Legend Financial Advisors, Inc.
Q3 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
39
- Value ($000)
$163,120
- Date Filed11/04/2025
- Form type13F-HR
- CIK0001781948
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES GOLD TR | ISHARES NEW | 464285204 | $15.87M | 10 % | 218,042 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $14.79M | 9 % | 24,635 | ||
ISHARES TR | ISHARES SEMICDTR | 464287523 | $14.1M | 9 % | 52,017 | ||
GLOBAL X FDS | GLOBAL X COPPER | 37954Y830 | $11.86M | 7 % | 198,215 | ||
SPDR SERIES TRUST | S&P METALS MNG | 78464A755 | $10.06M | 6 % | 107,994 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $10.06M | 6 % | 382,370 | ||
MANAGED PORTFOLIO SERIES | LEUTHOLD CORE ET | 56167R606 | $9.69M | 6 % | 255,160 | ||
VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | $9.2M | 6 % | 96,616 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $8.63M | 5 % | 29,390 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL DIS | 46137V381 | $7.37M | 5 % | 127,775 |
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