Legend Financial Advisors, Inc.

Est. AUM

$155.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES GOLD TR	ISHARES NEW	$15.5M	175659	9.98%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$14.5M	25061	9.32%	SOLE
3	ISHARES TR	ISHARES SEMICDTR	$14.2M	43273	9.17%	SOLE
4	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$10.7M	382602	6.87%	SOLE
5	VANGUARD INDEX FDS	MID CAP ETF	$10.2M	35354	6.55%	SOLE
6	VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$10.2M	99795	6.55%	SOLE
7	BARCLAYS BANK PLC	DJUBS CMDT ETN36	$9.6M	199416	6.19%	SOLE
8	MANAGED PORTFOLIO SERIES	LEUTHOLD CORE ET	$9.4M	251862	6.05%	SOLE
9	ISHARES TR	U.S. INSRNCE ETF	$7.1M	55507	4.59%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$7.1M	65923	4.59%	SOLE
11	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$6.9M	125166	4.42%	SOLE
12	GLOBAL X FDS	GLOBAL X COPPER	$6.7M	87925	4.33%	SOLE
13	ALTSHARES TRUST	MERGER ARBITRAGE	$5.5M	187349	3.54%	SOLE
14	SPDR SERIES TRUST	STATE STREET SPD	$3.2M	66364	2.07%	SOLE
15	SELECT SECTOR SPDR TR	STATE STREET ENE	$2.7M	44116	1.74%	SOLE
16	APPLE INC	COM	$2.6M	10358	1.69%	SOLE
17	MODINE MFG CO	COM	$2.0M	9185	1.28%	SOLE
18	AMAZON COM INC	COM	$1.7M	7951	1.07%	SOLE
19	PAN AMERN SILVER CORP	COM	$1.6M	28410	1.00%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	3159	0.98%	SOLE
21	INTEL CORP	COM	$1.2M	27866	0.79%	SOLE
22	DLOCAL LTD	CLASS A COM	$1.1M	83655	0.70%	SOLE
23	EVERCORE INC	CLASS A	$961K	3219	0.62%	SOLE
24	FIRST SOLAR INC	COM	$955K	4843	0.62%	SOLE
25	CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$911K	9707	0.59%	SOLE
26	COPA HOLDINGS SA	CL A	$909K	7997	0.59%	SOLE
27	BARRICK MNG CORP	COM SHS	$909K	22289	0.59%	SOLE
28	EA SERIES TRUST	FREEDOM 100 EM	$851K	15564	0.55%	SOLE
29	BANCORP INC DEL	COM	$723K	13459	0.47%	SOLE
30	NMI HLDGS INC	COM	$702K	18726	0.45%	SOLE
31	AUTOLIV INC	COM	$683K	6493	0.44%	SOLE
32	VISA INC	COM CL A	$562K	1859	0.36%	SOLE
33	SCHWAB STRATEGIC TR	US LCAP GR ETF	$444K	15257	0.29%	SOLE
34	FISERV INC	COM	$382K	6844	0.25%	SOLE
35	PPL CORP	COM	$324K	8471	0.21%	SOLE
36	NEXTERA ENERGY INC	COM	$292K	3149	0.19%	SOLE
37	DONALDSON INC	COM	$262K	3092	0.17%	SOLE
38	JPMORGAN CHASE & CO	COM	$254K	863	0.16%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.