Legend Financial Advisors

Latest statistics and disclosures from Legend Financial Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IAU, QQQ, SOXX, COPX, FNDX, and represent 41.03% of Legend Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: XLE, V, SPSM, IAK, DCI, ARB, RSPD, DJP, VIOV, QQQ.
  • Started 2 new stock positions in DCI, V.
  • Reduced shares in these 10 stocks: COPX, IAU, XME, SOXX, , NOMD, B, LCR, TYL, .
  • Sold out of its positions in TYL, WDAY, EG, NOMD.
  • Legend Financial Advisors was a net seller of stock by $-6.5M.
  • Legend Financial Advisors has $165M in assets under management (AUM), dropping by 1.24%.
  • Central Index Key (CIK): 0001781948

Tip: Access up to 7 years of quarterly data

Positions held by Legend Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Legend Financial Advisors

Legend Financial Advisors holds 37 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 9.6 $16M -10% 195k 81.17
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.2 $15M 25k 614.31
 View chart
Ishares Tr Ishares Semicdtr (SOXX) 8.9 $15M -6% 49k 301.15
 View chart
Global X Fds Global X Copper (COPX) 7.1 $12M -17% 164k 71.79
 View chart
Schwab Strategic Tr Fundamental Us L (FNDX) 6.3 $10M 382k 27.21
 View chart
Spdr Series Trust State Street Spd (XME) 5.8 $9.6M -14% 92k 103.61
 View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 5.8 $9.6M 98k 97.76
 View chart
Managed Portfolio Series Leuthold Core Et (LCR) 5.7 $9.4M -2% 248k 38.09
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 5.2 $8.6M 30k 290.22
 View chart
Barclays Bank Djubs Cmdt Etn36 (DJP) 4.7 $7.7M 206k 37.61
 View chart
Ishares Tr U.s. Insrnce Etf (IAK) 4.5 $7.4M +4% 55k 136.15
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD) 4.5 $7.4M 130k 57.03
 View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 4.0 $6.6M 119k 55.57
 View chart
Altshares Trust Merger Arbitrage (ARB) 3.2 $5.2M +2% 180k 29.07
 View chart
Apple (AAPL) 1.8 $3.0M 11k 271.86
 View chart
Spdr Series Trust State Street Spd (SPSM) 1.5 $2.5M +17% 53k 46.86
 View chart
Select Sector Spdr Tr State Street Ene (XLE) 1.2 $2.0M +111% 44k 44.71
 View chart
Amazon (AMZN) 1.1 $1.9M 8.2k 230.82
 View chart
Barrick Mng Corp Com Shs (B) 1.0 $1.6M -18% 37k 43.55
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.6M 3.1k 502.65
 View chart
Pan American Silver Corp Can (PAAS) 0.9 $1.5M -9% 29k 51.81
 View chart
Modine Manufacturing (MOD) 0.8 $1.3M 9.6k 133.51
 View chart
First Solar (FSLR) 0.8 $1.3M -2% 4.8k 261.23
 View chart
Evercore Class A (EVR) 0.7 $1.1M 3.2k 340.25
 View chart
Intel Corporation (INTC) 0.6 $1.0M -3% 28k 36.90
 View chart
Copa Holdings Sa Cl A (CPA) 0.6 $971k 8.1k 120.61
 View chart
Ban (TBBK) 0.5 $904k -2% 13k 67.52
 View chart
Autoliv (ALV) 0.5 $767k 6.5k 118.70
 View chart
Corebridge Finl (CRBG) 0.5 $766k 25k 30.17
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $763k -4% 23k 32.62
 View chart
Nmi Hldgs Inc cl a (NMIH) 0.5 $761k 19k 40.79
 View chart
Visa Com Cl A (V) 0.4 $652k NEW 1.9k 350.71
 View chart
Fiserv (FI) 0.3 $460k 6.8k 67.17
 View chart
Eli Lilly & Co. (LLY) 0.2 $296k -8% 275.00 1074.68
 View chart
JPMorgan Chase & Co. (JPM) 0.2 $278k 863.00 322.22
 View chart
Donaldson Company (DCI) 0.2 $274k NEW 3.1k 88.66
 View chart
Nextera Energy (NEE) 0.2 $253k 3.1k 80.28
 View chart

Past Filings by Legend Financial Advisors

SEC 13F filings are viewable for Legend Financial Advisors going back to 2019

View all past filings