We are live on ! Find out more
LCA

Legend Capital Advisors Portfolio holdings

AUM $184M
This Fund
S&P 500
This Quarter Est. Return
+39.01%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$184M
AUM Growth
+$23.8M
Cap. Flow
-$16M
Cap. Flow %
-8.69%
Top 10 Hldgs %
75.54%
Holding
160
New
1
Increased
15
Reduced
10
Closed
98

Top Buys

Rank Stock Value
1
PANW icon
Palo Alto Networks
PANW
+$1.57M
2
LLY icon
Eli Lilly
LLY
+$583K
3
VISN
Vistance Networks Inc
VISN
+$282K
4
CRWD icon
CrowdStrike
CRWD
+$230K
5
FIGR
Figure Technology Solutions
FIGR
+$215K

Top Sells

Rank Stock Value
1
SNOW icon
Snowflake
SNOW
+$11.5M
2
TU icon
Telus
TU
+$240K
3
AR icon
Antero Resources
AR
+$240K
4
NOC icon
Northrop Grumman
NOC
+$237K
5
HON icon
Honeywell
HON
+$224K

Sector Composition

Rank Sector Weight
1 Technology 51.05%
2 Communication Services 19.12%
3 Financials 14%
4 Consumer Discretionary 5.37%
5 Healthcare 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNOW icon
1
Snowflake
SNOW
$110B
$64M 34.81%
251,390
-62,588
-20% -$11.5M
NU icon
2
Nu Holdings
NU
$73.1B
$18.6M 10.13%
1,392,916
– –
META icon
3
Meta Platforms (Facebook)
META
$1.45T
$15.5M 8.44%
27,535
– –
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.24T
$9.2M 5.01%
25,754
+152
+0.6% +$54.7K
AMD icon
5
Advanced Micro Devices
AMD
$782B
$7.28M 3.96%
12,533
+202
+2% +$82.8K
TSLA icon
6
Tesla
TSLA
$1.38T
$5.95M 3.24%
14,136
-547
-4% -$218K
AAPL icon
7
Apple
AAPL
$4.52T
$5.72M 3.11%
19,780
+2
+0% +$572
WBD icon
8
Warner Bros
WBD
$72.5B
$4.7M 2.56%
176,400
– –
NVDA icon
9
NVIDIA
NVDA
$5.16T
$4.4M 2.39%
21,971
+821
+4% +$169K
CRWD icon
10
CrowdStrike
CRWD
$189B
$3.46M 1.88%
18,156
+1,620
+10% +$230K
AMZN icon
11
Amazon
AMZN
$2.82T
$3.38M 1.84%
14,191
+50
+0.4% +$12.6K
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.2T
$3.18M 1.73%
8,994
+150
+2% +$53.6K
LLY icon
13
Eli Lilly
LLY
$1.1T
$3.02M 1.64%
2,518
+571
+29% +$583K
PANW icon
14
Palo Alto Networks
PANW
$277B
$2.9M 1.58%
8,513
+6,875
+420% +$1.57M
TMC icon
15
TMC The Metals Company
TMC
$2.19B
$2.72M 1.48%
613,294
-32,200
-5% -$168K
MSFT icon
16
Microsoft
MSFT
$3.65T
$2.25M 1.22%
6,029
– –
BEN icon
17
Franklin Templeton
BEN
$17.8B
$2.24M 1.22%
67,195
– –
XOM icon
18
ExxonMobil
XOM
$661B
$1.39M 0.76%
10,150
-511
-5% -$76.5K
TU icon
19
Telus
TU
$15.5B
$1.37M 0.74%
65,982
-19,700
-23% -$240K
SDY icon
20
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$1.31M 0.72%
8,634
-1,480
-15% -$220K
PLTR icon
21
Palantir
PLTR
$415B
$1.2M 0.65%
10,300
– –
FIGR
22
Figure Technology Solutions
FIGR
$9.23B
$1.13M 0.62%
36,910
+6,429
+21% +$215K
UNH icon
23
UnitedHealth
UNH
$356B
$1.11M 0.61%
2,676
+1
+0% +$371
SPY icon
24
State Street SPDR S&P 500 ETF Trust
SPY
$822B
$1.03M 0.56%
1,380
– –
IVW icon
25
iShares S&P 500 Growth ETF
IVW
$76.1B
$965K 0.53%
7,020
– –
1
2 3 4 5

Similar funds

NLA
Northern Lights Advisors Seattle, Washington $184M AUM
BW
BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return
TC
Triavera Capital Larkspur, California $184M AUM 7.93% 1-Year Est. Return
KIM
Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return
SWA
Sterling Wealth Advisors Plantation, Florida $184M AUM 17.68% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $184M AUM 27.05% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return

Legend Capital Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Legend Capital Advisors held 160 positions worth $184M, up 15% from $160M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Legend Capital Advisors withdrew a net $16M in Q2 2026, closing 98 positions and reducing 10 holdings. Its most notable exit was Antero Resources, an estimated $240K position sold in full.

By sector, the portfolio is most concentrated in Technology at 51% of assets, up from 41% a quarter earlier, followed by Communication Services and Financials.

Against the trend, Legend Capital Advisors opened a new position in Vistance Networks Inc worth $256K.

  • Legend Capital Advisors's largest Q2 2026 buy was Vistance Networks Inc: 20,000 shares worth $256K.
  • Legend Capital Advisors added most to Palo Alto Networks in Q2 2026, an estimated $1.57M increase.
  • Legend Capital Advisors's biggest Q2 2026 reduction was Snowflake, cutting an estimated $11.5M.
  • Legend Capital Advisors fully exited Antero Resources in Q2 2026, selling an estimated $240K.
  • Legend Capital Advisors's ten largest holdings make up 76% of its $184M portfolio in Q2 2026.
  • Legend Capital Advisors opened 1 new position and closed 98 in Q2 2026.
  • Legend Capital Advisors's portfolio value rose 15% quarter-over-quarter to $184M.

Based on Legend Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.