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CIK: 0002056602
Total reported value
$81.3M
$81.3M
26 檔
53.7%
As reported in its official Q4 2025 Form 13F filing, Charis Legacy Partners, LLC's tracked investment portfolio stood at $81.3M with 26 total positions.
In Q4 2025, Charis Legacy Partners, LLC adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.93% | -0.19% | -0.62% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 19.75% | -0.94% | +4.52% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 8.32% | +0.26% | +3.02% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.04% | -0.15% | -1.22% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 6.41% | +0.58% | +6.48% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 6.38% | -2.05% | +10.50% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.37% | -0.19% | +0.40% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.32% | -0.23% | -5.61% | |
| 9 | KLAC | Kla CORP | Stock-Tech | 3.30% | +2.86% | -5.16% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.13% | -0.21% | -2.84% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.90% | +0.25% | +9.37% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.33% | -0.26% | -15.32% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.61% | -0.06% | -1.20% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.55% | -0.10% | -19.47% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 1.41% | +0.46% | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | -0.04% | — | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.93% | -0.10% | +3.68% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.66% | -0.05% | -9.30% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.55% | -0.13% | -11.20% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.53% | -0.02% | — | |
| 21 | IMTB | Ishares Core 5-10 Year Usd | ETF-Other | 0.46% | -0.08% | — | |
| 22 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.45% | -0.04% | — | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.39% | +0.10% | — | |
| 24 | TBG | Tbg Dividend Focus ETF | ETF-Other | 0.38% | +0.11% | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | -0.02% | -27.93% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.04% | -16.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +1.2% | +4.52% | Add |
| 2 | USFR | Wisdomtree Floating Rate Tre | +0.6% | +10.50% | Add |
| 3 | BND | Vanguard Total Bond Market | +0.3% | +6.48% | Add |
| 4 | CAT | Caterpillar Inc | +0.2% | — | Unchanged |
| 5 | KLAC | Kla CORP | +0.2% | -5.16% | Trim |
| 6 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +9.37% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.2% | -0.62% | Trim |
| 8 | VXF | Vanguard Extended Market ETF | +0.2% | +3.02% | Add |
| 9 | VYM | Vanguard High Dvd Yield ETF | 0% | +3.68% | Add |
| 10 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 11 | RSP | Invesco S&p 500 Equal Weight | 0% | +0.40% | Add |
| 12 | VEA | Vanguard Ftse Developed ETF | 0% | -2.84% | Trim |
| 13 | IDEV | Ishares Core Msci Dev Mkts | 0% | — | Unchanged |
| 14 | IJH | Ishares Core S&p Midcap ETF | — | — | Unchanged |
| 15 | VUG | Vanguard Growth ETF | 0% | -1.20% | Trim |
| 16 | IMTB | Ishares Core 5-10 Year Usd | 0% | — | Unchanged |
| 17 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.22% | Trim |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -16.26% | Trim |
| 19 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -9.30% | Trim |
| 20 | VGSH | Vanguard Short-term Treasury | -0.1% | -11.20% | Trim |
| 21 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -5.61% | Trim |
| 22 | META | Meta Platforms Inc-class A | -0.2% | -27.93% | Trim |
| 23 | AAPL | Apple Inc | -0.3% | -19.47% | Trim |
| 24 | VTV | Vanguard Value ETF | -0.4% | -15.32% | Trim |
| 25 | ABBV | Abbvie Inc | — | EXIT | Sold out |
| 26 | VB | Vanguard Small-cap ETF | — | EXIT | Sold out |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | — | EXIT | Sold out |
| 28 | DVY | Ishares Select Dividend ETF | — | NEW | New buy |
| 29 | TBG | Tbg Dividend Focus ETF | — | NEW | New buy |
| 30 | IJR | Ishares Core S&p Small-cap E | — | EXIT | Sold out |
| 31 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
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 Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VXUS, VXF) accounted for 53.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
DVY
市值: $264.0K
Top Position Liquidated / Trimmed
ABBV
前期市值: $488.2K
During Q4 2025, Charis Legacy Partners, LLC's top holdings by market value included VOO (21.9%)、VXUS (19.8%)、VXF (8.3%). The largest single position, VOO, represented 21.9% of total portfolio value.
In Q4 2025, Charis Legacy Partners, LLC made 26 total portfolio adjustments, initiating 2 new buys, adding to 7 positions, trimming 12 holdings, and fully liquidating 5 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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