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, FNDX, VIOV, and represent 41.89% of Legend Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VO, DLO, CRDO, FRDM, SPSM, IDMO, PPL, ARB, VIOV, QQQ.
  • Started 4 new stock positions in CRDO, FRDM, PPL, DLO.
  • Reduced shares in these 10 stocks: RSPD (-$7.4M), COPX (-$5.8M), XME, SOXX, IAU, CRBG, B, DJP, LLY, SCHG.
  • Sold out of its positions in CRBG, RSPD, LLY.
  • Legend Financial Advisors was a net seller of stock by $-15M.
  • Legend Financial Advisors has $155M in assets under management (AUM), dropping by -6.07%.
  • Central Index Key (CIK): 0001781948

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Portfolio Holdings for Legend Financial Advisors

Legend Financial Advisors holds 38 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 10.0 $16M -9% 176k 88.16
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Invesco Qqq Tr Unit Ser 1 (QQQ) 9.3 $15M 25k 577.18
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Ishares Tr Ishares Semicdtr (SOXX) 9.2 $14M -10% 43k 328.66
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Schwab Strategic Tr Fundamental Us L (FNDX) 6.9 $11M 383k 27.85
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 6.5 $10M +2% 100k 101.74
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Vanguard Index Fds Mid Cap Etf (VO) 6.5 $10M +19% 35k 287.18
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Barclays Bank Djubs Cmdt Etn36 (DJP) 6.2 $9.6M -3% 199k 48.14
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Managed Portfolio Series Leuthold Core Et (LCR) 6.1 $9.4M 252k 37.27
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Ishares Tr U.s. Insrnce Etf (IAK) 4.6 $7.1M 56k 128.29
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Spdr Series Trust State Street Spd (XME) 4.6 $7.1M -28% 66k 108.01
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Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 4.4 $6.9M +5% 125k 54.84
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Global X Fds Global X Copper (COPX) 4.3 $6.7M -46% 88k 76.35
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Altshares Trust Merger Arbitrage (ARB) 3.5 $5.5M +4% 187k 29.32
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Spdr Series Trust State Street Spd (SPSM) 2.1 $3.2M +24% 66k 48.32
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Select Sector Spdr Tr State Street Ene (XLE) 1.7 $2.7M 44k 61.26
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Apple (AAPL) 1.7 $2.6M -5% 10k 253.79
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Modine Manufacturing (MOD) 1.3 $2.0M -4% 9.2k 216.71
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Amazon (AMZN) 1.1 $1.7M -3% 8.0k 208.27
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Pan American Silver Corp Can (PAAS) 1.0 $1.6M 28k 54.63
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $1.5M 3.2k 479.20
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Intel Corporation (INTC) 0.8 $1.2M 28k 44.13
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Dlocal Class A Com (DLO) 0.7 $1.1M NEW 84k 12.97
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Evercore Class A (EVR) 0.6 $961k 3.2k 298.51
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First Solar (FSLR) 0.6 $955k 4.8k 197.26
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Credo Technology Group Holdi Ordinary Shares (CRDO) 0.6 $911k NEW 9.7k 93.87
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Barrick Mng Corp Com Shs (B) 0.6 $909k -39% 22k 40.79
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Copa Holdings Sa Cl A (CPA) 0.6 $909k 8.0k 113.61
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Ea Series Trust Freedom 100 Em (FRDM) 0.5 $851k NEW 16k 54.65
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Ban (TBBK) 0.5 $723k 14k 53.73
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Nmi Hldgs Inc cl a (NMIH) 0.5 $702k 19k 37.51
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Autoliv (ALV) 0.4 $683k 6.5k 105.16
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Visa Com Cl A (V) 0.4 $562k 1.9k 302.24
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $444k -34% 15k 29.13
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Fiserv (FISV) 0.2 $382k 6.8k 55.80
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PPL Corporation (PPL) 0.2 $324k NEW 8.5k 38.20
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Nextera Energy (NEE) 0.2 $293k 3.1k 92.88
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Donaldson Company (DCI) 0.2 $262k 3.1k 84.87
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JPMorgan Chase & Co. (JPM) 0.2 $254k 863.00 294.16
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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