Charis Legacy Partners, LLC

BRYAN, TX · CIK 2056602 · 13F filing filed 2026-07-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBryan, TX

$81.3m reported value +18.9% vs Q1 2026

28positions

83.7%in top 10

2 new 10 added 8 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	24,916	$17.1m21.04%	21.04%	Added +626	+626 2.6%
2	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	186,940	$16.0m19.65%	19.65%	Added +4.3k	+4,319 2.4%
3	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	27,350	$6.7m8.28%	8.28%	Added +693	+693 2.6%
4	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	17,847	$6.6m8.12%	8.12%	Added +229	+229 1.3%
5	KLA CORP COM NEW KLAC	KLAC	18,380	$5.5m6.82%	6.82%	Unchanged
6	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	71,353	$5.2m6.44%	6.44%	Added +16.9k	+16,933 31.1%
7	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	69,740	$3.5m4.32%	4.32%	Reduced -16.7k	-16,732 -19.4%
8	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	52,319	$2.5m3.12%	3.12%	Added +11.5k	+11,501 28.2%
9	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	30,203	$2.5m3.11%	3.11%	Reduced -162	-162 -0.5%
10	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	10,780	$2.3m2.82%	2.82%	Added +49	+49 0.5%
11	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	32,101	$2.3m2.81%	2.81%	Reduced -109	-109 -0.3%
12	CATERPILLAR INC COM CAT	CAT	1,670	$1.8m2.19%	2.19%	Unchanged
13	VANGUARD INDEX FDS VALUE ETF VTV	VTV	7,320	$1.6m1.96%	1.96%	Reduced -419	-419 -5.4%
14	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	12,955	$1.1m1.37%	1.37%	Reduced -461	-461 -3.4%
15	APPLE INC COM AAPL	AAPL	3,631	$1.1m1.29%	1.29%	Reduced -110	-110 -2.9%
16	ISHARES TR CORE S&P500 ETF IVV	IVV	1,215	$909.9k1.12%	1.12%	Unchanged
17	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	4,393	$694.2k0.85%	0.85%	Unchanged
18	ISHARES TR SELECT DIVID ETF DVY	DVY	3,216	$502.6k0.62%	0.62%	Added +865	+865 36.8%
19	EA SERIES TRUST TBG DIVIDEND FOC TBG	TBG	13,518	$492.9k0.61%	0.61%	Added +3.7k	+3,665 37.2%
20	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	8,188	$488.8k0.60%	0.60%	Reduced -28	-28 -0.3%
21	ISHARES TR CORE S&P MCP ETF IJH	IJH	5,460	$421.0k0.52%	0.52%	Unchanged
22	ISHARES TR CORE MSCI INTL IDEV	IDEV	3,710	$330.2k0.41%	0.41%	Unchanged
23	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	5,452	$317.3k0.39%	0.39%	Reduced -566	-566 -9.4%
24	ISHARES TR CR 5 10 YR ETF IMTB	IMTB	7,100	$309.6k0.38%	0.38%	Unchanged
25	META PLATFORMS INC CL A META	META	460	$259.3k0.32%	0.32%	Added +49	+49 11.9%
26	BLACKROCK ETF TRUST II ISHARES INTERMED INMU	INMU	10,406	$252.3k0.31%	0.31%	New
27	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	443	$221.7k0.27%	0.27%	Unchanged
28	ISHARES TR S&P 500 GRWT ETF IVW	IVW	1,576	$216.7k0.27%	0.27%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PHILLIPS 66 PSX	PSX	1,120	$204.0k1.1k shares