Legend Financial Advisors, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Legend Financial Advisors, Inc. reported 40 stock positions worth $176.0 million. Its top holding was iShares Semiconductor ETF (SOXX) at 11.2% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 10.2%) and iShares Gold Trust (IAU, 7.6%). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 15 and reduced 19. The biggest buy was a new position in Alphabet Class C (GOOG) and the biggest sale Ipath Bloomberg Commodity (DJP, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0001781948
- Portfolio Value
- $176.0M (Q2 2026)
- SEC Filing
- 0001781948-26-000003 ↗ filed Jul 20, 2026
Holdings Value
Holdings 40 stocks · $176.0M
| SOXX iShares Semiconductor ETF | 11.16% | 30,649 | $19.6M | Reduce -29.2% |
| QQQ Invesco QQQ Trust Series 1 | 10.18% | 24,334 | $17.9M | Reduce -2.9% |
| IAU iShares Gold Trust | 7.59% | 176,990 | $13.4M | Add +0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 6.75% | 147,466 | $11.9M | Add +4.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 6.72% | 380,221 | $11.8M | Reduce -0.6% |
| VIOV Vanguard S&P Small-Cap 600 V | 6.58% | 98,727 | $11.6M | Reduce -1.1% |
| LCR Leuthold Core ETF filed as MANAGED PORTFOLIO SER | 5.77% | 255,221 | $10.1M | Add +1.3% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 4.79% | 192,783 | $8.4M | Reduce -3.3% |
| IAK iShares U.S. Insurance ETF | 4.66% | 58,386 | $8.2M | Add +5.2% |
| IDMO Invesco S&P International DE | 4.25% | 124,008 | $7.5M | Reduce -0.9% |
| XME SS SPDR S&P Metals Mining | 3.80% | 62,547 | $6.7M | Reduce -5.1% |
| COPX Global X Copper Miners ETF | 3.58% | 81,970 | $6.3M | Reduce -6.8% |
| ARB Altshares Merger Arbitrage | 3.18% | 189,058 | $5.6M | Add +0.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.18% | 66,434 | $3.8M | Add +0.1% |
| INTC Intel Corp. | 2.16% | 27,240 | $3.8M | Reduce -2.3% |
| AAPL Apple Inc. | 1.76% | 10,701 | $3.1M | Add +3.3% |
| CRDO Credo Technology Group Holdi | 1.46% | 9,477 | $2.6M | Reduce -2.4% |
| MOD Modine Manufacturing Co. | 1.15% | 7,577 | $2.0M | Reduce -17.5% |
| XLE SS Energy Select Sector | 1.14% | 37,749 | $2.0M | Reduce -14.4% |
| GOOG Alphabet Inc. Class C | 1.13% | 5,608 | $2.0M | New |
| AMZN Amazon.com Inc. | 1.08% | 7,964 | $1.9M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.91% | 3,217 | $1.6M | Add +1.8% |
| FSLR First Solar Inc. | 0.73% | 5,419 | $1.3M | Add +11.9% |
| RELY Remitly Global Inc. | 0.71% | 56,074 | $1.3M | New |
| CPA Copa Holdings SA Class A | 0.71% | 8,011 | $1.2M | Add +0.2% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.66% | 15,817 | $1.2M | Add +1.6% |
| TBBK The Bancorp Inc. | 0.63% | 17,841 | $1.1M | Add +32.6% |
| EVR Evercore Inc. Class A | 0.62% | 3,210 | $1.1M | Reduce -0.3% |
| DLO Dlocal Ltd. | 0.62% | 83,373 | $1.1M | Reduce -0.3% |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 0.55% | 23,740 | $975K | Add +26.8% |
| PAAS Pan American Silver Corp. | 0.51% | 19,931 | $893K | Reduce -29.9% |
| B Barrick Mining Corp. | 0.47% | 22,327 | $820K | Add +0.2% |
| ALV Autoliv Inc. | 0.43% | 6,474 | $752K | Reduce -0.3% |
| V Visa Inc. Class A | 0.36% | 1,859 | $638K | No change |
| SCHG Schwab US Large-Cap Growth | 0.28% | 14,789 | $500K | Reduce -3.1% |
| PPL PPL Corp. | 0.17% | 8,471 | $308K | No change |
| DCI Donaldson Co. Inc. | 0.16% | 3,092 | $278K | No change |
| JPM JPMorgan Chase & Co. | 0.15% | 794 | $260K | Reduce -8.0% |
| LLY Eli Lilly & Co. | 0.13% | 193 | $231K | New |
| NEE Nextera Energy Inc. | 0.13% | 2,556 | $224K | Reduce -18.8% |
Portfolio Sells Q1 2026 → Q2 2026
| DJP Ipath Bloomberg Commodity Inc. | Reduce -3.3% | 4.79% | −1.40 |
| XME SS SPDR S&P Metals Mining | Reduce -5.1% | 3.80% | −0.79 |
| COPX Global X Copper Miners ETF | Reduce -6.8% | 3.58% | −0.74 |
| XLE SS Energy Select Sector | Reduce -14.4% | 1.14% | −0.60 |
| PAAS Pan American Silver Corp. | Reduce -29.9% | 0.51% | −0.49 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.25 |
| IDMO Invesco S&P International DE | Reduce -0.9% | 4.25% | −0.18 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -0.6% | 6.72% | −0.15 |
| MOD Modine Manufacturing Co. | Reduce -17.5% | 1.15% | −0.13 |
| DLO Dlocal Ltd. | Reduce -0.3% | 0.62% | −0.08 |
| NEE Nextera Energy Inc. | Reduce -18.8% | 0.13% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -8.0% | 0.15% | −0.02 |
| ALV Autoliv Inc. | Reduce -0.3% | 0.43% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -3.1% | 0.28% | −0.00 |
| EVR Evercore Inc. Class A | Reduce -0.3% | 0.62% | +0.00 |
| VIOV Vanguard S&P Small-Cap 600 V | Reduce -1.1% | 6.58% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.9% | 10.18% | +0.86 |
| CRDO Credo Technology Group Holdi | Reduce -2.4% | 1.46% | +0.88 |
| INTC Intel Corp. | Reduce -2.3% | 2.16% | +1.37 |
| SOXX iShares Semiconductor ETF | Reduce -29.2% | 11.16% | +1.99 |
Portfolio Buys Q1 2026 → Q2 2026
| GOOG Alphabet Inc. Class C | New | 1.13% | +1.13 |
| RELY Remitly Global Inc. | New | 0.71% | +0.71 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.3% | 6.75% | +0.21 |
| TBBK The Bancorp Inc. | Add +32.6% | 0.63% | +0.17 |
| LLY Eli Lilly & Co. | New | 0.13% | +0.13 |
| CPA Copa Holdings SA Class A | Add +0.2% | 0.71% | +0.12 |
| FSLR First Solar Inc. | Add +11.9% | 0.73% | +0.11 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.1% | 2.18% | +0.11 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +1.6% | 0.66% | +0.11 |
| NMIH Nmi Holdings Inc. | Add +26.8% | 0.55% | +0.10 |
| IAK iShares U.S. Insurance ETF | Add +5.2% | 4.66% | +0.07 |
| AAPL Apple Inc. | Add +3.3% | 1.76% | +0.06 |
| AMZN Amazon.com Inc. | Add +0.2% | 1.08% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.8% | 0.91% | −0.06 |
| B Barrick Mining Corp. | Add +0.2% | 0.47% | −0.12 |
| LCR Leuthold Core ETF | Add +1.3% | 5.77% | −0.28 |
| ARB Altshares Merger Arbitrage | Add +0.9% | 3.18% | −0.36 |
| IAU iShares Gold Trust | Add +0.8% | 7.59% | −2.39 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 40 | $176.0M | SOXX, QQQ, IAU, VO, FNDX |
| Q1 2026 | 38 | $155.1M | IAU, QQQ, SOXX, FNDX, VIOV |
| Q4 2025 | 37 | $165.1M | IAU, QQQ, SOXX, COPX, FNDX |
| Q3 2025 | 39 | $163.1M | IAU, QQQ, SOXX, COPX, XME |
| Q2 2025 | 171 | $150.5M | QQQ, IAU, SOXX, FNDX, COPX |
| Q1 2025 | 37 | $136.1M | IAU, QQQ, SOXX, FNDX, VO |
| Q4 2024 | 266 | $141.7M | VO, IAU, QQQ, SOXX, FNDX |
| Q3 2024 | 157 | $144.9M | IAU, VO, QQQ, SOXX, COPX |
| Q2 2024 | 291 | $140.9M | QQQ, SOXX, VO, IAU, FNDX |
| Q1 2024 | 185 | $138.0M | VO, SOXX, IAU, QQQ, COPX |