Holdings of Legend Financial Advisors, Inc.
32 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 75.4 % of the equity sleeve
Sector breakdown
- Funds 10.1 %
- Technology 2.7 %
- Financials 1.9 %
- Consumer discretionary 1.2 %
- Utilities 0.4 %
- Unattributed 83.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 32 | 140.4M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Ishares Gold Trust | 175,659 | 15.5M $ | |
| 2 | Invesco QQQ Trust Series 1 | 25,061 | 14.5M $ | |
| 3 | iShares Trust | 43,273 | 14.2M $ | |
| 4 | Schwab Fundamental U.S. Large Company ETF | 382,602 | 10.7M $ | |
| 5 | Vanguard S&P Small-Cap 600 Value ETF | 99,795 | 10.2M $ | |
| 6 | Vanguard Mid-Cap ETF | 35,354 | 10.2M $ | |
| 7 | iPath Bloomberg Commodity Index Total Return ETN | 199,416 | 9.6M $ | |
| 8 | iShares U.S. Insuran | 55,507 | 7.1M $ | |
| 9 | SPDR SERIES TRUST | 65,923 | 7.1M $ | |
| 10 | Invesco S&P International Deve | 125,166 | 6.9M $ | |
| 11 | Global X Funds | 87,925 | 6.7M $ | |
| 12 | ALTSHARES TRUST | 187,349 | 5.5M $ | |
| 13 | SPDR Series Trust | 66,364 | 3.2M $ | |
| 14 | Select Sector Spdr Trust | 44,116 | 2.7M $ | |
| 15 | Apple Inc | 10,358 | 2.6M $ | |
| 16 | Modine Manufacturing Co | 9,185 | 2M $ | |
| 17 | Amazon.com Inc | 7,951 | 1.7M $ | |
| 18 | Berkshire Hathaway Inc | 3,159 | 1.5M $ | |
| 19 | Intel Corp | 27,866 | 1.2M $ | |
| 20 | Evercore Inc | 3,219 | 960.9K $ | |
| 21 | First Solar Inc | 4,843 | 955.3K $ | |
| 22 | Freedom 100 Emerging Markets E | 15,564 | 850.6K $ | |
| 23 | Bancorp Inc/The | 13,459 | 723.2K $ | |
| 24 | NMI Holdings Inc | 18,726 | 702.4K $ | |
| 25 | Autoliv Inc | 6,493 | 682.8K $ | |
| 26 | Visa Inc | 1,859 | 561.9K $ | |
| 27 | Schwab Strategic Trust | 15,257 | 444.4K $ | |
| 28 | Fiserv Inc | 6,844 | 381.9K $ | |
| 29 | PPL Corp | 8,471 | 323.6K $ | |
| 30 | NextEra Energy Inc | 3,149 | 292.5K $ | |
| 31 | Donaldson Co Inc | 3,092 | 262.4K $ | |
| 32 | JPMorgan Chase & Co | 863 | 253.9K $ | |