Legend Financial Advisors, Inc.
Top Portfolio Positions
23 positions ·
$50,436,167 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
175,659 | $15,486,097 | 30.70% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
25,061 | $14,464,707 | 28.68% | |
| AAPL |
Apple Inc.
Technology
|
10,358 | $2,628,756 | 5.21% | |
| MOD |
Modine Manufacturing Co
Consumer Cyclical
|
9,185 | $1,990,481 | 3.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,951 | $1,655,954 | 3.28% | |
| PAAS |
Pan American Silver Corp
Basic Materials
|
28,410 | $1,552,038 | 3.08% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
3,159 | $1,513,792 | 3.00% | |
| INTC |
Intel Corp
Technology
|
27,866 | $1,229,726 | 2.44% | |
| DLO |
dLocal Ltd
Technology
|
83,655 | $1,085,005 | 2.15% | |
| EVR |
Evercore Inc.
Financial Services
|
3,219 | $960,903 | 1.91% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DLO
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,085,005 | 83,655 | Shares | Sole | 2026-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||