Legend Financial Advisors, Inc.

Q3 2025 13F Holdings

  • Location
    pittsburgh, PA
  • Num holdings

    39

  • Value ($000)

    $163,120

  • Date Filed
    11/04/2025
  • Form type
    13F-HR
  • CIK
    0001781948
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IAU
IAU

ISHARES GOLD TR

ISHARES NEW
$15.87 M
10 %

218,042

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$14.79 M
9 %

24,635

SOXX
SOXX

ISHARES TR

ISHARES SEMICDTR
$14.10 M
9 %

52,017

COPX
COPX

GLOBAL X FDS

GLOBAL X COPPER
$11.86 M
7 %

198,215

KRE
KRE

SPDR SERIES TRUST

S&P METALS MNG
$10.06 M
6 %

107,994

FNDX
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
$10.06 M
6 %

382,370

---

MANAGED PORTFOLIO SERIES

LEUTHOLD CORE ET
$9.69 M
6 %

255,160

VIOV
VIOV

VANGUARD ADMIRAL FDS INC

SMLCP 600 VAL
$9.20 M
6 %

96,616

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
$8.63 M
5 %

29,390

RSPD
RSPD

INVESCO EXCHANGE TRADED FD T

S&P500 EQL DIS
$7.37 M
5 %

127,775

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