Legend Financial Advisors, Inc.

CIK

1781948

Location

PITTSBURGH, PA

Portfolio Value

Micro $58,750,337

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,760 / 8,517 ▲ 363

Top Industry

Semiconductors 23.2%

3Y Alpha vs SPY

+4.0%

Period ended 47 days ago

Filed Jul 20, 2026 · 27d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+95.3%

SPY

+76.6%

Annualised alpha

+4.1%

Max drawdown

−12.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

30.5%

+2.8 pts

Top 5

69.4%

−2.3 pts

Top 10

83.1%

−1.1 pts

HHI

1,602

Moderately concentrated−19

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	53.2%	$31,284,071	2
Technology	22.3%	$13,095,949	6
Financial Services	9.7%	$5,696,516	6
Consumer Cyclical	8.0%	$4,673,433	3
Basic Materials	2.9%	$1,712,779	2
Industrials	2.6%	$1,523,839	2
Utilities	0.9%	$532,260	2
Healthcare	0.4%	$231,490	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
NMIH	NMI Holdings, Inc.	+5,014	23,740	$975,476
TBBK	Bancorp, Inc.	+4,382	17,841	$1,117,560
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
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

10 positions

Ticker	Company	Δ Shares	Shares	Value
PAAS	Pan American Silver Corp	−8,479	19,931	$892,709
MOD	Modine Manufacturing Co	−1,608	7,577	$2,023,210
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
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

2 positions

Ticker	Company	Shares	Value
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

2 positions

Ticker	Company	Shares	Value
ARB	AltShares Merger Arbitrage ETF	187,349	$5,493,072
FISV	Fiserv Inc	6,844	$381,895
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

24 tracked positions · $58,750,337 total · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	24,334	-727	$17,919,557	+23.9%	30.50%
IAU	Ishares Gold Trust	Added	176,990	+1,331	$13,364,514	−13.7%	22.75%
INTC	Intel Corp Technology	Reduced	27,240	-626	$3,803,521	+209.3%	6.47%
AAPL	Apple Inc. Technology	Added	10,701	+343	$3,096,441	+17.8%	5.27%
CRDO	Credo Technology Group Holding Ltd Technology	Reduced	9,477	-230	$2,577,270	+182.8%	4.39%
MOD	Modine Manufacturing Co Consumer Cyclical	Reduced	7,577	-1,608	$2,023,210	+1.6%	3.44%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,964	+13	$1,898,139	+14.6%	3.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,217	+58	$1,609,754	+6.3%	2.74%
FSLR	First Solar, Inc. Technology	Added	5,419	+576	$1,278,667	+33.8%	2.18%
RELY	Remitly Global, Inc. Technology	NEW	56,074	NEW	$1,256,618	NEW	2.14%
CPA	Copa Holdings, S.A. Industrials	Added	8,011	+14	$1,246,271	+37.2%	2.12%
TBBK	Bancorp, Inc. Financial Services	Added	17,841	+4,382	$1,117,560	+54.5%	1.90%
EVR	Evercore Inc. Financial Services	Reduced	3,210	-9	$1,096,022	+14.1%	1.87%
DLO	dLocal Ltd Technology	Reduced	83,373	-282	$1,083,432	−0.1%	1.84%
NMIH	NMI Holdings, Inc. Financial Services	Added	23,740	+5,014	$975,476	+38.9%	1.66%
PAAS	Pan American Silver Corp Basic Materials	Reduced	19,931	-8,479	$892,709	−42.5%	1.52%
B	Barrick Mining Corp Basic Materials	Added	22,327	+38	$820,070	−9.8%	1.40%
ALV	Autoliv Inc Consumer Cyclical	Reduced	6,474	-19	$752,084	+10.1%	1.28%
V	Visa Inc. Financial Services	Held	1,859	0	$637,804	+13.5%	1.09%
PPL	PPL Corp Utilities	Held	8,471	0	$307,920	−4.8%	0.52%
DCI	DONALDSON Co INC Industrials	Held	3,092	0	$277,568	+5.8%	0.47%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	794	-69	$259,900	+2.4%	0.44%
LLY	ELI LILLY & Co Healthcare	NEW	193	NEW	$231,490	NEW	0.39%
NEE	Nextera Energy Inc Utilities	Reduced	2,556	-593	$224,340	−23.3%	0.38%

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.