Legend Financial Advisors, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 17, 2024), Legend Financial Advisors, Inc. reported 185 stock positions worth $138.0 million. Its top holding was Vngrd Mrngstr MD-Cap ETF-Usd (VO) at 9.1% of the portfolio, followed by iShares Semiconductor ETF (SOXX, 9.0%) and iShares Gold Trust (IAU, 8.9%). Compared with Q4 2023, it opened 4 new positions, sold out of 12, added to 57 and reduced 31. The biggest buy was iShares Semiconductor ETF (SOXX, shares +1%) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −2%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0001781948
Portfolio Value
$138.0M (Q1 2024)
SEC Filing
0001781948-24-000002 ↗ filed Apr 17, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $138.0M $138.0M Q1 2024 Q2 2024: $140.9M Q2 2024 Q3 2024: $144.9M Q3 2024 Q4 2024: $141.7M Q4 2024 Q1 2025: $136.1M Q1 2025 Q2 2025: $150.5M Q2 2025 Q3 2025: $163.1M Q3 2025 Q4 2025: $165.1M Q4 2025 Q1 2026: $155.1M Q1 2026 Q2 2026: $176.0M Q2 2026

Holdings 185 stocks · $138.0M
VO Vngrd Mrngstr MD-Cap ETF-Usd 9.14% 50,494 $12.6M Add +3.6%
SOXX iShares Semiconductor ETF 8.98% 54,858 $12.4M Add +0.7%
IAU iShares Gold Trust 8.85% 290,865 $12.2M Add +0.6%
QQQ Invesco QQQ Trust Series 1 8.50% 26,433 $11.7M Reduce -2.4%
COPX Global X Copper Miners ETF 6.56% 213,239 $9.0M Add +4.1%
FNDX Schwab Fndmntl US LRG Co. ETF 6.53% 133,744 $9.0M Add +2.3%
LCR Leuthold Core ETF 6.16% 251,963 $8.5M Add +1.5%
VIOV Vanguard S&P Small-Cap 600 V 5.68% 88,723 $7.8M Add +3.7%
RSPD Invesco S&P 500 Equal Weight 5.12% 138,435 $7.1M Add +2.4%
XME SS SPDR S&P Metals Mining 5.07% 116,165 $7.0M Add +1.8%
IAK iShares U.S. Insurance ETF 4.71% 55,335 $6.5M Reduce -0.8%
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 3.81% 169,086 $5.3M Add +4.7%
ARB Altshares Merger Arbitrage 3.01% 152,643 $4.1M Add +5.3%
SPSM SS SPDR P S&P 600 Small Cap 2.63% 84,419 $3.6M Add +3.4%
AAPL Apple Inc. 1.06% 8,541 $1.5M Reduce -0.9%
FISV Fiserv Inc. 0.87% 7,526 $1.2M No change
AMZN Amazon.com Inc. 0.83% 6,342 $1.1M Add +9.7%
BRK.B Berkshire Hathaway Inc. Class B 0.82% 2,703 $1.1M Reduce -0.3%
MOD Modine Manufacturing Co. 0.72% 10,461 $996K Reduce -52.9%
CRBG Corebridge Financial Inc. 0.68% 32,887 $945K Reduce -1.7%
RYAAY Ryanair Holdings PLC-SP ADR 0.62% 5,914 $861K Reduce -0.8%
SCHG Schwab US Large-Cap Growth 0.55% 8,199 $760K No change
FSLR First Solar Inc. 0.55% 4,495 $759K New
CHX Championx Corp. 0.55% 21,132 $758K Add +3.5%
INTC Intel Corp. 0.55% 17,159 $758K Add +155890.9%
ALV Autoliv Inc. 0.53% 6,127 $738K Reduce -1.6%
HAL Halliburton Co. 0.52% 18,092 $713K No change
NMIH Nmi Holdings Inc. filed as NMI HLDGS INC 0.50% 21,433 $693K Add +1.1%
EG Everest Group Ltd. 0.50% 1,738 $691K New
CPA Copa Holdings SA Class A 0.47% 6,245 $650K Add +1.1%
TPR Tapestry Inc. 0.46% 13,313 $632K Reduce -1.0%
TBBK The Bancorp Inc. 0.43% 17,820 $596K Reduce -1.8%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.42% 10,524 $577K No change
LLY Eli Lilly & Co. 0.20% 350 $272K No change
NEE Nextera Energy Inc. 0.19% 4,166 $266K Add +2.5%
PEP Pepsico Inc. 0.18% 1,411 $247K Add +1401.1%
HII Huntington Ingalls Industrie 0.15% 729 $212K No change
JPM JPMorgan Chase & Co. 0.15% 1,006 $202K Add +1.8%
MSFT Microsoft Corp. 0.13% 427 $180K Add +24.1%
IWF iShares Russell 1000 Growth 0.11% 452 $152K Reduce -6.2%
RSP Invesco S&P 500 Equal Weight 0.11% 884 $150K Reduce -13.3%
AMGN Amgen Inc. 0.10% 484 $138K Add +7.3%
XLY SS Consumer Disc Select Sect 0.10% 716 $132K No change
STBA S & T Bancorp Inc. 0.09% 3,821 $123K Reduce -26.4%
SCHX Schwab US Large-Cap ETF 0.09% 1,906 $118K No change
IVV iShares Core S&P 500 ETF 0.07% 185 $97K No change
PNC PNC Financial Services Group 0.07% 595 $96K Reduce -35.3%
COP Conocophillips 0.07% 733 $93K Reduce -14.6%
PSX Phillips 66 0.05% 451 $74K Reduce -25.0%
UNH Unitedhealth Group Inc. 0.05% 134 $66K Add +44.1%
CMCSA Comcast Corp. Class A 0.05% 1,473 $64K Reduce -0.3%
ROK Rockwell Automation Inc. 0.05% 215 $63K No change
AWK American Water Works Co. Inc. 0.04% 500 $61K Reduce -50.0%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.04% 1,036 $60K No change
HD Home Depot Inc. 0.04% 154 $59K Add +36.3%
RTX RTX Corp. 0.04% 562 $55K No change
MA Mastercard Inc. Class A 0.03% 100 $48K No change
IWM iShares Russell 2000 ETF 0.03% 222 $47K No change
XLK SS Technology Select Sector 0.03% 206 $43K No change
GSLC Goldman Activebeta US LC ETF 0.03% 403 $42K No change
JNJ Johnson & Johnson 0.03% 264 $42K Add +23.4%
T AT&T Inc. 0.03% 2,307 $41K No change
CB Chubb Ltd. 0.03% 154 $40K Add +48.1%
QSR Restaurant Brands Intern 0.03% 500 $40K No change
UDR Udr Inc. 0.03% 1,000 $37K Reduce -50.0%
MET Metlife Inc. 0.03% 500 $37K No change
IJH iShares Core S&P Midcap ETF 0.03% 590 $36K No change
RSPS Invesco S&P 500 Equal Weight 0.03% 1,088 $36K Reduce -50.0%
LOW Lowe's Cos Inc. 0.03% 139 $35K No change
IHI iShares U.S. Medical Devices 0.03% 592 $35K Add +26.2%
VLO Valero Energy Corp. 0.02% 200 $34K No change
GD General Dynamics Corp. 0.02% 113 $32K Add +46.8%
ACN Accenture PLC Class A 0.02% 91 $32K No change
CARR Carrier Global Corp. 0.02% 500 $29K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 175 $29K No change
PAYX Paychex Inc. 0.02% 230 $28K No change
V Visa Inc. Class A 0.02% 100 $28K No change
FINX Global X Fintech ETF 0.02% 1,000 $28K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.02% 51 $27K Reduce -46.3%
GNRC Generac Holdings Inc. 0.02% 200 $25K No change
AVGO Broadcom Inc. 0.02% 19 $25K Add +72.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.02% 71 $24K No change
MRK Merck & Co. Inc. 0.02% 185 $24K Reduce -28.9%
ORCL Oracle Corp. 0.02% 189 $24K Add +195.3%
LIN Linde PLC 0.02% 50 $23K No change
APAM Artisan Partners Asset Ma -A 0.02% 500 $23K No change
BDX Becton Dickinson and Co. 0.02% 91 $23K Add +37.9%
ADI Analog Devices Inc. 0.02% 110 $22K No change
KRE SS SPDR S&P Regional Bank 0.02% 432 $22K Add +92.9%
LMT Lockheed Martin Corp. 0.02% 47 $21K Add +20.5%
ITW Illinois Tool Works 0.01% 75 $20K No change
MPC Marathon Petroleum Corp. 0.01% 98 $20K No change
AFL Aflac Inc. 0.01% 227 $19K No change
ADP Automatic Data Processing 0.01% 74 $18K No change
YUM Yum! Brands Inc. 0.01% 131 $18K New
FXL First Trust Technology Alpha 0.01% 133 $18K No change
QTEC First Trust Nasdq 100 Tech I 0.01% 94 $18K No change
SPHB Invesco S&P 500 High Beta Et 0.01% 204 $18K Add +155.0%
ABT Abbott Laboratories 0.01% 157 $18K No change
NKE Nike Inc. Class B 0.01% 189 $18K Add +53.7%
BLK BlackRock Finance Inc. 0.01% 21 $18K No change
CL Colgate-Palmolive Co. 0.01% 189 $17K Add +53.7%
TXN Texas Instruments Inc. 0.01% 97 $17K No change
CEF Sprott Physical Gold and Sil 0.01% 820 $17K No change
ABNB Airbnb Inc. Class A 0.01% 100 $16K No change
IEMG iShares Core MSCI Emerging 0.01% 312 $16K No change
XLC SS Comm Select Sector SPDR 0.01% 197 $16K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.01% 66 $16K No change
WMT Walmart Inc. 0.01% 258 $16K No change
GOOGL Alphabet Inc. Class A 0.01% 100 $15K Reduce -73.7%
RSPT Invesco S&P 500 Equal Weight 0.01% 420 $15K No change
DOW Dow Inc. 0.01% 250 $14K No change
IJR iShares Core S&P Small-Cap E 0.01% 130 $14K No change
XBI SS SPDR S&P Biotech ETF 0.01% 148 $14K Add +17.5%
TGT Target Corp. 0.01% 79 $14K No change
CMI Cummins Inc. 0.01% 47 $14K No change
FDN First Trust DJ Internet Ind 0.01% 65 $13K No change
USMV iShares MSCI USA Min Vol Fac 0.01% 156 $13K No change
DUK Duke Energy Corp. 0.01% 133 $13K Reduce -50.0%
BA The Boeing Co. 0.01% 65 $13K Add +195.4%
EMR Emerson Electric Co. 0.01% 108 $12K No change
NXPI NXP Semiconductors NV 0.01% 49 $12K Add +206.3%
UNP Union Pacific Corp. 0.01% 49 $12K Add +206.3%
EMN Eastman Chemical Co. 0.01% 120 $12K Add +200.0%
MSOS Advisorshares Pure US Cann 0.01% 1,199 $12K No change
CVS CVS Health Corp. 0.01% 150 $12K Add +200.0%
MCD McDonald's Corp. 0.01% 42 $12K Reduce -70.6%
STZ Constellation Brands Inc. Class A 0.01% 43 $12K No change
PG The Procter & Gamble Co. 0.01% 71 $12K Reduce -58.7%
TRV The Travelers Cos Inc. 0.01% 49 $11K Add +206.3%
CTSH Cognizant Tech Solutions-A 0.01% 150 $11K Add +200.0%
FDX FedEx Corp. 0.01% 37 $11K No change
VHT Vanguard Health Care ETF 0.01% 38 $10K No change
APD Air Products & Chemicals Inc. 0.01% 42 $10K No change
GS Goldman Sachs Group Inc. 0.01% 24 $10K Add +200.0%
LIT Global X Lithium & Battery T 0.01% 216 $10K Add +94.6%
PAPR Innovator U.S. Equity Power 0.01% 283 $10K No change
UAPR Innovator U.S. Equity Ultra 0.01% 334 $9K No change
VWO Vanguard Ftse Emerging Marke 0.01% 221 $9K No change
DLN Wisdomtree US Largecap Divid 0.01% 125 $9K Add +197.6%
CI The Cigna Group 0.01% 24 $9K Add +200.0%
QCOM Qualcomm Inc. 0.01% 51 $9K Add +183.3%
CVX Chevron Corp. 0.01% 53 $8K No change
MS Morgan Stanley 0.01% 87 $8K No change
LRCX Lam Research Corp. 0.01% 8 $8K Add +300.0%
VZ Verizon Communications Inc. 0.01% 180 $8K No change
CSCO Cisco Systems Inc. 0.01% 150 $7K Add +200.0%
DTE DTE Energy Company 0.01% 65 $7K No change
ERTH Invesco MSCI Sustainable Fut 0.01% 166 $7K No change
NEM Newmont Corp. 0.00% 189 $7K No change
NOW ServiceNow Inc. 0.00% 8 $6K Add +300.0%
NVS Novartis AG-Sponsored ADR 0.00% 61 $6K No change
PRU Prudential Financial Inc. 0.00% 50 $6K No change
UPS United Parcel Service Class B 0.00% 38 $6K No change
PBA Pembina Pipeline Corp. 0.00% 150 $5K No change
MFC Manulife Financial Corp. 0.00% 200 $5K No change
TSN Tyson Foods Inc. Class A 0.00% 82 $5K No change
VEA Vanguard Ftse Developed ETF 0.00% 96 $5K No change
BG Bunge Global SA 0.00% 45 $5K No change
ATO Atmos Energy Corp. 0.00% 38 $5K No change
GM General Motors Co. 0.00% 96 $4K No change
LBTYK Liberty Global Ltd. Class C 0.00% 236 $4K No change
UAL United Airlines Holdings Inc. 0.00% 83 $4K No change
C Citigroup Inc. 0.00% 61 $4K No change
D Dominion Energy Inc. 0.00% 76 $4K Add +192.3%
SU Suncor Energy Inc. 0.00% 100 $4K No change
XLV SS Health Care Select Sector 0.00% 22 $3K Reduce -37.1%
IWO iShares Russell 2000 Growth 0.00% 11 $3K Reduce -50.0%
USFR Wisdomtree Floating Rate Tre 0.00% 59 $3K No change
FELC Fidelity Enh LRG Cap Cor ETF 0.00% 99 $3K New
DMAC Diamedica Therapeutics Inc. 0.00% 1,000 $3K No change
AMT American Tower Corp. 0.00% 12 $2K Add +200.0%
IJT iShares S&P Small-Cap 600 GR 0.00% 18 $2K Reduce -71.4%
SNY Sanofi-ADR 0.00% 45 $2K No change
X United States Steel Corp. 0.00% 52 $2K No change
DTM DT Midstream Inc. 0.00% 32 $2K No change
FSK FS KKR Capital Corp. 0.00% 97 $2K No change
CCI Crown Castle Inc. 0.00% 16 $2K Add +166.7%
WBD Warner Bros Discovery Inc. 0.00% 159 $1K No change
SIVR Abrdn Physical Silver Shares 0.00% 43 $1K Reduce -66.4%
DBMF Imgp Dbi MFT STR ETF-Usd Inc. 0.00% 25 $717 Reduce -58.3%
BRSL Brightstar Lottery PLC filed as INTERNATIONAL GAME TECHNOLOG 0.00% 27 $610 No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.00% 11 $431 No change
EMBC Embecta Corp. 0.00% 12 $159 Add +71.4%
OGN Organon & Co. 0.00% 8 $150 Add +300.0%

Portfolio Sells Q4 2023 → Q1 2024
QQQ Invesco QQQ Trust Series 1 Reduce -2.4% 8.50% −0.41
MOD Modine Manufacturing Co. Reduce -52.9% 0.72% −0.34
AAPL Apple Inc. Reduce -0.9% 1.06% −0.27
TBBK The Bancorp Inc. Reduce -1.8% 0.43% −0.13
IAT iShares US Regional Banks Et Sold out 0.00% −0.13
AWK American Water Works Co. Inc. Reduce -50.0% 0.04% −0.06
EXPD Expeditors Intl Wash Inc. Sold out 0.00% −0.06
STBA S & T Bancorp Inc. Reduce -26.4% 0.09% −0.05
PNC PNC Financial Services Group Reduce -35.3% 0.07% −0.04
UDR Udr Inc. Reduce -50.0% 0.03% −0.03
GOOG Alphabet Inc. Class C Sold out 0.00% −0.03
GOOGL Alphabet Inc. Class A Reduce -73.7% 0.01% −0.03
RSPS Invesco S&P 500 Equal Weight Reduce -50.0% 0.03% −0.03
MCD McDonald's Corp. Reduce -70.6% 0.01% −0.03
RSP Invesco S&P 500 Equal Weight Reduce -13.3% 0.11% −0.02
TAN Invesco Solar ETF Sold out 0.00% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -46.3% 0.02% −0.02
ALV Autoliv Inc. Reduce -1.6% 0.53% −0.02
RYAAY Ryanair Holdings PLC-SP ADR Reduce -0.8% 0.62% −0.02
COP Conocophillips Reduce -14.6% 0.07% −0.01
PG The Procter & Gamble Co. Reduce -58.7% 0.01% −0.01
DUK Duke Energy Corp. Reduce -50.0% 0.01% −0.01
FTSM First Trust Enh Short Mat FD Sold out 0.00% −0.01
PSX Phillips 66 Reduce -25.0% 0.05% −0.01
DLB Dolby Laboratories Inc. Class A Sold out 0.00% −0.01
MGK Vngrd Mrgstr MG CP GR ETF-Ui Sold out 0.00% −0.01
IWF iShares Russell 1000 Growth Reduce -6.2% 0.11% −0.01
CTVA Corteva Inc. Sold out 0.00% −0.01
CMCSA Comcast Corp. Class A Reduce -0.3% 0.05% −0.01
MRK Merck & Co. Inc. Reduce -28.9% 0.02% −0.01
IJT iShares S&P Small-Cap 600 GR Reduce -71.4% 0.00% −0.00
GEN Gen Digital Inc. Sold out 0.00% −0.00
PFE Pfizer Inc. Sold out 0.00% −0.00
IWO iShares Russell 2000 Growth Reduce -50.0% 0.00% −0.00
SIVR Abrdn Physical Silver Shares Reduce -66.4% 0.00% −0.00
RING iShares MSCI Global Gold Min Sold out 0.00% −0.00
XLV SS Health Care Select Sector Reduce -37.1% 0.00% −0.00
DBMF Imgp Dbi MFT STR ETF-Usd Inc. Reduce -58.3% 0.00% −0.00
PALL Abrdn Physical Palladium SHS Sold out 0.00% −0.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.3% 0.82% +0.05
TPR Tapestry Inc. Reduce -1.0% 0.46% +0.06
CRBG Corebridge Financial Inc. Reduce -1.7% 0.68% +0.10
IAK iShares U.S. Insurance ETF Reduce -0.8% 4.71% +0.22

Portfolio Buys Q4 2023 → Q1 2024
SOXX iShares Semiconductor ETF Add +0.7% 8.98% +0.57
FSLR First Solar Inc. New 0.55% +0.55
INTC Intel Corp. Add +155890.9% 0.55% +0.55
EG Everest Group Ltd. New 0.50% +0.50
COPX Global X Copper Miners ETF Add +4.1% 6.56% +0.38
PEP Pepsico Inc. Add +1401.1% 0.18% +0.17
AMZN Amazon.com Inc. Add +9.7% 0.83% +0.12
CHX Championx Corp. Add +3.5% 0.55% +0.07
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +3.6% 9.14% +0.03
MSFT Microsoft Corp. Add +24.1% 0.13% +0.03
FNDX Schwab Fndmntl US LRG Co. ETF Add +2.3% 6.53% +0.03
YUM Yum! Brands Inc. New 0.01% +0.01
ORCL Oracle Corp. Add +195.3% 0.02% +0.01
HD Home Depot Inc. Add +36.3% 0.04% +0.01
JPM JPMorgan Chase & Co. Add +1.8% 0.15% +0.01
CB Chubb Ltd. Add +48.1% 0.03% +0.01
UNH Unitedhealth Group Inc. Add +44.1% 0.05% +0.01
AVGO Broadcom Inc. Add +72.7% 0.02% +0.01
SPHB Invesco S&P 500 High Beta Et Add +155.0% 0.01% +0.01
GD General Dynamics Corp. Add +46.8% 0.02% +0.01
KRE SS SPDR S&P Regional Bank Add +92.9% 0.02% +0.01
EMN Eastman Chemical Co. Add +200.0% 0.01% +0.01
NXPI NXP Semiconductors NV Add +206.3% 0.01% +0.01
TRV The Travelers Cos Inc. Add +206.3% 0.01% +0.01
UNP Union Pacific Corp. Add +206.3% 0.01% +0.01
CVS CVS Health Corp. Add +200.0% 0.01% +0.01
CTSH Cognizant Tech Solutions-A Add +200.0% 0.01% +0.00
GS Goldman Sachs Group Inc. Add +200.0% 0.01% +0.00
IHI iShares U.S. Medical Devices Add +26.2% 0.03% +0.00
BA The Boeing Co. Add +195.4% 0.01% +0.00
CL Colgate-Palmolive Co. Add +53.7% 0.01% +0.00
CI The Cigna Group Add +200.0% 0.01% +0.00
LRCX Lam Research Corp. Add +300.0% 0.01% +0.00
DLN Wisdomtree US Largecap Divid Add +197.6% 0.01% +0.00
QCOM Qualcomm Inc. Add +183.3% 0.01% +0.00
BDX Becton Dickinson and Co. Add +37.9% 0.02% +0.00
CSCO Cisco Systems Inc. Add +200.0% 0.01% +0.00
JNJ Johnson & Johnson Add +23.4% 0.03% +0.00
NOW ServiceNow Inc. Add +300.0% 0.00% +0.00
LIT Global X Lithium & Battery T Add +94.6% 0.01% +0.00
FELC Fidelity Enh LRG Cap Cor ETF New 0.00% +0.00
NKE Nike Inc. Class B Add +53.7% 0.01% +0.00
D Dominion Energy Inc. Add +192.3% 0.00% +0.00
LMT Lockheed Martin Corp. Add +20.5% 0.02% +0.00
XBI SS SPDR S&P Biotech ETF Add +17.5% 0.01% +0.00
AMT American Tower Corp. Add +200.0% 0.00% +0.00
CCI Crown Castle Inc. Add +166.7% 0.00% +0.00
OGN Organon & Co. Add +300.0% 0.00% +0.00
EMBC Embecta Corp. Add +71.4% 0.00% 0.00
NMIH Nmi Holdings Inc. Add +1.1% 0.50% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 40$176.0MSOXX, QQQ, IAU, VO, FNDX
Q1 2026 38$155.1MIAU, QQQ, SOXX, FNDX, VIOV
Q4 2025 37$165.1MIAU, QQQ, SOXX, COPX, FNDX
Q3 2025 39$163.1MIAU, QQQ, SOXX, COPX, XME
Q2 2025 171$150.5MQQQ, IAU, SOXX, FNDX, COPX
Q1 2025 37$136.1MIAU, QQQ, SOXX, FNDX, VO
Q4 2024 266$141.7MVO, IAU, QQQ, SOXX, FNDX
Q3 2024 157$144.9MIAU, VO, QQQ, SOXX, COPX
Q2 2024 291$140.9MQQQ, SOXX, VO, IAU, FNDX
Q1 2024 185$138.0MVO, SOXX, IAU, QQQ, COPX