Q2 2026 13F · SEC CIK 1781948

Legend Financial Advisors, Inc.

Wealth managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $176.0M
Reported positions: 40
Top holdings a year, 3 yrs: +23.2%
Assets under management: $389.9M

Legend Financial Advisors, Inc. is a wealth manager that reported 40 positions worth $176.0M in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Ishares Tr (SOXX, 11.2%), Invesco Qqq Tr (QQQ, 10.2%), Ishares Gold Tr (IAU, 7.6%). A portfolio copying its top holdings returned 23.2% a year over the last 3 years, against 20.4% for the S&P 500.

Legend Financial Advisors, Inc. holdings all 40 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legend Financial Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SOXXIshares Tr	11.2%	9.2%	30,649	-29.2%	$19.6M
QQQInvesco Qqq Tr	10.2%	9.3%	24,334	-2.9%	$17.9M
IAUIshares Gold Tr	7.6%	10.0%	176,990	+0.8%	$13.4M
VOVanguard Index Fds	6.8%	6.5%	147,466	+317.1%	$11.9M
FNDXSchwab Strategic Tr	6.7%	6.9%	380,221	-0.6%	$11.8M
VIOVVanguard S&p 600 Small Cap Value- ETF	6.6%	6.5%	98,727	-1.1%	$11.6M
LCRManaged Portfolio Ser	5.8%	6.1%	255,221	+1.3%	$10.1M
DJPIpath Bloomberg Commodity Index Total Re	4.8%	6.2%	192,783	-3.3%	$8.4M
IAKIshares Tr	4.7%	4.6%	58,386	+5.2%	$8.2M
IDMOInvesco Exch Traded Fd Tr II	4.2%	4.4%	124,008	-0.9%	$7.5M
XMESpdr Series Trust	3.8%	4.6%	62,547	-5.1%	$6.7M
COPXGlobal X Fds	3.6%	4.3%	81,970	-6.8%	$6.3M
ARBAltshares Trust	3.2%	3.5%	189,058	+0.9%	$5.6M
SPSMSpdr Series Trust	2.2%	2.1%	66,434	+0.1%	$3.8M
INTCIntel Corp	2.2%	0.8%	27,240	-2.2%	$3.8M
AAPLApple Inc	1.8%	1.7%	10,701	+3.3%	$3.1M
CRDOCredo Technology Group Holdi	1.5%	0.6%	9,477	-2.4%	$2.6M
MODModine Manufacturing Co	1.1%	1.3%	7,577	-17.5%	$2.0M
XLESelect Sector Spdr Tr	1.1%	1.7%	37,749	-14.4%	$2.0M
GOOGAlphabet Inc	1.1%	New	5,608	—	$2.0M
AMZNAmazon Com Inc	1.1%	1.1%	7,964	+0.2%	$1.9M
BRK-BBerkshire Hathaway Inc Del	0.9%	1.0%	3,217	+1.8%	$1.6M
FSLRFirst Solar Inc	0.7%	0.6%	5,419	+11.9%	$1.3M
RELYRemitly Global Inc Com	0.7%	New	56,074	—	$1.3M
CPACopa Holdings SA	0.7%	0.6%	8,011	+0.2%	$1.2M
FRDMEa Series Trust	0.7%	0.5%	15,817	+1.6%	$1.2M
TBBKBancorp Inc	0.6%	0.5%	17,841	+32.6%	$1.1M
EVREvercore Inc	0.6%	0.6%	3,210	-0.3%	$1.1M
DLODlocal Ltd	0.6%	0.7%	83,373	-0.3%	$1.1M
NMIHNmi Hldgs Inc	0.6%	0.5%	23,740	+26.8%	$975K
PAASPan Amern Silver Corp	0.5%	1.0%	19,931	-29.8%	$893K
BBarrick Mng Corp	0.5%	0.6%	22,327	+0.2%	$820K
ALVAutoliv Inc	0.4%	0.4%	6,474	-0.3%	$752K
VVisa Inc	0.4%	0.4%	1,859	+0.0%	$638K
SCHGSchwab Strategic Tr	0.3%	0.3%	14,789	-3.1%	$500K
PPLPpl Corp	0.2%	0.2%	8,471	+0.0%	$308K
DCIDonaldson Inc	0.2%	0.2%	3,092	+0.0%	$278K
JPMJpmorgan Chase & Co	0.1%	0.2%	794	-8.0%	$260K
LLYEli Lilly & Co	0.1%	New	193	—	$231K
NEENextera Energy Inc	0.1%	0.2%	2,556	-18.8%	$224K

What Legend Financial Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +36.4% /yr; S&P 500 +20.1%
3 years: +23.2% /yr; S&P 500 +20.4%
5 years: +9.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$176.0M	40
Q1 2026	$155.1M	38
Q4 2025	$165.1M	37
Q3 2025	$163.1M	39
Q2 2025	$150.5M	171
Q1 2025	$136.1M	37
Q4 2024	$141.7M	267
Q3 2024	$144.9M	157
Q2 2024	$140.9M	292
Q1 2024	$138.0M	185
Q4 2023	$124.4M	193
Q3 2023	$117.2M	188

Questions about Legend Financial Advisors, Inc.'s portfolio

What stocks does Legend Financial Advisors, Inc. own?

Legend Financial Advisors, Inc.'s latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 40 positions worth $176.0M. The largest are Ishares Tr (SOXX) at 11.2%, Invesco Qqq Tr (QQQ) at 10.2%, Ishares Gold Tr (IAU) at 7.6%, Vanguard Index Fds (VO) at 6.8% and Schwab Strategic Tr (FNDX) at 6.7%.

What did Legend Financial Advisors, Inc. buy last quarter?

In Q2 2026, Legend Financial Advisors, Inc. added a new position in Alphabet Inc (GOOG), a new position in Remitly Global Inc Com (RELY), a new position in Eli Lilly & Co (LLY), Vanguard Index Fds (VO) (+317.1% shares), Bancorp Inc (TBBK) (+32.6% shares) and Nmi Hldgs Inc (NMIH) (+26.8% shares), compared with its Q1 2026 filing.

What did Legend Financial Advisors, Inc. sell last quarter?

In Q2 2026, Legend Financial Advisors, Inc. sold all of Fiserv Inc (FISV), Pan Amern Silver Corp (PAAS) (-29.8% shares), Ishares Tr (SOXX) (-29.2% shares) and Nextera Energy Inc (NEE) (-18.8% shares), compared with its Q1 2026 filing.

How has Legend Financial Advisors, Inc.'s portfolio performed?

A portfolio copying Legend Financial Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +36.4% against +20.1%. Over 5 years: +9.3% a year against +11.6%.

When is Legend Financial Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Legend Financial Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Legend Financial Advisors, Inc. manage?

Legend Financial Advisors, Inc. reported $389.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $176.0M.