Charis Legacy Partners, LLC Portfolio Holdings

Charis Legacy Partners, LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $60.7 Billion distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $14.2B, Vanguard Star Fd Vanguard Tota with a value of $11B, Vanguard Total Stock Market Et with a value of $5.32B, Vanguard Extended Market ETF with a value of $5.1B, and Vanguard Bd Index Fd Inc Total with a value of $3.35B.

Examining the 13F form we can see an increase of $7.89B in the current position value, from $52.8B to 60.7B.

Charis Legacy Partners, LLC is based out at Bryan, TX

Below you can find more details about Charis Legacy Partners, LLC portfolio as well as his latest detailed transactions.