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Legend Financial Advisors, Inc.

Q1 2026 13F Holdings

  • Location
    pittsburgh, PA
  • Num holdings

    38

  • Value ($000)

    $155,122

  • Date Filed
    04/24/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$15.49M
10 %

175,659

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$14.46M
9 %

25,061

S
SOXX

ISHARES TR

ISHARES SEMICDTR
464287523
$14.22M
9 %

43,273

F
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
808524771
$10.66M
7 %

382,602

V
VIOV

VANGUARD ADMIRAL FDS INC

SMLCP 600 VAL
921932778
$10.15M
7 %

99,795

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$10.15M
7 %

35,354

D
DJP

BARCLAYS BANK PLC

DJUBS CMDT ETN36
06738C778
$9.6M
6 %

199,416

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MANAGED PORTFOLIO SERIES

LEUTHOLD CORE ET
56167R606
$9.39M
6 %

251,862

I
IAK

ISHARES TR

U.S. INSRNCE ETF
464288786
$7.12M
5 %

55,507

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A755
$7.12M
5 %

65,923

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