Charis Legacy Partners, LLC
•CIK: 2056602•Filing: Q4 2025
**Charis Legacy Partners, LLC** manages $68M across a diversified portfolio of 26 positions. The strategy exhibits a significant allocation to broad market exposure, notably with $14.9M in VOO and $13.4M in VXUS. Further diversification is evident through substantial holdings in sector-specific and fixed-income assets, including $5.6M in VXF and $4.3M each in BND and USFR. This structure suggests a core mandate focused on global equity breadth complemented by tactical allocations across different asset classes.
Total AUM
$67.8M
QoQ Performance
+1.1%
Positions
17
Top 10 Concentration
83.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VXUS
VXF
VTI
BND
USFR
VOO21.9%
VXUS19.7%
VXF8.3%
VTI8.0%
BND6.4%
USFR6.4%
RSP3.4%
VEU3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.2%
ETF23.2%
Technology1.9%
Industrial1.4%
Financial0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑7 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024