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LFA

Legend Financial Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 36.74%
This Fund
S&P 500
This Quarter Est. Return
+3.93%
1 Year Est. Return
+36.74%
3 Year Est. Return
+80.97%
5 Year Est. Return
+73.58%
10 Year Est. Return
–
AUM
$155M
AUM Growth
-$10M
Cap. Flow
-$15.7M
Cap. Flow %
-10.15%
Top 10 Hldgs %
69.86%
Holding
41
New
4
Increased
16
Reduced
13
Closed
3

Top Buys

1
VO icon
Vanguard Mid-Cap ETF
VO
+$1.73M
2
CRDO icon
Credo Technology Group
CRDO
+$1.18M
3
DLO icon
dLocal
DLO
+$1.09M
4
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$891K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$647K

Top Sells

1
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$7.42M
2
COPX icon
Global X Copper Miners ETF NEW
COPX
+$6.27M
3
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$3.08M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.8M
5
IAU icon
iShares Gold Trust
IAU
+$1.73M

Sector Composition

1 Technology 4.64%
2 Financials 3.04%
3 Consumer Discretionary 2.79%
4 Materials 1.59%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAU icon
1
iShares Gold Trust
IAU
$62.4B
$15.5M 9.98%
175,659
-18,897
-10% -$1.73M
QQQ icon
2
Invesco QQQ Trust
QQQ
$466B
$14.5M 9.32%
25,061
+323
+1% +$196K
SOXX icon
3
iShares Semiconductor ETF
SOXX
$43.4B
$14.2M 9.17%
43,273
-5,286
-11% -$1.8M
FNDX icon
4
Schwab Fundamental US Large Company Index ETF
FNDX
$26.3B
$10.7M 6.87%
382,602
+206
+0.1% +$5.84K
VIOV icon
5
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.86B
$10.2M 6.55%
99,795
+2,004
+2% +$208K
VO icon
6
Vanguard Mid-Cap ETF
VO
$106B
$10.2M 6.55%
141,416
+23,280
+20% +$1.73M
DJP icon
7
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$795M
$9.6M 6.19%
199,416
-6,288
-3% -$269K
LCR icon
8
Leuthold Core ETF
LCR
$67.9M
$9.39M 6.05%
251,862
+3,860
+2% +$148K
IAK icon
9
iShares US Insurance ETF
IAK
$489M
$7.12M 4.59%
55,507
+947
+2% +$126K
XME icon
10
State Street SPDR S&P Metals & Mining ETF
XME
$3.9B
$7.12M 4.59%
65,923
-26,395
-29% -$3.08M
IDMO icon
11
Invesco S&P International Developed Momentum ETF
IDMO
$3.9B
$6.86M 4.43%
125,166
+6,252
+5% +$358K
COPX icon
12
Global X Copper Miners ETF NEW
COPX
$6.71B
$6.71M 4.33%
87,925
-75,699
-46% -$6.27M
ARB icon
13
AltShares Merger Arbitrage ETF
ARB
$104M
$5.49M 3.54%
187,349
+7,549
+4% +$220K
SPSM icon
14
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$3.21M 2.07%
66,364
+13,064
+25% +$647K
XLE icon
15
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$2.7M 1.74%
44,116
+142
+0.3% +$7.62K
AAPL icon
16
Apple
AAPL
$4.9T
$2.63M 1.69%
10,358
-614
-6% -$160K
MOD icon
17
Modine Manufacturing
MOD
$12.2B
$1.99M 1.28%
9,185
-417
-4% -$78.5K
AMZN icon
18
Amazon
AMZN
$2.66T
$1.66M 1.07%
7,951
-246
-3% -$54.2K
PAAS icon
19
Pan American Silver
PAAS
$17.6B
$1.55M 1%
28,410
-213
-0.7% -$12.3K
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.51M 0.98%
3,159
+41
+1% +$20.1K
INTC icon
21
Intel
INTC
$478B
$1.23M 0.79%
27,866
-451
-2% -$20.7K
DLO icon
22
dLocal
DLO
$4.26B
$1.09M 0.7%
+83,655
New +$1.09M
EVR icon
23
Evercore
EVR
$13.2B
$961K 0.62%
3,219
+2
+0.1% +$655
FSLR icon
24
First Solar
FSLR
$22.8B
$955K 0.62%
4,843
+25
+0.5% +$5.53K
CRDO icon
25
Credo Technology Group
CRDO
$37.8B
$911K 0.59%
+9,707
New +$1.18M
1
2

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Legend Financial Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Legend Financial Advisors held 41 positions worth $155M, down 6.1% from $165M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Legend Financial Advisors withdrew a net $15.7M in Q1 2026, closing 3 positions and reducing 13 holdings. Its most notable exit was Invesco S&P 500 Equal Weight Consumer Discretionary ETF, an estimated $7.42M position sold in full.

By sector, the portfolio is most concentrated in Technology at 4.6% of assets, up from 3.5% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Legend Financial Advisors opened a new position in Credo Technology Group worth $911K.

  • Legend Financial Advisors's largest Q1 2026 buy was Credo Technology Group: 9,707 shares worth $911K.
  • Legend Financial Advisors added most to Vanguard Mid-Cap ETF in Q1 2026, an estimated $1.73M increase.
  • Legend Financial Advisors's biggest Q1 2026 reduction was Global X Copper Miners ETF NEW, cutting an estimated $6.27M.
  • Legend Financial Advisors fully exited Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2026, selling an estimated $7.42M.
  • Legend Financial Advisors's ten largest holdings make up 70% of its $155M portfolio in Q1 2026.
  • Legend Financial Advisors opened 4 new positions and closed 3 in Q1 2026.
  • Legend Financial Advisors's portfolio value fell 6.1% quarter-over-quarter to $155M.

Based on Legend Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.