Charis Legacy Partners, LLC
13F Portfolio Filings
Most recent 13F
Q2 2025
Location
Bryan, TX
CIK
0002056602
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2025
26
60,710
VOO, VXUS, VTI, VXF
13F-HR
7/7/2025
000175496025000325
Q1 2025
26
52,822
VOO, VXUS, VTI, VXF
13F-HR
4/15/2025
000175496025000193
Q4 2024
20
48,992
VOO, VXUS, VXF, VTI
13F-HR
2/13/2025
000175496025000142