Legend Financial Advisors, Inc.
Legend Financial Advisors, Inc. reported 40 positions worth $176.0M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: SOXX (11.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SOXX | SH | $19.6M | 11.16% | 30,649 | — | — | |
| ▸ 2 | QQQ | SH | $17.9M | 10.18% | 24,334 | — | — | |
| ▸ 3 | IAU | SH | $13.4M | 7.59% | 176,990 | — | — | |
| ▸ 4 | VO | SH | $11.9M | 6.75% | 147,466 | — | — | |
| ▸ 5 | FNDX | SH | $11.8M | 6.72% | 380,221 | — | — | |
| ▸ 6 | VIOV | SH | $11.6M | 6.58% | 98,727 | — | — | |
| ▸ 7 | LCR | SH | $10.1M | 5.77% | 255,221 | — | — | |
| ▸ 8 | DJP | SH | $8.4M | 4.79% | 192,783 | — | — | |
| ▸ 9 | IAK | SH | $8.2M | 4.66% | 58,386 | — | — | |
| ▸ 10 | IDMO | SH | $7.5M | 4.25% | 124,008 | — | — |
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Frequently Asked Questions
What stocks does Legend Financial Advisors, Inc. hold as of Q2 2026?
Legend Financial Advisors, Inc. reported 40 positions worth $176.0M in its Q2 2026 13F filing. Largest positions: SOXX (11.2%), QQQ (10.2%), IAU (7.6%), VO (6.8%) and FNDX (6.7%).
What did Legend Financial Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Legend Financial Advisors, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.