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
$80.9M
$80.9M
28 檔
64.2%
At the close of Q2 2026, Charis Legacy Partners, LLC disclosed equity holdings valued at approximately $80.9M, spread across 28 reported holdings.
In Q2 2026, Charis Legacy Partners, LLC displayed an active expansion posture, initiating 2 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.04% | +2.18% | +2.58% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 19.65% | +0.99% | +2.37% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 8.28% | -0.03% | +2.60% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.12% | +0.11% | +1.30% | |
| 5 | KLAC | Kla CORP | Stock-Tech | 6.82% | -2.39% | +900.00% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 6.44% | -0.27% | +31.12% | |
| 7 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 4.32% | -0.32% | -19.35% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.12% | -0.20% | +28.18% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.11% | -0.20% | -0.53% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.82% | -0.03% | +0.46% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.81% | -0.02% | -0.34% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 2.19% | -0.52% | — | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.96% | +0.01% | -5.41% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.37% | +0.08% | +479.38% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.29% | -0.01% | -2.94% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.01% | — | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.85% | -0.01% | — | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.62% | +0.14% | +36.79% | |
| 19 | TBG | Tbg Dividend Focus ETF | ETF-Other | 0.61% | +0.15% | +37.20% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | — | -0.34% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.52% | -0.08% | — | |
| 22 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.41% | — | — | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.39% | -0.08% | -9.41% | |
| 24 | IMTB | Ishares Core 5-10 Year Usd | ETF-Other | 0.38% | -0.02% | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | +0.14% | +11.92% | |
| 26 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.31% | -0.01% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | — | — | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.27% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KLAC | Kla CORP | +2.9% | +900.00% | Add |
| 2 | BND | Vanguard Total Bond Market | +0.6% | +31.12% | Add |
| 3 | CAT | Caterpillar Inc | +0.5% | — | Unchanged |
| 4 | INMU | Ishares Intermediate Muni In | +0.3% | NEW | New buy |
| 5 | IVW | Ishares S&p 500 Growth ETF | +0.3% | NEW | New buy |
| 6 | VXF | Vanguard Extended Market ETF | +0.3% | +2.60% | Add |
| 7 | BNDX | Vanguard Total Intl Bond ETF | +0.3% | +28.18% | Add |
| 8 | TBG | Tbg Dividend Focus ETF | +0.1% | +37.20% | Add |
| 9 | DVY | Ishares Select Dividend ETF | +0.1% | +36.79% | Add |
| 10 | IJH | Ishares Core S&p Midcap ETF | 0% | — | Unchanged |
| 11 | META | Meta Platforms Inc-class A | 0% | +11.92% | Add |
| 12 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 13 | IDEV | Ishares Core Msci Dev Mkts | 0% | — | Unchanged |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 15 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -0.34% | Trim |
| 16 | VUG | Vanguard Growth ETF | -0.1% | +479.38% | Add |
| 17 | IMTB | Ishares Core 5-10 Year Usd | -0.1% | — | Unchanged |
| 18 | AAPL | Apple Inc | -0.1% | -2.94% | Trim |
| 19 | VYM | Vanguard High Dvd Yield ETF | -0.1% | — | Unchanged |
| 20 | VGSH | Vanguard Short-term Treasury | -0.1% | -9.41% | Trim |
| 21 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +1.30% | Add |
| 22 | VOO | Vanguard S&p 500 ETF | -0.2% | +2.58% | Add |
| 23 | RSP | Invesco S&p 500 Equal Weight | -0.2% | +0.46% | Add |
| 24 | VEA | Vanguard Ftse Developed ETF | -0.2% | -0.34% | Trim |
| 25 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | -0.53% | Trim |
| 26 | VTV | Vanguard Value ETF | -0.3% | -5.41% | Trim |
| 27 | PSX | Phillips 66 | -0.3% | EXIT | Sold out |
| 28 | VXUS | Vanguard Total Intl Stock | -0.9% | +2.37% | Add |
| 29 | USFR | Wisdomtree Floating Rate Tre | -2.1% | -19.35% | Trim |
According to official SEC Form 13F filings, Charis Legacy Partners, LLC reported a total U.S. public equity portfolio value of $80.9M across 28 disclosed positions in Q2 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, VXF) accounted for 64.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
INMU
市值: $252.3K
Top Position Liquidated / Trimmed
PSX
前期市值: $204.0K
During Q2 2026, Charis Legacy Partners, LLC's top holdings by market value included VOO (21.0%)、VXUS (19.6%)、VXF (8.3%). The largest single position, VOO, represented 21.0% of total portfolio value.
In Q2 2026, Charis Legacy Partners, LLC made 22 total portfolio adjustments, initiating 2 new buys, adding to 12 positions, trimming 7 holdings, and fully liquidating 1 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.