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LEGEND FINANCIAL ADVISORS, INC.
LEGEND FINANCIAL ADVISORS, INC.
Latest filing: 2026-06-30
LEGEND FINANCIAL ADVISORS, INC. runs LEGEND FINANCIAL ADVISORS, INC. and currently holds 40 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $176.01M. Their top holdings are SOXX, QQQ, VO, FNDX, VIOV. The top five represent 41.4% of reported portfolio weight. LEGEND FINANCIAL ADVISORS, INC. ranks #446 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LEGEND FINANCIAL ADVISORS, INC. initiated 2 new positions. They added to 13 existing positions. They trimmed 19 positions. Their current best-performing preview position is INTC with returns of +216.41%.
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40 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SOXX ISHARES TR | 11.16% | $150.31 | $520.05 | +245.98% | Trimmed -29.17% |
 QQQ INVESCO QQQ TR | 10.18% | $350.87 | $713.44 | +103.33% | Trimmed -2.90% |
 VO VANGUARD INDEX FDS | 6.75% | $56.55 | $82.98 | +46.73% | Added +317.11% |
 FNDX SCHWAB STRATEGIC TR | 6.72% | $17.26 | $32.52 | +88.38% | Trimmed -0.62% |
 VIOV VANGUARD ADMIRAL FDS INC | 6.58% | $83.81 | $118.80 | +41.75% | Trimmed -1.07% |
 DJP BARCLAYS BANK PLC | 4.79% | $33.89 | $50.67 | +49.50% | Trimmed -3.33% |
 IAK ISHARES TR | 4.66% | $90.23 | $143.98 | +59.57% | Added +5.19% |
 IDMO INVESCO EXCH TRADED FD TR II | 4.25% | $45.49 | $62.87 | +38.20% | Trimmed -0.93% |
 XME SPDR SERIES TRUST | 3.80% | $46.55 | $119.33 | +156.35% | Trimmed -5.12% |
 COPX GLOBAL X FDS | 3.58% | $36.75 | $94.61 | +157.44% | Trimmed -6.77% |
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