Charis Legacy Partners, LLC
RIA/Wealth
Charis Legacy Partners, LLC is a RIA/Wealth based in Bryan, TX led by Scott Ryan Monk, reporting $102.4M in AUM as of Q3 2025 with 92% ETF concentration, 82% concentrated in top 10 holdings, and 22% allocation to VOO.
CEOScott Ryan Monk
- Portfolio Value
- $67.0M
- Positions
- 29
- Top Holding
- VOO at 21.78%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Charis Legacy Partners, LLC's portfolio (81.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $14.6M | 21.78% | -$676.7K Sold | — 23.8K shares | |
ETF ETF | $12.5M | 18.60% | +$739.5K Bought | — 169.7K shares | |
ETF ETF | $5.5M | 8.17% | -$64.9K Sold | — 26.2K shares | |
ETF ETF | $5.4M | 8.06% | -$339.7K Sold | — 16.5K shares | |
ETF ETF | $4.1M | 6.11% | +$707.9K Bought | — 55.0K shares | |
ETF ETF | $3.9M | 5.83% | +$1.3M Bought | — 77.8K shares | |
ETF ETF | $2.3M | 3.45% | +$58.7K Bought | — 32.4K shares | |
ETF ETF | $2.3M | 3.36% | -$399.3K Sold | — 11.9K shares | |
ETF ETF | $2.1M | 3.12% | +$7.9K Bought | — 34.9K shares | |
Semiconductors Technology | $2.1M | 3.12% | — | 0.00% 1.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Charis Legacy Partners, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+48.17% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-34.56% | |
-28.65% | |
-15.06% | |
-6.78% |
Analytics
Portfolio insights and performance metrics for Charis Legacy Partners, LLC
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