• 13F History

Charis Legacy Partners, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$52.8M
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 $52.8M as of Q1 2025. Top holdings included VOO, VXUS, VTI, VXF, and BND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 26 $52.8M +$6M -$1.53M +$4.47M VOO, VXUS, VTI, VXF, BND 13F-HR 4/15/2025, 01:30 PM
Q4 2024 20 $49M $0 $0 VOO, VXUS, VXF, VTI, BND 13F-HR 2/13/2025, 04:46 PM