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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
+25.7%
1 Year Est. Return
+57.06%
3 Year Est. Return
+117.13%
5 Year Est. Return
+104.02%
10 Year Est. Return
–
AUM
$176M
AUM Growth
+$20.9M
Cap. Flow
-$4.98M
Cap. Flow %
-2.83%
Top 10 Hldgs %
68.45%
Holding
41
New
3
Increased
15
Reduced
19
Closed
1

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$2M
2
RELY icon
Remitly
RELY
+$1.15M
3
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$469K
4
IAK icon
iShares US Insurance ETF
IAK
+$382K
5
TBBK icon
The Bancorp
TBBK
+$251K

Top Sells

Rank Stock Value
1
SOXX icon
iShares Semiconductor ETF
SOXX
+$6.41M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$500K
3
COPX icon
Global X Copper Miners ETF NEW
COPX
+$496K
4
PAAS icon
Pan American Silver
PAAS
+$454K
5
MOD icon
Modine Manufacturing
MOD
+$424K

Sector Composition

Rank Sector Weight
1 Technology 7.44%
2 Financials 3.24%
3 Consumer Discretionary 2.66%
4 Communication Services 1.13%
5 Materials 0.97%

No holdings matched the selected filter criteria.

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Legend Financial Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Legend Financial Advisors held 41 positions worth $176M, up 13% from $155M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Legend Financial Advisors's Q2 2026 filing shows 3 new, 15 increased, 19 reduced and 1 closed positions. Its largest new stake was Alphabet (Google) Class C: 5,608 shares worth $1.98M. The largest sale was iShares Semiconductor ETF, an estimated $6.41M.

By sector, the portfolio is most concentrated in Technology at 7.4% of assets, up from 4.6% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Legend Financial Advisors's largest Q2 2026 buy was Alphabet (Google) Class C: 5,608 shares worth $1.98M.
  • Legend Financial Advisors added most to Vanguard Morningstar Mid-Cap ETF in Q2 2026, an estimated $469K increase.
  • Legend Financial Advisors's biggest Q2 2026 reduction was iShares Semiconductor ETF, cutting an estimated $6.41M.
  • Legend Financial Advisors fully exited Fiserv Inc in Q2 2026, selling an estimated $382K.
  • Legend Financial Advisors's ten largest holdings make up 68% of its $176M portfolio in Q2 2026.
  • Legend Financial Advisors opened 3 new positions and closed 1 in Q2 2026.
  • Legend Financial Advisors's portfolio value rose 13% quarter-over-quarter to $176M.

Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.