account_balance
Investment manager · 13F filer · SEC CIK 2056602
Charis Legacy Partners, LLC
Reported value$80.9Mas of Sep 30, 2026
Positions29 1 new, 0 sold out
Top 10 weight83.6%VOO alone is 23%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
23.2%Added +8%
VXUSVanguard Star FDS
20.6%Added +5%
VXFVanguard Index FDS
8.3%Added +5%
VTIVanguard Index FDS
8.2%
BNDVanguard Bd Index FDS
6.2%
KLACKLA Corp
4.4%
USFRWisdomtree Tr
4.0%Trimmed −8%
BNDXVanguard Charlotte FDS
2.9%−4%
VEUVanguard Intl Equity Index F
2.9%Trimmed −6%
RSPInvesco Exchange Traded Fd T
2.8%
VEAVanguard Tax-Managed FDS
2.8%
VTVVanguard Index FDS
2.0%
VOOVanguard Index FDS
23.2%Added +8%
VXUSVanguard Star FDS
20.6%Added +5%
VXFVanguard Index FDS
8.3%+5%
VTIVanguard Index FDS
8.2%
BNDVanguard Bd Index FDS
6.2%
KLACKLA Corp
4.4%
USFR4.0%
BNDX2.9%
VEU2.9%
RSP2.8%
VEA2.8%
VTV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 23.2% Added +8%
VXUS Vanguard Star FDS 20.6% Added +5%
VXF Vanguard Index FDS 8.3% Added +5%
VTI Vanguard Index FDS 8.2% Held
BND Vanguard Bd Index FDS 6.2% Held
KLAC KLA Corp 4.4% HeldUSFR Wisdomtree Tr 4.0% Trimmed −8%
BNDX Vanguard Charlotte FDS 2.9% Trimmed −4%
VEU Vanguard Intl Equity Index F 2.9% Trimmed −6%
RSP Invesco Exchange Traded Fd T 2.8% Held
VEA Vanguard Tax-Managed FDS 2.8% Held
VTV Vanguard Index FDS 2.0% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.