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LFA

Legend Financial Advisors Portfolio holdings

AUM $176M
1-Year Est. Return 57.06%
This Fund
S&P 500
This Quarter Est. Return
+9.43%
1 Year Est. Return
+57.06%
3 Year Est. Return
+117.13%
5 Year Est. Return
+104.02%
10 Year Est. Return
–
AUM
$151M
AUM Growth
+$14.4M
Cap. Flow
+$2.52M
Cap. Flow %
1.68%
Top 10 Hldgs %
66.75%
Holding
172
New
135
Increased
12
Reduced
19
Closed
1

Top Buys

Rank Stock Value
1
PAAS icon
Pan American Silver
PAAS
+$805K
2
NOMD icon
Nomad Foods
NOMD
+$740K
3
AAPL icon
Apple
AAPL
+$654K
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$568K
5
LCR icon
Leuthold Core ETF
LCR
+$384K

Top Sells

Rank Stock Value
1
IAU icon
iShares Gold Trust
IAU
+$1.24M
2
VO icon
Vanguard Mid-Cap ETF
VO
+$948K
3
V icon
Visa
V
+$473K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$319K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$275K

Sector Composition

Rank Sector Weight
1 Financials 4.26%
2 Technology 3.64%
3 Consumer Discretionary 2.41%
4 Materials 1.21%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPA icon
26
Copa Holdings
CPA
$5.62B
$851K 0.57%
7,741
+19
+0.2% +$1.88K
TBBK icon
27
The Bancorp
TBBK
$2.82B
$788K 0.52%
13,831
-28
-0.2% -$1.42K
FSLR icon
28
First Solar
FSLR
$21.5B
$787K 0.52%
4,754
+28
+0.6% +$4.13K
NMIH icon
29
NMI Holdings
NMIH
$3.38B
$760K 0.5%
18,003
-826
-4% -$31K
SCHG icon
30
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$718K 0.48%
24,564
-686
-3% -$18.1K
ALV icon
31
Autoliv
ALV
$9.15B
$714K 0.47%
6,379
-7
-0.1% -$685
INTC icon
32
Intel
INTC
$420B
$687K 0.46%
30,659
-583
-2% -$12.1K
NOMD icon
33
Nomad Foods
NOMD
$1.77B
$685K 0.46%
+40,327
New +$740K
EG icon
34
Everest Group
EG
$15.8B
$644K 0.43%
1,895
+26
+1% +$8.97K
JPM icon
35
JPMorgan Chase
JPM
$930B
$250K 0.17%
863
– –
LLY icon
36
Eli Lilly
LLY
$1.09T
$234K 0.16%
300
– –
NEE icon
37
NextEra Energy
NEE
$186B
$219K 0.15%
3,149
– –
WDAY icon
38
Workday
WDAY
$41.2B
$206K 0.14%
+859
New +$209K
RSP icon
39
Invesco S&P 500 Equal Weight ETF
RSP
$97.8B
$168K 0.11%
+926
New +$160K
XLY icon
40
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.9B
$156K 0.1%
+1,432
New +$146K
PNC icon
41
PNC Financial Services
PNC
$100B
$130K 0.09%
+695
New +$118K
STBA icon
42
S&T Bancorp
STBA
$1.91B
$128K 0.08%
+3,374
New +$123K
V icon
43
Visa
V
$706B
$107K 0.07%
301
-1,357
-82% -$473K
IWF icon
44
iShares Russell 1000 Growth ETF
IWF
$118B
$96K 0.06%
+904
New +$86.4K
BNY
45
Bank of New York Mellon
BNY
$105B
$94.4K 0.06%
+1,036
New +$88K
AMGN icon
46
Amgen
AMGN
$212B
$80K 0.05%
+287
New +$81.3K
APAM icon
47
Artisan Partners
APAM
$2.91B
$75.4K 0.05%
+1,700
New +$67.9K
MSFT icon
48
Microsoft
MSFT
$2.93T
$68.6K 0.05%
+138
New +$59.9K
GOOGL icon
49
Alphabet (Google) Class A
GOOGL
$4.09T
$67K 0.04%
+380
New +$62.2K
COP icon
50
ConocoPhillips
COP
$144B
$61.8K 0.04%
+689
New +$62K
1
2
3 4 5

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Legend Financial Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Legend Financial Advisors held 172 positions worth $151M, up 11% from $136M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Legend Financial Advisors's Q2 2025 filing shows 135 new, 12 increased, 19 reduced and 1 closed positions. Its largest new stake was Pan American Silver: 31,091 shares worth $883K. The largest sale was iShares Gold Trust, an estimated $1.24M.

By sector, the portfolio is most concentrated in Financials at 4.3% of assets, down from 4.3% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Legend Financial Advisors's largest Q2 2025 buy was Pan American Silver: 31,091 shares worth $883K.
  • Legend Financial Advisors added most to Apple in Q2 2025, an estimated $654K increase.
  • Legend Financial Advisors's biggest Q2 2025 reduction was iShares Gold Trust, cutting an estimated $1.24M.
  • Legend Financial Advisors fully exited Donaldson in Q2 2025, selling an estimated $207K.
  • Legend Financial Advisors's ten largest holdings make up 67% of its $151M portfolio in Q2 2025.
  • Legend Financial Advisors opened 135 new positions and closed 1 in Q2 2025.
  • Legend Financial Advisors's portfolio value rose 11% quarter-over-quarter to $151M.

Based on Legend Financial Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.