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CHARIS LEGACY PARTNERS, LLC 13F portfolio summary

CHARIS LEGACY PARTNERS, LLC of CHARIS LEGACY PARTNERS, LLC has 27 current stock holdings with a reported portfolio value of $68.4M. The portfolio 1 year return is +19.28%. Top holdings include VOO (21.23%), VXUS (20.59%), VTI (8.27%), VXF (8.02%), USFR (6.37%).

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CHARIS LEGACY PARTNERS, LLC

CHARIS LEGACY PARTNERS, LLC
Latest filing: 2026-03-31

CHARIS LEGACY PARTNERS, LLC runs CHARIS LEGACY PARTNERS, LLC and currently holds 27 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $68.38M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CHARIS LEGACY PARTNERS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CHARIS LEGACY PARTNERS, LLC's portfolio at CHARIS LEGACY PARTNERS, LLC has delivered returns of +19.28%. Their 3-year annualized return is +17.73%. Looking at the 5-year horizon, CHARIS LEGACY PARTNERS, LLC has achieved +17.73% annualized returns at CHARIS LEGACY PARTNERS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.28%
#0/1000
3 Year
+17.73%
#0/1000
5 Year
+17.73%
#0/1000

Portfolio Value

$68.38M

Alpha Score

16.3

#0 of 1000

Holdings

27

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change