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The Analysis of Legend Financial Advisors, Inc.'s Holdings & P&L

Currently, Legend Financial Advisors, Inc. holds 40 types of securities in its portfolio with a total value $176.0M. In the most recent quarter, they have increased their positions in VO (+112.1K shares, valued at $9.0M), GOOG (+5.6K shares, valued at $2.0M), RELY (+56.1K shares, valued at $1.3M); decreased their positions in SOXX (-12.6K shares, valued at $8.1M), QQQ (-727 shares, valued at $535.4K), COPX (-6.0K shares, valued at $458.4K); initiated new positions in GOOG (+5.6K shares, valued at $2.0M), RELY (+56.1K shares, valued at $1.3M), LLY (+193 shares, valued at $231.5K).

1M P&L

-581.6K-0.33%

3M P&L

+3.6M+2.09%

HY P&L

-27.1K-0.02%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A141.0M

83.4%

2Semiconductors6.4M

3.8%

3Consumer Electronics3.1M

1.8%

Top Industries by Stock Count

1N/A16 stocks

45.7%

2Auto Parts2 stocks

5.7%

3Gold2 stocks

5.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SOXX ISHARES TR30.6K shares-29.17%2026-06-302026-07-20

QQQ INVESCO QQQ TR24.3K shares-2.90%2026-06-302026-07-20

IAU ISHARES GOLD TR177.0K shares0.76%2026-06-302026-07-20

VO VANGUARD INDEX FDS147.5K shares317.11%2026-06-302026-07-20

FNDX SCHWAB STRATEGIC TR380.2K shares-0.62%2026-06-302026-07-20

VIOV VANGUARD ADMIRAL FDS INC98.7K shares-1.07%2026-06-302026-07-20

LCR MANAGED PORTFOLIO SER255.2K shares1.33%2026-06-302026-07-20

DJP BARCLAYS BANK PLC192.8K shares-3.33%2026-06-302026-07-20

Sponsored

IAK ISHARES TR58.4K shares5.19%2026-06-302026-07-20

IDMO INVESCO EXCH TRADED FD TR II124.0K shares-0.93%2026-06-302026-07-20

XME SPDR SERIES TRUST62.5K shares-5.12%2026-06-302026-07-20

COPX GLOBAL X FDS82.0K shares-6.77%2026-06-302026-07-20

ALTSHARES TRUST ALTSHARES TRUST189.1K shares0.91%2026-06-302026-07-20

SPSM SPDR SERIES TRUST66.4K shares0.11%2026-06-302026-07-20

INTC INTEL CORP27.2K shares-2.25%2026-06-302026-07-20

AAPL APPLE INC10.7K shares3.31%2026-06-302026-07-20

Sponsored

CRDO CREDO TECHNOLOGY GROUP HOLDI9.5K shares-2.37%2026-06-302026-07-20

MOD MODINE MFG CO7.6K shares-17.51%2026-06-302026-07-20

XLE SELECT SECTOR SPDR TR37.7K shares-14.43%2026-06-302026-07-20

GOOG ALPHABET INC5.6K sharesnew addition2026-06-302026-07-20

AMZN AMAZON COM INC8.0K shares0.16%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL3.2K shares1.84%2026-06-302026-07-20

FSLR FIRST SOLAR INC5.4K shares11.89%2026-06-302026-07-20

RELY REMITLY GLOBAL INC56.1K sharesnew addition2026-06-302026-07-20

Sponsored

CPA COPA HOLDINGS SA8.0K shares0.18%2026-06-302026-07-20

FRDM EA SERIES TRUST15.8K shares1.63%2026-06-302026-07-20

TBBK BANCORP INC DEL17.8K shares32.56%2026-06-302026-07-20

EVR EVERCORE INC3.2K shares-0.28%2026-06-302026-07-20

DLO DLOCAL LTD83.4K shares-0.34%2026-06-302026-07-20

NMIH NMI HLDGS INC23.7K shares26.78%2026-06-302026-07-20

PAAS PAN AMERN SILVER CORP19.9K shares-29.85%2026-06-302026-07-20

B BARRICK MNG CORP22.3K shares0.17%2026-06-302026-07-20

Sponsored

ALV AUTOLIV INC6.5K shares-0.29%2026-06-302026-07-20

VISA INC VISA INC1.9K shares0.00%2026-06-302026-07-20

SCHG SCHWAB STRATEGIC TR14.8K shares-3.07%2026-06-302026-07-20

PPL CORP PPL CORP8.5K shares0.00%2026-06-302026-07-20

DCI DONALDSON INC3.1K shares0.00%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO794 shares-8.00%2026-06-302026-07-20

LLY ELI LILLY & CO193 sharesnew addition2026-06-302026-07-20

NEXTERA ENERGY INC NEXTERA ENERGY INC2.6K shares-18.83%2026-06-302026-07-20

Sponsored

SOXX

ISHARES TR

-29.17%

Shares30.6K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

-2.90%

Shares24.3K

Event2026-06-30

Filed2026-07-20

IAU

ISHARES GOLD TR

0.76%

Shares177.0K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

317.11%

Shares147.5K

Event2026-06-30

Filed2026-07-20

FNDX

SCHWAB STRATEGIC TR

-0.62%

Shares380.2K

Event2026-06-30

Filed2026-07-20

VIOV

VANGUARD ADMIRAL FDS INC

-1.07%

Shares98.7K

Event2026-06-30

Filed2026-07-20

LCR

MANAGED PORTFOLIO SER

1.33%

Shares255.2K

Event2026-06-30

Filed2026-07-20

DJP

BARCLAYS BANK PLC

-3.33%

Shares192.8K

Event2026-06-30

Filed2026-07-20

IAK

ISHARES TR

5.19%

Shares58.4K

Event2026-06-30

Filed2026-07-20

IDMO

INVESCO EXCH TRADED FD TR II

-0.93%

Shares124.0K

Event2026-06-30

Filed2026-07-20

XME

SPDR SERIES TRUST

-5.12%

Shares62.5K

Event2026-06-30

Filed2026-07-20

COPX

GLOBAL X FDS

-6.77%

Shares82.0K

Event2026-06-30

Filed2026-07-20

ALTSHARES TRUST

0.91%

Shares189.1K

Event2026-06-30

Filed2026-07-20

SPSM

SPDR SERIES TRUST

0.11%

Shares66.4K

Event2026-06-30

Filed2026-07-20

INTC

INTEL CORP

-2.25%

Shares27.2K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

3.31%

Shares10.7K

Event2026-06-30

Filed2026-07-20

CRDO

CREDO TECHNOLOGY GROUP HOLDI

-2.37%

Shares9.5K

Event2026-06-30

Filed2026-07-20

MOD

MODINE MFG CO

-17.51%

Shares7.6K

Event2026-06-30

Filed2026-07-20

XLE

SELECT SECTOR SPDR TR

-14.43%

Shares37.7K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

New

Shares5.6K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

0.16%

Shares8.0K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.84%

Shares3.2K

Event2026-06-30

Filed2026-07-20

FSLR

FIRST SOLAR INC

11.89%

Shares5.4K

Event2026-06-30

Filed2026-07-20

RELY

REMITLY GLOBAL INC

New

Shares56.1K

Event2026-06-30

Filed2026-07-20

CPA

COPA HOLDINGS SA

0.18%

Shares8.0K

Event2026-06-30

Filed2026-07-20

FRDM

EA SERIES TRUST

1.63%

Shares15.8K

Event2026-06-30

Filed2026-07-20

TBBK

BANCORP INC DEL

32.56%

Shares17.8K

Event2026-06-30

Filed2026-07-20

EVR

EVERCORE INC

-0.28%

Shares3.2K

Event2026-06-30

Filed2026-07-20

DLO

DLOCAL LTD

-0.34%

Shares83.4K

Event2026-06-30

Filed2026-07-20

NMIH

NMI HLDGS INC

26.78%

Shares23.7K

Event2026-06-30

Filed2026-07-20

PAAS

PAN AMERN SILVER CORP

-29.85%

Shares19.9K

Event2026-06-30

Filed2026-07-20

BARRICK MNG CORP

0.17%

Shares22.3K

Event2026-06-30

Filed2026-07-20

ALV

AUTOLIV INC

-0.29%

Shares6.5K

Event2026-06-30

Filed2026-07-20

VISA INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-20

SCHG

SCHWAB STRATEGIC TR

-3.07%

Shares14.8K

Event2026-06-30

Filed2026-07-20

PPL CORP

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-20

DCI

DONALDSON INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

-8.00%

Shares794

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

New

Shares193

Event2026-06-30

Filed2026-07-20

NEXTERA ENERGY INC

-18.83%

Shares2.6K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available