Legend Financial Advisors, Inc.
Net buyer this quarter
$176M
28
+$2.19M
34.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $17.9M | 10.18% | Not reported | -2.9% | Q4 2018 |
 IAU | $13.4M | 7.59% | 0.02% | +0.8% | Q1 2019 |
 DJP | $8.43M | 4.79% | Not reported | -3.3% | Q4 2021 |
 ARB | $5.6M | 3.18% | 0.70% | +0.9% | Q4 2022 |
 INTC | $3.8M | 2.16% | 0.00% | -2.3% | Q4 2018 |
 AAPL | $3.1M | 1.76% | 0.00% | +3.3% | Q4 2018 |
 CRDO | $2.58M | 1.46% | 0.01% | -2.4% | Q1 2026 |
 MOD | $2.02M | 1.15% | 0.01% | -17.5% | Q4 2022 |
 GOOG | $1.98M | 1.13% | Not reported | Not reported | Q4 2022 |
 AMZN | $1.9M | 1.08% | 0.00% | +0.2% | Q4 2018 |
 BRK.B | $1.61M | 0.91% | Not reported | +1.8% | Q4 2018 |
 FSLR | $1.28M | 0.73% | 0.01% | +11.9% | Q1 2024 |
 RELY | $1.26M | 0.71% | 0.03% | New | Q2 2026 |
 CPA | $1.25M | 0.71% | 0.02% | +0.2% | Q4 2022 |
 FRDM | $1.15M | 0.66% | Not reported | +1.6% | Q1 2026 |
 TBBK | $1.12M | 0.63% | 0.04% | +32.6% | Q4 2022 |
 EVR | $1.1M | 0.62% | Not reported | -0.3% | Q1 2025 |
 DLO | $1.08M | 0.62% | 0.03% | -0.3% | Q1 2026 |
 NMIH | $975K | 0.55% | 0.03% | +26.8% | Q4 2022 |
 PAAS | $893K | 0.51% | 0.00% | -29.9% | Q2 2024 |
 B | $820K | 0.47% | 0.00% | +0.2% | Q2 2025 |
 ALV | $752K | 0.43% | 0.01% | -0.3% | Q2 2023 |
 V | $638K | 0.36% | 0.00% | Not reported | Q4 2018 |
 PPL | $308K | 0.17% | 0.00% | Not reported | Q1 2026 |
 DCI | $278K | 0.16% | 0.00% | Not reported | Q2 2024 |
 JPM | $260K | 0.15% | 0.00% | -8.0% | Q4 2022 |
 LLY | $231K | 0.13% | 0.00% | Not reported | Q2 2022 |
 NEE | $224K | 0.13% | 0.00% | -18.8% | Q2 2022 |
| Q1 2026 | |||||
| IAU | $15.5M | 9.98% | 0.02% | -9.7% | Q1 2019 |
| QQQ | $14.5M | 9.32% | Not reported | +1.3% | Q4 2018 |
| DJP | $9.6M | 6.19% | Not reported | -3.1% | Q4 2021 |
| ARB | $5.49M | 3.54% | 0.70% | +4.2% | Q4 2022 |
| AAPL | $2.63M | 1.69% | 0.00% | -5.6% | Q4 2018 |
| MOD | $1.99M | 1.28% | 0.02% | -4.3% | Q4 2022 |
| AMZN | $1.66M | 1.07% | 0.00% | -3.0% | Q4 2018 |
| PAAS | $1.55M | 1.00% | 0.01% | -0.7% | Q2 2024 |
| BRK.B | $1.51M | 0.98% | Not reported | +1.3% | Q4 2018 |
| INTC | $1.23M | 0.79% | 0.00% | -1.6% | Q4 2018 |
| DLO | $1.09M | 0.70% | 0.03% | New | Q1 2026 |
| EVR | $961K | 0.62% | Not reported | +0.1% | Q1 2025 |
| FSLR | $955K | 0.62% | 0.00% | +0.5% | Q1 2024 |
| CRDO | $911K | 0.59% | 0.01% | New | Q1 2026 |
| B | $909K | 0.59% | 0.00% | -39.8% | Q2 2025 |
| CPA | $909K | 0.59% | 0.02% | -0.7% | Q4 2022 |
| FRDM | $851K | 0.55% | Not reported | New | Q1 2026 |
| TBBK | $723K | 0.47% | 0.03% | +0.6% | Q4 2022 |
| NMIH | $702K | 0.45% | 0.02% | +0.3% | Q4 2022 |
| ALV | $683K | 0.44% | 0.01% | +0.5% | Q2 2023 |
| V | $562K | 0.36% | 0.00% | Not reported | Q4 2018 |
 FISV | $382K | 0.25% | 0.00% | Not reported | Q2 2023 |
| PPL | $324K | 0.21% | 0.00% | New | Q1 2026 |
| NEE | $292K | 0.19% | 0.00% | Not reported | Q2 2022 |
| DCI | $262K | 0.17% | 0.00% | Not reported | Q2 2024 |
| JPM | $254K | 0.16% | 0.00% | Not reported | Q4 2022 |
| Q4 2025 | |||||
| IAU | $15.8M | 9.56% | 0.02% | -10.8% | Q1 2019 |
| QQQ | $15.2M | 9.20% | Not reported | +0.4% | Q4 2018 |
| DJP | $7.74M | 4.68% | Not reported | +1.6% | Q4 2021 |
| ARB | $5.23M | 3.16% | 0.67% | +2.8% | Q4 2022 |
| AAPL | $2.98M | 1.81% | 0.00% | -1.8% | Q4 2018 |
| AMZN | $1.89M | 1.15% | 0.00% | -1.4% | Q4 2018 |
| B | $1.61M | 0.98% | 0.00% | -18.0% | Q2 2025 |
| BRK.B | $1.57M | 0.95% | Not reported | -1.2% | Q4 2018 |
| PAAS | $1.48M | 0.90% | 0.01% | -9.8% | Q2 2024 |
| MOD | $1.28M | 0.78% | 0.02% | -0.8% | Q4 2022 |
| FSLR | $1.26M | 0.76% | 0.00% | -2.6% | Q1 2024 |
| EVR | $1.09M | 0.66% | Not reported | -0.9% | Q1 2025 |
| INTC | $1.04M | 0.63% | 0.00% | -3.8% | Q4 2018 |
| CPA | $971K | 0.59% | 0.02% | +1.6% | Q4 2022 |
| TBBK | $904K | 0.55% | 0.03% | -2.2% | Q4 2022 |
| ALV | $767K | 0.46% | 0.01% | -0.7% | Q2 2023 |
 CRBG | $766K | 0.46% | 0.01% | -0.6% | Q3 2023 |
| NMIH | $761K | 0.46% | 0.02% | -0.2% | Q4 2022 |
| V | $652K | 0.39% | 0.00% | Not reported | Q4 2018 |
| FISV | $460K | 0.28% | 0.00% | Not reported | Q2 2023 |
| LLY | $296K | 0.18% | 0.00% | -8.3% | Q2 2022 |
| JPM | $278K | 0.17% | 0.00% | Not reported | Q4 2022 |
| DCI | $274K | 0.17% | 0.00% | Not reported | Q2 2024 |
| NEE | $253K | 0.15% | 0.00% | Not reported | Q2 2022 |
| Q3 2025 | |||||
| IAU | $15.9M | 9.73% | 0.03% | -0.5% | Q1 2019 |
| QQQ | $14.8M | 9.07% | Not reported | -3.3% | Q4 2018 |
| DJP | $7.18M | 4.40% | Not reported | +3.0% | Q4 2021 |
| ARB | $5.07M | 3.11% | 0.65% | +0.3% | Q4 2022 |
| AAPL | $2.85M | 1.74% | 0.00% | -0.3% | Q4 2018 |
| AMZN | $1.83M | 1.12% | 0.00% | +2.1% | Q4 2018 |
| BRK.B | $1.59M | 0.97% | Not reported | +7.2% | Q4 2018 |
| B | $1.48M | 0.91% | 0.00% | +0.9% | Q2 2025 |
| MOD | $1.38M | 0.84% | 0.02% | +0.4% | Q4 2022 |
| PAAS | $1.23M | 0.75% | 0.01% | +2.0% | Q2 2024 |
| EVR | $1.09M | 0.67% | Not reported | +1.3% | Q1 2025 |
| FSLR | $1.09M | 0.67% | 0.00% | +4.0% | Q1 2024 |
| TBBK | $1.03M | 0.63% | 0.03% | -1.0% | Q4 2022 |
| INTC | $987K | 0.61% | 0.00% | -4.0% | Q4 2018 |
| CPA | $941K | 0.58% | 0.02% | +2.3% | Q4 2022 |
| FISV | $882K | 0.54% | 0.00% | -5.1% | Q2 2023 |
| CRBG | $819K | 0.50% | 0.00% | +2.6% | Q3 2023 |
| ALV | $803K | 0.49% | 0.01% | +2.0% | Q2 2023 |
| NMIH | $717K | 0.44% | 0.02% | +3.9% | Q4 2022 |
 EG | $669K | 0.41% | 0.00% | +0.8% | Q1 2024 |
 NOMD | $548K | 0.34% | 0.03% | +3.4% | Q2 2025 |
| JPM | $272K | 0.17% | 0.00% | Not reported | Q4 2022 |
 TYL | $262K | 0.16% | 0.00% | New | Q3 2025 |
| NEE | $238K | 0.15% | 0.00% | Not reported | Q2 2022 |
| LLY | $229K | 0.14% | 0.00% | Not reported | Q2 2022 |
 WDAY | $207K | 0.13% | 0.00% | Not reported | Q2 2025 |