Legend Financial Advisors, Inc. 13F Holdings · Q2 2026
Legend Financial Advisors, Inc. reported 40 securities worth $176.01M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SOXX (11.16%), QQQ (10.18%), IAU (7.59%). Among its top 25 positions this quarter: 2 new, 11 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SOXX | ISHARES TR | $19.6M | 11.16% | 30,649 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $17.9M | 10.18% | 24,334 | Trimmed |
| 3 | IAU | ISHARES GOLD TR | $13.4M | 7.59% | 176,990 | Added |
| 4 | VO | VANGUARD INDEX FDS | $11.9M | 6.75% | 147,466 | Added |
| 5 | FNDX | SCHWAB STRATEGIC TR | $11.8M | 6.72% | 380,221 | Trimmed |
| 6 | VIOV | VANGUARD ADMIRAL FDS INC | $11.6M | 6.58% | 98,727 | Trimmed |
| 7 | LCR | MANAGED PORTFOLIO SER | $10.1M | 5.77% | 255,221 | Added |
| 8 | DJP | BARCLAYS BANK PLC | $8.4M | 4.79% | 192,783 | Trimmed |
| 9 | IAK | ISHARES TR | $8.2M | 4.66% | 58,386 | Added |
| 10 | IDMO | INVESCO EXCH TRADED FD TR II | $7.5M | 4.25% | 124,008 | Trimmed |
| 11 | XME | SPDR SERIES TRUST | $6.7M | 3.80% | 62,547 | Trimmed |
| 12 | COPX | GLOBAL X FDS | $6.3M | 3.58% | 81,970 | Trimmed |
| 13 | ARB | ALTSHARES TRUST | $5.6M | 3.18% | 189,058 | Added |
| 14 | SPSM | SPDR SERIES TRUST | $3.8M | 2.18% | 66,434 | Added |
| 15 | INTC | INTEL CORP | $3.8M | 2.16% | 27,240 | Trimmed |
| 16 | AAPL | APPLE INC | $3.1M | 1.76% | 10,701 | Added |
| 17 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2.6M | 1.46% | 9,477 | Trimmed |
| 18 | MOD | MODINE MFG CO | $2.0M | 1.15% | 7,577 | Trimmed |
| 19 | XLE | SELECT SECTOR SPDR TR | $2.0M | 1.14% | 37,749 | Trimmed |
| 20 | GOOG | ALPHABET INC | $2.0M | 1.13% | 5,608 | New |
| 21 | AMZN | AMAZON COM INC | $1.9M | 1.08% | 7,964 | Added |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.6M | 0.91% | 3,217 | Added |
| 23 | FSLR | FIRST SOLAR INC | $1.3M | 0.73% | 5,419 | Added |
| 24 | CPA | COPA HOLDINGS SA | $1.2M | 0.71% | 8,011 | Added |
| 25 | RELY | REMITLY GLOBAL INC | $1.3M | 0.71% | 56,074 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR