We are live on ! Find out more
LCA

Legend Capital Advisors Portfolio holdings

AUM $184M
This Fund
S&P 500
This Quarter Est. Return
+2.37%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$180M
AUM Growth
–
Cap. Flow
+$184M
Cap. Flow %
102.61%
Top 10 Hldgs %
81.27%
Holding
56
New
56
Increased
–
Reduced
–
Closed
–
Avg Time Held
0 quarters
Top 10 Avg Time Held
0 quarters
Top 20 Avg Time Held
0 quarters

Top Buys

Rank Stock Value
1
SNOW icon
Snowflake
SNOW
+$76.7M
2
NU icon
Nu Holdings
NU
+$22.4M
3
META icon
Meta Platforms (Facebook)
META
+$18.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.18M
5
TSLA icon
Tesla
TSLA
+$5.97M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 50.92%
2 Communication Services 20.33%
3 Financials 15.45%
4 Consumer Discretionary 5.87%
5 Miscellaneous 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
SNOW icon
1
Snowflake
SNOW
$130B
$68.9M 38.38%
+314,120
New +$76.7M
2025 Q4
0 quarters
NU icon
2
Nu Holdings
NU
$77.9B
$23.3M 12.99%
+1,392,916
New +$22.4M
2025 Q4
0 quarters
META icon
3
Meta Platforms (Facebook)
META
$1.83T
$18.2M 10.14%
+27,587
New +$18.4M
2025 Q4
0 quarters
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.3T
$7.86M 4.38%
+25,116
New +$7.18M
2025 Q4
0 quarters
TSLA icon
5
Tesla
TSLA
$1.51T
$6.06M 3.37%
+13,468
New +$5.97M
2025 Q4
0 quarters
AAPL icon
6
Apple
AAPL
$4.91T
$5.39M 3%
+19,816
New +$5.32M
2025 Q4
0 quarters
MSFT icon
7
Microsoft
MSFT
$3.97T
$4.47M 2.49%
+9,250
New +$4.64M
2025 Q4
0 quarters
NVDA icon
8
NVIDIA
NVDA
$5.54T
$3.99M 2.22%
+21,375
New +$3.98M
2025 Q4
0 quarters
AMZN icon
9
Amazon
AMZN
$2.83T
$3.89M 2.17%
+16,848
New +$3.85M
2025 Q4
0 quarters
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.25T
$3.8M 2.12%
+12,113
New +$3.47M
2025 Q4
0 quarters
WBD
11
DELISTED
Warner Bros
WBD
$3.37M 1.88%
+117,084
New +$2.74M
2025 Q4
0 quarters
AMD icon
12
Advanced Micro Devices
AMD
$993B
$2.64M 1.47%
+12,304
New +$2.76M
2025 Q4
0 quarters
LLY icon
13
Eli Lilly
LLY
$1.05T
$2.07M 1.16%
+1,930
New +$1.85M
2025 Q4
0 quarters
PLTR icon
14
Palantir
PLTR
$502B
$1.98M 1.1%
+11,120
New +$2.01M
2025 Q4
0 quarters
CRWD icon
15
CrowdStrike
CRWD
$282B
$1.89M 1.05%
+16,152
New +$2.06M
2025 Q4
0 quarters
TU icon
16
Telus
TU
$12.2B
$1.63M 0.91%
+65,700
New +$925K
2025 Q4
0 quarters
SDY icon
17
State Street SPDR S&P Dividend ETF
SDY
$20.7B
$1.41M 0.78%
+10,114
New +$1.41M
2025 Q4
0 quarters
XOM icon
18
ExxonMobil
XOM
$695B
$1.29M 0.72%
+10,696
New +$1.24M
2025 Q4
0 quarters
NFLX icon
19
Netflix
NFLX
$293B
$1.11M 0.62%
+11,795
New +$1.27M
2025 Q4
0 quarters
SPY icon
20
State Street SPDR S&P 500 ETF Trust
SPY
$833B
$941K 0.52%
+1,380
New +$933K
2025 Q4
0 quarters
VYM icon
21
Vanguard High Dividend Yield ETF
VYM
$80.5B
$895K 0.5%
+6,236
New +$887K
2025 Q4
0 quarters
UNH icon
22
UnitedHealth
UNH
$340B
$883K 0.49%
+2,674
New +$906K
2025 Q4
0 quarters
IVW icon
23
iShares S&P 500 Growth ETF
IVW
$79.9B
$865K 0.48%
+7,020
New +$859K
2025 Q4
0 quarters
BRK.B icon
24
Berkshire Hathaway Class B
BRK.B
$1.1T
$829K 0.46%
+1,649
New +$820K
2025 Q4
0 quarters
JPM icon
25
JPMorgan Chase
JPM
$885B
$765K 0.43%
+2,374
New +$735K
2025 Q4
0 quarters
1
2 3

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 Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Legend Capital Advisors, which disclosed 56 positions worth $180M. Its ten largest holdings account for 81% of the portfolio.

Its largest position is Snowflake: 314,120 shares worth $68.9M.

By sector, the portfolio is most concentrated in Technology at 51% of assets, followed by Communication Services and Financials.

  • Legend Capital Advisors's largest Q4 2025 buy was Snowflake: 314,120 shares worth $68.9M.
  • Legend Capital Advisors's ten largest holdings make up 81% of its $180M portfolio in Q4 2025.
  • Legend Capital Advisors disclosed 56 positions in Q4 2025, its first 13F filing on record.

Based on Legend Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.