Legend Financial Advisors, Inc. 13F Holdings
CIK 0001781948 · PITTSBURGH, PA
As of Sep 30, 2025, Legend Financial Advisors, Inc. reported 39 positions worth
CIK 0001781948 · PITTSBURGH, PA
As of Sep 30, 2025, Legend Financial Advisors, Inc. reported 39 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES GOLD TRUST | IAU | — | 218,042 | 5.9M | 9.73% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 24,635 | 4.8M | 9.07% |
| ISHARES SEMICONDUCTOR ETF | SOXX | — | 52,017 | 4.1M | 8.65% |
| GLOBAL X COPPER MINERS ETF | COPX | — | 198,215 | 1.9M | 7.27% |
| STATE STREET(R) SPDR(R) S&P(R) METALS & MINING ETF | XME | — | 107,994 | 0.1M | 6.17% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 382,370 | 0.1M | 6.16% |
| LEUTHOLD CORE EXCHANGE TRADED FUND | LCR | — | 255,160 | $9.7M | 5.94% |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND | VIOV | — | 96,616 | $9.2M | 5.64% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 29,390 | $8.6M | 5.29% |
| INVESCO EXCHANGE TRADED FD T | RSPD | — | 127,775 | $7.4M | 4.52% |
| BARCLAYS BANK PLC | — | — | 202,527 | $7.2M | 4.40% |
| ISHARES TR | IAK | — | 52,036 | $7.0M | 4.28% |
| INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | IDMO | — | 118,394 | $6.4M | 3.92% |
| ALTSHARES MERGER ARBITRAGE ETF | ARB | — | 174,987 | $5.1M | 3.11% |
| APPLE INC | AAPL | Technology | 11,176 | $2.8M | 1.74% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 45,359 | $2.1M | 1.29% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 20,791 | .9M | 1.14% |
| AMAZON.COM INC | AMZN | Equity | 8,312 | .8M | 1.12% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 3,157 | .6M | 0.97% |
| BARRICK MINING CORP | B | Basic Materials | 45,139 | .5M | 0.91% |
| MODINE MANUFACTURING CO | MOD | Consumer Cyclical | 9,680 | .4M | 0.84% |
| PAN AMERICAN SILVER CORP | PAAS | Basic Materials | 31,720 | .2M | 0.75% |
| EVERCORE INC | EVR | Financial Services | 3,246 | .1M | 0.67% |
| FIRST SOLAR INC | FSLR | Technology | 4,945 | .1M | 0.67% |
| BANCORP INC | TBBK | Financial Services | 13,687 | .0M | 0.63% |