Legend Financial Advisors, Inc. Top Holdings and 13F Report (2026) About Legend Financial Advisors, Inc.Investment ActivityLegend Financial Advisors, Inc. has $176.01 million in total holdings as of June 30, 2026.Legend Financial Advisors, Inc. owns shares of 40 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 7.93% of the portfolio was purchased this quarter.About 6.69% of the portfolio was sold this quarter.This quarter, Legend Financial Advisors, Inc. has purchased 38 new stocks and bought additional shares in 15 stocks.Legend Financial Advisors, Inc. sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Semiconductor ETF $19,638,755Invesco QQQ $17,919,554iShares Gold Trust $13,364,499Vanguard Mid-Cap ETF $11,881,301Schwab Fundamental U.S. Large Company ETF $11,824,861 Largest New Holdings this Quarter 02079K107 - Alphabet $1,981,541 Holding75960P104 - REMITLY GLOBAL INC $1,256,618 Holding532457108 - Eli Lilly and Company $231,490 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 112,112 shares (about $9.03M)Alphabet 5,608 shares (about $1.98M)REMITLY GLOBAL INC 56,074 shares (about $1.26M)iShares U.S. Insurance ETF 2,879 shares (about $404.68K)Bancorp 4,382 shares (about $274.49K) Largest Sales this Quarter iShares Semiconductor ETF 12,624 shares (about $8.09M)Invesco QQQ 727 shares (about $535.36K)Global X Copper Miners ETF 5,955 shares (about $458.36K)Modine Manufacturing 1,608 shares (about $429.37K)Pan American Silver 8,479 shares (about $379.77K) 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 PortfolioSectorSOXXiShares Semiconductor ETF$19,638,755$8,088,996 â–¼-29.2%30,64911.2%ETFQQQInvesco QQQ$17,919,554$535,363 â–¼-2.9%24,33410.2%FinanceIAUiShares Gold Trust$13,364,499$100,504 â–²0.8%176,9907.6%FinanceVOVanguard Mid-Cap ETF$11,881,301$9,032,838 â–²317.1%147,4666.8%ETFFNDXSchwab Fundamental U.S. Large Company ETF$11,824,861$74,049 â–¼-0.6%380,2216.7%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$11,583,645$125,309 â–¼-1.1%98,7276.6%ETFMANAGED PORTFOLIO SER$10,148,794$133,570 â–²1.3%255,2215.8%LEUTH CORE ETFDJPiPath Bloomberg Commodity Index Total Return ETN$8,426,557$289,929 â–¼-3.3%192,7834.8%FinanceIAKiShares U.S. Insurance ETF$8,206,797$404,675 â–²5.2%58,3864.7%ETFIDMOInvesco S&P International Developed Momentum ETF$7,476,449$69,816 â–¼-0.9%124,0084.2%ETFXMESPDR S&P Metals & Mining ETF$6,688,145$360,995 â–¼-5.1%62,5473.8%ETFCOPXGlobal X Copper Miners ETF$6,309,263$458,359 â–¼-6.8%81,9703.6%ETFARBAltShares Merger Arbitrage ETF$5,601,949$50,639 â–²0.9%189,0583.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,831,269$4,037 â–²0.1%66,4342.2%ETFINTCIntel$3,803,521$87,408 â–¼-2.2%27,2402.2%Computer and TechnologyAAPLApple$3,096,397$99,249 â–²3.3%10,7011.8%Computer and TechnologyCRDOCredo Technology Group$2,577,270$62,548 â–¼-2.4%9,4771.5%Computer and TechnologyMODModine Manufacturing$2,023,211$429,368 â–¼-17.5%7,5771.1%Auto/Tires/TrucksXLEEnergy Select Sector SPDR Fund$2,004,857$338,153 â–¼-14.4%37,7491.1%ETFGOOGAlphabet$1,981,541$1,981,541 â–²New Holding5,6081.1%Computer and TechnologyAMZNAmazon.com$1,898,140$3,098 â–²0.2%7,9641.1%Retail/WholesaleBRK.BBerkshire Hathaway$1,609,755$29,023 â–²1.8%3,2170.9%FinanceFSLRFirst Solar$1,278,667$135,913 â–²11.9%5,4190.7%EnergyREMITLY GLOBAL INC$1,256,618$1,256,618 â–²New Holding56,0740.7%COMCPACopa$1,246,271$2,178 â–²0.2%8,0110.7%TransportationFRDMFreedom 100 Emerging Markets ETF$1,153,059$18,444 â–²1.6%15,8170.7%ETFTBBKBancorp$1,117,560$274,488 â–²32.6%17,8410.6%FinanceEVREvercore$1,096,022$3,073 â–¼-0.3%3,2100.6%FinanceDLODLocal$1,083,432$3,665 â–¼-0.3%83,3730.6%Business ServicesNMIHNMI$975,477$206,025 â–²26.8%23,7400.6%FinancePAASPan American Silver$892,709$379,774 â–¼-29.8%19,9310.5%Basic MaterialsBARRICK MNG CORP$820,071$1,396 â–²0.2%22,3270.5%COM SHSALVAutoliv$752,085$2,207 â–¼-0.3%6,4740.4%Auto/Tires/TrucksVVisa$637,8040.0%1,8590.4%Business ServicesSCHGSchwab U.S. Large-Cap Growth ETF$500,457$15,837 â–¼-3.1%14,7890.3%ETFPPLPPL$307,9210.0%8,4710.2%UtilitiesDCIDonaldson$277,5690.0%3,0920.2%IndustrialsJPMJPMorgan Chase & Co.$259,900$22,586 â–¼-8.0%7940.1%FinanceLLYEli Lilly and Company$231,490$231,490 â–²New Holding1930.1%MedicalNEENextEra Energy$224,340$52,048 â–¼-18.8%2,5560.1%UtilitiesFISERV INC$0$381,895 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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