Charis Legacy Partners, LLC - Portfolio Stock Holdings
Charis Legacy Partners, LLC disclosed 29 stock positions in a recent SEC 13F filing. $81,327,748 of stock holdings were filed, with the largest holdings including VOO, VXUS, and VXF. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $132,695,803 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
29Est. Stock Holding Value:
$81,327,748Top Stock Holdings By Sector
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Portfolio Stock Holdings - Charis Legacy Partners, LLC
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