Charter Capital Management, LLC\DE - Portfolio overview

Charter Capital Management, LLC\DE has 73 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IJH - ISHARES TR, 30.42%
2. VYM - VANGUARD WHITEHALL FDS, 15.20%
3. PRF - INVESCO EXCHANGE TRADED FD T, 14.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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