Charis Legacy Partners, LLC Portfolio Holdings

Charis Legacy Partners, LLC

  • $67 Billion
  • Q3 2025

Charis Legacy Partners, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $67 Billion distributed in 29 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 $14.6B, Vanguard Star Fd Vanguard Tota with a value of $12.5B, Vanguard Extended Market ETF with a value of $5.48B, Vanguard Total Stock Market Et with a value of $5.4B, and Vanguard Bd Index Fd Inc Total with a value of $4.09B.

Examining the 13F form we can see an increase of $6.32B in the current position value, from $60.7B to 67B.

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 $67 Billion
ETFs: $61.6 Billion
Technology: $3.31 Billion
Industrials: $797 Million
Healthcare: $488 Million
Communication Services: $358 Million
Financial Services: $266 Million
Consumer Cyclical: $207 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.6 Billion 21.78% of portfolio
23,842
Q3 2025 Reduced 4.43%
$0
$12.5 Billion 18.6% of portfolio
169,708
Q3 2025 Added 6.31%
$0
$5.48 Billion 8.17% of portfolio
26,174
Q3 2025 Reduced 1.17%
$0
$5.4 Billion 8.06% of portfolio
16,457
Q3 2025 Reduced 5.92%
$0
$4.09 Billion 6.11% of portfolio
55,032
Q3 2025 Added 20.91%
$0
$3.91 Billion 5.83% of portfolio
77,763
Q3 2025 Added 48.17%
$0
$2.31 Billion 3.45% of portfolio
32,381
Q3 2025 Added 2.6%
$0
$2.25 Billion 3.36% of portfolio
11,876
Q3 2025 Reduced 15.06%
$0
$2.09 Billion 3.12% of portfolio
34,947
Q3 2025 Added 0.38%
$161B
$2.09 Billion 3.12% of portfolio
1,938
Q2 2025 Reduced 5.65%
$0
$1.84 Billion 2.74% of portfolio
37,179
Q3 2025 Added 15.21%
$0
$1.82 Billion 2.71% of portfolio
9,745
Q3 2025 Added 0.39%
$4.3T
$1.22 Billion 1.82% of portfolio
4,786
Q3 2025 Reduced 2.72%
$0
$1.08 Billion 1.62% of portfolio
2,257
Q3 2025 Added 0.45%
$0
$813 Million 1.21% of portfolio
1,215
Q4 2024 New
$291B
$797 Million 1.19% of portfolio
1,670
Q4 2024 New
$0
$499 Million 0.74% of portfolio
9,207
Q3 2025 Added 2.29%
$414B
$488 Million 0.73% of portfolio
2,108
Q3 2025 Added 13.09%
$0
$421 Million 0.63% of portfolio
7,158
Q3 2025 Reduced 6.78%
$0
$394 Million 0.59% of portfolio
1,549
Q3 2025 Reduced 34.56%
$0
$356 Million 0.53% of portfolio
5,460
Q3 2025 Added 26.83%
$1.37T
$358 Million 0.53% of portfolio
487
Q3 2025 New
$0
$337 Million 0.5% of portfolio
2,366
Q3 2025 Reduced 28.65%
$0
$314 Million 0.47% of portfolio
7,100
Q1 2025 New
$0
$297 Million 0.44% of portfolio
3,710
Q1 2025 New
$662B
$266 Million 0.4% of portfolio
529
Q3 2025 New
$0
$231 Million 0.34% of portfolio
1,945
Q3 2025 New
$2.39T
$207 Million 0.31% of portfolio
941
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $67 Billion
  • Prior Value $60.7 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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