Charis Legacy Partners, LLC Portfolio Holdings

Charis Legacy Partners, LLC

  • $49 Billion
  • Q4 2024

Charis Legacy Partners, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $49 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $10.3B, Vanguard Star Fd Vanguard Tota with a value of $8.86B, Vanguard Extended Market ETF with a value of $5.07B, Vanguard Total Stock Market Et with a value of $4.98B, and Vanguard Bd Index Fd Inc Total with a value of $4.08B.

Examining the 13F form we can see an increase of $49B in the current position value.

Charis Legacy Partners, LLC is based out at Bryan, TX

Below you can find more details about Charis Legacy Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $49 Billion
ETFs: $46.2 Billion
Technology: $2.19 Billion
Industrials: $606 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.3 Billion 21.08% of portfolio
19,168
Q4 2024 New
$0
$8.86 Billion 18.08% of portfolio
150,318
Q4 2024 New
$0
$5.07 Billion 10.35% of portfolio
26,698
Q4 2024 New
$0
$4.98 Billion 10.16% of portfolio
17,173
Q4 2024 New
$0
$4.08 Billion 8.32% of portfolio
56,694
Q4 2024 New
$0
$2.45 Billion 5.0% of portfolio
13,985
Q4 2024 New
$0
$1.82 Billion 3.72% of portfolio
37,198
Q4 2024 New
$0
$1.68 Billion 3.44% of portfolio
35,202
Q4 2024 New
$0
$1.61 Billion 3.29% of portfolio
9,524
Q4 2024 New
$0
$1.6 Billion 3.28% of portfolio
27,953
Q4 2024 New
$106B
$1.17 Billion 2.38% of portfolio
1,854
Q4 2024 New
$3.93T
$1.03 Billion 2.09% of portfolio
4,095
Q4 2024 New
$0
$826 Million 1.69% of portfolio
2,013
Q4 2024 New
$0
$715 Million 1.46% of portfolio
1,215
Q4 2024 New
$0
$627 Million 1.28% of portfolio
4,912
Q4 2024 New
$187B
$606 Million 1.24% of portfolio
1,670
Q4 2024 New
$0
$399 Million 0.82% of portfolio
9,068
Q4 2024 New
$0
$365 Million 0.75% of portfolio
7,254
Q4 2024 New
$0
$268 Million 0.55% of portfolio
4,305
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $49 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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