§ 13F · FUND PROFILE
Charis Legacy Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $60.7T (13F)Positions · 26Turnover · — · Q4Filed · Jan 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$524.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 24K | $14.9T | 21.9% | −1% |
| 2 | VXUS | VANGUARD STAR FDS | 177K | $13.4T | 19.7% | +5% |
| 3 | VXF | VANGUARD INDEX FDS | 27K | $5.6T | 8.3% | +3% |
| 4 | VTI | VANGUARD INDEX FDS | 16K | $5.5T | 8.0% | −1% |
| 5 | BND | VANGUARD BD INDEX FDS | 59K | $4.3T | 6.4% | +6% |
| 6 | USFR | WISDOMTREE TR | 86K | $4.3T | 6.4% | +10% |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 12K | $2.3T | 3.4% | ±0% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 31K | $2.2T | 3.3% | −6% |
| 9 | KLAC | KLA CORP | 2K | $2.2T | 3.3% | −5% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 34K | $2.1T | 3.1% | −3% |
§ 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 $60710.7 trillion in assets. The fund runs a focused portfolio of just 26 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed