We are live on
!
Find out more
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
(+11%)
Cap. Flow
+$2.52M
Cap. Flow
% of AUM
1.68%
Top 10 Holdings %
Top 10 Hldgs %
66.75%
Holding
172
New
135
Increased
12
Reduced
19
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pan American Silver
PAAS
|
+$805K |
| 2 |
Nomad Foods
NOMD
|
+$740K |
| 3 |
Apple
AAPL
|
+$654K |
| 4 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$568K |
| 5 |
Leuthold Core ETF
LCR
|
+$384K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Gold Trust
IAU
|
+$1.24M |
| 2 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$948K |
| 3 |
Visa
V
|
+$473K |
| 4 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$319K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Altria Group
MO
$125B
| $58.6K | 0.04% |
+1,000
| New | +$58.7K |
|
52
OneMain Financial
OMF
$7.27B
| $57K | 0.04% |
+1,000
| New | +$49.9K |
|
53
Mastercard
MA
$498B
| $56.2K | 0.04% |
+100
| New | +$55.3K |
|
54
NVIDIA
NVDA
$4.6T
| $55.3K | 0.04% |
+350
| New | +$44K |
|
55
Verizon
VZ
$197B
| $55.2K | 0.04% |
+1,276
| New | +$55.3K |
|
56
Whirlpool
WHR
$2.49B
| $50.7K | 0.03% |
+500
| New | +$41.6K |
|
57
Alphabet (Google) Class C
GOOG
$4.11T
| $49.7K | 0.03% |
+280
| New | +$46.3K |
|
58
AT&T
T
$164B
| $47.7K | 0.03% |
+1,648
| New | +$45.4K |
|
59
Enbridge
ENB
$120B
| $45.3K | 0.03% |
+1,000
| New | +$45.3K |
|
60
Innovative Industrial Properties
IIPR
$1.77B
| $44.2K | 0.03% |
+800
| New | +$43.8K |
|
61
Phillips 66
PSX
$82.9B
| $41.8K | 0.03% |
+350
| New | +$39.2K |
|
62
MetLife
MET
$62.4B
| $40.2K | 0.03% |
+500
| New | +$38.6K |
|
63
State Street SPDR S&P 500 ETF Trust
SPY
$771B
| $39.8K | 0.03% |
+64
| New | +$36.6K |
|
64
Rockwell Automation
ROK
$51.1B
| $38.9K | 0.03% |
+117
| New | +$33.3K |
|
65
Generac Holdings
GNRC
$11.5B
| $35.8K | 0.02% |
+250
| New | +$30.5K |
|
66
iShares US Medical Devices ETF
IHI
$3.17B
| $35.5K | 0.02% |
+567
| New | +$34.1K |
|
67
Oracle
ORCL
$339B
| $34.3K | 0.02% |
+157
| New | +$25.4K |
|
68
Global X FinTech ETF
FINX
$170M
| $34.2K | 0.02% |
+1,000
| New | +$29.7K |
|
69
Restaurant Brands International
QSR
$26.2B
| $33.1K | 0.02% |
+500
| New | +$33.4K |
|
70
Comcast
CMCSA
$87.3B
| $32.8K | 0.02% |
+919
| New | +$31.8K |
|
71
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$255M
| $32.6K | 0.02% |
+1,088
| New | +$32.8K |
|
72
McDonald's
MCD
$193B
| $31.9K | 0.02% |
+109
| New | +$33.6K |
|
73
Vanguard Morningstar Growth ETF
VUG
$212B
| $31.1K | 0.02% |
+426
| New | +$28K |
|
74
Vanguard Morningstar Value ETF
VTV
$188B
| $30.9K | 0.02% |
+175
| New | +$29.6K |
|
75
PepsiCo
PEP
$196B
| $28.5K | 0.02% |
+216
| New | +$29.1K |
|
Similar funds
USPCM
FF
DAM
NA
LWM
CWP
BAM
RAS
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.