Portfolio (Quarterly) Guide ↗

Charis Legacy Partners, LLC

· CIK 0002056602

13F Portfolio $68M AUM 26 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 2 New 6 Added 12 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ABBV	ABBVIE INC	Healthcare	2,108	$488K	0.73%	SOLD
2	VB	VANGUARD INDEX FDS	—	1,549	$394K	0.59%	SOLD
3	VSS	VANGUARD INTL EQUITY INDEX F	—	2,366	$337K	0.50%	SOLD
4	IJR	ISHARES TR	—	1,945	$231K	0.34%	SOLD
5	AMZN	AMAZON COM INC	Consumer Cyclical	941	$207K	0.31%	SOLD

Sector Allocation

Technology 73.4%

Industrials 21.4%

Communication Services 5.2%