Legend Financial Advisors, Inc.

Q4 2025 13F Holdings

  • Location
    pittsburgh, PA
  • Num holdings

    37

  • Value ($000)

    $165,150

  • Date Filed
    01/23/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IAU

ISHARES GOLD TR

ISHARES NEW
$15.79M
10 %

194,556

NDQ

INVESCO QQQ TR

UNIT SER 1
$15.2M
9 %

24,738

SOXX

ISHARES TR

ISHARES SEMICDTR
$14.62M
9 %

48,559

COPX

GLOBAL X FDS

GLOBAL X COPPER
$11.75M
7 %

163,624

FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
$10.4M
6 %

382,396

KRE

SPDR SERIES TRUST

STATE STREET SPD
$9.57M
6 %

92,318

VIOV

VANGUARD ADMIRAL FDS INC

SMLCP 600 VAL
$9.56M
6 %

97,791

---

MANAGED PORTFOLIO SERIES

LEUTHOLD CORE ET
$9.45M
6 %

248,002

VO

VANGUARD INDEX FDS

MID CAP ETF
$8.57M
5 %

29,534

DJP

BARCLAYS BANK PLC

DJUBS CMDT ETN36
$7.74M
5 %

205,704

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