§ 13F · FUND PROFILE
Charis Legacy Partners, LLC.
AUM · $81M (13F)Positions · 28Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$469K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 25K | $17M | 21.0% | +3% |
| 2 | VXUS | VANGUARD STAR FDS | 187K | $16M | 19.7% | +2% |
| 3 | VXF | VANGUARD INDEX FDS | 27K | $7M | 8.3% | +3% |
| 4 | VTI | VANGUARD INDEX FDS | 18K | $7M | 8.1% | +1% |
| 5 | KLAC | KLA CORP | 18K | $6M | 6.8% | +900% |
| 6 | BND | VANGUARD BD INDEX FDS | 71K | $5M | 6.4% | +31% |
| 7 | USFR | WISDOMTREE TR | 70K | $4M | 4.3% | −19% |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | 52K | $3M | 3.1% | +28% |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | 30K | $3M | 3.1% | −1% |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 11K | $2M | 2.8% | ±0% |
§ 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 $81 million in assets. The fund runs a focused portfolio of just 28 positions.
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