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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
+6.04%
1 Year Est. Return
+57.06%
3 Year Est. Return
+117.13%
5 Year Est. Return
+104.02%
10 Year Est. Return
–
AUM
$165M
AUM Growth
+$2.03M
Cap. Flow
-$6.94M
Cap. Flow %
-4.2%
Top 10 Hldgs %
68.21%
Holding
41
New
2
Increased
12
Reduced
20
Closed
4

Top Buys

Rank Stock Value
1
V icon
Visa
V
+$633K
2
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$370K
3
IAK icon
iShares US Insurance ETF
IAK
+$334K
4
DCI icon
Donaldson
DCI
+$269K
5
ARB icon
AltShares Merger Arbitrage ETF
ARB
+$140K

Top Sells

Rank Stock Value
1
COPX icon
Global X Copper Miners ETF NEW
COPX
+$2.22M
2
IAU icon
iShares Gold Trust
IAU
+$1.84M
3
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$1.55M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.02M
5
EG icon
Everest Group
EG
+$669K

Sector Composition

Rank Sector Weight
1 Financials 3.65%
2 Technology 3.48%
3 Consumer Discretionary 2.39%
4 Materials 1.87%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAU icon
1
iShares Gold Trust
IAU
$62.9B
$15.8M 9.56%
194,556
-23,486
-11% -$1.84M
QQQ icon
2
Invesco QQQ Trust
QQQ
$453B
$15.2M 9.2%
24,738
+103
+0.4% +$63.2K
SOXX icon
3
iShares Semiconductor ETF
SOXX
$41.7B
$14.6M 8.85%
48,559
-3,458
-7% -$1.02M
COPX icon
4
Global X Copper Miners ETF NEW
COPX
$7.29B
$11.7M 7.11%
163,624
-34,591
-17% -$2.22M
FNDX icon
5
Schwab Fundamental US Large Company Index ETF
FNDX
$26.7B
$10.4M 6.3%
382,396
+26
+0% +$696
XME icon
6
State Street SPDR S&P Metals & Mining ETF
XME
$3.87B
$9.57M 5.79%
92,318
-15,676
-15% -$1.55M
VIOV icon
7
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.85B
$9.56M 5.79%
97,791
+1,175
+1% +$113K
LCR icon
8
Leuthold Core ETF
LCR
$67.2M
$9.45M 5.72%
248,002
-7,158
-3% -$272K
VO icon
9
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$8.57M 5.19%
118,136
+576
+0.5% +$41.9K
DJP icon
10
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$800M
$7.74M 4.68%
205,704
+3,177
+2% +$117K
IAK icon
11
iShares US Insurance ETF
IAK
$508M
$7.43M 4.5%
54,560
+2,524
+5% +$334K
RSPD icon
12
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$317M
$7.42M 4.49%
130,086
+2,311
+2% +$130K
IDMO icon
13
Invesco S&P International Developed Momentum ETF
IDMO
$4.08B
$6.61M 4%
118,914
+520
+0.4% +$28.3K
ARB icon
14
AltShares Merger Arbitrage ETF
ARB
$102M
$5.23M 3.16%
179,800
+4,813
+3% +$140K
AAPL icon
15
Apple
AAPL
$4.54T
$2.98M 1.81%
10,972
-204
-2% -$54.8K
SPSM icon
16
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$2.5M 1.51%
53,300
+7,941
+18% +$370K
XLE icon
17
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$1.97M 1.19%
43,974
+2,392
+6% +$107K
AMZN icon
18
Amazon
AMZN
$2.92T
$1.89M 1.15%
8,197
-115
-1% -$26.3K
B
19
Barrick Mining
B
$61.5B
$1.61M 0.98%
36,995
-8,144
-18% -$306K
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.57M 0.95%
3,118
-39
-1% -$19.4K
PAAS icon
21
Pan American Silver
PAAS
$18.2B
$1.48M 0.9%
28,623
-3,097
-10% -$130K
MOD icon
22
Modine Manufacturing
MOD
$10.7B
$1.28M 0.78%
9,602
-78
-0.8% -$11.6K
FSLR icon
23
First Solar
FSLR
$22.7B
$1.26M 0.76%
4,818
-127
-3% -$32K
EVR icon
24
Evercore
EVR
$12.4B
$1.09M 0.66%
3,217
-29
-0.9% -$9.32K
INTC icon
25
Intel
INTC
$455B
$1.04M 0.63%
28,317
-1,115
-4% -$42.1K
1
2

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Legend Financial Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Legend Financial Advisors held 41 positions worth $165M, up 1.2% from $163M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Legend Financial Advisors withdrew a net $6.94M in Q4 2025, closing 4 positions and reducing 20 holdings. Its most notable exit was Everest Group, an estimated $669K position sold in full.

By sector, the portfolio is most concentrated in Financials at 3.6% of assets, down from 3.8% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Legend Financial Advisors opened a new position in Visa worth $652K.

  • Legend Financial Advisors's largest Q4 2025 buy was Visa: 1,859 shares worth $652K.
  • Legend Financial Advisors added most to State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025, an estimated $370K increase.
  • Legend Financial Advisors's biggest Q4 2025 reduction was Global X Copper Miners ETF NEW, cutting an estimated $2.22M.
  • Legend Financial Advisors fully exited Everest Group in Q4 2025, selling an estimated $669K.
  • Legend Financial Advisors's ten largest holdings make up 68% of its $165M portfolio in Q4 2025.
  • Legend Financial Advisors opened 2 new positions and closed 4 in Q4 2025.
  • Legend Financial Advisors's portfolio value rose 1.2% quarter-over-quarter to $165M.

Based on Legend Financial Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.