Charis Legacy Partners, LLC filed a Form 13F-HR on October 22, 2026, disclosing its equity holdings as of September 30, 2026. The filing lists 29 total positions held by the firm.
The largest holding in the portfolio is Apple Inc., for which the firm holds 3,120 shares. Berkshire Hathaway Inc. is the second-largest position, with 443 shares. The portfolio also includes significant investments in exchange-traded funds, such as the BlackRock ETF Trust II Ishares Inter ETF, which holds 10,495 shares, and the Vanguard Bond Index Funds Total Bnd Mkt, which holds 71,115 shares.
The filing details a diverse mix of individual equities and ETFs. Notable individual stock positions include Caterpillar Inc., with 1,670 shares; KLA Corp., with 18,380 shares; and Meta Platforms Inc., with 508 shares. The portfolio also includes positions in Phillips 66 and various Vanguard Index Funds, including the S&P 500 ETF, the Extended Market ETF, and Morningstar Growth and Value ETFs.
