CIK 1781948
Legend Financial Advisors, Inc.
Institutional 13F holdings & portfolio
Holdings
37
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–37 of 37
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IAU | ISHARES GOLD TR | 195K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 25K | $1M+ | SH |
| SOXX | ISHARES TR | 49K | $1M+ | SH |
| COPX | GLOBAL X FDS | 164K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 382K | $1M+ | SH |
| XME | SPDR SERIES TRUST | 92K | $1M+ | SH |
| VIOV | VANGUARD ADMIRAL FDS INC | 98K | $1M+ | SH |
| LCR | MANAGED PORTFOLIO SERIES | 248K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 30K | $1M+ | SH |
| DJP | BARCLAYS BANK PLC | 206K | $1M+ | SH |
| IAK | ISHARES TR | 55K | $1M+ | SH |
| RSPD | INVESCO EXCHANGE TRADED FD T | 130K | $1M+ | SH |
| IDMO | INVESCO EXCH TRADED FD TR II | 119K | $1M+ | SH |
| ARB | ALTSHARES TRUST | 180K | $1M+ | SH |
| AAPL | APPLE INC | 11K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 53K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 44K | $1M+ | SH |
| AMZN | AMAZON COM INC | 8K | $1M+ | SH |
| B | BARRICK MNG CORP | 37K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| PAAS | PAN AMERN SILVER CORP | 29K | $1M+ | SH |
| MOD | MODINE MFG CO | 10K | $1M+ | SH |
| FSLR | FIRST SOLAR INC | 5K | $1M+ | SH |
| EVR | EVERCORE INC | 3K | $1M+ | SH |
| INTC | INTEL CORP | 28K | $1M+ | SH |
| CPA | COPA HOLDINGS SA | 8K | $500K+ | SH |
| TBBK | BANCORP INC DEL | 13K | $500K+ | SH |
| ALV | AUTOLIV INC | 6K | $500K+ | SH |
| CRBG | COREBRIDGE FINL INC | 25K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 23K | $500K+ | SH |
| NMIH | NMI HLDGS INC | 19K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| FISV | FISERV INC | 7K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 275 | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 863 | $100K–$500K | SH |
| DCI | DONALDSON INC | 3K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 3K | $100K–$500K | SH |