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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
NOW icon
126
ServiceNow
NOW
$114B
$7.2K ﹤0.01%
+35
New +$6.6K
ERTH icon
127
Invesco MSCI Sustainable Future ETF
ERTH
$134M
$7.05K ﹤0.01%
+166
New +$6.75K
STZ icon
128
Constellation Brands
STZ
$22.3B
$7K ﹤0.01%
+43
New +$7.71K
LRCX icon
129
Lam Research
LRCX
$373B
$6.81K ﹤0.01%
+70
New +$5.55K
ISCG icon
130
iShares Morningstar Small-Cap Growth ETF
ISCG
$972M
$6.72K ﹤0.01%
+135
New +$6.23K
QCOM icon
131
Qualcomm
QCOM
$159B
$6.69K ﹤0.01%
+42
New +$6.18K
CI icon
132
Cigna
CI
$76.1B
$6.61K ﹤0.01%
+20
New +$6.45K
UAL icon
133
United Airlines
UAL
$40.1B
$6.61K ﹤0.01%
+83
New +$6.12K
MFC icon
134
Manulife Financial
MFC
$74B
$6.39K ﹤0.01%
+200
New +$6.16K
ATO icon
135
Atmos Energy
ATO
$29.1B
$5.86K ﹤0.01%
+38
New +$5.9K
NKE icon
136
Nike
NKE
$62.7B
$5.83K ﹤0.01%
+82
New +$4.92K
UAPR icon
137
Innovator US Equity Ultra Buffer ETF April
UAPR
$157M
$5.54K ﹤0.01%
+177
New +$5.34K
BDX icon
138
Becton Dickinson
BDX
$45.6B
$5.34K ﹤0.01%
+31
New +$5.68K
C icon
139
Citigroup
C
$222B
$5.19K ﹤0.01%
+61
New +$4.41K
PFE icon
140
Pfizer
PFE
$142B
$4.82K ﹤0.01%
+199
New +$4.64K
GM icon
141
General Motors
GM
$80B
$4.72K ﹤0.01%
+96
New +$4.55K
LMT icon
142
Lockheed Martin
LMT
$132B
$4.63K ﹤0.01%
+10
New +$4.68K
TSN icon
143
Tyson Foods
TSN
$21.4B
$4.59K ﹤0.01%
+82
New +$4.71K
DMAC icon
144
DiaMedica Therapeutics
DMAC
$351M
$3.9K ﹤0.01%
+1,000
New +$3.9K
BG icon
145
Bunge Global
BG
$20.2B
$3.61K ﹤0.01%
+45
New +$3.54K
D icon
146
Dominion Energy
D
$61.3B
$3.56K ﹤0.01%
+63
New +$3.45K
FELC icon
147
Fidelity Enhanced Large Cap Core ETF
FELC
$7.92B
$3.42K ﹤0.01%
+99
New +$3.16K
IWO icon
148
iShares Russell 2000 Growth ETF
IWO
$14.4B
$3.14K ﹤0.01%
+11
New +$2.9K
USFR icon
149
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$2.97K ﹤0.01%
+59
New +$2.97K
MSOS icon
150
AdvisorShares Pure US Cannabis ETF
MSOS
$854M
$2.89K ﹤0.01%
+1,199
New +$2.95K
3 4 5
6
7

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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.