Charis Legacy Partners, LLC Portfolio Holdings

Charis Legacy Partners, LLC

  • $52.8 Billion
  • Q1 2025

Charis Legacy Partners, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $52.8 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 $12.4B, Vanguard Star Fd Vanguard Tota with a value of $9.41B, Vanguard Total Stock Market Et with a value of $4.85B, Vanguard Extended Market ETF with a value of $4.43B, and Vanguard Bd Index Fd Inc Total with a value of $3.23B.

Examining the 13F form we can see an increase of $3.83B in the current position value, from $49B to 52.8B.

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.

Portfolio value $52.8 Billion
ETFs: $49.4 Billion
Technology: $2.49 Billion
Industrials: $551 Million
Healthcare: $387 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $52.8 Billion
  • Prior Value $49 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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