Universe · entity
Legend Financial Advisors, Inc.
Institutional manager (13F) · CIK 1781948
13F holdings · as of 2026-03-31 · top 38 · reported portfolio $155M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES GOLD TR | $15M | 175,659 |
| 2 | INVESCO QQQ TR | $14M | 25,061 |
| 3 | ISHARES TR | $14M | 43,273 |
| 4 | SCHWAB STRATEGIC TR | $11M | 382,602 |
| 5 | VANGUARD ADMIRAL FDS INC | $10M | 99,795 |
| 6 | VANGUARD INDEX FDS | $10M | 35,354 |
| 7 | BARCLAYS BANK PLC | $10M | 199,416 |
| 8 | MANAGED PORTFOLIO SERIES | $9M | 251,862 |
| 9 | ISHARES TR | $7M | 55,507 |
| 10 | SPDR SERIES TRUST | $7M | 65,923 |
| 11 | INVESCO EXCH TRADED FD TR II | $7M | 125,166 |
| 12 | GLOBAL X FDS | $7M | 87,925 |
| 13 | ALTSHARES TRUST | $5M | 187,349 |
| 14 | SPDR SERIES TRUST | $3M | 66,364 |
| 15 | SELECT SECTOR SPDR TR | $3M | 44,116 |
| 16 | APPLE INC | $3M | 10,358 |
| 17 | MODINE MFG CO | $2M | 9,185 |
| 18 | AMAZON COM INC | $2M | 7,951 |
| 19 | PAN AMERN SILVER CORP | $2M | 28,410 |
| 20 | BERKSHIRE HATHAWAY INC DEL | $2M | 3,159 |
| 21 | INTEL CORP | $1M | 27,866 |
| 22 | DLOCAL LTD | $1M | 83,655 |
| 23 | EVERCORE INC | $961k | 3,219 |
| 24 | FIRST SOLAR INC | $955k | 4,843 |
| 25 | CREDO TECHNOLOGY GROUP HOLDI | $911k | 9,707 |
| 26 | BARRICK MNG CORP | $909k | 22,289 |
| 27 | COPA HOLDINGS SA | $909k | 7,997 |
| 28 | EA SERIES TRUST | $851k | 15,564 |
| 29 | BANCORP INC DEL | $723k | 13,459 |
| 30 | NMI HLDGS INC | $702k | 18,726 |
| 31 | AUTOLIV INC | $683k | 6,493 |
| 32 | VISA INC | $562k | 1,859 |
| 33 | SCHWAB STRATEGIC TR | $444k | 15,257 |
| 34 | FISERV INC | $382k | 6,844 |
| 35 | PPL CORP | $324k | 8,471 |
| 36 | NEXTERA ENERGY INC | $292k | 3,149 |
| 37 | DONALDSON INC | $262k | 3,092 |
| 38 | JPMORGAN CHASE & CO | $254k | 863 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.