Legend Financial Advisors, Inc. — 13F Holdings & Portfolio
CIK 1781948 · latest 13F-HR filed 2026-07-20
Legend Financial Advisors, Inc. manages $176.0M in 13F-reported U.S. long-equity assets across 40 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SOXX (11.16%), QQQ (10.18%), IAU (7.59%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 1, added to 24, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
PITTSBURGH, PA 15237-5829
$176.0M
Long-equity book
40
Distinct positions
2026-06-30
Filed 2026-07-20
+3 / −1 / ↑24 / ↓8
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$5.4M +38.1%
- INVESCO QQQ TR$3.5M +23.9%
- INTEL CORP$2.6M +209.3%
- VANGUARD INDEX FDS$1.7M +17.0%
- CREDO TECHNOLOGY GROUP HOLDI$1.7M +182.8%
Top Trims
- ISHARES GOLD TR-$2.1M -13.7%
- BARCLAYS BANK PLC-$1.2M -12.2%
- SELECT SECTOR SPDR TR-$697.7K -25.8%
- PAN AMERN SILVER CORP-$659.3K -42.5%
- SPDR SERIES TRUST-$432.2K -6.1%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | SOXX | 464287523 | $19.6M | 11.16% | 30,649 | SH |
| 2 | INVESCO QQQ TR | QQQ | 46090E103 | $17.9M | 10.18% | 24,334 | SH |
| 3 | ISHARES GOLD TR | IAU | 464285204 | $13.4M | 7.59% | 176,990 | SH |
| 4 | VANGUARD INDEX FDS | VO | 922908629 | $11.9M | 6.75% | 147,466 | SH |
| 5 | SCHWAB STRATEGIC TR | FNDX | 808524771 | $11.8M | 6.72% | 380,221 | SH |
| 6 | VANGUARD ADMIRAL FDS INC | VIOV | 921932778 | $11.6M | 6.58% | 98,727 | SH |
| 7 | MANAGED PORTFOLIO SER | LCR | 56167R606 | $10.1M | 5.77% | 255,221 | SH |
| 8 | BARCLAYS BANK PLC | DJP | 06738C778 | $8.4M | 4.79% | 192,783 | SH |
| 9 | ISHARES TR | IAK | 464288786 | $8.2M | 4.66% | 58,386 | SH |
| 10 | INVESCO EXCH TRADED FD TR II | IDMO | 46138E222 | $7.5M | 4.25% | 124,008 | SH |
| 11 | SPDR SERIES TRUST | XME | 78464A755 | $6.7M | 3.80% | 62,547 | SH |
| 12 | GLOBAL X FDS | COPX | 37954Y830 | $6.3M | 3.58% | 81,970 | SH |
| 13 | ALTSHARES TRUST | ARB | 02210T108 | $5.6M | 3.18% | 189,058 | SH |
| 14 | SPDR SERIES TRUST | SPSM | 78468R853 | $3.8M | 2.18% | 66,434 | SH |
| 15 | INTEL CORP | INTC | 458140100 | $3.8M | 2.16% | 27,240 | SH |
| 16 | APPLE INC | AAPL | 037833100 | $3.1M | 1.76% | 10,701 | SH |
| 17 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | G25457105 | $2.6M | 1.46% | 9,477 | SH |
| 18 | MODINE MFG CO | MOD | 607828100 | $2.0M | 1.15% | 7,577 | SH |
| 19 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $2.0M | 1.14% | 37,749 | SH |
| 20 | ALPHABET INC | GOOG | 02079K107 | $2.0M | 1.13% | 5,608 | SH |
| 21 | AMAZON COM INC | AMZN | 023135106 | $1.9M | 1.08% | 7,964 | SH |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.6M | 0.91% | 3,217 | SH |
| 23 | FIRST SOLAR INC | FSLR | 336433107 | $1.3M | 0.73% | 5,419 | SH |
| 24 | REMITLY GLOBAL INC | RELY | 75960P104 | $1.3M | 0.71% | 56,074 | SH |
| 25 | COPA HOLDINGS SA | CPA | P31076105 | $1.2M | 0.71% | 8,011 | SH |
| 26 | EA SERIES TRUST | FRDM | 02072L607 | $1.2M | 0.66% | 15,817 | SH |
| 27 | BANCORP INC DEL | TBBK | 05969A105 | $1.1M | 0.63% | 17,841 | SH |
| 28 | EVERCORE INC | EVR | 29977A105 | $1.1M | 0.62% | 3,210 | SH |
| 29 | DLOCAL LTD | DLO | G29018101 | $1.1M | 0.62% | 83,373 | SH |
| 30 | NMI HLDGS INC | NMIH | 629209305 | $975.5K | 0.55% | 23,740 | SH |
| 31 | PAN AMERN SILVER CORP | PAAS | 697900108 | $892.7K | 0.51% | 19,931 | SH |
| 32 | BARRICK MNG CORP | B | 06849F108 | $820.1K | 0.47% | 22,327 | SH |
| 33 | AUTOLIV INC | ALV | 052800109 | $752.1K | 0.43% | 6,474 | SH |
| 34 | VISA INC | V | 92826C839 | $637.8K | 0.36% | 1,859 | SH |
| 35 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $500.5K | 0.28% | 14,789 | SH |
| 36 | PPL CORP | PPL | 69351T106 | $307.9K | 0.17% | 8,471 | SH |
| 37 | DONALDSON INC | DCI | 257651109 | $277.6K | 0.16% | 3,092 | SH |
| 38 | JPMORGAN CHASE & CO | JPM | 46625H100 | $259.9K | 0.15% | 794 | SH |
| 39 | ELI LILLY & CO | LLY | 532457108 | $231.5K | 0.13% | 193 | SH |
| 40 | NEXTERA ENERGY INC | NEE | 65339F101 | $224.3K | 0.13% | 2,556 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-20 | $176.0M | 40 | 0001781948-26-000003 |
| 2026-03-31 | 2026-04-24 | $155.1M | 38 | 0001781948-26-000002 |
| 2025-12-31 | 2026-01-23 | $165.1M | 37 | 0001781948-26-000001 |