Institutional Fund
Charis Legacy Partners, LLC
Bryan, TXCIK 20566025 filings on record
Portfolio Value
$68.38M
Q1 2026
Holdings
27
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+0.9%
from $67.76M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds21.2%
- Vanguard Star Fds20.6%
- Vanguard Index Fds8.3%
- Vanguard Index Fds8.0%
- Wisdomtree Tr6.4%
- Vanguard Bd Index Fds5.9%
- Other29.7%
Portfolio Holdings
27 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 24.3K | $14.51M | 21.2% | +596 | Added |
| 2 | Vanguard Star Fds | 182.6K | $14.08M | 20.6% | +5.2K | Added |
| 3 | Vanguard Index Fds | 17.6K | $5.65M | 8.3% | +1.4K | Added |
| 4 | Vanguard Index Fds | 26.7K | $5.49M | 8.0% | −307 | Reduced |
| 5 | Wisdomtree Tr | 86.5K | $4.35M | 6.4% | +546 | Added |
| 6 | Vanguard Bd Index Fds | 54.4K | $4.01M | 5.9% | −4.2K | Reduced |
| 7 | Kla Corp | 1.8K | $2.71M | 4.0% | 0 | Held |
| 8 | Vanguard Intl Equity Index F | 30.4K | $2.28M | 3.3% | −200 | Reduced |
| 9 | Vanguard Tax-Managed Fds | 32.2K | $2.06M | 3.0% | −1.7K | Reduced |
| 10 | Invesco Exchange Traded Fd T | 10.7K | $2.06M | 3.0% | −1.2K | Reduced |
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