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Charis Legacy Partners, LLC

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13F filer, CIK 2056602, BRYAN, TX

Charis Legacy Partners, LLC reported $67,758,440 across 26 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-08. Its ten largest share positions make up 83.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000015

Period
2025-12-31
Reported value
$67.8M
Holdings
26
Top 10 weight
83.95%
New
2
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VXUSadded+7,669$579K
USFRadded+8,163$411K
BNDadded+3,568$264K
DVYnew+1,871$264K
TBGnew+7,804$261K

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
ABBVexited-2,108-$488K
VBexited-1,549-$394K
VSSexited-2,366-$337K
VTVreduced-1,493-$285K
AAPLreduced-932-$253K

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, Q4 2025

Share positions as resolved from 13F-HR 0001754960-26-000015, largest first. % of portfolio is the value over $67,758,440, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,168 shares; 2025Q1: 24,091 shares; 2025Q2: 24,947 shares; 2025Q3: 23,842 shares; 2025Q4: 23,694 shares 23,694$14.9M21.93%-148Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150,318 shares; 2025Q1: 151,539 shares; 2025Q2: 159,642 shares; 2025Q3: 169,708 shares; 2025Q4: 177,377 shares 177,377$13.4M19.75%+7,669Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,698 shares; 2025Q1: 25,742 shares; 2025Q2: 26,484 shares; 2025Q3: 26,174 shares; 2025Q4: 26,964 shares 26,964$5.64M8.32%+790Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,173 shares; 2025Q1: 17,664 shares; 2025Q2: 17,492 shares; 2025Q3: 16,457 shares; 2025Q4: 16,257 shares 16,257$5.45M8.04%-200Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,694 shares; 2025Q1: 43,909 shares; 2025Q2: 45,513 shares; 2025Q3: 55,032 shares; 2025Q4: 58,600 shares 58,600$4.34M6.41%+3,568Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,254 shares; 2025Q1: 4,688 shares; 2025Q2: 52,484 shares; 2025Q3: 77,763 shares; 2025Q4: 85,926 shares 85,926$4.32M6.38%+8,163Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,985 shares; 2025Q1: 13,981 shares; 2025Q2: 13,981 shares; 2025Q3: 11,876 shares; 2025Q4: 11,924 shares 11,924$2.28M3.37%+48Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,953 shares; 2025Q1: 31,176 shares; 2025Q2: 31,559 shares; 2025Q3: 32,381 shares; 2025Q4: 30,565 shares 30,565$2.25M3.32%-1,816Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,854 shares; 2025Q1: 2,054 shares; 2025Q2: 1,938 shares; 2025Q3: 1,938 shares; 2025Q4: 1,838 shares 1,838$2.23M3.3%-100Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,202 shares; 2025Q1: 37,328 shares; 2025Q2: 34,815 shares; 2025Q3: 34,947 shares; 2025Q4: 33,953 shares 33,953$2.12M3.13%-994Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,198 shares; 2025Q1: 31,444 shares; 2025Q2: 32,270 shares; 2025Q3: 37,179 shares; 2025Q4: 40,663 shares 40,663$1.96M2.9%+3,484Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,524 shares; 2025Q1: 9,622 shares; 2025Q2: 9,707 shares; 2025Q3: 9,745 shares; 2025Q4: 8,252 shares 8,252$1.58M2.33%-1,493Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,013 shares; 2025Q1: 2,208 shares; 2025Q2: 2,247 shares; 2025Q3: 2,257 shares; 2025Q4: 2,230 shares 2,230$1.09M1.61%-27Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,095 shares; 2025Q1: 4,920 shares; 2025Q2: 4,920 shares; 2025Q3: 4,786 shares; 2025Q4: 3,854 shares 3,854$1.05M1.55%-932Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,670 shares 1,670$957K1.41%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,215 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares 1,215$832K1.23%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,912 shares; 2025Q1: 5,116 shares; 2025Q2: 4,237 shares; 2025Q3: 4,237 shares; 2025Q4: 4,393 shares 4,393$630K0.93%+156Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,068 shares; 2025Q1: 9,966 shares; 2025Q2: 9,001 shares; 2025Q3: 9,207 shares; 2025Q4: 8,351 shares 8,351$449K0.66%-856Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,664 shares; 2025Q1: 8,424 shares; 2025Q2: 7,679 shares; 2025Q3: 7,158 shares; 2025Q4: 6,356 shares 6,356$373K0.55%-802Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,305 shares; 2025Q1: 4,305 shares; 2025Q2: 4,305 shares; 2025Q3: 5,460 shares; 2025Q4: 5,460 shares 5,460$360K0.53%0Timeline
IMTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares 7,100$314K0.46%0Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,710 shares; 2025Q2: 3,710 shares; 2025Q3: 3,710 shares; 2025Q4: 3,710 shares 3,710$306K0.45%0Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,871 shares 1,871$264K0.39%newTimeline
TBGEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,804 shares 7,804$261K0.38%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 487 shares; 2025Q4: 351 shares 351$232K0.34%-136Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 529 shares; 2025Q4: 443 shares 443$223K0.33%-86Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
ABBVABBVIE INC2,108$488Kshares
VBVANGUARD INDEX FDS1,549$394Kshares
VSSVANGUARD INTL EQUITY INDEX F2,366$337Kshares
IJRISHARES TR1,945$231Kshares
AMZNAMAZON COM INC941$207Kshares

How Q4 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 0001754960-26-000015 base2026-01-08acceptance time not in the bulk data set