Charis Legacy Partners, LLC
All 13F Filings
- Location
- Bryan, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 81,328
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 28 | 81,328 | 13F-HR | Charis Legacy Partners, LLC |
| Q1 2026 | 4/7/2026 | 27 | 68,376 | 13F-HR | Charis Legacy Partners, LLC |
| Q4 2025 | 1/8/2026 | 26 | 67,758 | 13F-HR | Charis Legacy Partners, LLC |
| Q3 2025 | 10/8/2025 | 29 | 67,030 | 13F-HR | Charis Legacy Partners, LLC |
| Q2 2025 | 7/8/2025 | 26 | 60,711 | 13F-HR | Charis Legacy Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 12.37 K | 15.2% | 2.181 K | 0 | 2.181 K |
| ETFs | 68.96 K | 84.8% | 10.77 K | 0 | 10.77 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
81,328
Holdings
28
QoQ value change ($000)
12,952
(18.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.