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Aryn Sands

Charis Legacy Partners, Llc

Assets Managed
$81.328M
Holdings
28
Last Quarter
2026 - Q2
Filed Date
9d ago
Growth Rate
18.95%(2Q avg: 9.93%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Charis Legacy Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 28 positions.

Assets under management

The assets under management (AUM) of Charis Legacy Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 81.328M in assets, with a quarterly growth rate of 18.95% and a 2-quarter average growth rate of 9.93%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.58%
21.05%
$17.113M
24,916 shares@ $686.82 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 2.37%
19.66%
$15.982M
186,940 shares@ $85.5 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 2.6%
8.28%
$6.734M
27,350 shares@ $246.22 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.3%
8.13%
$6.604M
17,847 shares@ $370.04 avg price
KLAC
Kla Corp
Recent Activity
Increased 900%
6.82%
$5.545M
18,380 shares@ $301.72 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 31.12%
6.45%
$5.238M
71,353 shares@ $73.41 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -19.34%
4.32%
$3.511M
69,740 shares@ $50.36 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 28.18%
3.12%
$2.534M
52,319 shares@ $48.44 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -0.53%
3.12%
$2.53M
30,203 shares@ $83.76 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 0.46%
2.83%
$2.294M
10,780 shares@ $212.78 avg price

1-10 of 28