13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002056602
Total reported value
$81.3M
$81.3M
27 檔
54.2%
According to the latest 13F quarterly dataset, Charis Legacy Partners, LLC managed an equity portfolio of $81.3M at the end of Q1 2026, spanning 27 distinct U.S. exchange-listed positions.
During Q1 2026, Charis Legacy Partners, LLC performed routine portfolio adjustments (1 new buys, 9 additions, 9 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.23% | -0.19% | +2.52% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 20.59% | -0.94% | +2.96% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.27% | -0.15% | +8.37% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-Other | 8.02% | +0.26% | -1.14% | |
| 5 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 6.37% | -2.05% | +0.64% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 5.86% | +0.58% | -7.13% | |
| 7 | KLAC | Kla CORP | Stock-Tech | 3.96% | +2.86% | — | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.34% | -0.23% | -0.65% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.02% | -0.21% | -5.13% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.01% | -0.19% | -10.01% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.87% | +0.25% | +0.38% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.22% | -0.26% | -6.22% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 1.73% | +0.46% | — | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.43% | -0.06% | +0.27% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.39% | -0.10% | -2.93% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | -0.04% | — | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.95% | -0.10% | — | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.65% | -0.05% | -1.62% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.54% | -0.02% | — | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.52% | +0.10% | +25.65% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.52% | -0.13% | -5.32% | |
| 22 | TBG | Tbg Dividend Focus ETF | ETF-Other | 0.50% | +0.11% | +26.26% | |
| 23 | IMTB | Ishares Core 5-10 Year Usd | ETF-Other | 0.46% | -0.08% | — | |
| 24 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.45% | -0.04% | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | -0.02% | +17.09% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.04% | — | |
| 27 | PSX | Phillips 66 | Stock-Energy | 0.30% | -0.30% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +0.8% | +2.96% | Add |
| 2 | KLAC | Kla CORP | +0.7% | — | Unchanged |
| 3 | CAT | Caterpillar Inc | +0.3% | — | Unchanged |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +8.37% | Add |
| 5 | DVY | Ishares Select Dividend ETF | +0.1% | +25.65% | Add |
| 6 | TBG | Tbg Dividend Focus ETF | +0.1% | +26.26% | Add |
| 7 | VEU | Vanguard Ftse All-world Ex-u | 0% | -0.65% | Trim |
| 8 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 9 | IJH | Ishares Core S&p Midcap ETF | 0% | — | Unchanged |
| 10 | IDEV | Ishares Core Msci Dev Mkts | — | — | Unchanged |
| 11 | META | Meta Platforms Inc-class A | — | +17.09% | Add |
| 12 | IMTB | Ishares Core 5-10 Year Usd | — | — | Unchanged |
| 13 | USFR | Wisdomtree Floating Rate Tre | 0% | +0.64% | Add |
| 14 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.62% | Trim |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 16 | VGSH | Vanguard Short-term Treasury | 0% | -5.32% | Trim |
| 17 | BNDX | Vanguard Total Intl Bond ETF | 0% | +0.38% | Add |
| 18 | IVV | Ishares Core S&p 500 ETF | -0.1% | — | Unchanged |
| 19 | VTV | Vanguard Value ETF | -0.1% | -6.22% | Trim |
| 20 | VEA | Vanguard Ftse Developed ETF | -0.1% | -5.13% | Trim |
| 21 | AAPL | Apple Inc | -0.2% | -2.93% | Trim |
| 22 | VUG | Vanguard Growth ETF | -0.2% | +0.27% | Add |
| 23 | VXF | Vanguard Extended Market ETF | -0.3% | -1.14% | Trim |
| 24 | RSP | Invesco S&p 500 Equal Weight | -0.4% | -10.01% | Trim |
| 25 | BND | Vanguard Total Bond Market | -0.6% | -7.13% | Trim |
| 26 | VOO | Vanguard S&p 500 ETF | -0.7% | +2.52% | Add |
| 27 | PSX | Phillips 66 | — | NEW | New buy |
According to official SEC Form 13F filings, Charis Legacy Partners, LLC reported a total U.S. public equity portfolio value of $81.3M across 27 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 54.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
PSX
市值: $204.0K
Top Position Liquidated / Trimmed
VXF
前期市值: $5.6M
During Q1 2026, Charis Legacy Partners, LLC's top holdings by market value included VOO (21.2%)、VXUS (20.6%)、VTI (8.3%). The largest single position, VOO, represented 21.2% of total portfolio value.
In Q1 2026, Charis Legacy Partners, LLC made 19 total portfolio adjustments, initiating 1 new buys, adding to 9 positions, trimming 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.