Institutional Manager · CIK 0001781948
Legend Financial Advisors, Inc.
PITTSBURGH, PA · File #028-19565
Latest AUM
$165.1M
Positions
37
Top-10 Concentration
68.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202537 pos · $165.1M
- 13F HOLDINGS REPORTQ/E Sep 202539 pos · $163.1M
- 13F HOLDINGS REPORTQ/E Jun 2025171 pos · $150.5M
- 13F HOLDINGS REPORTQ/E Mar 202537 pos · $136.1M
- 13F HOLDINGS REPORTQ/E Dec 2024267 pos · $141.7M
- 13F HOLDINGS REPORTQ/E Sep 2024157 pos · $144.9M
- 13F HOLDINGS REPORTQ/E Jun 2024292 pos · $140.9M
- 13F HOLDINGS REPORTQ/E Mar 2024185 pos · $138.0M
- 13F HOLDINGS REPORTQ/E Dec 2023188 pos · $117.2M
- 13F HOLDINGS REPORTQ/E Sep 2023238 pos · $119.8M
- 13F HOLDINGS REPORTQ/E Jun 2023230 pos · $119.1M
- 13F HOLDINGS REPORTQ/E Mar 20234,595 pos · $114.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES GOLD TR | IAU | 194,556 | $15.8M | 9.56% |
| 2 | INVESCO QQQ TR | IVZ | 24,738 | $15.2M | 9.20% |
| 3 | ISHARES TR | 464287523 | 48,559 | $14.6M | 8.85% |
| 4 | GLOBAL X FDS | 37954Y830 | 163,624 | $11.7M | 7.11% |
| 5 | SCHWAB STRATEGIC TR | 808524771 | 382,396 | $10.4M | 6.30% |
| 6 | SPDR SERIES TRUST | 78464A755 | 92,318 | $9.6M | 5.79% |
| 7 | VANGUARD ADMIRAL FDS INC | 921932778 | 97,791 | $9.6M | 5.79% |
| 8 | MANAGED PORTFOLIO SERIES | 56167R606 | 248,002 | $9.4M | 5.72% |
| 9 | VANGUARD INDEX FDS | 922908629 | 29,534 | $8.6M | 5.19% |
| 10 | BARCLAYS BANK PLC | VXZ | 205,704 | $7.7M | 4.68% |
| 11 | ISHARES TR | 464288786 | 54,560 | $7.4M | 4.50% |
| 12 | INVESCO EXCHANGE TRADED FD T | IVZ | 130,086 | $7.4M | 4.49% |
| 13 | INVESCO EXCH TRADED FD TR II | IVZ | 118,914 | $6.6M | 4.00% |
| 14 | ALTSHARES TRUST | 02210T108 | 179,800 | $5.2M | 3.16% |
| 15 | APPLE INC | AAPL | 10,972 | $3.0M | 1.81% |
| 16 | SPDR SERIES TRUST | 78468R853 | 53,300 | $2.5M | 1.51% |
| 17 | SELECT SECTOR SPDR TR | 81369Y506 | 43,974 | $2.0M | 1.19% |
| 18 | AMAZON COM INC | AMZN | 8,197 | $1.9M | 1.15% |
| 19 | BARRICK MNG CORP | 06849F108 | 36,995 | $1.6M | 0.98% |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,118 | $1.6M | 0.95% |