StockDriftsStockDriftsTop 40 Legend Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SOXX | ISHARES TR | 11.16% | 30.6K | $19.6M | -29.17%(-12.62K) | $142.78(+294.99%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 10.18% | 24.3K | $17.9M | -2.90%(-727) | $332.43(+120.35%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 7.59% | 177.0K | $13.4M | +0.76%(+1.33K) | $34.82(+138.33%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 6.75% | 147.5K | $11.9M | +4.28%(+6.05K) | $54.71(+54.14%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 6.72% | 380.2K | $11.8M | -0.62%(-2.38K) | $18.48(+76.06%) | 2026-06-30 | |
| VIOV | VANGUARD ADMIRAL FDS INC | 6.58% | 98.7K | $11.6M | -1.07%(-1.07K) | $84.70(+41.82%) | 2026-06-30 | |
| LCR | MANAGED PORTFOLIO SER | 5.77% | 255.2K | $10.1M | +1.33%(+3.36K) | $28.65(+42.29%) | 2026-06-30 | |
| DJP | BARCLAYS BANK PLC | 4.79% | 192.8K | $8.4M | -3.33%(-6.63K) | $32.62(+49.04%) | 2026-06-30 | |
| IAK | ISHARES TR | 4.66% | 58.4K | $8.2M | +5.19%(+2.88K) | $92.79(+57.08%) | 2026-06-30 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 4.25% | 124.0K | $7.5M | -0.93%(-1.16K) | $43.67(+45.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.16% | +86.80% | +7.07% | +40.70% |
| Top 20 Holdings Unweighted | +20.88% | +76.63% | +9.03% | +54.09% |
Legend Financial Advisors, Inc. reports $176.01M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are SOXX (11.2%), QQQ (10.2%) and IAU (7.6%). The top 20 holdings account for 89.99% of reported assets. Its disclosed equity book has returned +86.80% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Legend Financial Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1781948). View Legend Financial Advisors, Inc.’s 13F filings on SEC