§ 13F · FUND PROFILE
Charis Legacy Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $67M (13F)Positions · 29Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$204K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 24K | $15M | 21.2% | +3% |
| 2 | VXUS | VANGUARD STAR FDS | 183K | $14M | 20.6% | +3% |
| 3 | VTI | VANGUARD INDEX FDS | 18K | $6M | 8.3% | +8% |
| 4 | VXF | VANGUARD INDEX FDS | 27K | $5M | 8.0% | −1% |
| 5 | USFR | WISDOMTREE TR | 86K | $4M | 6.4% | +1% |
| 6 | BND | VANGUARD BD INDEX FDS | 54K | $4M | 5.9% | −7% |
| 7 | KLAC | KLA CORP | 2K | $3M | 4.0% | ±0% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 30K | $2M | 3.3% | −1% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 32K | $2M | 3.0% | −5% |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 11K | $2M | 3.0% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHARIS SIGNAL
AC read
Charis Legacy Partners, LLC is a Other fund managing $67 million in assets. The fund runs a focused portfolio of just 29 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed