Charis Legacy Partners, LLC has disclosed its investment portfolio in a recent 13F-HR report, revealing a total value of approximately $80.9 million as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategy and asset allocation in a competitive market.
Founded in Texas, Charis Legacy Partners operates in the asset management sector, focusing on managing investments across various industries. The firm has been active in filing reports with the SEC, with its latest submission dated October 22, 2026. Previous filings include multiple 13F-HR reports and N-PX forms, indicating ongoing engagement with regulatory requirements.
What the Filing Says
According to the filing, Charis Legacy Partners holds a total of 29 different positions, with a combined value of $80,908,104. The report confirms that the firm exercises sole investment discretion over these holdings, reflecting a strategic approach to asset management.
Impact
This update may impact various stakeholders, including investors and analysts tracking the performance of asset management firms. With a diverse portfolio that includes significant investments in companies like Apple Inc., Berkshire Hathaway, and Vanguard funds, Charis Legacy Partners is positioned to compete effectively in the asset management landscape.
What's Next
The filing does not say what happens next.