StockDriftsStockDriftsTop 38 Legend Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | 9.98% | 175.7K | $15.5M | -9.71%(-18.90K) | $34.48(+155.79%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 9.32% | 25.1K | $14.5M | +1.31%(+323) | $332.43(+115.00%) | 2026-03-31 | |
| SOXX | ISHARES TR | 9.17% | 43.3K | $14.2M | -10.89%(-5.29K) | $142.78(+270.01%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 6.87% | 382.6K | $10.7M | +0.05%(+206) | $18.48(+64.95%) | 2026-03-31 | |
| VIOV | VANGUARD ADMIRAL FDS INC | 6.55% | 99.8K | $10.2M | +2.05%(+2.00K) | $84.70(+28.39%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 6.55% | 35.4K | $10.2M | +19.71%(+5.82K) | $53.82(+43.14%) | 2026-03-31 | |
| DJP | BARCLAYS BANK PLC | 6.19% | 199.4K | $9.6M | -3.06%(-6.29K) | $32.62(+57.29%) | 2026-03-31 | |
| LCR | MANAGED PORTFOLIO SERIES | 6.05% | 251.9K | $9.4M | +1.56%(+3.86K) | $28.52(+37.36%) | 2026-03-31 | |
| IAK | ISHARES TR | 4.59% | 55.5K | $7.1M | +1.74%(+947) | $90.65(+43.52%) | 2026-03-31 | |
| XME | SPDR SERIES TRUST | 4.59% | 65.9K | $7.1M | -28.59%(-26.39K) | $43.85(+181.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.20% | +69.37% |
| Top 20 Holdings Unweighted | +18.57% | +66.70% |
Sign up free to track Legend Financial Advisors, Inc., compare funds side by side, and get alerts the moment positions change.