Legend Financial Advisors, Inc.
CIK: 0001781948SEC EDGAR →
Portfolio Value
$165.1M
Holdings
37
As of
Q4 2025
New Positions
37
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TR | 194,556 | $15.8M | 9.56% |
| 2 | INVESCO QQQ TR | 24,738 | $15.2M | 9.20% |
| 3 | ISHARES TR | 48,559 | $14.6M | 8.85% |
| 4 | GLOBAL X FDS | 163,624 | $11.7M | 7.11% |
| 5 | SCHWAB STRATEGIC TR | 382,396 | $10.4M | 6.30% |
| 6 | SPDR SERIES TRUST | 92,318 | $9.6M | 5.79% |
| 7 | VANGUARD ADMIRAL FDS INC | 97,791 | $9.6M | 5.79% |
| 8 | MANAGED PORTFOLIO SERIES | 248,002 | $9.4M | 5.72% |
| 9 | VANGUARD INDEX FDS | 29,534 | $8.6M | 5.19% |
| 10 | BARCLAYS BANK PLC | 205,704 | $7.7M | 4.68% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (37)
$15.8M · 195K shares
$15.2M · 25K shares
$14.6M · 49K shares
$11.7M · 164K shares
$10.4M · 382K shares
$9.6M · 92K shares
$9.6M · 98K shares
$9.4M · 248K shares
$8.6M · 30K shares
$7.7M · 206K shares
$7.4M · 55K shares
$7.4M · 130K shares
$6.6M · 119K shares
$5.2M · 180K shares
$3.0M · 11K shares
$2.5M · 53K shares
$2.0M · 44K shares
$1.9M · 8K shares
$1.6M · 37K shares
$1.6M · 3K shares
$1.5M · 29K shares
$1.3M · 10K shares
$1.3M · 5K shares
$1.1M · 3K shares
$1.0M · 28K shares
$970K · 8K shares
$903K · 13K shares
$766K · 6K shares
$766K · 25K shares
$763K · 23K shares
$761K · 19K shares
$651K · 2K shares
$459K · 7K shares
$295K · 275 shares
$278K · 863 shares
$274K · 3K shares
$252K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 20 | $110.3M | 66.8% |
| Unknown | 3 | $32.6M | 19.7% |
| Technology | 4 | $12.2M | 7.4% |
| Consumer Cyclical | 3 | $3.9M | 2.4% |
| Basic Materials | 2 | $3.1M | 1.9% |
| Energy | 1 | $1.3M | 0.8% |
| Industrials | 2 | $1.2M | 0.8% |
| Healthcare | 1 | $295K | 0.2% |
| Utilities | 1 | $252K | 0.2% |