	10,495	+0.9%	$240K
IVWIshares Tr	0.3%	0.3%	1,576	+0.0%	$224K
BRK-BBerkshire Hathaway Inc Del	0.3%	0.3%	443	+0.0%	$221K

What Charis Legacy Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

PSX Phillips 660.4% of 13F

Added to

Reduced

VGSH Vanguard Scottsdale Fds-18.9% shares
AAPL Apple Inc-14.1% shares
IJH Ishares Tr-9.4% shares
USFR Wisdomtree Tr-7.8% shares
VEU Vanguard Intl Equity Index F-6.0% shares

Sold out

Nothing sold out.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +9.3% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$80.9M	29
Q2 2026	$81.3M	28
Q1 2026	$68.4M	27
Q4 2025	$67.8M	26
Q3 2025	$67.0M	29
Q2 2025	$60.7M	26
Q1 2025	$52.8M	26
Q4 2024	$49.0M	20

Questions about Charis Legacy Partners, LLC's portfolio

What stocks does Charis Legacy Partners, LLC own?

Charis Legacy Partners, LLC's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 29 positions worth $80.9M. The largest are Vanguard Index Fds (VOO) at 23.2%, Vanguard Star Fds (VXUS) at 20.6%, Vanguard Index Fds (VXF) at 8.3%, Vanguard Index Fds (VTI) at 8.2% and Vanguard Bd Index Fds (BND) at 6.2%.

What did Charis Legacy Partners, LLC buy last quarter?

In Q3 2026, Charis Legacy Partners, LLC added a new position in Phillips 66 (PSX), Ea Series Trust (TBG) (+26.5% shares), Ishares Tr (DVY) (+26.0% shares) and Meta Platforms Inc (META) (+10.4% shares), compared with its Q2 2026 filing.

What did Charis Legacy Partners, LLC sell last quarter?

In Q3 2026, Charis Legacy Partners, LLC Vanguard Scottsdale Fds (VGSH) (-18.9% shares), Apple Inc (AAPL) (-14.1% shares) and Ishares Tr (IJH) (-9.4% shares), compared with its Q2 2026 filing.

When is Charis Legacy Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Charis Legacy Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Charis Legacy Partners, LLC manage?

Charis Legacy Partners, LLC reported $132.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $80.9M.