SEC Form 13F

Charis Legacy Partners, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$81,328,217
Positions28

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$17,112,75124,916
VANGUARD STAR FDSVXUSVG TL INTL STK F$15,981,510186,940
VANGUARD INDEX FDSVXFEXTEND MKT ETF$6,733,93227,350
VANGUARD INDEX FDSVTITOTAL STK MKT$6,604,01817,847
KLA CORPKLACCOM NEW$5,545,43018,380
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$5,238,01971,353
WISDOMTREE TRUSFRFLOATNG RAT TREA$3,511,41369,740
VANGUARD CHARLOTTE FDSBNDXTOTAL INT BD ETF$2,533,81552,319
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$2,529,52930,203
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$2,293,74810,780

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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