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Legend Financial Advisors, Inc.

Q2 2025 13F Holdings

  • Location
    pittsburgh, PA
  • Num holdings

    171

  • Value ($000)

    $150,520

  • Date Filed
    07/16/2025
  • Form type
    13F-HR
  • CIK
    0001781948
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$14.06M
9 %

25,480

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$13.66M
9 %

219,061

S
SOXX

ISHARES TR

ISHARES SEMICDTR
464287523
$13.37M
9 %

56,025

F
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
808524771
$9.39M
6 %

382,532

C
COPX

GLOBAL X FDS

GLOBAL X COPPER
37954Y830
$9.31M
6 %

206,983

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MANAGED PORTFOLIO SERIES

LEUTHOLD CORE ET
56167R606
$9.12M
6 %

252,081

K
KRE

SPDR SERIES TRUST

S&P METALS MNG
78464A755
$8.28M
6 %

123,205

V
VIOV

VANGUARD ADMIRAL FDS INC

SMLCP 600 VAL
921932778
$8.25M
6 %

96,376

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$8.19M
5 %

29,282

I
IAK

ISHARES TR

U.S. INSRNCE ETF
464288786
$6.84M
5 %

50,879

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