Legend Financial Advisors, Inc.

CIK

1781948

Location

PITTSBURGH, PA

Portfolio Value

Small $156,369,214

Diversification

Diversified

Filing Date

Global Rank

#7,224 / 8,814 ▲ 125

Top Industry

Asset Management 20.2%

Period ended 4 months ago

Filed Jul 20, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 69.1% of the book (60%+)

Turnover

Low turnover

10.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.3 quarters (12+), a floor since 20.0% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 86.1%; sector active share 63.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

40 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.5%

−0.4 pts

Top 5

42.9%

−3.6 pts

Top 10

69.1%

−5.9 pts

HHI

580

Diversified−79

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.4%	$119,445,032	16
Financial Services	8.4%	$13,172,958	7
Technology	8.4%	$13,095,949	6
Consumer Cyclical	3.0%	$4,673,433	3
Communication Services	1.3%	$1,981,474	1
Basic Materials	1.1%	$1,712,779	2
Industrials	1.0%	$1,523,839	2
Utilities	0.3%	$532,260	2
Healthcare	0.1%	$231,490	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
VO	VANGUARD MID-CAP INDEX FUND	+112,112	147,466	$11,881,335
NMIH	NMI Holdings, Inc.	+5,014	23,740	$975,476
TBBK	Bancorp, Inc.	+4,382	17,841	$1,117,560
LCR	Leuthold Core ETF	+3,359	255,221	$10,148,863
IAK	iShares U.S. Insurance ETF	+2,879	58,386	$8,206,736
—		+1,709	189,058	$5,601,977
IAU	Ishares Gold Trust	+1,331	176,990	$13,364,514
FSLR	First Solar, Inc.	+576	5,419	$1,278,667
AAPL	Apple Inc.	+343	10,701	$3,096,441
FRDM	Freedom 100 Emerging Markets ETF	+253	15,817	$1,153,059
—		+70	66,434	$3,831,248
BRK-B	Berkshire Hathaway Inc	+58	3,217	$1,609,754
B	Barrick Mining Corp	+38	22,327	$820,070
CPA	Copa Holdings, S.A.	+14	8,011	$1,246,271
AMZN	Amazon Com Inc	+13	7,964	$1,898,139
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
SOXX	iShares Semiconductor ETF	−12,624	30,649	$0
PAAS	Pan American Silver Corp	−8,479	19,931	$892,709
DJP		−6,633	192,783	$8,426,544
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−6,367	37,749	$2,004,849
COPX	Global X Copper Miners ETF	−5,955	81,970	$6,309,230
XME	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	−3,376	62,547	$6,688,150
FNDX	Schwab Fundamental U.S. Large Company ETF	−2,381	380,221	$11,824,873
MOD	Modine Manufacturing Co	−1,608	7,577	$2,023,210
IDMO	Invesco Ltd.	−1,158	124,008	$7,476,442
VIOV	VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND	−1,068	98,727	$11,583,638
QQQ	Invesco Qqq Trust, Series 1	−727	24,334	$17,919,557
INTC	Intel Corp	−626	27,240	$3,803,521
NEE	Nextera Energy Inc	−593	2,556	$224,340
SCHG	Schwab U.S. Large-Cap Growth ETF	−468	14,789	$500,459
DLO	dLocal Ltd	−282	83,373	$1,083,432
CRDO	Credo Technology Group Holding Ltd	−230	9,477	$2,577,270
JPM	Jpmorgan Chase & Co	−69	794	$259,900
ALV	Autoliv Inc	−19	6,474	$752,084
EVR	Evercore Inc.	−9	3,210	$1,096,022
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
GOOG	Alphabet Inc.	5,608	$1,981,474
RELY	Remitly Global, Inc.	56,074	$1,256,618
LLY	ELI LILLY & Co	193	$231,490
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
FISV	Fiserv Inc	6,844	$381,895
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

40 tracked positions · $156,369,214 total · filing declares 40 positions · $176,007,982 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	24,334	-727	$17,919,557	+23.9%	26+	before history	11.46%
IAU	Ishares Gold Trust	Added	176,990	+1,331	$13,364,514	−13.7%	26+	before history	8.55%
VO	VANGUARD MID-CAP INDEX FUND	Added	147,466	+112,112	$11,881,335	+17.0%	16	unpriced	7.60%
FNDX	Schwab Fundamental U.S. Large Company ETF	Reduced	380,221	-2,381	$11,824,873	+11.0%	17	unpriced	7.56%
VIOV	VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND	Reduced	98,727	-1,068	$11,583,638	—	22	unpriced	7.41%
LCR	Leuthold Core ETF	Added	255,221	+3,359	$10,148,863	+8.1%	16	$29.53	6.49%
DJP		Reduced	192,783	-6,633	$8,426,544	−12.2%	17	$36.14	5.39%
IAK	iShares U.S. Insurance ETF	Added	58,386	+2,879	$8,206,736	+15.2%	17	unpriced	5.25%
IDMO	Invesco Ltd. Financial Services	Reduced	124,008	-1,158	$7,476,442	+8.9%	6	$44.57	4.78%
XME	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	Reduced	62,547	-3,376	$6,688,150	−6.1%	21	unpriced	4.28%
COPX	Global X Copper Miners ETF	Reduced	81,970	-5,955	$6,309,230	−6.0%	16	unpriced	4.03%
		Added	189,058	+1,709	$5,601,977	+2.0%	15	$26.92	3.58%
		Added	66,434	+70	$3,831,248	+19.5%	15	$41.25	2.45%
INTC	Intel Corp Technology	Reduced	27,240	-626	$3,803,521	+209.3%	16	$38.94	2.43%
AAPL	Apple Inc. Technology	Added	10,701	+343	$3,096,441	+17.8%	21	$157.68	1.98%
CRDO	Credo Technology Group Holding Ltd Technology	Reduced	9,477	-230	$2,577,270	+182.8%	2	$121.71	1.65%
MOD	Modine Manufacturing Co Consumer Cyclical	Reduced	7,577	-1,608	$2,023,210	+1.6%	15	$22.49	1.29%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	37,749	-6,367	$2,004,849	−25.8%	6	unpriced	1.28%
GOOG	Alphabet Inc. Communication Services	NEW	5,608	NEW	$1,981,474	NEW	1	$357.39	1.27%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,964	+13	$1,898,139	+14.6%	21	$168.15	1.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,217	+58	$1,609,754	+6.3%	21	$317.35	1.03%
FSLR	First Solar, Inc. Technology	Added	5,419	+576	$1,278,667	+33.8%	10	$165.77	0.82%
RELY	Remitly Global, Inc. Technology	NEW	56,074	NEW	$1,256,618	NEW	1	$20.49	0.80%
CPA	Copa Holdings, S.A. Industrials	Added	8,011	+14	$1,246,271	+37.2%	15	$83.41	0.80%
FRDM	Freedom 100 Emerging Markets ETF	Added	15,817	+253	$1,153,059	+35.6%	2	$57.43	0.74%
TBBK	Bancorp, Inc. Financial Services	Added	17,841	+4,382	$1,117,560	+54.5%	16	$32.00	0.71%
EVR	Evercore Inc. Financial Services	Reduced	3,210	-9	$1,096,022	+14.1%	6	$249.77	0.70%
DLO	dLocal Ltd Technology	Reduced	83,373	-282	$1,083,432	−0.1%	2	$13.03	0.69%
NMIH	NMI Holdings, Inc. Financial Services	Added	23,740	+5,014	$975,476	+38.9%	16	$25.53	0.62%
PAAS	Pan American Silver Corp Basic Materials	Reduced	19,931	-8,479	$892,709	−42.5%	5	$26.00	0.57%
B	Barrick Mining Corp Basic Materials	Added	22,327	+38	$820,070	−9.8%	5	$19.63	0.52%
ALV	Autoliv Inc Consumer Cyclical	Reduced	6,474	-19	$752,084	+10.1%	13	$88.18	0.48%
V	Visa Inc. Financial Services	Held	1,859	0	$637,804	+13.5%	3	$340.70	0.41%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	14,789	-468	$500,459	+12.6%	21	unpriced	0.32%
PPL	PPL Corp Utilities	Held	8,471	0	$307,920	−4.8%	2	$36.89	0.20%
DCI	DONALDSON Co INC Industrials	Held	3,092	0	$277,568	+5.8%	3	$86.85	0.18%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	794	-69	$259,900	+2.4%	16	$119.37	0.17%
LLY	ELI LILLY & Co Healthcare	NEW	193	NEW	$231,490	NEW	1	$1,021.74	0.15%
NEE	Nextera Energy Inc Utilities	Reduced	2,556	-593	$224,340	−23.3%	17	$75.71	0.14%
SOXX	iShares Semiconductor ETF	Reduced	30,649	-12,624	$0	—	26+	before history	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.