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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
SNRE
151
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$2.66K ﹤0.01%
+47
New +$2.46K
VKTX icon
152
Viking Therapeutics
VKTX
$3.88B
$2.65K ﹤0.01%
+100
New +$2.63K
LBTYK icon
153
Liberty Global Class C
LBTYK
$3.5B
$2.43K ﹤0.01%
+236
New +$2.44K
DIS icon
154
Walt Disney
DIS
$171B
$2.23K ﹤0.01%
+18
New +$1.87K
AMT icon
155
American Tower
AMT
$83.5B
$2.21K ﹤0.01%
+10
New +$2.16K
SNY icon
156
Sanofi
SNY
$107B
$2.17K ﹤0.01%
+45
New +$2.3K
FSK icon
157
FS KKR Capital
FSK
$3.01B
$2.01K ﹤0.01%
+97
New +$1.98K
XLV icon
158
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
$1.62K ﹤0.01%
+12
New +$1.62K
SCHB icon
159
Schwab US Broad Market ETF
SCHB
$42.3B
$1.43K ﹤0.01%
+60
New +$1.32K
CCI icon
160
Crown Castle
CCI
$34.6B
$1.33K ﹤0.01%
+13
New +$1.32K
BAC icon
161
Bank of America
BAC
$429B
$558 ﹤0.01%
+12
New +$505
SCHH icon
162
Schwab US REIT ETF
SCHH
$11.7B
$466 ﹤0.01%
+22
New +$461
SCHF icon
163
Schwab International Equity ETF
SCHF
$64.9B
$442 ﹤0.01%
+20
New +$416
LQD icon
164
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$438 ﹤0.01%
+4
New +$429
BRSL
165
Brightstar Lottery PLC
BRSL
$1.9B
$427 ﹤0.01%
+27
New +$424
ITOT icon
166
iShares Core S&P Total US Stock Market ETF
ITOT
$92.3B
$405 ﹤0.01%
+3
New +$374
VWO icon
167
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$396 ﹤0.01%
+8
New +$371
PCY icon
168
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$347 ﹤0.01%
+17
New +$336
EMBC icon
169
Embecta
EMBC
$218M
$68 ﹤0.01%
+7
New +$79
OGN icon
170
Organon & Co
OGN
$3.56B
$68 ﹤0.01%
+7
New +$72
TGB
171
Trekor Metals
TGB
$2.45B
$63 ﹤0.01%
+20
New +$47
DCI icon
172
Donaldson
DCI
$10.7B
– –
-3,092
Closed -$207K
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.