Charis Legacy Partners, LLC - Portfolio overview

Charis Legacy Partners, LLC has 32 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 20.73%
2. VXUS - VANGUARD STAR FDS, 20.11%
3. VTI - VANGUARD INDEX FDS, 8.07%

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

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