Legend Financial Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Legend Financial Advisors, Inc. held in its portfolio 36 assets valued at $165,149,531 (i.e. $165.15M).
The most valuable assets in the portfolio included: ISHARES GOLD TR ($15.79M), INVESCO QQQ TR ($15.20M), and ISHARES TR ($14.62M).
The chart below shows the top 10 valuable assets, and the table below shows the top 36 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Legend Financial Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES GOLD TR | 194556 | 15792093 | ISHARES NEW |
| INVESCO QQQ TR | 24738 | 15196697 | UNIT SER 1 |
| ISHARES TR | 48559 | 14623589 | ISHARES SEMICDTR |
| SPDR SERIES TRUST | 145618 | 12062724 | STATE STREET SPD |
| GLOBAL X FDS | 163624 | 11746540 | GLOBAL X COPPER |
| SCHWAB STRATEGIC TR | 382396 | 10404982 | FUNDAMENTAL US L |
| VANGUARD ADMIRAL FDS INC | 97791 | 9560061 | SMLCP 600 VAL |
| MANAGED PORTFOLIO SERIES | 248002 | 9445833 | LEUTHOLD CORE ET |
| VANGUARD INDEX FDS | 29534 | 8571475 | MID CAP ETF |
| BARCLAYS BANK PLC | 205704 | 7736538 | DJUBS CMDT ETN36 |
| ISHARES TR | 54560 | 7428340 | U.S. INSRNCE ETF |
| INVESCO EXCHANGE TRADED FD T | 130086 | 7418818 | S&P500 EQL DIS |
| INVESCO EXCH TRADED FD TR II | 118914 | 6608075 | S&P INTL MOMNT |
| ALTSHARES TRUST | 179800 | 5226777 | MERGER ARBITRAGE |
| APPLE INC | 10972 | 2982844 | COM |
| SELECT SECTOR SPDR TR | 43974 | 1966084 | STATE STREET ENE |
| AMAZON COM INC | 8197 | 1892032 | COM |
| BARRICK MNG CORP | 36995 | 1611132 | COM SHS |
| BERKSHIRE HATHAWAY INC DEL | 3118 | 1567263 | CL B NEW |
| PAN AMERN SILVER CORP | 28623 | 1482958 | COM |
| MODINE MFG CO | 9602 | 1281963 | COM |
| FIRST SOLAR INC | 4818 | 1258606 | COM |
| EVERCORE INC | 3217 | 1094584 | CLASS A |
| INTEL CORP | 28317 | 1044897 | COM |
| COPA HOLDINGS SA | 8050 | 970911 | CL A |
| BANCORP INC DEL | 13382 | 903553 | COM |
| AUTOLIV INC | 6461 | 766921 | COM |
| COREBRIDGE FINL INC | 25404 | 766439 | COM |
| SCHWAB STRATEGIC TR | 23397 | 763224 | US LCAP GR ETF |
| NMI HLDGS INC | 18665 | 761345 | COM |
| VISA INC | 1859 | 651970 | COM CL A |
| FISERV INC | 6844 | 459711 | COM |
| ELI LILLY & CO | 275 | 295537 | COM |
| JPMORGAN CHASE & CO. | 863 | 278076 | COM |
| DONALDSON INC | 3092 | 274137 | COM |
| NEXTERA ENERGY INC | 3149 | 252802 | COM |
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