Legend Financial Advisors, Inc.

PITTSBURGH, PA · CIK 1781948 · 13F filing filed 2026-07-20

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyPittsburgh, PA

$176.0m reported value +13.5% vs Q1 2026

40positions

68.4%in top 10

3 new 15 added 19 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	30,649	$19.6m11.16%	11.16%	Reduced -12.6k	-12,624 -29.2%
2	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	24,334	$17.9m10.18%	10.18%	Reduced -727	-727 -2.9%
3	ISHARES GOLD TR ISHARES NEW IAU	IAU	176,990	$13.4m7.59%	7.59%	Added +1.3k	+1,331 0.8%
4	VANGUARD INDEX FDS MID CAP ETF VO	VO	147,466	$11.9m6.75%	6.75%	Added +6.0k	+6,050 4.3%
5	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	380,221	$11.8m6.72%	6.72%	Reduced -2.4k	-2,381 -0.6%
6	VANGUARD ADMIRAL FDS INC SMLCP 600 VAL VIOV	VIOV	98,727	$11.6m6.58%	6.58%	Reduced -1.1k	-1,068 -1.1%
7	MANAGED PORTFOLIO SERIES LEUTHOLD CORE ET LCR	LCR	255,221	$10.1m5.77%	5.77%	Added +3.4k	+3,359 1.3%
8	BARCLAYS BANK PLC DJUBS CMDT ETN36 DJP	DJP	192,783	$8.4m4.79%	4.79%	Reduced -6.6k	-6,633 -3.3%
9	ISHARES TR U.S. INSRNCE ETF IAK	IAK	58,386	$8.2m4.66%	4.66%	Added +2.9k	+2,879 5.2%
10	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	124,008	$7.5m4.25%	4.25%	Reduced -1.2k	-1,158 -0.9%
11	SPDR SERIES TRUST S&P METALS MNG XME	XME	62,547	$6.7m3.80%	3.80%	Reduced -3.4k	-3,376 -5.1%
12	GLOBAL X FDS GLOBAL X COPPER COPX	COPX	81,970	$6.3m3.58%	3.58%	Reduced -6.0k	-5,955 -6.8%
13	ALTSHARES TRUST MERGER ARBITRAGE MERGER ARBITRAGE		189,058	$5.6m3.18%	3.18%	Added +1.7k	+1,709 0.9%
14	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	66,434	$3.8m2.18%	2.18%	Added +70	+70 0.1%
15	INTEL CORP COM INTC	INTC	27,240	$3.8m2.16%	2.16%	Reduced -626	-626 -2.2%
16	APPLE INC COM AAPL	AAPL	10,701	$3.1m1.76%	1.76%	Added +343	+343 3.3%
17	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	9,477	$2.6m1.46%	1.46%	Reduced -230	-230 -2.4%
18	MODINE MFG CO COM MOD	MOD	7,577	$2.0m1.15%	1.15%	Reduced -1.6k	-1,608 -17.5%
19	SELECT SECTOR SPDR TR ENERGY XLE	XLE	37,749	$2.0m1.14%	1.14%	Reduced -6.4k	-6,367 -14.4%
20	ALPHABET INC CAP STK CL C GOOG	GOOG	5,608	$2.0m1.13%	1.13%	New
21	AMAZON COM INC COM AMZN	AMZN	7,964	$1.9m1.08%	1.08%	Added +13	+13 0.2%
22	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,217	$1.6m0.91%	0.91%	Added +58	+58 1.8%
23	FIRST SOLAR INC COM FSLR	FSLR	5,419	$1.3m0.73%	0.73%	Added +576	+576 11.9%
24	REMITLY GLOBAL INC COM RELY	RELY	56,074	$1.3m0.71%	0.71%	New
25	COPA HOLDINGS SA CL A CPA	CPA	8,011	$1.2m0.71%	0.71%	Added +14	+14 0.2%
26	EA SERIES TRUST FREEDOM 100 EM FRDM	FRDM	15,817	$1.2m0.66%	0.66%	Added +253	+253 1.6%
27	BANCORP INC DEL COM TBBK	TBBK	17,841	$1.1m0.63%	0.63%	Added +4.4k	+4,382 32.6%
28	EVERCORE INC CLASS A EVR	EVR	3,210	$1.1m0.62%	0.62%	Reduced -9	-9 -0.3%
29	DLOCAL LTD CLASS A COM DLO	DLO	83,373	$1.1m0.62%	0.62%	Reduced -282	-282 -0.3%
30	NMI HLDGS INC COM NMIH	NMIH	23,740	$975.5k0.55%	0.55%	Added +5.0k	+5,014 26.8%
31	PAN AMERN SILVER CORP COM PAAS	PAAS	19,931	$892.7k0.51%	0.51%	Reduced -8.5k	-8,479 -29.9%
32	BARRICK MNG CORP COM SHS B	B	22,327	$820.1k0.47%	0.47%	Added +38	+38 0.2%
33	AUTOLIV INC COM ALV	ALV	6,474	$752.1k0.43%	0.43%	Reduced -19	-19 -0.3%
34	VISA INC COM CL A V	V	1,859	$637.8k0.36%	0.36%	Unchanged
35	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	14,789	$500.5k0.28%	0.28%	Reduced -468	-468 -3.1%
36	PPL CORP COM PPL	PPL	8,471	$307.9k0.17%	0.17%	Unchanged
37	DONALDSON INC COM DCI	DCI	3,092	$277.6k0.16%	0.16%	Unchanged
38	JPMORGAN CHASE & CO COM JPM	JPM	794	$259.9k0.15%	0.15%	Reduced -69	-69 -8.0%
39	ELI LILLY & CO COM LLY	LLY	193	$231.5k0.13%	0.13%	New
40	NEXTERA ENERGY INC COM NEE	NEE	2,556	$224.3k0.13%	0.13%	Reduced -593	-593 -18.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FISERV INC FISV	FISV	6,844	$381.9k6.8k shares