Legend Financial Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Legend Financial Advisors, Inc. disclosed 39 stock positions valued at approximately $176.01M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, INVESCO QQQ TR, and ISHARES GOLD TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 39
- Portfolio Value
- $176.01M
Holdings by Sector
Legend Financial Advisors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | SOXX | Other | 11.16% | 30,649 | -12,624 | -29.17% | $19,638,755 |
| INVESCO QQQ TR | QQQ | Other | 10.18% | 24,334 | -727 | -2.90% | $17,919,554 |
| ISHARES GOLD TR | IAU | Other | 7.59% | 176,990 | +1,331 | +0.76% | $13,364,499 |
| VANGUARD INDEX FDS | VO | Other | 6.75% | 147,466 | +112,112 | +317.11% | $11,881,301 |
| SCHWAB STRATEGIC TR | FNDX | Other | 6.72% | 380,221 | -2,381 | -0.62% | $11,824,861 |
| VANGUARD ADMIRAL FDS INC | VIOV | Other | 6.58% | 98,727 | -1,068 | -1.07% | $11,583,645 |
| BARCLAYS BANK PLC | DJP | Other | 4.79% | 192,783 | -6,633 | -3.33% | $8,426,557 |
| ISHARES TR | IAK | Other | 4.66% | 58,386 | +2,879 | +5.19% | $8,206,797 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 4.25% | 124,008 | -1,158 | -0.93% | $7,476,449 |
| SPDR SERIES TRUST | XME | Other | 3.80% | 62,547 | -3,376 | -5.12% | $6,688,145 |
| GLOBAL X FDS | COPX | Other | 3.58% | 81,970 | -5,955 | -6.77% | $6,309,263 |
| ALTSHARES TRUST | ARB | Other | 3.18% | 189,058 | +1,709 | +0.91% | $5,601,949 |
| SPDR SERIES TRUST | SPSM | Other | 2.18% | 66,434 | +70 | +0.11% | $3,831,269 |
| INTEL CORP | INTC | Technology | 2.16% | 27,240 | -626 | -2.25% | $3,803,521 |
| APPLE INC | AAPL | Technology | 1.76% | 10,701 | +343 | +3.31% | $3,096,397 |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | Technology | 1.46% | 9,477 | -230 | -2.37% | $2,577,270 |
| MODINE MFG CO | MOD | Consumer Cyclical | 1.15% | 7,577 | -1,608 | -17.51% | $2,023,211 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.14% | 37,749 | -6,367 | -14.43% | $2,004,857 |
| ALPHABET INC | GOOG | Communication Services | 1.13% | 5,608 | +5,608 | +100.00% | $1,981,541 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.08% | 7,964 | +13 | +0.16% | $1,898,140 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.91% | 3,217 | +58 | +1.84% | $1,609,755 |
| FIRST SOLAR INC | FSLR | Technology | 0.73% | 5,419 | +576 | +11.89% | $1,278,667 |
| REMITLY GLOBAL INC | RELY | Technology | 0.71% | 56,074 | +56,074 | +100.00% | $1,256,618 |
| COPA HOLDINGS SA | CPA | Industrials | 0.71% | 8,011 | +14 | +0.18% | $1,246,271 |
| EA SERIES TRUST | FRDM | Other | 0.66% | 15,817 | +253 | +1.63% | $1,153,059 |
| BANCORP INC DEL | TBBK | Financial Services | 0.63% | 17,841 | +4,382 | +32.56% | $1,117,560 |
| EVERCORE INC | EVR | Financial Services | 0.62% | 3,210 | -9 | -0.28% | $1,096,022 |
| DLOCAL LTD | DLO | Other | 0.62% | 83,373 | -282 | -0.34% | $1,083,432 |
| NMI HLDGS INC | NMIH | Financial Services | 0.55% | 23,740 | +5,014 | +26.78% | $975,477 |
| PAN AMERN SILVER CORP | PAAS | Basic Materials | 0.51% | 19,931 | -8,479 | -29.85% | $892,709 |
Showing 30 of 39 holdings in the latest reporting period.