Legend Financial Advisors, Inc. — 13F holdings

Legend Financial Advisors, Inc. reported 40 holdings worth $176M in its 13F filing for Q2 2026, filed July 20, 2026.

Largest positions

1. SOXX ISHARES TR — $19.6M (11.2%)
2. QQQ Invesco Qqq Tr — $17.9M (10.2%)
3. IAU ISHARES GOLD TR — $13.4M (7.6%)
4. VO VANGUARD INDEX FDS — $11.9M (6.8%)
5. FNDX SCHWAB STRATEGIC TR — $11.8M (6.7%)
6. VIOV VANGUARD ADMIRAL FDS INC — $11.6M (6.6%)
7. LCR MANAGED PORTFOLIO SERIES — $10.1M (5.8%)
8. DJP BARCLAYS BANK PLC — $8.43M (4.8%)
9. IAK ISHARES TR — $8.21M (4.7%)
10. IDMO INVESCO EXCH TRADED FD TR II — $7.48M (4.2%)