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Charis Legacy Partners, LLC

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13F filer, CIK 2056602, BRYAN, TX

Charis Legacy Partners, LLC reported $81,328,217 across 28 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-09. Its ten largest share positions make up 83.72% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000458

Period
2026-06-30
Reported value
$81.3M
Holdings
28
Top 10 weight
83.72%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KLACadded+16,542$4.99M
BNDadded+16,933$1.24M
VUGadded+10,719$923K
BNDXadded+11,501$557K
VOOadded+626$430K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
USFRreduced-16,732-$842K
PSXexited-1,120-$204K
VTVreduced-419-$91.3K
VGSHreduced-566-$32.9K
AAPLreduced-110-$31.8K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001754960-26-000458, largest first. % of portfolio is the value over $81,328,217, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,168 shares; 2025Q1: 24,091 shares; 2025Q2: 24,947 shares; 2025Q3: 23,842 shares; 2025Q4: 23,694 shares; 2026Q1: 24,290 shares; 2026Q2: 24,916 shares 24,916$17.1M21.04%+626Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 150,318 shares; 2025Q1: 151,539 shares; 2025Q2: 159,642 shares; 2025Q3: 169,708 shares; 2025Q4: 177,377 shares; 2026Q1: 182,621 shares; 2026Q2: 186,940 shares 186,940$16M19.65%+4,319Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,698 shares; 2025Q1: 25,742 shares; 2025Q2: 26,484 shares; 2025Q3: 26,174 shares; 2025Q4: 26,964 shares; 2026Q1: 26,657 shares; 2026Q2: 27,350 shares 27,350$6.73M8.28%+693Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,173 shares; 2025Q1: 17,664 shares; 2025Q2: 17,492 shares; 2025Q3: 16,457 shares; 2025Q4: 16,257 shares; 2026Q1: 17,618 shares; 2026Q2: 17,847 shares 17,847$6.6M8.12%+229Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,854 shares; 2025Q1: 2,054 shares; 2025Q2: 1,938 shares; 2025Q3: 1,938 shares; 2025Q4: 1,838 shares; 2026Q1: 1,838 shares; 2026Q2: 18,380 shares 18,380$5.55M6.82%+16,542Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 56,694 shares; 2025Q1: 43,909 shares; 2025Q2: 45,513 shares; 2025Q3: 55,032 shares; 2025Q4: 58,600 shares; 2026Q1: 54,420 shares; 2026Q2: 71,353 shares 71,353$5.24M6.44%+16,933Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,254 shares; 2025Q1: 4,688 shares; 2025Q2: 52,484 shares; 2025Q3: 77,763 shares; 2025Q4: 85,926 shares; 2026Q1: 86,472 shares; 2026Q2: 69,740 shares 69,740$3.51M4.32%-16,732Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,198 shares; 2025Q1: 31,444 shares; 2025Q2: 32,270 shares; 2025Q3: 37,179 shares; 2025Q4: 40,663 shares; 2026Q1: 40,818 shares; 2026Q2: 52,319 shares 52,319$2.53M3.12%+11,501Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,953 shares; 2025Q1: 31,176 shares; 2025Q2: 31,559 shares; 2025Q3: 32,381 shares; 2025Q4: 30,565 shares; 2026Q1: 30,365 shares; 2026Q2: 30,203 shares 30,203$2.53M3.11%-162Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,985 shares; 2025Q1: 13,981 shares; 2025Q2: 13,981 shares; 2025Q3: 11,876 shares; 2025Q4: 11,924 shares; 2026Q1: 10,731 shares; 2026Q2: 10,780 shares 10,780$2.29M2.82%+49Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,202 shares; 2025Q1: 37,328 shares; 2025Q2: 34,815 shares; 2025Q3: 34,947 shares; 2025Q4: 33,953 shares; 2026Q1: 32,210 shares; 2026Q2: 32,101 shares 32,101$2.29M2.81%-109Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,670 shares; 2026Q1: 1,670 shares; 2026Q2: 1,670 shares 1,670$1.78M2.19%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,524 shares; 2025Q1: 9,622 shares; 2025Q2: 9,707 shares; 2025Q3: 9,745 shares; 2025Q4: 8,252 shares; 2026Q1: 7,739 shares; 2026Q2: 7,320 shares 7,320$1.6M1.96%-419Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,013 shares; 2025Q1: 2,208 shares; 2025Q2: 2,247 shares; 2025Q3: 2,257 shares; 2025Q4: 2,230 shares; 2026Q1: 2,236 shares; 2026Q2: 12,955 shares 12,955$1.12M1.37%+10,719Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,095 shares; 2025Q1: 4,920 shares; 2025Q2: 4,920 shares; 2025Q3: 4,786 shares; 2025Q4: 3,854 shares; 2026Q1: 3,741 shares; 2026Q2: 3,631 shares 3,631$1.05M1.29%-110Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,215 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares; 2026Q1: 1,215 shares; 2026Q2: 1,215 shares 1,215$910K1.12%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,912 shares; 2025Q1: 5,116 shares; 2025Q2: 4,237 shares; 2025Q3: 4,237 shares; 2025Q4: 4,393 shares; 2026Q1: 4,393 shares; 2026Q2: 4,393 shares 4,393$694K0.85%0Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,871 shares; 2026Q1: 2,351 shares; 2026Q2: 3,216 shares 3,216$503K0.62%+865Timeline
TBGEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,804 shares; 2026Q1: 9,853 shares; 2026Q2: 13,518 shares 13,518$493K0.61%+3,665Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,068 shares; 2025Q1: 9,966 shares; 2025Q2: 9,001 shares; 2025Q3: 9,207 shares; 2025Q4: 8,351 shares; 2026Q1: 8,216 shares; 2026Q2: 8,188 shares 8,188$489K0.6%-28Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,305 shares; 2025Q1: 4,305 shares; 2025Q2: 4,305 shares; 2025Q3: 5,460 shares; 2025Q4: 5,460 shares; 2026Q1: 5,460 shares; 2026Q2: 5,460 shares 5,460$421K0.52%0Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,710 shares; 2025Q2: 3,710 shares; 2025Q3: 3,710 shares; 2025Q4: 3,710 shares; 2026Q1: 3,710 shares; 2026Q2: 3,710 shares 3,710$330K0.41%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,664 shares; 2025Q1: 8,424 shares; 2025Q2: 7,679 shares; 2025Q3: 7,158 shares; 2025Q4: 6,356 shares; 2026Q1: 6,018 shares; 2026Q2: 5,452 shares 5,452$317K0.39%-566Timeline
IMTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares; 2026Q1: 7,100 shares; 2026Q2: 7,100 shares 7,100$310K0.38%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 487 shares; 2025Q4: 351 shares; 2026Q1: 411 shares; 2026Q2: 460 shares 460$259K0.32%+49Timeline
INMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,406 shares 10,406$252K0.31%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 529 shares; 2025Q4: 443 shares; 2026Q1: 443 shares; 2026Q2: 443 shares 443$222K0.27%0Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,576 shares 1,576$217K0.27%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PSXPHILLIPS 661,120$204Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-26-000458 base2026-07-09acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001754960-26-000458 Quarter ended 2026-06-302026-07-09acceptance time not in the bulk data set
13F-HR 0001754960-26-000210 Quarter ended 2026-03-312026-04-08acceptance time not in the bulk data set
13F-HR 0001754960-26-000015 Quarter ended 2025-12-312026-01-08acceptance time not in the bulk data set
13F-HR 0001754960-25-000643 Quarter ended 2025-09-302025-10-08acceptance time not in the bulk data set
13F-HR 0001754960-25-000325 Quarter ended 2025-06-302025-07-08acceptance time not in the bulk data set
13F-HR 0001754960-25-000193 Quarter ended 2025-03-312025-04-15acceptance time not in the bulk data set
13F-HR 0001754960-25-000142 Quarter ended 2024-12-312025-02-13acceptance time not in the bulk data set