Latest Legend Financial Advisors, Inc. Stock Portfolio

Legend Financial Advisors, Inc. Performance:

2026 Q1: 2.96%YTD: 2.96%2025: 26.37%

Performance for 2026 Q1 is 2.96%, and YTD is 2.96%, and 2025 is 26.37%.

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

On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Legend Financial Advisors, Inc. reported an equity portfolio of $155.1 Millions as of 31 Mar, 2026.

The top stock holdings of Legend Financial Advisors, Inc. are IAU, QQQ, IJR. The fund has invested 10% of it's portfolio in ISHARES GOLD TR and 9.3% of portfolio in INVESCO QQQ TR.

The fund managers got completely rid off INVESCO EXCHANGE TRADED FD T (CSD), COREBRIDGE FINL INC (CRBG) and ELI LILLY & CO (LLY) stocks. They significantly reduced their stock positions in GLOBAL X FDS (AGNG), BARRICK MNG CORP and SCHWAB STRATEGIC TR (FNDA). Legend Financial Advisors, Inc. opened new stock positions in DLOCAL LTD (DLO), CREDO TECHNOLOGY GROUP HOLDI (CRDO) and EA SERIES TRUST (BOB). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), VANGUARD INDEX FDS (VB) and INVESCO EXCH TRADED FD TR II (CGW).

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

Our best estimate is that Legend Financial Advisors, Inc. made a return of 2.96% in the last quarter. In trailing 12 months, it's portfolio return was 31.04%.

Performance
S&P 500

New Buys

Ticker	$ Bought
dlocal ltd	1,085,000
credo technology group holdi	911,196
ea series trust	850,573
ppl corp	323,592

New stocks bought by Legend Financial Advisors, Inc.

Additions

Ticker	% Inc.
spdr series trust	24.51
vanguard index fds	19.71
invesco exch traded fd tr ii	5.26
altshares trust	4.2
vanguard admiral fds inc	2.05
ishares tr	1.74
managed portfolio series	1.56
invesco qqq tr	1.31

Additions to existing portfolio by Legend Financial Advisors, Inc.

Reductions

Ticker	% Reduced
global x fds	-46.26
barrick mng corp	-39.75
schwab strategic tr	-34.79
spdr series trust	-28.59
ishares tr	-10.89
ishares gold tr	-9.71
apple inc	-5.6
modine mfg co	-4.34

Legend Financial Advisors, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
invesco exchange traded fd t	-7,418,820
corebridge finl inc	-766,439
eli lilly & co	-295,537

Legend Financial Advisors, Inc. got rid off the above stocks

Sector Distribution

Legend Financial Advisors, Inc. has about 90.9% of it's holdings in Others sector.

Sector	%
Others	90.9
Technology	3.7
Consumer Cyclical	2.8
Financial Services	2.1

Market Cap. Distribution

Legend Financial Advisors, Inc. has about 7.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	90.9
MEGA-CAP	4.1
LARGE-CAP	3.7
MID-CAP	1.4

Stocks belong to which Index?

About 7.9% of the stocks held by Legend Financial Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	92.1
S&P 500	5.1
RUSSELL 2000	2.8

Top 5 Winners (%)		%
MOD	modine mfg co	61.0 %
XLB	select sector spdr tr	36.9 %
OIL	barclays bank plc	27.6 %
INTC	intel corp	19.4 %
NEE	nextera energy inc	15.7 %

Top 5 Winners ($)		$
OIL	barclays bank plc	2.1 M
IAU	ishares gold tr	1.3 M
IJR	ishares tr	1.3 M
MOD	modine mfg co	0.8 M
XLB	select sector spdr tr	0.7 M

Top 5 Losers (%)		%
FSLR	first solar inc	-24.4 %
TBBK	bancorp inc del	-20.4 %
	fiserv inc	-16.9 %
V	visa inc	-13.8 %
EVR	evercore inc	-12.3 %

Top 5 Losers ($)		$
QQQ	invesco qqq tr	-0.9 M
AAXJ	ishares tr	-0.4 M
FSLR	first solar inc	-0.3 M
	managed portfolio series	-0.2 M
AAPL	apple inc	-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 38 stocks in it's portfolio. About 69.9% of the portfolio is in top 10 stocks. QQQ proved to be the most loss making stock for the portfolio. OIL was the most profitable stock for Legend Financial Advisors, Inc. last quarter.

Last Reported on: 24 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.70	10,358	2,628,770	reduced	-5.6

AAXJ	ishares tr	4.59	55,507	7,120,960	added	1.74

AGNG	global x fds	4.33	87,925	6,713,110	reduced	-46.26

ALV	autoliv inc	0.44	6,493	682,804	added	0.5

AMZN	amazon com inc	1.07	7,951	1,655,960	reduced	-3.00

ARB	altshares trust	3.54	187,349	5,493,080	added	4.2

BIL	spdr series trust	4.59	65,923	7,120,310	reduced	-28.59

BIL	spdr series trust	2.07	66,364	3,206,690	added	24.51

BOB	ea series trust	0.55	15,564	850,573	new

CGW	invesco exch traded fd tr ii	4.42	125,166	6,864,130	added	5.26

CPA	copa holdings sa	0.59	7,997	908,539	reduced	-0.66

CRBG	corebridge finl inc	0.00	0.00	0.00	sold off	-100

CRDO	credo technology group holdi	0.59	9,707	911,196	new

CSD	invesco exchange traded fd t	0.00	0.00	0.00	sold off	-100

DCI	donaldson inc	0.17	3,092	262,418	unchanged	0.00

DLO	dlocal ltd	0.70	83,655	1,085,000	new

EVR	evercore inc	0.62	3,219	960,904	added	0.06

FNDA	schwab strategic tr	6.87	382,602	10,655,500	added	0.05

FNDA	schwab strategic tr	0.29	15,257	444,428	reduced	-34.79

FSLR	first solar inc	0.62	4,843	955,330	added	0.52