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

Currently, Legend Financial Advisors, Inc. holds 38 types of securities in its portfolio with a total value $155.1M. In the most recent quarter, they have increased their positions in VO (+5.8K shares, valued at $1.7M), DLO (+83.7K shares, valued at $1.1M), CRDO (+9.7K shares, valued at $911.2K); decreased their positions in COPX (-75.7K shares, valued at $5.8M), XME (-26.4K shares, valued at $2.9M), SOXX (-5.3K shares, valued at $1.7M); initiated new positions in DLO (+83.7K shares, valued at $1.1M), CRDO (+9.7K shares, valued at $911.2K), FRDM (+15.6K shares, valued at $850.6K).

1M P&L

+8.3M+6.63%

3M P&L

-19.5M-12.77%

HY P&L

-2.7M-2.00%

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/A105.1M

85.6%

2Auto Parts2.7M

2.2%

3Consumer Electronics2.6M

2.1%

Top Industries by Stock Count

1N/A16 stocks

47.1%

2Utilities - Regulated Electric2 stocks

5.9%

3Auto Parts2 stocks

5.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES GOLD TR ISHARES GOLD TR175.7K shares-9.71%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR25.1K shares1.31%2026-03-312026-04-24

SOXX ISHARES TR43.3K shares-10.89%2026-03-312026-04-24

FNDX SCHWAB STRATEGIC TR382.6K shares0.05%2026-03-312026-04-24

VIOV VANGUARD ADMIRAL FDS INC99.8K shares2.05%2026-03-312026-04-24

VO VANGUARD INDEX FDS35.4K shares19.71%2026-03-312026-04-24

DJP BARCLAYS BANK PLC199.4K shares-3.06%2026-03-312026-04-24

LCR MANAGED PORTFOLIO SERIES251.9K shares1.56%2026-03-312026-04-24

Sponsored

IAK ISHARES TR55.5K shares1.74%2026-03-312026-04-24

XME SPDR SERIES TRUST65.9K shares-28.59%2026-03-312026-04-24

IDMO INVESCO EXCH TRADED FD TR II125.2K shares5.26%2026-03-312026-04-24

COPX GLOBAL X FDS87.9K shares-46.26%2026-03-312026-04-24

ARB ALTSHARES TRUST187.3K shares4.20%2026-03-312026-04-24

SPSM SPDR SERIES TRUST66.4K shares24.51%2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR44.1K shares0.32%2026-03-312026-04-24

AAPL APPLE INC10.4K shares-5.60%2026-03-312026-04-24

Sponsored

MOD MODINE MFG CO9.2K shares-4.34%2026-03-312026-04-24

AMZN AMAZON COM INC8.0K shares-3.00%2026-03-312026-04-24

PAAS PAN AMERN SILVER CORP28.4K shares-0.74%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.2K shares1.31%2026-03-312026-04-24

INTC INTEL CORP27.9K shares-1.59%2026-03-312026-04-24

DLO DLOCAL LTD83.7K sharesnew addition2026-03-312026-04-24

EVR EVERCORE INC3.2K shares0.06%2026-03-312026-04-24

FSLR FIRST SOLAR INC4.8K shares0.52%2026-03-312026-04-24

Sponsored

CRDO CREDO TECHNOLOGY GROUP HOLDI9.7K sharesnew addition2026-03-312026-04-24

BARRICK MNG CORP BARRICK MNG CORP22.3K shares-39.75%2026-03-312026-04-24

CPA COPA HOLDINGS SA8.0K shares-0.66%2026-03-312026-04-24

FRDM EA SERIES TRUST15.6K sharesnew addition2026-03-312026-04-24

TBBK BANCORP INC DEL13.5K shares0.58%2026-03-312026-04-24

NMIH NMI HLDGS INC18.7K shares0.33%2026-03-312026-04-24

ALV AUTOLIV INC6.5K shares0.50%2026-03-312026-04-24

V VISA INC1.9K shares0.00%2026-03-312026-04-24

Sponsored

SCHG SCHWAB STRATEGIC TR15.3K shares-34.79%2026-03-312026-04-24

FI FISERV INC6.8K shares0.00%2026-03-312026-04-24

PPL PPL CORP8.5K sharesnew addition2026-03-312026-04-24

NEE NEXTERA ENERGY INC3.1K shares0.00%2026-03-312026-04-24

DCI DONALDSON INC3.1K shares0.00%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO863 shares0.00%2026-03-312026-04-24

ISHARES GOLD TR

-9.71%

Shares175.7K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

1.31%

Shares25.1K

Event2026-03-31

Filed2026-04-24

SOXX

ISHARES TR

-10.89%

Shares43.3K

Event2026-03-31

Filed2026-04-24

FNDX

SCHWAB STRATEGIC TR

0.05%

Shares382.6K

Event2026-03-31

Filed2026-04-24

VIOV

VANGUARD ADMIRAL FDS INC

2.05%

Shares99.8K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

19.71%

Shares35.4K

Event2026-03-31

Filed2026-04-24

DJP

BARCLAYS BANK PLC

-3.06%

Shares199.4K

Event2026-03-31

Filed2026-04-24

LCR

MANAGED PORTFOLIO SERIES

1.56%

Shares251.9K

Event2026-03-31

Filed2026-04-24

IAK

ISHARES TR

1.74%

Shares55.5K

Event2026-03-31

Filed2026-04-24

XME

SPDR SERIES TRUST

-28.59%

Shares65.9K

Event2026-03-31

Filed2026-04-24

IDMO

INVESCO EXCH TRADED FD TR II

5.26%

Shares125.2K

Event2026-03-31

Filed2026-04-24

COPX

GLOBAL X FDS

-46.26%

Shares87.9K

Event2026-03-31

Filed2026-04-24

ARB

ALTSHARES TRUST

4.20%

Shares187.3K

Event2026-03-31

Filed2026-04-24

SPSM

SPDR SERIES TRUST

24.51%

Shares66.4K

Event2026-03-31

Filed2026-04-24

XLE

SELECT SECTOR SPDR TR

0.32%

Shares44.1K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-5.60%

Shares10.4K

Event2026-03-31

Filed2026-04-24

MOD

MODINE MFG CO

-4.34%

Shares9.2K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-3.00%

Shares8.0K

Event2026-03-31

Filed2026-04-24

PAAS

PAN AMERN SILVER CORP

-0.74%

Shares28.4K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

1.31%

Shares3.2K

Event2026-03-31

Filed2026-04-24

INTC

INTEL CORP

-1.59%

Shares27.9K

Event2026-03-31

Filed2026-04-24

DLO

DLOCAL LTD

New

Shares83.7K

Event2026-03-31

Filed2026-04-24

EVR

EVERCORE INC

0.06%

Shares3.2K

Event2026-03-31

Filed2026-04-24

FSLR

FIRST SOLAR INC

0.52%

Shares4.8K

Event2026-03-31

Filed2026-04-24

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares9.7K

Event2026-03-31

Filed2026-04-24

BARRICK MNG CORP

-39.75%

Shares22.3K

Event2026-03-31

Filed2026-04-24

CPA

COPA HOLDINGS SA

-0.66%

Shares8.0K

Event2026-03-31

Filed2026-04-24

FRDM

EA SERIES TRUST

New

Shares15.6K

Event2026-03-31

Filed2026-04-24

TBBK

BANCORP INC DEL

0.58%

Shares13.5K

Event2026-03-31

Filed2026-04-24

NMIH

NMI HLDGS INC

0.33%

Shares18.7K

Event2026-03-31

Filed2026-04-24

ALV

AUTOLIV INC

0.50%

Shares6.5K

Event2026-03-31

Filed2026-04-24

VISA INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-24

SCHG

SCHWAB STRATEGIC TR

-34.79%

Shares15.3K

Event2026-03-31

Filed2026-04-24

FISERV INC

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-24

PPL

PPL CORP

New

Shares8.5K

Event2026-03-31

Filed2026-04-24

NEE

NEXTERA ENERGY INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-24

DCI

DONALDSON INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

0.00%

Shares863

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available