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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 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
GS icon
101
Goldman Sachs
GS
$289B
$14.2K 0.01%
+20
New +$11.6K
GD icon
102
General Dynamics
GD
$103B
$13.1K 0.01%
+45
New +$12.4K
MS icon
103
Morgan Stanley
MS
$319B
$12.3K 0.01%
+87
New +$10.7K
BA icon
104
Boeing
BA
$169B
$11.3K 0.01%
+54
New +$10.2K
DLB icon
105
Dolby
DLB
$4.97B
$11.2K 0.01%
+150
New +$11.2K
MSTY icon
106
YieldMax MSTR Option Income Strategy ETF
MSTY
$723M
$11.1K 0.01%
+100
New +$11K
CHKP icon
107
Check Point Software Technologies
CHKP
$14.3B
$11.1K 0.01%
+50
New +$11K
TRV icon
108
Travelers Companies
TRV
$81.1B
$11K 0.01%
+41
New +$10.8K
BITO icon
109
ProShares Bitcoin Strategy ETF
BITO
$1.39B
$10.8K 0.01%
+500
New +$10.3K
SMCY
110
YieldMax SMCI Option Income Strategy ETF
SMCY
$97.3M
$10.6K 0.01%
+500
New +$9.65K
PAPR icon
111
Innovator US Equity Power Buffer ETF April
PAPR
$945M
$10.6K 0.01%
+283
New +$10.2K
ACN icon
112
Accenture
ACN
$106B
$10.2K 0.01%
+34
New +$10.4K
CTSH icon
113
Cognizant
CTSH
$25.2B
$9.75K 0.01%
+125
New +$9.58K
JNJ icon
114
Johnson & Johnson
JNJ
$640B
$9.62K 0.01%
+63
New +$9.68K
UNP icon
115
Union Pacific
UNP
$174B
$9.43K 0.01%
+41
New +$9.1K
CONY icon
116
YieldMax COIN Option Income Strategy ETF
CONY
$344M
$9.13K 0.01%
+100
New +$8.03K
NXPI icon
117
NXP Semiconductors
NXPI
$60.8B
$8.96K 0.01%
+41
New +$8.01K
CSCO icon
118
Cisco
CSCO
$443B
$8.67K 0.01%
+125
New +$7.68K
SNOY
119
YieldMax SNOW Option Income Strategy ETF
SNOY
$60.1M
$8.63K 0.01%
+500
New +$7.98K
CVS icon
120
CVS Health
CVS
$135B
$8.62K 0.01%
+125
New +$8.2K
DLN icon
121
WisdomTree US LargeCap Dividend Fund
DLN
$6.21B
$8.54K 0.01%
+104
New +$8.12K
LIT icon
122
Global X Lithium & Battery Tech ETF
LIT
$1.46B
$8.28K 0.01%
+216
New +$7.98K
EMN icon
123
Eastman Chemical
EMN
$7.69B
$7.47K 0.01%
+100
New +$7.86K
CL icon
124
Colgate-Palmolive
CL
$74.8B
$7.45K 0.01%
+82
New +$7.49K
FAD icon
125
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$545M
$7.34K ﹤0.01%
+50
New +$6.72K
3 4
5
6 7

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FF
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DAM
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LWM
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CWP
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BAM
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RAS
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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.