Charis Legacy Partners
Charis Legacy Partners reported 29 stocks worth $80.9M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VOO (23.2%), VXUS (20.6%) and VXF (8.3%). Compared with Q2 2026, the fund opened new positions in PSX, added to VOO, VXUS and VXF and trimmed VTI, BND and USFR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $18.8M | 23.2% | 27K | +1,893 (+8%) | 8 of 8 | |
| 2 |  VXUS Vanguard Star Fds | $16.7M | 20.6% | 197K | +9,616 (+5%) | 8 of 8 | |
| 3 |  VXF Vanguard Index Fds | $6.7M | 8.3% | 29K | +1,474 (+5%) | 8 of 8 | |
| 4 |  VTI Vanguard Total Stock Market ETF | $6.7M | 8.2% | 18K | −61 (−0%) | 8 of 8 | |
| 5 |  BND Vanguard BD Index Fds | $5M | 6.2% | 71K | −238 (−0%) | 8 of 8 | |
| 6 |  KLAC Kla Corp | $3.6M | 4.4% | 18K | No change | 8 of 8 | |
| 7 |  USFR Wisdomtree TR | $3.2M | 4.0% | 64K | −5,457 (−8%) | 8 of 8 | |
| 8 |  BNDX Vanguard Total | $2.4M | 2.9% | 50K | −1,993 (−4%) | 8 of 8 | |
| 9 |  VEU Vanguard Intl Equity Index F | $2.4M | 2.9% | 28K | −1,798 (−6%) | 8 of 8 | |
| 10 |  RSP Invesco Exchange Traded FD T | $2.3M | 2.8% | 11K | +78 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Charis Legacy Partners 13F FAQ
What does Charis Legacy Partners own?
Charis Legacy Partners reported 29 stocks worth $80.9M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VOO (23.2%), VXUS (20.6%) and VXF (8.3%). The table above lists every position in the filing (the top 10 without an account).
What did Charis Legacy Partners buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 10 added to, 11 trimmed and 0 sold out. New positions include PSX.
When will Charis Legacy Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Charis Legacy Partners's portfolio worth?
The Q3 2026 filing reports $80.9M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.