Legend Financial Advisors, Inc. Top Holdings and 13F Report (2026) About Legend Financial Advisors, Inc.Investment ActivityLegend Financial Advisors, Inc. has $155.12 million in total holdings as of March 31, 2026.Legend Financial Advisors, Inc. owns shares of 38 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 4.35% of the portfolio was purchased this quarter.About 14.18% of the portfolio was sold this quarter.This quarter, Legend Financial Advisors, Inc. has purchased 37 new stocks and bought additional shares in 16 stocks.Legend Financial Advisors, Inc. sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Gold Trust $15,486,078Invesco QQQ $14,464,705iShares Semiconductor ETF $14,222,211Schwab Fundamental U.S. Large Company ETF $10,655,472Vanguard S&P Small-Cap 600 Value ETF $10,153,156 Largest New Holdings this Quarter G29018101 - DLocal $1,085,005 HoldingG25457105 - Credo Technology Group $911,196 Holding02072L607 - Freedom 100 Emerging Markets ETF $850,573 Holding69351T106 - PPL $323,592 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 5,820 shares (about $1.67M)DLocal 83,655 shares (about $1.09M)Credo Technology Group 9,707 shares (about $911.20K)Freedom 100 Emerging Markets ETF 15,564 shares (about $850.57K)SPDR Portfolio S&P 600 Small Cap ETF 13,064 shares (about $631.25K) Largest Sales this Quarter Global X Copper Miners ETF 75,699 shares (about $5.78M)SPDR S&P Metals & Mining ETF 26,395 shares (about $2.85M)iShares Semiconductor ETF 5,286 shares (about $1.74M)iShares Gold Trust 18,897 shares (about $1.67M)BARRICK MNG CORP 14,706 shares (about $599.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegend Financial Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIAUiShares Gold Trust$15,486,078$1,665,957 ▼-9.7%175,65910.0%FinanceQQQInvesco QQQ$14,464,705$186,429 ▲1.3%25,0619.3%FinanceSOXXiShares Semiconductor ETF$14,222,211$1,737,310 ▼-10.9%43,2739.2%ETFFNDXSchwab Fundamental U.S. Large Company ETF$10,655,472$5,737 ▲0.1%382,6026.9%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$10,153,156$203,887 ▲2.0%99,7956.5%ETFVOVanguard Mid-Cap ETF$10,152,820$1,671,364 ▲19.7%35,3546.5%ETFDJPiPath Bloomberg Commodity Index Total Return ETN$9,599,899$302,705 ▼-3.1%199,4166.2%FinanceMANAGED PORTFOLIO SERIES$9,386,049$143,849 ▲1.6%251,8626.1%LEUTHOLD CORE ETIAKiShares U.S. Insurance ETF$7,120,958$121,490 ▲1.7%55,5074.6%ETFXMESPDR S&P Metals & Mining ETF$7,120,308$2,850,910 ▼-28.6%65,9234.6%ETFIDMOInvesco S&P International Developed Momentum ETF$6,864,130$342,861 ▲5.3%125,1664.4%ETFCOPXGlobal X Copper Miners ETF$6,713,106$5,779,646 ▼-46.3%87,9254.3%ETFARBAltShares Merger Arbitrage ETF$5,493,082$221,337 ▲4.2%187,3493.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,206,694$631,250 ▲24.5%66,3642.1%ETFXLEEnergy Select Sector SPDR Fund$2,702,568$8,699 ▲0.3%44,1161.7%ETFAAPLApple$2,628,770$155,828 ▼-5.6%10,3581.7%Computer and TechnologyMODModine Manufacturing$1,990,481$90,368 ▼-4.3%9,1851.3%Auto/Tires/TrucksAMZNAmazon.com$1,655,955$51,234 ▼-3.0%7,9511.1%Retail/WholesalePAASPan American Silver$1,552,038$11,636 ▼-0.7%28,4101.0%Basic MaterialsBRK.BBerkshire Hathaway$1,513,793$19,647 ▲1.3%3,1591.0%FinanceINTCIntel$1,229,727$19,903 ▼-1.6%27,8660.8%Computer and TechnologyDLODLocal$1,085,005$1,085,005 ▲New Holding83,6550.7%Business ServicesEVREvercore$960,904$597 ▲0.1%3,2190.6%FinanceFSLRFirst Solar$955,330$4,931 ▲0.5%4,8430.6%EnergyCRDOCredo Technology Group$911,196$911,196 ▲New Holding9,7070.6%Computer and TechnologyBARRICK MNG CORP$909,168$599,858 ▼-39.8%22,2890.6%COM SHSCPACopa$908,539$6,021 ▼-0.7%7,9970.6%TransportationFRDMFreedom 100 Emerging Markets ETF$850,573$850,573 ▲New Holding15,5640.5%ETFTBBKBancorp$723,152$4,137 ▲0.6%13,4590.5%FinanceNMIHNMI$702,412$2,288 ▲0.3%18,7260.5%FinanceALVAutoliv$682,804$3,365 ▲0.5%6,4930.4%Auto/Tires/TrucksVVisa$561,8640.0%1,8590.4%Business ServicesSCHGSchwab U.S. Large-Cap Growth ETF$444,428$237,114 ▼-34.8%15,2570.3%ETFFISERV INC$381,8950.0%6,8440.2%COMPPLPPL$323,592$323,592 ▲New Holding8,4710.2%UtilitiesNEENextEra Energy$292,4790.0%3,1490.2%UtilitiesDCIDonaldson$262,4180.0%3,0920.2%IndustrialsJPMJPMorgan Chase & Co.$253,8600.0%8630.2%FinanceRSPDInvesco S&P 500 Equal Weight Consumer Discretionary ETF$0$7,418,818 ▼-100.0%00.0%ETFCRBGCorebridge Financial$0$766,439 ▼-100.0%00.0%FinanceLLYEli Lilly and Company$0$295,537 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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