StockDriftsStockDriftsTop 28 Charis Legacy Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 21.04% | 24.9K | $17.1M | +2.58%(+626) | $536.57(+32.52%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 19.65% | 186.9K | $16.0M | +2.37%(+4.32K) | $63.85(+36.69%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 8.28% | 27.4K | $6.7M | +2.60%(+693) | $187.49(+31.81%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 8.12% | 17.8K | $6.6M | +1.30%(+229) | $290.25(+31.62%) | 2026-06-30 | |
| KLAC | KLA CORP | 6.82% | 18.4K | $5.5M | +0.00%(+0) | $69.77(+192.01%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 6.44% | 71.4K | $5.2M | +31.12%(+16.93K) | $73.59(-1.76%) | 2026-06-30 | |
| USFR | WISDOMTREE TR | 4.32% | 69.7K | $3.5M | -19.35%(-16.73K) | $50.30(+0.23%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.12% | 52.3K | $2.5M | +28.18%(+11.50K) | $49.24(-2.85%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.11% | 30.2K | $2.5M | -0.53%(-162) | $60.37(+41.31%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.82% | 10.8K | $2.3M | +0.46%(+49) | $177.35(+24.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +36.82% |
| Top 20 Holdings Unweighted | — | — | — | — | +40.32% |
Charis Legacy Partners, LLC reports $81.33M in US-listed equity holdings across 28 positions in its most recent 13F filing. Its largest disclosed positions are VOO (21.0%), VXUS (19.6%) and VXF (8.3%). The top 20 holdings account for 97.14% of reported assets. Its disclosed equity book has returned +36.82% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Charis Legacy Partners, LLC, compare funds side by side, and get alerts the moment positions change.
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