StockDriftsStockDriftsTop 29 Charis Legacy Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 23.22% | 26.8K | $18.8M | +7.60%(+1.89K) | $547.68(+29.50%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 20.64% | 196.6K | $16.7M | +5.14%(+9.62K) | $64.90(+29.08%) | 2026-09-30 | |
| VXF | VANGUARD INDEX FDS | 8.25% | 28.8K | $6.7M | +5.39%(+1.47K) | $190.12(+21.66%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 8.23% | 17.8K | $6.7M | -0.34%(-61) | $290.25(+30.37%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 6.17% | 71.1K | $5.0M | -0.33%(-238) | $73.59(-3.03%) | 2026-09-30 | |
| KLAC | KLA CORP | 4.43% | 18.4K | $3.6M | +0.00%(+0) | $69.77(+111.89%) | 2026-09-30 | |
| USFR | WISDOMTREE TR | 4% | 64.3K | $3.2M | -7.82%(-5.46K) | $50.30(+0.39%) | 2026-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.92% | 50.3K | $2.4M | -3.81%(-1.99K) | $49.24(-4.11%) | 2026-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.91% | 28.4K | $2.4M | -5.95%(-1.80K) | $60.37(+35.71%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.79% | 10.9K | $2.3M | +0.72%(+78) | $177.59(+22.88%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.17% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.16% |
Charis Legacy Partners LLC reports $80.91M in US-listed equity holdings across 29 positions in its most recent 13F filing. Its largest disclosed positions are VOO (23.2%), VXUS (20.6%) and VXF (8.3%). The top 20 holdings account for 96.81% of reported assets. Its disclosed equity book has returned +32.17% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Charis Legacy Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056602). View Charis Legacy Partners LLC’s 13F filings on SEC