Legend Financial Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$155.1M
Q ending 2026-03-31
Prior quarter
$165.1M
Q ending 2025-12-31
Change
-6.1% QoQ · +14.0% YoY
Positions
38
reported holdings
Largest positions
All 38 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Gold Tr | IAU | Shares | $15.5M | 176K |
| Invesco Qqq Tr | QQQ | Shares | $14.5M | 25K |
| Ishares Tr | SOXX | Shares | $14.2M | 43K |
| Schwab Strategic Tr | FNDX | Shares | $10.7M | 383K |
| Vanguard Admiral Fds Inc | VIOV | Shares | $10.2M | 100K |
| Vanguard Index Fds | VO | Shares | $10.2M | 35K |
| Barclays Bank Plc | DJP | Shares | $9.6M | 199K |
| Managed Portfolio Series | LCR | Shares | $9.4M | 252K |
| Ishares Tr | IAK | Shares | $7.1M | 56K |
| Spdr Series Trust | XME | Shares | $7.1M | 66K |
| Invesco Exch Traded Fd Tr Ii | IDMO | Shares | $6.9M | 125K |
| Global X Fds | COPX | Shares | $6.7M | 88K |
| Altshares Trust | ARB | Shares | $5.5M | 187K |
| Spdr Series Trust | SPSM | Shares | $3.2M | 66K |
| Select Sector Spdr Tr | XLE | Shares | $2.7M | 44K |
| Apple Inc | AAPL | Shares | $2.6M | 10K |
| Modine Mfg Co | MOD | Shares | $2.0M | 9K |
| Amazon Com Inc | AMZN | Shares | $1.7M | 8K |
| Pan Amern Silver Corp | PAAS | Shares | $1.6M | 28K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.5M | 3K |
| Intel Corp | INTC | Shares | $1.2M | 28K |
| Dlocal Ltd | Shares | $1.1M | 84K | |
| Evercore Inc | EVR | Shares | $961K | 3K |
| First Solar Inc | FSLR | Shares | $955K | 5K |
| Credo Technology Group Holdi | Shares | $911K | 10K | |
| Barrick Mng Corp | B | Shares | $909K | 22K |
| Copa Holdings Sa | Shares | $909K | 8K | |
| Ea Series Trust | FRDM | Shares | $851K | 16K |
| Bancorp Inc Del | TBBK | Shares | $723K | 13K |
| Nmi Hldgs Inc | NMIH | Shares | $702K | 19K |
| Autoliv Inc | ALV | Shares | $683K | 6K |
| Visa Inc | V | Shares | $562K | 2K |
| Schwab Strategic Tr | SCHG | Shares | $444K | 15K |
| Fiserv Inc | FISV | Shares | $382K | 7K |
| Ppl Corp | PPL | Shares | $324K | 8K |
| Nextera Energy Inc | NEE | Shares | $292K | 3K |
| Donaldson Inc | DCI | Shares | $262K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $254K | 863 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.