Legend Financial Advisors, Inc.
Sector Allocation
- Other66.6%$117.3M
- Financials19.9%$35.0M
- Technology7.2%$12.7M
- Industrials3.8%$6.6M
- Consumer Discretionary1.1%$1.9M
- Materials1.0%$1.7M
- Utilities0.3%$532,261
- Healthcare0.1%$231,490
AUM History
13fpro.ai/research/fund/legend-financial-advisors-inc-1781948
Conviction and streaks
Diversifying · top 10 = 68.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$19.6M
QQQ
$17.9MIAU
$13.4M- VANGUARD$11.9M
- SCHWAB$11.8M
- VANGUARD$11.6M
- MANAGED$10.1M
DJP
$8.4M- ISHARES$8.2M
IVZ
$7.5M- SPDR$6.7M
- GLOBAL$6.3M
- ALTSHARES$5.6M
- SPDR$3.8M
INTC
$3.8MAAPL
$3.1MCRDO
$2.6MMOD
$2.0M- SELECT$2.0M
GOOG
$2.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/legend-financial-advisors-inc-1781948
Legend Financial Advisors, Inc. 13F holdings — Q2 2026
$176.0M portfolio (+13.5% QoQ) · 40 holdings · Q2 2026 13F · top 10 are 68% of the stock portfolio
- 1
ISHARES TR - ISHARES SEMICDTR
$19.6M
11.2% of stocks
-29%This quarter—Since filed—HeldAIQuality—Est. buy— $17.9M
10.2% of stocks
-3%This quarter+2.3%Since filed10+ qtrsHeld$13.4M
7.6% of stocks
+0.8%This quarter+0.1%Since filed10+ qtrsHeld- 4
VANGUARD INDEX FDS - MID CAP ETF
$11.9M
6.8% of stocks
+317%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SCHWAB STRATEGIC TR - FUNDAMENTAL US L
$11.8M
6.7% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL
$11.6M
6.6% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
MANAGED PORTFOLIO SER - LEUTH CORE ETF
$10.1M
5.8% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $8.4M
4.8% of stocks
-3%This quarter+10.1%Since filed10+ qtrsHeld- 9
ISHARES TR - U.S. INSRNCE ETF
$8.2M
4.7% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $7.5M
4.3% of stocks
-0.9%This quarter-3.8%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - ISHARES SEMICDTR | $19.6M | 11.2% | -29% | — | — | — | — | |
| 2 | $17.9M | 10.2% | -3% | +2.3% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $13.4M | 7.6% | +0.8% | +0.1% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | VANGUARD INDEX FDS - MID CAP ETF | $11.9M | 6.8% | +317% | — | — | — | — | |
| 5 | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $11.8M | 6.7% | -0.6% | — | — | — | — | |
| 6 | VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL | $11.6M | 6.6% | -1% | — | — | — | — | |
| 7 | MANAGED PORTFOLIO SER - LEUTH CORE ETF | $10.1M | 5.8% | +1% | — | — | — | — | |
| 8 | $8.4M | 4.8% | -3% | +10.1% | 10+ qtrsTrimmed 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | ISHARES TR - U.S. INSRNCE ETF | $8.2M | 4.7% | +5% | — | — | — | — | |
| 10 | $7.5M | 4.3% | -0.9% | -3.8% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial |
All holdings — Legend Financial Advisors, Inc. (Q2 2026)
40 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SPDR SERIES TRUST - ST STR SP METALetf/fund | — | $6.7M | 3.8% | 63K | -5% | — | — | 13F |
| 12 | — | GLOBAL X FDS - GLOBAL X COPPER | — | $6.3M | 3.6% | 82K | -7% | — | — | 13F |
| 13 | — | ALTSHARES TRUST - MERGER ARBITRAGE | — | $5.6M | 3.2% | 189K | +0.9% | — | — | 13F |
| 14 | — | SPDR SERIES TRUST - ST STR SP600 SMLetf/fund | — | $3.8M | 2.2% | 66K | +0.1% | — | — | 13F |
| 15 | INTEL CORP | Technology | $3.8M | 2.2% | 27K | -2% | 10+ qtrsTrimmed 8 qtrs in a row | 45.6 | 13F | |
| 16 | Apple Inc. | Technology | $3.1M | 1.8% | 11K | +3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Credo Technology Group Holding Ltd | Technology | $2.6M | 1.5% | 9,477 | -2% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | MODINE MANUFACTURING CO | Industrials | $2.0M | 1.1% | 7,577 | -18% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $2.0M | 1.1% | 38K | -14% | — | — | 13F |
| 20 | Alphabet Inc. | Technology | $2.0M | 1.1% | 5,608 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | AMAZON COM INC | Consumer Discretionary | $1.9M | 1.1% | 7,964 | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | BERKSHIRE HATHAWAY INC | Financials | $1.6M | 0.9% | 3,217 | +2% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | FIRST SOLAR, INC. | Technology | $1.3M | 0.7% | 5,419 | +12% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Remitly Global, Inc. | Industrials | $1.3M | 0.7% | 56K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Copa Holdings, S.A. | Industrials | $1.2M | 0.7% | 8,011 | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | EA SERIES TRUST - FREEDOM 100 EM | — | $1.2M | 0.7% | 16K | +2% | |||
| 27 | $TBBK | Bancorp, Inc. | Financials | $1.1M | 0.6% | 18K | +33% | |||
| 28 | $EVR | Evercore Inc. | Financials | $1.1M | 0.6% | 3,210 | -0.3% | |||
| 29 | $DLO | dLocal Ltd | Industrials | $1.1M | 0.6% | 83K | -0.3% | |||
| 30 | $NMIH | NMI Holdings, Inc. | Financials | $975K | 0.6% | 24K | +27% | |||
| 31 | $PAAS | PAN AMERICAN SILVER CORP | Materials | $893K | 0.5% | 20K | -30% | |||
| 32 | $B | BARRICK MINING CORP | Materials | $820K | 0.5% | 22K | +0.2% | |||
| 33 | $ALV | AUTOLIV INC | Industrials | $752K | 0.4% | 6,474 | -0.3% | |||
| 34 | $V | VISA INC. | Financials | $638K | 0.4% | 1,859 | — | |||
| 35 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $500K | 0.3% | 15K | -3% | |||
| 36 | $PPL | PPL Corp | Utilities | $308K | 0.2% | 8,471 | — | |||
| 37 | $DCI | DONALDSON Co INC | Industrials | $278K | 0.2% | 3,092 | — | |||
| 38 | $JPM | JPMORGAN CHASE & CO | Financials | $260K | 0.1% | 794 | -8% | |||
| 39 | $LLY | ELI LILLY & Co | Healthcare | $231K | 0.1% | 193 | New | |||
| 40 | $NEE | NEXTERA ENERGY INC | Utilities | $224K | 0.1% | 2,556 | -19% |
What changed in Q2 2026
Against the previous quarter's 13F: 3 new, 15 added to, 19 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (15)
- VANGUARD INDEX FDS - MID CAP ETF+317%
now $11.9M
- ISHARES TR - U.S. INSRNCE ETF+5%
now $8.2M
$TBBKBancorp, Inc.+33%
now $1.1M · held 10+ qtrs
$NMIHNMI Holdings, Inc.+27%
now $975K · held 10+ qtrs
$FSLRFIRST SOLAR, INC.+12%
now $1.3M · held 10+ qtrs
- MANAGED PORTFOLIO SER - LEUTH CORE ETF+1%
now $10.1M
+9 more in the Excel export
Trimmed (19)
- ISHARES TR - ISHARES SEMICDTR-29%
now $19.6M
now $17.9M · held 10+ qtrs
- GLOBAL X FDS - GLOBAL X COPPER-7%
now $6.3M
now $2.0M · held 10+ qtrs, 2 trims in a row
$PAASPAN AMERICAN SILVER CORP-30%
now $893K · held 5 qtrs
- SPDR SERIES TRUST - ST STR SP METAL-5%
now $6.7M
+13 more in the Excel export
Sold out (1)
$FISVFISERV INCwas $382K
held 9+ qtrs
Holdings by quarter
Every 13F Legend Financial Advisors, Inc. has filed, 30 earlier quarters. Pick one to see what it held then.
Is it too late to follow Legend Financial Advisors?
Q2 2026 13F filed with the SEC on Jul 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Legend Financial Advisors's top 20 holdings: 65/100 (our AI quality score, weighted by position size; 13 of the 20 are scored)
Top 10 since filing
-1.5%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 14% over the last 4
Top 10 weight
68%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Legend Financial Advisors, Inc. disclosed 40 positions worth $176.0M in its Form 13F-HR for Q2 2026, followed by $QQQ and $IAU. During the quarter the fund opened 3 new positions and exited 1 — including a new stake in $GOOG and a full exit from $FISV. The portfolio is most concentrated in Other (66.6% of disclosed assets). All figures are sourced directly from Legend Financial Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1781948.
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AI-Powered Hedge Fund Analysis: Legend Financial Advisors, Inc.
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Every holding in Legend Financial Advisors, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.