Legend Financial Advisors, Inc.: 13F holdings
CIK 17819482026Q2
| Positions | 40 |
|---|
| Reported value | $176.0m |
|---|
| Filed | 2026-07-20 |
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Change since last quarter
| Positions | 40 (+2 vs prior quarter) |
|---|
| Reported value | $176.0m (+13.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SOXX ISHARES TR | 30,649 | $19.6m | 11.2% |
| QQQ INVESCO QQQ TR | 24,334 | $17.9m | 10.2% |
| IAU ISHARES GOLD TR | 176,990 | $13.4m | 7.6% |
| VO VANGUARD INDEX FDS | 147,466 | $11.9m | 6.8% |
| FNDX SCHWAB STRATEGIC TR | 380,221 | $11.8m | 6.7% |
| VIOV VANGUARD ADMIRAL FDS INC | 98,727 | $11.6m | 6.6% |
| MANAGED PORTFOLIO SER | 255,221 | $10.1m | 5.8% |
| DJP BARCLAYS BANK PLC | 192,783 | $8.4m | 4.8% |
| IAK ISHARES TR | 58,386 | $8.2m | 4.7% |
| IDMO INVESCO EXCH TRADED FD TR II | 124,008 | $7.5m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1781948")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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