Legend Financial Advisors, Inc. - Portfolio Stock Holdings
Legend Financial Advisors, Inc. disclosed 41 stock positions in a recent SEC 13F filing. $176,007,797 of stock holdings were filed, with the largest holdings including SOXX, QQQ, and IAU. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $389,919,871 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
41Est. Stock Holding Value:
$176,007,797Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Legend Financial Advisors, Inc.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...