Legend Financial Advisors as of June 30, 2026
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 | 31k | 640.76 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 10.2 | $18M | 24k | 736.40 | |
| Ishares Gold Tr Ishares New (IAU) | 7.6 | $13M | 177k | 75.51 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 6.8 | $12M | 148k | 80.57 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 6.7 | $12M | 380k | 31.10 | |
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 6.6 | $12M | 99k | 117.33 | |
| Managed Portfolio Ser Leuth Core Etf (LCR) | 5.8 | $10M | 255k | 39.76 | |
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 4.8 | $8.4M | 193k | 43.71 | |
| Ishares Tr U.s. Insrnce Etf (IAK) | 4.7 | $8.2M | 58k | 140.56 | |
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 4.2 | $7.5M | 124k | 60.29 | |
| Spdr Series Trust St Str Sp Metal (XME) | 3.8 | $6.7M | 63k | 106.93 | |
| Global X Fds Global X Copper (COPX) | 3.6 | $6.3M | 82k | 76.97 | |
| Altshares Trust Merger Arbitrage (ARB) | 3.2 | $5.6M | 189k | 29.63 | |
| Spdr Series Trust ST STR SP600 SML (SPSM) | 2.2 | $3.8M | 66k | 57.67 | |
| Intel Corporation (INTC) | 2.2 | $3.8M | 27k | 139.63 | |
| Apple (AAPL) | 1.8 | $3.1M | 11k | 289.36 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 1.5 | $2.6M | 9.5k | 271.95 | |
| Modine Manufacturing (MOD) | 1.1 | $2.0M | 7.6k | 267.02 | |
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 1.1 | $2.0M | 38k | 53.11 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.0M | 5.6k | 353.34 | |
| Amazon (AMZN) | 1.1 | $1.9M | 8.0k | 238.34 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.6M | 3.2k | 500.39 | |
| First Solar (FSLR) | 0.7 | $1.3M | 5.4k | 235.96 | |
| Remitly Global (RELY) | 0.7 | $1.3M | 56k | 22.41 | |
| Copa Holdings Sa Cl A (CPA) | 0.7 | $1.2M | 8.0k | 155.57 | |
| Ea Series Trust Freedom 100 Em (FRDM) | 0.7 | $1.2M | 16k | 72.90 | |
| Ban (TBBK) | 0.6 | $1.1M | 18k | 62.64 | |
| Evercore Class A (EVR) | 0.6 | $1.1M | 3.2k | 341.44 | |
| Dlocal Class A Com (DLO) | 0.6 | $1.1M | 83k | 12.99 | |
| Nmi Hldgs Inc cl a (NMIH) | 0.6 | $976k | 24k | 41.09 | |
| Pan American Silver Corp Can (PAAS) | 0.5 | $893k | 20k | 44.79 | |
| Barrick Mng Corp Com Shs (B) | 0.5 | $820k | 22k | 36.73 | |
| Autoliv (ALV) | 0.4 | $752k | 6.5k | 116.17 | |
| Visa Com Cl A (V) | 0.4 | $638k | 1.9k | 343.09 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $501k | 15k | 33.84 | |
| PPL Corporation (PPL) | 0.2 | $308k | 8.5k | 36.35 | |
| Donaldson Company (DCI) | 0.2 | $278k | 3.1k | 89.77 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $260k | 794.00 | 327.33 | |
| Eli Lilly & Co. (LLY) | 0.1 | $232k | 193.00 | 1199.43 | |
| Nextera Energy (NEE) | 0.1 | $224k | 2.6k | 87.77 |
