Legend Financial Advisors, Inc.
Q2 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
171
- Value ($000)
$150,520
- Date Filed07/16/2025
- Form type13F-HR
- CIK0001781948
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $14.06M | 9 % | 25,480 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $13.66M | 9 % | 219,061 | ||
SOXX ISHARES TR | ISHARES SEMICDTR | 464287523 | $13.37M | 9 % | 56,025 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $9.39M | 6 % | 382,532 | ||
COPX GLOBAL X FDS | GLOBAL X COPPER | 37954Y830 | $9.31M | 6 % | 206,983 | ||
MANAGED PORTFOLIO SERIES | LEUTHOLD CORE ET | 56167R606 | $9.12M | 6 % | 252,081 | ||
KRE SPDR SERIES TRUST | S&P METALS MNG | 78464A755 | $8.28M | 6 % | 123,205 | ||
VIOV VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | $8.25M | 6 % | 96,376 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $8.19M | 5 % | 29,282 | ||
IAK ISHARES TR | U.S. INSRNCE ETF | 464288786 | $6.84M | 5 % | 50,879 |
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