Legend Financial Advisors, Inc.
13F Reported Value
ⓘ$155.1M
Holdings
38
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Legend Financial Advisors, Inc. disclosed 38 positions worth $155.1M in its Form 13F-HR for Q1 2026, led by $IAU (ISHARES GOLD TRUST) at 10.0% of the equity portfolio, followed by $QQQ. During the quarter the fund opened 4 new positions and exited 2 — including a new stake in $DLO and a full exit from $CRBD. The portfolio is most concentrated in Other (66.2% of disclosed assets). All figures are sourced directly from Legend Financial Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1781948.
AI Fund Analysis
Concentrating
$IAU
$QQQ
$IVZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$15.5M175,659 sh - —
Quality
$14.5M25,061 sh ISHARES TR
—Quality
$14.2M43,273 shSCHWAB STRATEGIC TR
—Quality
$10.7M382,602 shVANGUARD ADMIRAL FDS INC
—Quality
$10.2M99,795 shVANGUARD INDEX FDS
—Quality
$10.2M35,354 sh- —
Quality
$9.6M199,416 sh MANAGED PORTFOLIO SERIES
—Quality
$9.4M251,862 shISHARES TR
—Quality
$7.1M55,507 shSPDR SERIES TRUST
—Quality
$7.1M65,923 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES GOLD TRUST$IAU | — | $15.5M | 175,659 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $14.5M | 25,061 |
| ISHARES TR | — | $14.2M | 43,273 |
| SCHWAB STRATEGIC TR | — | $10.7M | 382,602 |
| VANGUARD ADMIRAL FDS INC | — | $10.2M | 99,795 |
| VANGUARD INDEX FDS | — | $10.2M | 35,354 |
 BARCLAYS BANK PLC$DJP | — | $9.6M | 199,416 |
| MANAGED PORTFOLIO SERIES | — | $9.4M | 251,862 |
| ISHARES TR | — | $7.1M | 55,507 |
| SPDR SERIES TRUST | — | $7.1M | 65,923 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Legend Financial Advisors, Inc.'s 38 positions.
Showing top 10 of 38 holdings.
Sector Allocation
Other
$102.7M
Financials
$36.7M
Technology
$5.7M
Industrials
$5.3M
Materials
$2.5M
Consumer Discretionary
$1.7M
Utilities
$616,071
Full Holdings — Legend Financial Advisors, Inc. (Q1 2026)
All 38 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $IAU | ISHARES GOLD TRUST | $15.5M | 10.0% | -10% | — |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $14.5M | 9.3% | +1% | — |
| 3 | — | ISHARES TR | $14.2M | 9.2% | -11% | — |
| 4 | — | SCHWAB STRATEGIC TR | $10.7M | 6.9% | +0% | — |
| 5 | — | VANGUARD ADMIRAL FDS INC | $10.2M | 6.5% | +2% | — |
| 6 | — | VANGUARD INDEX FDS | $10.2M | 6.5% | +20% | — |
| 7 | $DJP | BARCLAYS BANK PLC | $9.6M | 6.2% | -3% | — |
| 8 | — | MANAGED PORTFOLIO SERIES | $9.4M | 6.0% | +2% | — |
| 9 | — | ISHARES TR | $7.1M | 4.6% | +2% | — |
| 10 | — | SPDR SERIES TRUST | $7.1M | 4.6% | -29% | — |
| 11 | $IVZ | Invesco Ltd. | $6.9M | 4.4% | +5% | — |
| 12 | — | GLOBAL X FDS | $6.7M | 4.3% | -46% | — |
| 13 | — | ALTSHARES TRUST | $5.5M | 3.5% | +4% | — |
| 14 | — | SPDR SERIES TRUST | $3.2M | 2.1% | +25% | — |
| 15 | — | SELECT SECTOR SPDR TR | $2.7M | 1.7% | +0% | — |
| 16 |  $AAPL | Apple Inc. | $2.6M | 1.7% | -6% | 76.1 |
| 17 |  $MOD | MODINE MANUFACTURING CO | $2.0M | 1.3% | -4% | 48.8 |
| 18 |  $AMZN | AMAZON COM INC | $1.7M | 1.1% | -3% | 74.6 |
| 19 |  $PAAS | PAN AMERICAN SILVER CORP | $1.6M | 1.0% | -1% | — |
| 20 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.5M | 1.0% | +1% | 64.5 |
| 21 |  $INTC | INTEL CORP | $1.2M | 0.8% | -2% | 41.5 |
| 22 |  $DLO | dLocal Ltd | $1.1M | 0.7% | NEW | — |
| 23 |  $EVR | Evercore Inc. | $960,904 | 0.6% | +0% | 76.1 |
| 24 |  $FSLR | FIRST SOLAR, INC. | $955,330 | 0.6% | +1% | 73.8 |
| 25 |  $CRDO | Credo Technology Group Holding Ltd | $911,196 | 0.6% | NEW | — |
| 26 |  $B | BARRICK MINING CORP | $909,168 | 0.6% | -40% | — |
| 27 |  $CPA | Copa Holdings, S.A. | $908,539 | 0.6% | -1% | — |
| 28 | — | EA SERIES TRUST | $850,573 | 0.6% | NEW | — |
| 29 |  $TBBK | Bancorp, Inc. | $723,152 | 0.5% | +1% | 32.8 |
| 30 |  $NMIH | NMI Holdings, Inc. | $702,412 | 0.5% | +0% | 73.6 |
| 31 |  $ALV | AUTOLIV INC | $682,804 | 0.4% | +0% | 56.9 |
| 32 |  $V | VISA INC. | $561,864 | 0.4% | +0% | 83.5 |
| 33 | — | SCHWAB STRATEGIC TR | $444,428 | 0.3% | -35% | — |
| 34 |  $FISV | FISERV INC | $381,895 | 0.3% | +0% | 67.4 |
| 35 |  $PPL | PPL Corp | $323,592 | 0.2% | NEW | 70.3 |
| 36 |  $NEE | NEXTERA ENERGY INC | $292,479 | 0.2% | +0% | 71.7 |
| 37 |  $DCI | DONALDSON Co INC | $262,418 | 0.2% | +0% | 64.7 |
| 38 |  $JPM | JPMORGAN CHASE & CO | $253,860 | 0.2% | +0% | 35.6 |
New Positions (4)
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