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CHARIS LEGACY PARTNERS, LLC
CHARIS LEGACY PARTNERS, LLC
Latest filing: 2026-06-30
CHARIS LEGACY PARTNERS, LLC runs CHARIS LEGACY PARTNERS, LLC and currently holds 28 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $81.33M. Their top holdings are VOO, VXUS, VXF, VTI, KLAC. The top five represent 63.9% of reported portfolio weight. CHARIS LEGACY PARTNERS, LLC ranks #889 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CHARIS LEGACY PARTNERS, LLC initiated 2 new positions. They added to 12 existing positions. They trimmed 7 positions. Their current best-performing preview position is CAT with returns of +50.31%.
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28 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD INDEX FDS | 21.04% | $540.21 | $703.77 | +30.28% | Added +2.58% |
 VXUS VANGUARD STAR FDS | 19.65% | $61.97 | $87.71 | +41.54% | Added +2.37% |
 VXF VANGUARD INDEX FDS | 8.28% | $192.02 | $245.51 | +27.85% | Added +2.60% |
 VTI VANGUARD INDEX FDS | 8.12% | $292.82 | $378.25 | +29.17% | Added +1.30% |
 KLAC KLA CORP | 6.82% | $335.03 | $183.99 | -45.08% | Added +900.00% |
 BND VANGUARD BD INDEX FDS | 6.44% | $72.71 | $72.23 | -0.66% | Added +31.12% |
 USFR WISDOMTREE TR | 4.32% | $50.30 | $50.49 | +0.38% | Trimmed -19.35% |
 BNDX VANGUARD CHARLOTTE FDS | 3.12% | $48.91 | $47.65 | -2.58% | Added +28.18% |
 VEU VANGUARD INTL EQUITY INDEX F | 3.11% | $58.20 | $85.70 | +47.25% | Trimmed -0.53% |
 RSP INVESCO EXCHANGE TRADED FD T | 2.82% | $175.47 | $221.67 | +26.33% | Added +0.46% |
Showing 1-10 of 28