Legend Financial Advisors

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

  • Top 5 stock holdings are SOXX, QQQ, IAU, VO, FNDX, and represent 42.40% of Legend Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VO (+$9.0M), GOOG, RELY, IAK, TBBK, LLY, NMIH, FSLR, LCR, IAU.
  • Started 3 new stock positions in LLY, GOOG, RELY.
  • Reduced shares in these 10 stocks: SOXX (-$8.1M), QQQ, COPX, MOD, FISV, PAAS, XME, XLE, DJP, VIOV.
  • Sold out of its position in FISV.
  • Legend Financial Advisors was a net buyer of stock by $2.2M.
  • Legend Financial Advisors has $176M in assets under management (AUM), dropping by 13.46%.
  • Central Index Key (CIK): 0001781948

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Portfolio Holdings for Legend Financial Advisors

Legend Financial Advisors holds 40 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Ishares Semicdtr (SOXX) 11.2 $20M -29% 31k 640.76
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Invesco Qqq Tr Unit Ser 1 (QQQ) 10.2 $18M -2% 24k 736.40
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Ishares Gold Tr Ishares New (IAU) 7.6 $13M 177k 75.51
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Vanguard Index Fds Mid Cap Etf (VO) 6.8 $12M +317% 148k 80.57
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Schwab Strategic Tr Fundamental Us L (FNDX) 6.7 $12M 380k 31.10
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 6.6 $12M 99k 117.33
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Managed Portfolio Ser Leuth Core Etf (LCR) 5.8 $10M 255k 39.76
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Barclays Bank Djubs Cmdt Etn36 (DJP) 4.8 $8.4M -3% 193k 43.71
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Ishares Tr U.s. Insrnce Etf (IAK) 4.7 $8.2M +5% 58k 140.56
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Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 4.2 $7.5M 124k 60.29
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Spdr Series Trust St Str Sp Metal (XME) 3.8 $6.7M -5% 63k 106.93
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Global X Fds Global X Copper (COPX) 3.6 $6.3M -6% 82k 76.97
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Altshares Trust Merger Arbitrage (ARB) 3.2 $5.6M 189k 29.63
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Spdr Series Trust ST STR SP600 SML (SPSM) 2.2 $3.8M 66k 57.67
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Intel Corporation (INTC) 2.2 $3.8M -2% 27k 139.63
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Apple (AAPL) 1.8 $3.1M +3% 11k 289.36
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Credo Technology Group Holdi Ordinary Shares (CRDO) 1.5 $2.6M -2% 9.5k 271.95
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Modine Manufacturing (MOD) 1.1 $2.0M -17% 7.6k 267.02
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Select Sector Spdr Tr St Str Energ Etf (XLE) 1.1 $2.0M -14% 38k 53.11
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Alphabet Cap Stk Cl C (GOOG) 1.1 $2.0M NEW 5.6k 353.34
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Amazon (AMZN) 1.1 $1.9M 8.0k 238.34
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.6M 3.2k 500.39
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First Solar (FSLR) 0.7 $1.3M +11% 5.4k 235.96
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Remitly Global (RELY) 0.7 $1.3M NEW 56k 22.41
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Copa Holdings Sa Cl A (CPA) 0.7 $1.2M 8.0k 155.57
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Ea Series Trust Freedom 100 Em (FRDM) 0.7 $1.2M 16k 72.90
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Ban (TBBK) 0.6 $1.1M +32% 18k 62.64
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Evercore Class A (EVR) 0.6 $1.1M 3.2k 341.44
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Dlocal Class A Com (DLO) 0.6 $1.1M 83k 12.99
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Nmi Hldgs Inc cl a (NMIH) 0.6 $976k +26% 24k 41.09
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Pan American Silver Corp Can (PAAS) 0.5 $893k -29% 20k 44.79
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Barrick Mng Corp Com Shs (B) 0.5 $820k 22k 36.73
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Autoliv (ALV) 0.4 $752k 6.5k 116.17
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Visa Com Cl A (V) 0.4 $638k 1.9k 343.09
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $501k -3% 15k 33.84
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PPL Corporation (PPL) 0.2 $308k 8.5k 36.35
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Donaldson Company (DCI) 0.2 $278k 3.1k 89.77
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JPMorgan Chase & Co. (JPM) 0.1 $260k -7% 794.00 327.33
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Eli Lilly & Co. (LLY) 0.1 $232k NEW 193.00 1199.43
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Nextera Energy (NEE) 0.1 $224k -18% 2.6k 87.77
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Past Filings by Legend Financial Advisors

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

View all past filings