Legend Financial Advisors

PITTSBURGH, PAfiles as Legend Financial Advisors, Inc.

$176m in 40 US stocks at the end of 30 June 2026. The top 10 are 68.4% of the money. It changed about 8.2% of the portfolio this quarter.

Value

$176m

Stocks

Top 10 share

68.4%

Turnover

8.2%

What changed this quarter

New

Bought for the first time this quarter.

AlphabetGOOG
1.1% of the fund
Remitly GlobalRELY
0.7% of the fund
Eli LillyLLY
0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVO
6.8% of the fund
+4%
Ishares TRIAK
4.7% of the fund
+5%
AppleAAPL
1.8% of the fund
+3%
First SolarFSLR
0.7% of the fund
+12%
BancorpTBBK
0.6% of the fund
+33%
NMI HoldingsNMIH
0.6% of the fund
+27%

Cut

Sold some of their stake.

Ishares TRSOXX
11.2% of the fund
-29%
Invesco QQQ TRQQQ
10.2% of the fund
-3%
Barclays BankDJP
4.8% of the fund
-3%
Spdr Series TrustXME
3.8% of the fund
-5%
Global X FDSCOPX
3.6% of the fund
-7%
IntelINTC
2.2% of the fund
-2%
Credo Technology Group HoldingCRDO
1.5% of the fund
-2%
Modine ManufacturingMOD
1.1% of the fund
-18%
Select Sector Spdr TRXLE
1.1% of the fund
-14%
PAN American SilverPAAS
0.5% of the fund
-30%
Schwab Strategic TRSCHG
0.3% of the fund
-3%
JPMorgan ChaseJPM
0.1% of the fund
-8%
NextEra EnergyNEE
0.1% of the fund
-19%

Sold out

Sold their entire stake.

FiservFISV
-100%

Holdings

Ishares TRSOXX
Share
11.2%
Value
$20m
Shares
30,649
-29%
Invesco QQQ TRQQQ
Share
10.2%
Value
$18m
Shares
24,334
-3%
Ishares Gold TRIAU
Share
7.6%
Value
$13m
Shares
176,990
Held
Vanguard Index FDSVO
Share
6.8%
Value
$12m
Shares
147,466
+4%
Schwab Strategic TRFNDX
Share
6.7%
Value
$12m
Shares
380,221
Held
Vanguard Admiral FDSVIOV
Share
6.6%
Value
$12m
Shares
98,727
Held
Managed Portfolio SERLCR
Share
5.8%
Value
$10m
Shares
255,221
Held
Barclays BankDJP
Share
4.8%
Value
$8m
Shares
192,783
-3%
Ishares TRIAK
Share
4.7%
Value
$8m
Shares
58,386
+5%
Invesco Exch Traded FD TR IIIDMO
Share
4.2%
Value
$7m
Shares
124,008
Held
Spdr Series TrustXME
Share
3.8%
Value
$7m
Shares
62,547
-5%
Global X FDSCOPX
Share
3.6%
Value
$6m
Shares
81,970
-7%
Altshares TrustARB
Share
3.2%
Value
$6m
Shares
189,058
Held
Spdr Series TrustSPSM
Share
2.2%
Value
$4m
Shares
66,434
Held
IntelINTC
Share
2.2%
Value
$4m
Shares
27,240
-2%
AppleAAPL
Share
1.8%
Value
$3m
Shares
10,701
+3%
Credo Technology Group HoldingCRDO
Share
1.5%
Value
$3m
Shares
9,477
-2%
Modine ManufacturingMOD
Share
1.1%
Value
$2m
Shares
7,577
-18%
Select Sector Spdr TRXLE
Share
1.1%
Value
$2m
Shares
37,749
-14%
AlphabetGOOG
Share
1.1%
Value
$2m
Shares
5,608
New
Amazon.comAMZN
Share
1.1%
Value
$2m
Shares
7,964
Held
Berkshire HathawayBRK-B
Share
0.9%
Value
$2m
Shares
3,217
Held
First SolarFSLR
Share
0.7%
Value
$1m
Shares
5,419
+12%
Remitly GlobalRELY
Share
0.7%
Value
$1m
Shares
56,074
New
Copa HoldingsCPA
Share
0.7%
Value
$1m
Shares
8,011
Held
EA Series TrustFRDM
Share
0.7%
Value
$1m
Shares
15,817
Held
BancorpTBBK
Share
0.6%
Value
$1m
Shares
17,841
+33%
EvercoreEVR
Share
0.6%
Value
$1m
Shares
3,210
Held
dLocalDLO
Share
0.6%
Value
$1m
Shares
83,373
Held
NMI HoldingsNMIH
Share
0.6%
Value
$975,477
Shares
23,740
+27%
PAN American SilverPAAS
Share
0.5%
Value
$892,709
Shares
19,931
-30%
Barrick MiningB
Share
0.5%
Value
$820,071
Shares
22,327
Held
AutolivALV
Share
0.4%
Value
$752,085
Shares
6,474
Held
VisaV
Share
0.4%
Value
$637,804
Shares
1,859
Held
Schwab Strategic TRSCHG
Share
0.3%
Value
$500,457
Shares
14,789
-3%
PPLPPL
Share
0.2%
Value
$307,921
Shares
8,471
Held
DonaldsonDCI
Share
0.2%
Value
$277,569
Shares
3,092
Held
JPMorgan ChaseJPM
Share
0.1%
Value
$259,900
Shares
794
-8%
Eli LillyLLY
Share
0.1%
Value
$231,490
Shares
193
New
NextEra EnergyNEE
Share
0.1%
Value
$224,340
Shares
2,556
-19%

Company	Share of fund	Value	Shares	Change
Ishares TRSOXX	11.2%	$20m	30,649	-29%
Invesco QQQ TRQQQ	10.2%	$18m	24,334	-3%
Ishares Gold TRIAU	7.6%	$13m	176,990	Held
Vanguard Index FDSVO	6.8%	$12m	147,466	+4%
Schwab Strategic TRFNDX	6.7%	$12m	380,221	Held
Vanguard Admiral FDSVIOV	6.6%	$12m	98,727	Held
Managed Portfolio SERLCR	5.8%	$10m	255,221	Held
Barclays BankDJP	4.8%	$8m	192,783	-3%
Ishares TRIAK	4.7%	$8m	58,386	+5%
Invesco Exch Traded FD TR IIIDMO	4.2%	$7m	124,008	Held
Spdr Series TrustXME	3.8%	$7m	62,547	-5%
Global X FDSCOPX	3.6%	$6m	81,970	-7%
Altshares TrustARB	3.2%	$6m	189,058	Held
Spdr Series TrustSPSM	2.2%	$4m	66,434	Held
IntelINTC	2.2%	$4m	27,240	-2%
AppleAAPL	1.8%	$3m	10,701	+3%
Credo Technology Group HoldingCRDO	1.5%	$3m	9,477	-2%
Modine ManufacturingMOD	1.1%	$2m	7,577	-18%
Select Sector Spdr TRXLE	1.1%	$2m	37,749	-14%
AlphabetGOOG	1.1%	$2m	5,608	New
Amazon.comAMZN	1.1%	$2m	7,964	Held
Berkshire HathawayBRK-B	0.9%	$2m	3,217	Held
First SolarFSLR	0.7%	$1m	5,419	+12%
Remitly GlobalRELY	0.7%	$1m	56,074	New
Copa HoldingsCPA	0.7%	$1m	8,011	Held
EA Series TrustFRDM	0.7%	$1m	15,817	Held
BancorpTBBK	0.6%	$1m	17,841	+33%
EvercoreEVR	0.6%	$1m	3,210	Held
dLocalDLO	0.6%	$1m	83,373	Held
NMI HoldingsNMIH	0.6%	$975,477	23,740	+27%
PAN American SilverPAAS	0.5%	$892,709	19,931	-30%
Barrick MiningB	0.5%	$820,071	22,327	Held
AutolivALV	0.4%	$752,085	6,474	Held
VisaV	0.4%	$637,804	1,859	Held
Schwab Strategic TRSCHG	0.3%	$500,457	14,789	-3%
PPLPPL	0.2%	$307,921	8,471	Held
DonaldsonDCI	0.2%	$277,569	3,092	Held
JPMorgan ChaseJPM	0.1%	$259,900	794	-8%
Eli LillyLLY	0.1%	$231,490	193	New
NextEra EnergyNEE	0.1%	$224,340	2,556	-19%

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 16.9% since 30 June 2025.

Where the money is

Technology7.4%

Financial services3.2%

Retail & consumer2.7%

Media & telecom1.1%

Materials1.0%

Industrials0.9%

Utilities0.3%

Health care0.1%

Other83.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.