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LEGEND FINANCIAL ADVISORS, INC. 13F portfolio summary

LEGEND FINANCIAL ADVISORS, INC. of LEGEND FINANCIAL ADVISORS, INC. has 36 current stock holdings with a reported portfolio value of $155.1M. The portfolio 1 year return is +30.63%. Top holdings include QQQ (0.00%), IAU (11.83%), SOXX (10.87%), FNDX (8.14%), VIOV (7.76%).

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LEGEND FINANCIAL ADVISORS, INC.

LEGEND FINANCIAL ADVISORS, INC.
Latest filing: 2026-03-31

LEGEND FINANCIAL ADVISORS, INC. runs LEGEND FINANCIAL ADVISORS, INC. and currently holds 36 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $155.12M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. LEGEND FINANCIAL ADVISORS, INC. ranks #822 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, LEGEND FINANCIAL ADVISORS, INC.'s portfolio at LEGEND FINANCIAL ADVISORS, INC. has delivered returns of +30.63%. Their 3-year annualized return is +63.31%. Looking at the 5-year horizon, LEGEND FINANCIAL ADVISORS, INC. has achieved +43.13% annualized returns at LEGEND FINANCIAL ADVISORS, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+30.63%
#353/1000
3 Year
+63.31%
#597/1000
5 Year
+43.13%
#854/1000

Portfolio Value

$155.12M

Alpha Score

42.7

#822 of 1000

Holdings

36

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change