Charis Legacy Partners, LLC 13F Holdings

CIK 0002056602 · BRYAN, TX

As of Sep 30, 2025, Charis Legacy Partners, LLC reported 29 positions worth $67.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD 500 INDEX FUNDVOO—23,842 4.6M21.78%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDVXUS—169,708 2.5M18.60%
VANGUARD EXTENDED MARKET INDEX FUNDVXF—26,174$5.5M8.17%
VANGUARD TOTAL STOCK MKT ETFVTI—16,457$5.4M8.06%
VANGUARD TOTAL BOND MARKET INDEX FUNDBND—55,032$4.1M6.11%
WISDOMTREE FLOATING RATE TREASURY FUNDUSFR—77,763$3.9M5.83%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDVEU—32,381$2.3M3.45%
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—11,876$2.3M3.36%
VANGUARD TAX-MANAGED FUNDSVEA—34,947$2.1M3.12%
KLA CORPKLACTechnology1,938$2.1M3.12%
VANGUARD CHARLOTTE FUNDSBNDX—37,179 .8M2.74%
VANGUARD VALUE INDEX FUNDVTV—9,745 .8M2.71%
APPLE INCAAPLTechnology4,786 .2M1.82%
VANGUARD GROWTH INDEX FUNDVUG—2,257 .1M1.62%
ISHARES CORE S&P 500 ETFIVV—1,215$813.2K1.21%
CATERPILLAR INCCATIndustrials1,670$796.8K1.19%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVYM—4,237$597.2K0.89%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—9,207$498.8K0.74%
ABBVIE INCABBVEquity2,108$488.2K0.73%
VANGUARD SHORT-TERM TREASURY INDEX FUNDVGSH—7,158$421.2K0.63%
VANGUARD SMALL-CAP INDEX FUNDVB—1,549$393.8K0.59%
META PLATFORMS INCMETACommunication Services487$357.6K0.53%
ISHARES CORE S&P MID-CAP ETFIJH—5,460$356.3K0.53%
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUNDVSS—2,366$337.3K0.50%
ISHARES TR——7,100$313.9K0.47%