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Legend Financial Advisors, Inc. 13F holdings

Filed 2026-07-20 · Legend Financial Advisors, Inc. · 40 positions · $176.0M

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TickerCompanySharesValue% of portfolio
SOXXISHARES TR30.6K$19.6M11.2%
QQQINVESCO QQQ TR24.3K$17.9M10.2%
IAUISHARES GOLD TR177.0K$13.4M7.6%
VOVANGUARD INDEX FDS147.5K$11.9M6.8%
FNDXSCHWAB STRATEGIC TR380.2K$11.8M6.7%
VIOVVANGUARD ADMIRAL FDS INC98.7K$11.6M6.6%
—MANAGED PORTFOLIO SER255.2K$10.1M5.8%
DJPBARCLAYS BANK PLC192.8K$8.4M4.8%
IAKISHARES TR58.4K$8.2M4.7%
IDMOINVESCO EXCH TRADED FD TR II124.0K$7.5M4.2%
XMESPDR SERIES TRUST62.5K$6.7M3.8%
COPXGLOBAL X FDS82.0K$6.3M3.6%
—ALTSHARES TRUST189.1K$5.6M3.2%
SPSMSPDR SERIES TRUST66.4K$3.8M2.2%
INTCINTEL CORP27.2K$3.8M2.2%
AAPLAPPLE INC10.7K$3.1M1.8%
CRDOCREDO TECHNOLOGY GROUP HOLDI9.5K$2.6M1.5%
MODMODINE MFG CO7.6K$2.0M1.1%
XLESELECT SECTOR SPDR TR37.7K$2.0M1.1%
GOOGALPHABET INC5.6K$2.0M1.1%
AMZNAMAZON COM INC8.0K$1.9M1.1%
BRK-BBERKSHIRE HATHAWAY INC DEL3.2K$1.6M0.9%
FSLRFIRST SOLAR INC5.4K$1.3M0.7%
RELYREMITLY GLOBAL INC56.1K$1.3M0.7%
—COPA HOLDINGS SA8.0K$1.2M0.7%
FRDMEA SERIES TRUST15.8K$1.2M0.7%
TBBKBANCORP INC DEL17.8K$1.1M0.6%
EVREVERCORE INC3.2K$1.1M0.6%
DLODLOCAL LTD83.4K$1.1M0.6%
NMIHNMI HLDGS INC23.7K$975,4770.6%
PAASPAN AMERN SILVER CORP19.9K$892,7090.5%
BBARRICK MNG CORP22.3K$820,0710.5%
ALVAUTOLIV INC6.5K$752,0850.4%
VVISA INC1.9K$637,8040.4%
SCHGSCHWAB STRATEGIC TR14.8K$500,4570.3%
PPLPPL CORP8.5K$307,9210.2%
DCIDONALDSON INC3.1K$277,5690.2%
JPMJPMORGAN CHASE & CO794$259,9000.1%
LLYELI LILLY & CO193$231,4900.1%
NEENEXTERA ENERGY INC2.6K$224,3400.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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