Legend Financial Advisors
Legend Financial Advisors reported 40 stocks worth $176M in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are SOXX (11.2%), QQQ (10.2%) and IAU (7.6%). Compared with Q1 2026, the fund opened new positions in GOOG, RELY and LLY, added to IAU, VO and LCR, trimmed SOXX, QQQ and FNDX and sold out of FISV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SOXX Ishares Semiconductor | $19.6M | 11.2% | 31K | −13K (−29%) | 8 of 8 | |
| 2 |  QQQ Invesco Qqq TR | $17.9M | 10.2% | 24K | −727 (−3%) | 8 of 8 | |
| 3 |  IAU Ishares Gold TR | $13.4M | 7.6% | 177K | +1,331 (+1%) | 8 of 8 | |
| 4 |  VO Vanguard Index Fds | $11.9M | 6.8% | 147K | +112K (+317%) | 8 of 8 | |
| 5 |  FNDX Schwab Fundamental U.s. Large Company ETF | $11.8M | 6.7% | 380K | −2,381 (−1%) | 8 of 8 | |
| 6 |  VIOV Vanguard Admiral Fds Inc | $11.6M | 6.6% | 99K | −1,068 (−1%) | 8 of 8 | |
| 7 |  LCR Managed Portfolio Series | $10.1M | 5.8% | 255K | +3,359 (+1%) | 5 of 8 | |
| 8 |  DJP Brclys BK Ipath Bloom | $8.4M | 4.8% | 193K | −6,633 (−3%) | 8 of 8 | |
| 9 |  IAK Ishares U.s. Insurance ETF | $8.2M | 4.7% | 58K | +2,879 (+5%) | 8 of 8 | |
| 10 |  IDMO Invesco Exch Traded FD TR II | $7.5M | 4.3% | 124K | −1,158 (−1%) | 6 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FISV Fiserv Inc | $382K | 6,844 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 20, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Legend Financial Advisors 13F FAQ
What does Legend Financial Advisors own?
Legend Financial Advisors reported 40 stocks worth $176M in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are SOXX (11.2%), QQQ (10.2%) and IAU (7.6%). The table above lists every position in the filing (the top 10 without an account).
What did Legend Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 15 added to, 19 trimmed and 1 sold out. New positions include GOOG, RELY and LLY. It sold all of FISV.
When will Legend Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Legend Financial Advisors's portfolio worth?
The Q2 2026 filing reports $176M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.