AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Charis Legacy Partners, LLC SEC 13F Filing
1. Portfolio Overview
Charis Legacy Partners, LLC has undergone a significant transformation in the quarter ending December 31, 2025. The firm executed a massive expansion strategy, increasing total portfolio assets by 585.9%, growing from approximately $9.88 million to $67.76 million. This capital influx was accompanied by a substantial restructuring of the portfolio's composition.
The portfolio now consists...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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