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Charis Legacy Partners, LLC

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13F filer, CIK 2056602, BRYAN, TX

Charis Legacy Partners, LLC reported $67,030,434 across 29 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-08. Its ten largest share positions make up 81.6% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-25-000643

Period
2025-09-30
Reported value
$67M
Holdings
29
Top 10 weight
81.6%
New
4
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
USFRadded+25,279$1.27M
VXUSadded+10,066$739K
BNDadded+9,519$708K
METAnew+487$358K
BRK-Bnew+529$266K

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
VOOreduced-1,105-$677K
RSPreduced-2,105-$399K
VTIreduced-1,035-$340K
SCHDexited-12,531-$332K
VBreduced-818-$208K

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, Q3 2025

Share positions as resolved from 13F-HR 0001754960-25-000643, largest first. % of portfolio is the value over $67,030,434, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,168 shares; 2025Q1: 24,091 shares; 2025Q2: 24,947 shares; 2025Q3: 23,842 shares 23,842$14.6M21.78%-1,105Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150,318 shares; 2025Q1: 151,539 shares; 2025Q2: 159,642 shares; 2025Q3: 169,708 shares 169,708$12.5M18.6%+10,066Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,698 shares; 2025Q1: 25,742 shares; 2025Q2: 26,484 shares; 2025Q3: 26,174 shares 26,174$5.48M8.17%-310Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,173 shares; 2025Q1: 17,664 shares; 2025Q2: 17,492 shares; 2025Q3: 16,457 shares 16,457$5.4M8.06%-1,035Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,694 shares; 2025Q1: 43,909 shares; 2025Q2: 45,513 shares; 2025Q3: 55,032 shares 55,032$4.09M6.11%+9,519Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,254 shares; 2025Q1: 4,688 shares; 2025Q2: 52,484 shares; 2025Q3: 77,763 shares 77,763$3.91M5.83%+25,279Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,953 shares; 2025Q1: 31,176 shares; 2025Q2: 31,559 shares; 2025Q3: 32,381 shares 32,381$2.31M3.45%+822Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,985 shares; 2025Q1: 13,981 shares; 2025Q2: 13,981 shares; 2025Q3: 11,876 shares 11,876$2.25M3.36%-2,105Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,202 shares; 2025Q1: 37,328 shares; 2025Q2: 34,815 shares; 2025Q3: 34,947 shares 34,947$2.09M3.12%+132Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,854 shares; 2025Q1: 2,054 shares; 2025Q2: 1,938 shares; 2025Q3: 1,938 shares 1,938$2.09M3.12%0Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,198 shares; 2025Q1: 31,444 shares; 2025Q2: 32,270 shares; 2025Q3: 37,179 shares 37,179$1.84M2.74%+4,909Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,524 shares; 2025Q1: 9,622 shares; 2025Q2: 9,707 shares; 2025Q3: 9,745 shares 9,745$1.82M2.71%+38Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,095 shares; 2025Q1: 4,920 shares; 2025Q2: 4,920 shares; 2025Q3: 4,786 shares 4,786$1.22M1.82%-134Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,013 shares; 2025Q1: 2,208 shares; 2025Q2: 2,247 shares; 2025Q3: 2,257 shares 2,257$1.08M1.62%+10Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,215 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares 1,215$813K1.21%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares 1,670$797K1.19%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,912 shares; 2025Q1: 5,116 shares; 2025Q2: 4,237 shares; 2025Q3: 4,237 shares 4,237$597K0.89%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,068 shares; 2025Q1: 9,966 shares; 2025Q2: 9,001 shares; 2025Q3: 9,207 shares 9,207$499K0.74%+206Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,848 shares; 2025Q2: 1,864 shares; 2025Q3: 2,108 shares 2,108$488K0.73%+244Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,664 shares; 2025Q1: 8,424 shares; 2025Q2: 7,679 shares; 2025Q3: 7,158 shares 7,158$421K0.63%-521Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,367 shares; 2025Q2: 2,367 shares; 2025Q3: 1,549 shares 1,549$394K0.59%-818Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 487 shares 487$358K0.53%newTimeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,305 shares; 2025Q1: 4,305 shares; 2025Q2: 4,305 shares; 2025Q3: 5,460 shares 5,460$356K0.53%+1,155Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,316 shares; 2025Q2: 3,316 shares; 2025Q3: 2,366 shares 2,366$337K0.5%-950Timeline
IMTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares 7,100$314K0.47%0Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,710 shares; 2025Q2: 3,710 shares; 2025Q3: 3,710 shares 3,710$297K0.44%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 529 shares 529$266K0.4%newTimeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,945 shares 1,945$231K0.34%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 941 shares 941$207K0.31%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
SCHDSCHWAB STRATEGIC TR12,531$332Kshares

How Q3 2025 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 0001754960-25-000643 base2025-10-08acceptance time not in the bulk data set