Charis Legacy Partners, LLC

Business address
1716 Briarcrest Dr, Suite 300, Bryan, TX, 77802
Top securities (13F)
VOO, VXUS, VXF, VTI, BND, USFR, VEU, RSP, VEA, KLAC, BNDX, VTV, AAPL, VUG, IVV, CAT, VYM, VWO, ABBV, and VGSH
State of incorporation
TX
Fiscal year end
31 December
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Charis Legacy Partners, LLC has filed 5 SEC EDGAR filings since 13 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 08 Oct 2025 30 Sep 2025 028-25093
N-PX Open Document Open Filing 08 Jul 2025 30 Jun 2025 028-25093
13F-HR Open Document Open Filing 08 Jul 2025 30 Jun 2025 028-25093
13F-HR Open Document Open Filing 15 Apr 2025 31 Mar 2025 028-25093
13F-HR Open Document Open Filing 13 Feb 2025 31 Dec 2024 028-25093