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CIK: 0002056602
Total reported value
$81.3M
$81.3M
26 檔
47.9%
During the Q2 2025 filing period, Charis Legacy Partners, LLC (CIK: 0002056602) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $81.3M across 26 reported positions.
During Q2 2025, Charis Legacy Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.34% | -0.19% | +3.55% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 18.17% | -0.94% | +5.35% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.76% | -0.15% | -0.97% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-Other | 8.41% | +0.26% | +2.88% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 5.52% | +0.58% | +3.65% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 4.35% | -2.05% | +1019.54% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.19% | -0.19% | — | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.49% | -0.23% | +1.23% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.27% | -0.21% | -6.73% | |
| 10 | KLAC | Kla CORP | Stock-Tech | 2.86% | +2.86% | -5.65% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.83% | -0.26% | +0.88% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.63% | +0.25% | +2.63% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.66% | -0.10% | — | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.62% | -0.06% | +1.77% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | -0.04% | — | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.07% | +0.46% | — | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.93% | -0.10% | -17.18% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 0.92% | — | — | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.74% | -0.13% | -8.84% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.73% | — | — | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.73% | -0.05% | -9.68% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | — | +0.87% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.55% | — | -43.15% | |
| 24 | IMTB | Ishares Core 5-10 Year Usd | ETF-Other | 0.51% | -0.08% | — | |
| 25 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.46% | -0.04% | — | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.44% | -0.02% | — |
According to official SEC Form 13F filings, Charis Legacy Partners, LLC reported a total U.S. public equity portfolio value of $81.3M across 26 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VXUS, VTI) accounted for 47.9% of total reported equity market value during Q2 2025.
During Q2 2025, Charis Legacy Partners, LLC's top holdings by market value included VOO (23.3%)、VXUS (18.2%)、VTI (8.8%). The largest single position, VOO, represented 23.3% of total portfolio value.
In Q2 2025, Charis Legacy Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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