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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
+13.38%
1 Year Est. Return
+57.06%
3 Year Est. Return
+117.13%
5 Year Est. Return
+104.02%
10 Year Est. Return
–
AUM
$163M
AUM Growth
+$12.6M
Cap. Flow
-$5.15M
Cap. Flow %
-3.16%
Top 10 Hldgs %
68.44%
Holding
172
New
1
Increased
22
Reduced
11
Closed
133

Top Buys

Rank Stock Value
1
TYL icon
Tyler Technologies
TYL
+$281K
2
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$203K
3
IAK icon
iShares US Insurance ETF
IAK
+$151K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$117K
5
LCR icon
Leuthold Core ETF
LCR
+$113K

Top Sells

Rank Stock Value
1
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$1.21M
2
SOXX icon
iShares Semiconductor ETF
SOXX
+$1,000K
3
QQQ icon
Invesco QQQ Trust
QQQ
+$484K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$424K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$168K

Sector Composition

Rank Sector Weight
1 Technology 3.85%
2 Financials 3.79%
3 Consumer Discretionary 2.45%
4 Materials 1.66%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTC icon
26
Intel
INTC
$455B
$987K 0.61%
29,432
-1,227
-4% -$29.7K
CPA icon
27
Copa Holdings
CPA
$5.76B
$941K 0.58%
7,920
+179
+2% +$20.5K
FISV
28
Fiserv Inc
FISV
$28.8B
$882K 0.54%
6,844
-364
-5% -$52.2K
CRBG icon
29
Corebridge Financial
CRBG
$14.1B
$819K 0.5%
25,556
+655
+3% +$22.4K
ALV icon
30
Autoliv
ALV
$9.02B
$803K 0.49%
6,504
+125
+2% +$15K
SCHG icon
31
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$784K 0.48%
24,564
– –
NMIH icon
32
NMI Holdings
NMIH
$3.33B
$717K 0.44%
18,700
+697
+4% +$27.3K
EG icon
33
Everest Group
EG
$14.5B
$669K 0.41%
1,910
+15
+0.8% +$5.06K
NOMD icon
34
Nomad Foods
NOMD
$1.66B
$548K 0.34%
41,689
+1,362
+3% +$21.3K
JPM icon
35
JPMorgan Chase
JPM
$935B
$272K 0.17%
863
– –
TYL icon
36
Tyler Technologies
TYL
$12.7B
$262K 0.16%
+500
New +$281K
NEE icon
37
NextEra Energy
NEE
$181B
$238K 0.15%
3,149
– –
LLY icon
38
Eli Lilly
LLY
$1.02T
$229K 0.14%
300
– –
WDAY icon
39
Workday
WDAY
$39.6B
$207K 0.13%
859
– –
ACN icon
40
Accenture
ACN
$102B
– –
-34
Closed -$10.2K
AMGN icon
41
Amgen
AMGN
$208B
– –
-287
Closed -$80K
AMT icon
42
American Tower
AMT
$80.8B
– –
-10
Closed -$2.21K
APAM icon
43
Artisan Partners
APAM
$2.79B
– –
-1,700
Closed -$75.4K
ATO icon
44
Atmos Energy
ATO
$28.8B
– –
-38
Closed -$5.86K
AVGO icon
45
Broadcom
AVGO
$1.85T
– –
-100
Closed -$27.6K
BA icon
46
Boeing
BA
$171B
– –
-54
Closed -$11.3K
BAC icon
47
Bank of America
BAC
$435B
– –
-12
Closed -$558
BDX icon
48
Becton Dickinson
BDX
$45.6B
– –
-31
Closed -$5.34K
BG icon
49
Bunge Global
BG
$20.4B
– –
-45
Closed -$3.61K
BITO icon
50
ProShares Bitcoin Strategy ETF
BITO
$1.37B
– –
-500
Closed -$10.8K
1
2
3 4 5

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Legend Financial Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Legend Financial Advisors held 172 positions worth $163M, up 8.4% from $151M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Legend Financial Advisors withdrew a net $5.15M in Q3 2025, closing 133 positions and reducing 11 holdings. Its most notable exit was Invesco S&P 500 Equal Weight ETF, an estimated $168K position sold in full.

By sector, the portfolio is most concentrated in Technology at 3.8% of assets, up from 3.6% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Legend Financial Advisors opened a new position in Tyler Technologies worth $262K.

  • Legend Financial Advisors's largest Q3 2025 buy was Tyler Technologies: 500 shares worth $262K.
  • Legend Financial Advisors added most to iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q3 2025, an estimated $203K increase.
  • Legend Financial Advisors's biggest Q3 2025 reduction was State Street SPDR S&P Metals & Mining ETF, cutting an estimated $1.21M.
  • Legend Financial Advisors fully exited Invesco S&P 500 Equal Weight ETF in Q3 2025, selling an estimated $168K.
  • Legend Financial Advisors's ten largest holdings make up 68% of its $163M portfolio in Q3 2025.
  • Legend Financial Advisors opened 1 new position and closed 133 in Q3 2025.
  • Legend Financial Advisors's portfolio value rose 8.4% quarter-over-quarter to $163M.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.