Skip to content
Disclosery

Charis Legacy Partners, LLC

Follow

13F filer, CIK 2056602, BRYAN, TX

Charis Legacy Partners, LLC reported $68,375,907 across 27 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-08. Its ten largest share positions make up 83.66% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000210

Period
2026-03-31
Reported value
$68.4M
Holdings
27
Top 10 weight
83.66%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTIadded+1,361$437K
VXUSadded+5,244$404K
VOOadded+596$356K
PSXnew+1,120$204K
DVYadded+480$72.7K

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
BNDreduced-4,180-$308K
RSPreduced-1,193-$229K
VEAreduced-1,743-$112K
VTVreduced-513-$101K
VXFreduced-307-$63.2K

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, Q1 2026

Share positions as resolved from 13F-HR 0001754960-26-000210, largest first. % of portfolio is the value over $68,375,907, 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; 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; 2026Q1: 24,290 shares 24,290$14.5M21.23%+596Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 182,621 shares 182,621$14.1M20.59%+5,244Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,618 shares 17,618$5.65M8.27%+1,361Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,657 shares 26,657$5.49M8.02%-307Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 86,472 shares 86,472$4.35M6.37%+546Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 54,420 shares 54,420$4.01M5.86%-4,180Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,838 shares 1,838$2.71M3.96%0Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 30,365 shares 30,365$2.28M3.34%-200Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 32,210 shares 32,210$2.06M3.02%-1,743Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,731 shares 10,731$2.06M3.01%-1,193Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 40,818 shares 40,818$1.96M2.87%+155Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,739 shares 7,739$1.52M2.22%-513Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,670 shares 1,670$1.18M1.73%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,236 shares 2,236$977K1.43%+6Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,741 shares 3,741$949K1.39%-113Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,215 shares 1,215$794K1.16%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,393 shares 4,393$651K0.95%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,216 shares 8,216$444K0.65%-135Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,460 shares 5,460$369K0.54%0Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,871 shares; 2026Q1: 2,351 shares 2,351$356K0.52%+480Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,018 shares 6,018$352K0.52%-338Timeline
TBGEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,804 shares; 2026Q1: 9,853 shares 9,853$343K0.5%+2,049Timeline
IMTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,100$311K0.46%0Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,710$310K0.45%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 487 shares; 2025Q4: 351 shares; 2026Q1: 411 shares 411$235K0.34%+60Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 529 shares; 2025Q4: 443 shares; 2026Q1: 443 shares 443$212K0.31%0Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,120 shares 1,120$204K0.3%newTimeline

How Q1 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 0001754960-26-000210 base2026-04-08acceptance time not in the bulk data set