DOSSIER · 13F-HR · Q1 2026

Charis Legacy Partners, LLC

Charis Legacy's hedge fund based in Boston, MA — $68M in tracked AUM across 27 positions as of Q1 2026.

CL

Charis Legacy·Boston, MA·Hedge Fund

CIK 0002056602 · last filed Mar 31, 2026

Total AUM

$68M

▲ 13.0%

vs prior

Holdings

27

—

positions

Whale Score

63

63

tracked

Activity

—

no data

changes this Q

Top sector

Tech

8% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Charis Legacy Partners, LLC SEC 13F Filing

1. Portfolio Overview

Charis Legacy Partners, LLC has undergone a significant transformation in the quarter ending December 31, 2025. The firm executed a massive expansion strategy, increasing total portfolio assets by 585.9%, growing from approximately $9.88 million to $67.76 million. This capital influx was accompanied by a substantial restructuring of the portfolio's composition.

The portfolio now consists...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

VANGUARD INDEX FDS

$15M24K21.2%

02

VANGUARD STAR FDS

$14M183K20.6%

03

VANGUARD INDEX FDS

$6M18K8.3%

04

VANGUARD INDEX FDS

$5M27K8.0%

05

WISDOMTREE TR

$4M86K6.4%

06

VANGUARD BD INDEX FDS

$4M54K5.9%

07

KLA CORP

$3M2K4.0%

08

VANGUARD INTL EQUITY INDEX F

$2M30K3.3%

09

VANGUARD TAX-MANAGED FDS

$2M32K3.0%

10

INVESCO EXCHANGE TRADED FD T

$2M11K3.0%

Filing history

Filing history loading…