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Latest Legend Financial Advisors, Inc. Stock Portfolio

$176Million | No. of Holdings #40

Legend Financial Advisors, Inc. Performance

2026 Q2+2.85%
YTD+5.89%
2025+26.37%

About Legend Financial Advisors, Inc. and 13F Hedge Fund Stock Holdings

On 2026-07-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Legend Financial Advisors, Inc. reported an equity portfolio of $176 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Legend Financial Advisors, Inc. are IJR, QQQ, IAU. The fund has invested 11.2% of it's portfolio in ISHARES TR and 10.2% of portfolio in INVESCO QQQ TR. <br><br> The fund managers got completely rid off FISERV INC stocks. They significantly reduced their stock positions in PAN AMERN SILVER CORP (PAAS), ISHARES TR (IJR) and NEXTERA ENERGY INC (NEE). Legend Financial Advisors, Inc. opened new stock positions in ALPHABET INC (GOOG), REMITLY GLOBAL INC (RELY) and ELI LILLY & CO (LLY). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), BANCORP INC DEL (TBBK) and NMI HLDGS INC (NMIH).
Legend Financial Advisors, Inc. Equity Portfolio Value
Last Reported on: 20 Jul, 2026
$176Million
  as of Jul 20, 2026

Legend Financial Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Legend Financial Advisors, Inc. made a return of 2.85% in the last quarter. In trailing 12 months, it's portfolio return was 25.08%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
alphabet inc1,981,540
remitly global inc1,256,620
eli lilly & co231,490
New stocks bought by Legend Financial Advisors, Inc.

Additions

Ticker% Inc.
vanguard index fds317
bancorp inc del32.56
nmi hldgs inc26.78
first solar inc11.89
ishares tr5.19
apple inc3.31
berkshire hathaway inc del1.84
ea series trust1.63
Additions to existing portfolio by Legend Financial Advisors, Inc.

Reductions

Ticker% Reduced
pan amern silver corp-29.85
ishares tr-29.17
nextera energy inc-18.83
modine mfg co-17.51
select sector spdr tr-14.43
jpmorgan chase & co-8.00
global x fds-6.77
spdr series trust-5.12
Legend Financial Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
fiserv inc-381,895
Legend Financial Advisors, Inc. got rid off the above stocks

Sector Distribution

Legend Financial Advisors, Inc. has about 86.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Financial Services
  • Communication Services
Sector%
Others86.5
Technology6.8
Consumer Cyclical2.7
Financial Services2.3
Communication Services1.1

Market Cap. Distribution

Legend Financial Advisors, Inc. has about 11.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED86.5
MEGA-CAP6.8
LARGE-CAP4.4
MID-CAP2.3

Stocks belong to which Index?

About 12.3% of the stocks held by Legend Financial Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others87.7
S&P 5007.8
RUSSELL 20004.5
Top 5 Winners (%)%
INTC
intel corp
214.0 %
CRDO
credo technology group holdi
187.5 %
IJR
ishares tr
81.1 %
CPA
copa holdings sa
36.9 %
BOB
ea series trust
33.0 %
Top 5 Winners ($)$
IJR
ishares tr
11.5 M
QQQ
invesco qqq tr
3.9 M
INTC
intel corp
2.6 M
CRDO
credo technology group holdi
1.7 M
IVOG
vanguard admiral fds inc
1.5 M
Top 5 Losers (%)%
VB
vanguard index fds
-61.4 %
PAAS
pan amern silver corp
-15.3 %
IAU
ishares gold tr
-14.3 %
XLB
select sector spdr tr
-12.3 %
barrick mng corp
-9.9 %
Top 5 Losers ($)$
VB
vanguard index fds
-18.9 M
IAU
ishares gold tr
-2.2 M
OIL
barclays bank plc
-0.9 M
XLB
select sector spdr tr
-0.3 M
PAAS
pan amern silver corp
-0.2 M

Legend Financial Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Legend Financial Advisors, Inc.

Legend Financial Advisors, Inc. has 40 stocks in it's portfolio. About 68.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Legend Financial Advisors, Inc. last quarter.

$176.01MTotal Value
41.00Positions
20 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Legend Financial Advisors, Inc., last reported on 20 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legend Financial Advisors, Inc.'s holding in Ishares Tr over time
4.66%58,386
$8.21M
4.66%
increased 5.19 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Legend Financial Advisors, Inc.'s holding in Global X Fds over time
3.58%81,970
$6.31M
3.58%
decreased 6.77 percentreduced
ARB
Altshares Trust

Altshares Trust

ARB
Legend Financial Advisors, Inc.'s holding in Altshares Trust over time
3.18%189,058
$5.60M
3.18%
increased 0.91 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Legend Financial Advisors, Inc.'s holding in Spdr Series Trust over time
3.8%62,547
$6.69M
3.8%
decreased 5.12 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Legend Financial Advisors, Inc.'s holding in Spdr Series Trust over time
2.18%66,434
$3.83M
2.18%
increased 0.11 percentadded
BOB
Ea Series Trust

Ea Series Trust

BOB
Legend Financial Advisors, Inc.'s holding in Ea Series Trust over time
0.66%15,817
$1.15M
0.66%
increased 1.63 percentadded
CGW
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

CGW
Legend Financial Advisors, Inc.'s holding in Invesco Exch Traded Fd Tr Ii over time
4.25%124,008
$7.48M
4.25%
decreased 0.93 percentreduced
CPA
Copa Holdings Sa

Copa Holdings Sa

CPA
Legend Financial Advisors, Inc.'s holding in Copa Holdings Sa over time
0.71%8,011
$1.25M
0.71%
increased 0.18 percentadded
DLO
Dlocal Ltd

Dlocal Ltd

DLO
Legend Financial Advisors, Inc.'s holding in Dlocal Ltd over time
0.62%83,373
$1.08M
0.62%
decreased 0.34 percentreduced
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Legend Financial Advisors, Inc.'s holding in Schwab Strategic Tr over time
6.72%380,221
$11.82M
6.72%
decreased 0.62 percentreduced
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Legend Financial Advisors, Inc.'s holding in Schwab Strategic Tr over time
0.28%14,789
$500.5K
0.28%
decreased 3.07 percentreduced
IAU
Ishares Gold Tr

Ishares Gold Tr

IAU
Legend Financial Advisors, Inc.'s holding in Ishares Gold Tr over time
7.59%176,990
$13.36M
7.59%
increased 0.76 percentadded