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, XME, and represent 40.88% of Legend Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: TYL, DJP, IAK, XLE, LCR, BRK.B, IDMO, SPSM, FSLR, AMZN.
- Started 1 new stock position in TYL.
- Reduced shares in these 10 stocks: XME, SOXX, COPX, QQQ, RSP, , PNC, STBA, , IWF.
- Sold out of its positions in T, MSOS, GOOG, GOOGL, MO, AMT, AMGN, APAM, ATO, BAC.
- Legend Financial Advisors was a net seller of stock by $-5.6M.
- Legend Financial Advisors has $163M in assets under management (AUM), dropping by 8.37%.
- Central Index Key (CIK): 0001781948
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Portfolio Holdings for Legend Financial Advisors
Legend Financial Advisors holds 39 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Gold Tr Ishares New (IAU) | 9.7 | $16M | 218k | 72.77 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.1 | $15M | -3% | 25k | 600.38 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 8.6 | $14M | -7% | 52k | 271.12 |
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| Global X Fds Global X Copper (COPX) | 7.3 | $12M | -4% | 198k | 59.81 |
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| Spdr Series Trust S&p Metals Mng (XME) | 6.2 | $10M | -12% | 108k | 93.19 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 6.2 | $10M | 382k | 26.30 |
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| Managed Portfolio Series Leuthold Core Et (LCR) | 5.9 | $9.7M | 255k | 37.99 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 5.6 | $9.2M | 97k | 95.22 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 5.3 | $8.6M | 29k | 293.74 |
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| Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD) | 4.5 | $7.4M | 128k | 57.70 |
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| Barclays Bank Djubs Cmdt Etn36 (DJP) | 4.4 | $7.2M | +3% | 203k | 35.44 |
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| Ishares Tr U.s. Insrnce Etf (IAK) | 4.3 | $7.0M | +2% | 52k | 134.03 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 3.9 | $6.4M | 118k | 53.99 |
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| Altshares Trust Merger Arbitrage (ARB) | 3.1 | $5.1M | 175k | 28.99 |
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| Apple (AAPL) | 1.7 | $2.8M | 11k | 254.63 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 1.3 | $2.1M | +2% | 45k | 46.32 |
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| Select Sector Spdr Tr Energy (XLE) | 1.1 | $1.9M | +6% | 21k | 89.34 |
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| Amazon (AMZN) | 1.1 | $1.8M | +2% | 8.3k | 219.57 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $1.6M | +7% | 3.2k | 502.74 |
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| Barrick Mng Corp Com Shs (B) | 0.9 | $1.5M | 45k | 32.77 |
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| Modine Manufacturing (MOD) | 0.8 | $1.4M | 9.7k | 142.16 |
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| Pan American Silver Corp Can (PAAS) | 0.8 | $1.2M | +2% | 32k | 38.73 |
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| Evercore Class A (EVR) | 0.7 | $1.1M | 3.2k | 337.32 |
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| First Solar (FSLR) | 0.7 | $1.1M | +4% | 4.9k | 220.53 |
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| Ban (TBBK) | 0.6 | $1.0M | 14k | 74.89 |
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| Intel Corporation (INTC) | 0.6 | $987k | -4% | 29k | 33.55 |
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| Copa Holdings Sa Cl A (CPA) | 0.6 | $941k | +2% | 7.9k | 118.82 |
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| Fiserv (FI) | 0.5 | $882k | -5% | 6.8k | 128.93 |
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| Corebridge Finl (CRBG) | 0.5 | $819k | +2% | 26k | 32.05 |
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| Autoliv (ALV) | 0.5 | $803k | 6.5k | 123.50 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $784k | 25k | 31.91 |
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| Nmi Hldgs Inc cl a (NMIH) | 0.4 | $717k | +3% | 19k | 38.34 |
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| Everest Re Group (EG) | 0.4 | $669k | 1.9k | 350.23 |
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| Nomad Foods Usd Ord Shs (NOMD) | 0.3 | $548k | +3% | 42k | 13.15 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $272k | 863.00 | 315.43 |
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| Tyler Technologies (TYL) | 0.2 | $262k | NEW | 500.00 | 523.16 |
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| Nextera Energy (NEE) | 0.1 | $238k | 3.1k | 75.49 |
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| Eli Lilly & Co. (LLY) | 0.1 | $229k | 300.00 | 763.00 |
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| Workday Cl A (WDAY) | 0.1 | $207k | 859.00 | 240.73 |
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Past Filings by Legend Financial Advisors
SEC 13F filings are viewable for Legend Financial Advisors going back to 2019
- Legend Financial Advisors 2025 Q3 filed Nov. 4, 2025
- Legend Financial Advisors 2025 Q2 filed July 16, 2025
- Legend Financial Advisors 2024 Q4 filed Jan. 7, 2025
- Legend Financial Advisors 2024 Q3 filed Oct. 18, 2024
- Legend Financial Advisors 2024 Q2 filed July 26, 2024
- Legend Financial Advisors 2024 Q1 filed April 17, 2024
- Legend Financial Advisors 2023 Q4 filed Jan. 31, 2024
- Legend Financial Advisors 2023 Q3 filed Nov. 13, 2023
- Legend Financial Advisors 2023 Q2 filed Aug. 9, 2023
- Legend Financial Advisors 2023 Q1 filed April 26, 2023
- Legend Financial Advisors 2022 Q4 filed Jan. 30, 2023
- Legend Financial Advisors 2022 Q3 filed Nov. 18, 2022
- Legend Financial Advisors 2022 Q2 filed Aug. 8, 2022
- Legend Financial Advisors 2022 Q1 filed May 12, 2022
- Legend Financial Advisors 2021 Q4 filed Feb. 14, 2022
- Legend Financial Advisors 2021 Q3 filed Nov. 15, 2021