Legend Financial Advisors, Inc. - Portfolio overview

Legend Financial Advisors, Inc. has 46 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IAU - ISHARES GOLD TR, 9.32%
2. QQQ - INVESCO QQQ TR, 8.71%
3. SOXX - ISHARES TR, 8.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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