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
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 Morningstar 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
HD icon
76
Home Depot
HD
$332B
$27.9K 0.02%
+76
New +$27.5K
AVGO icon
77
Broadcom
AVGO
$1.85T
$27.6K 0.02%
+100
New +$21.7K
HASI icon
78
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.85B
$26.9K 0.02%
+1,000
New +$25.9K
MLPA icon
79
Global X MLP ETF
MLPA
$2.28B
$25.1K 0.02%
+500
New +$24.9K
KRE icon
80
State Street SPDR S&P Regional Banking ETF
KRE
$4.49B
$25K 0.02%
+420
New +$23.4K
MRK icon
81
Merck
MRK
$321B
$24.6K 0.02%
+310
New +$24.6K
CEF icon
82
Sprott Physical Gold and Silver Trust
CEF
$7.56B
$24.3K 0.02%
+808
New +$23.6K
FLNG icon
83
FLEX LNG
FLNG
$1.68B
$22K 0.01%
+1,000
New +$23.4K
FXL icon
84
First Trust Technology AlphaDEX Fund
FXL
$2.5B
$20.9K 0.01%
+133
New +$18.9K
QTEC icon
85
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.51B
$20K 0.01%
+94
New +$17.6K
SPHB icon
86
Invesco S&P 500 High Beta ETF
SPHB
$970M
$19.9K 0.01%
+204
New +$17.2K
YUM icon
87
Yum! Brands
YUM
$43.3B
$19.4K 0.01%
+131
New +$19.1K
VOT icon
88
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.2B
$18.8K 0.01%
+66
New +$17K
FCOM icon
89
Fidelity MSCI Communication Services Index ETF
FCOM
$1.75B
$18.3K 0.01%
+283
New +$16.5K
CARR icon
90
Carrier Global
CARR
$50.6B
$18.3K 0.01%
+250
New +$17K
CB icon
91
Chubb
CB
$135B
$18.3K 0.01%
+63
New +$18.1K
XBI icon
92
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$18.1K 0.01%
+218
New +$17.4K
FDN icon
93
First Trust Dow Jones Internet Index Fund ETF
FDN
$5B
$17.5K 0.01%
+65
New +$15.6K
RSPT icon
94
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.46B
$17.1K 0.01%
+420
New +$15.2K
MPC icon
95
Marathon Petroleum
MPC
$91.7B
$16.3K 0.01%
+98
New +$14.7K
PG icon
96
Procter & Gamble
PG
$335B
$16K 0.01%
+101
New +$16.5K
UNH icon
97
UnitedHealth
UNH
$383B
$15.9K 0.01%
+51
New +$19.5K
SCHX icon
98
Schwab US Large- Cap ETF
SCHX
$71.3B
$14.9K 0.01%
+611
New +$13.8K
MGK icon
99
Vanguard Morningstar Mega Cap Growth ETF
MGK
$32.1B
$14.6K 0.01%
+200
New +$13.2K
IJR icon
100
iShares Core S&P Small-Cap ETF
IJR
$110B
$14.2K 0.01%
+130
New +$13.4K
2 3
4
5 6

Similar funds

USPCM
Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return
FF
Farrow Financial Randolph, Vermont $176M AUM 22.38% 1-Year Est. Return
DAM
Draper Asset Management Smithtown, New York $176M AUM 37.45% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
LWM
Lifetime Wealth Management Rockwall, Texas $176M AUM
CWP
Cornerstone Wealth Partners Okemos, Michigan $176M AUM
BAM
Boyar Asset Management New York $176M AUM 20.04% 1-Year Est. Return
RAS
RPS Advisory Solutions Louisville, Kentucky $176M AUM 22.27% 1-Year Est. Return

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.