Legend Financial Advisors, Inc.

CIK

1781948

Location

PITTSBURGH, PA

Portfolio Value

Micro $50,436,167

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,823 / 8,604 ▲ 88 · as of Mar 2026

Top Industry

Auto Parts 13.3%

3Y Alpha vs SPY

+5.0%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+97.0%

SPY

+76.5%

Annualised alpha

+4.5%

Max drawdown

−13.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

23 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

30.7%

+0.1 pts

Top 5

71.8%

−0.8 pts

Top 10

84.4%

−1.2 pts

HHI

1,874

Moderately concentrated−43

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	60.1%	$30,332,699	3
Technology	13.5%	$6,810,013	5
Financial Services	9.4%	$4,715,983	6
Consumer Cyclical	8.6%	$4,329,238	3
Basic Materials	4.9%	$2,461,206	2
Industrials	2.3%	$1,170,957	2
Utilities	1.2%	$616,071	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+323	25,061	$14,464,707
TBBK	Bancorp, Inc.	+77	13,459	$723,152
NMIH	NMI Holdings, Inc.	+61	18,726	$702,412
BRK-B	Berkshire Hathaway Inc	+41	3,159	$1,513,792
ALV	Autoliv Inc	+32	6,493	$682,803
FSLR	First Solar, Inc.	+25	4,843	$955,330
EVR	Evercore Inc.	+2	3,219	$960,903
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−18,897	175,659	$15,486,097
B	Barrick Mining Corp	−14,706	22,289	$909,168
AAPL	Apple Inc.	−614	10,358	$2,628,756
INTC	Intel Corp	−451	27,866	$1,229,726
MOD	Modine Manufacturing Co	−417	9,185	$1,990,481
AMZN	Amazon Com Inc	−246	7,951	$1,655,954
PAAS	Pan American Silver Corp	−213	28,410	$1,552,038
CPA	Copa Holdings, S.A.	−53	7,997	$908,539
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
DLO	dLocal Ltd	83,655	$1,085,005
CRDO	Credo Technology Group Holding Ltd	9,707	$911,196
PPL	PPL Corp	8,471	$323,592
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CRBG	Corebridge Financial, Inc.	25,404	$766,438
LLY	ELI LILLY & Co	275	$295,537
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 positions · $50,436,167 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Financial Services Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Reduced	175,659	-18,897	$15,486,097	−1.9%	30.70%
QQQ	Invesco Qqq Trust, Series 1	Added	25,061	+323	$14,464,707	−4.8%	28.68%
AAPL	Apple Inc. Technology	Reduced	10,358	-614	$2,628,756	−11.9%	5.21%
MOD	Modine Manufacturing Co Consumer Cyclical	Reduced	9,185	-417	$1,990,481	+55.3%	3.95%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,951	-246	$1,655,954	−12.5%	3.28%
PAAS	Pan American Silver Corp Basic Materials	Reduced	28,410	-213	$1,552,038	+4.7%	3.08%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,159	+41	$1,513,792	−3.4%	3.00%
INTC	Intel Corp Technology	Reduced	27,866	-451	$1,229,726	+17.7%	2.44%
DLO	dLocal Ltd Technology	NEW	83,655	NEW	$1,085,005	NEW	2.15%
EVR	Evercore Inc. Financial Services	Added	3,219	+2	$960,903	−12.2%	1.91%
FSLR	First Solar, Inc. Technology	Added	4,843	+25	$955,330	−24.1%	1.89%
CRDO	Credo Technology Group Holding Ltd Technology	NEW	9,707	NEW	$911,196	NEW	1.81%
B	Barrick Mining Corp Basic Materials	Reduced	22,289	-14,706	$909,168	−43.6%	1.80%
CPA	Copa Holdings, S.A. Industrials	Reduced	7,997	-53	$908,539	−6.4%	1.80%
TBBK	Bancorp, Inc. Financial Services	Added	13,459	+77	$723,152	−20.0%	1.43%
NMIH	NMI Holdings, Inc. Financial Services	Added	18,726	+61	$702,412	−7.7%	1.39%
ALV	Autoliv Inc Consumer Cyclical	Added	6,493	+32	$682,803	−11.0%	1.35%
V	Visa Inc. Financial Services	Held	1,859	0	$561,864	−13.8%	1.11%
FISV	Fiserv Inc	Held	6,844	0	$381,895	−16.9%	0.76%
PPL	PPL Corp Utilities	NEW	8,471	NEW	$323,592	NEW	0.64%
NEE	Nextera Energy Inc Utilities	Held	3,149	0	$292,479	+15.7%	0.58%
DCI	DONALDSON Co INC Industrials	Held	3,092	0	$262,418	−4.3%	0.52%
JPM	Jpmorgan Chase & Co Financial Services	Held	863	0	$253,860	−8.7%	0.50%