13F Filings History of Charis Legacy Partners, LLC

Latest 13F report
Q4 2025 - 08 Jan 2026
Value $
$67,758,440
Signature - Title
Aryn Sands - Agent
Location
Bryan, TX
Summary
This page shows a list of all the recent 13F filings made by Charis Legacy Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Charis Legacy Partners, LLC reported 26 stock holdings with total value $67,758,440 as of Q4 2025. Top holdings included VOO, VXUS, VXF, VTI, and BND.

Notify me when Charis Legacy Partners, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 26 $67,758,440 +$2,143,308 -$2,911,894 -$768,586 VOO, VXUS, VXF, VTI, BND 13F-HR 07 Jan 2026, 17:50
Q3 2025 29 $67,030,434 +$4,243,780 -$2,220,793 +$2,022,987 VOO, VXUS, VXF, VTI, BND 13F-HR 07 Oct 2025, 20:54
Q2 2025 26 $60,710,693 +$3,813,504 -$760,195 +$3,053,309 VOO, VXUS, VTI, VXF, BND 13F-HR 07 Jul 2025, 20:41
Q1 2025 26 $52,822,456 +$5,995,216 -$1,528,594 +$4,466,622 VOO, VXUS, VTI, VXF, BND 13F-HR 15 Apr 2025, 13:30
Q4 2024 20 $48,992,140 $0 $0 $0 VOO, VXUS, VXF, VTI, BND 13F-HR 13 Feb 2025, 16:46