Charis Legacy Partners, LLC Portfolio Holdings by Sector
Charis Legacy Partners, LLC
- $67 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO VXUS VXF BND USFR VEU RSP VEA 21 stocks |
$56.2 Million
83.85% of portfolio
|
  11  
|
  6  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5.4 Million
8.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$2.09 Million
3.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.22 Million
1.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$796,841
1.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$488,183
0.73% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$357,643
0.53% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$265,949
0.4% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$206,615
0.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|