Legend Financial Advisors, Inc. Portfolio Holdings

Legend Financial Advisors, Inc.

  • $151 Billion
  • Q2 2025

Legend Financial Advisors, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $151 Billion distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $14.1B, Ishares Gold Trust with a value of $13.7B, Ishares Semiconductor ETF with a value of $13.4B, Schwab Fundamental U S Large C with a value of $9.39B, and Global X Copper Miners ETF with a value of $9.31B.

Examining the 13F form we can see an increase of $14.4B in the current position value, from $136B to 151B.

Legend Financial Advisors, Inc. is based out at Pittsburgh, PA

Below you can find more details about Legend Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $151 Billion
ETFs: $116 Billion
Financial Services: $6.4 Billion
Technology: $5.47 Billion
Consumer Cyclical: $3.62 Billion
Industrials: $1 Billion
Basic Materials: $891 Million
Consumer Defensive: $807 Million
Healthcare: $398 Million
Other: $744 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.3 Million 0.02% of portfolio
808
Q2 2025 New
$2.44B
$26.9 Million 0.02% of portfolio
1,000
Q2 2025 New
$213B
$24.6 Million 0.02% of portfolio
310
Q2 2025 New
$376B
$16 Million 0.01% of portfolio
101
Q2 2025 New
$39.7B
$9.75 Million 0.01% of portfolio
125
Q2 2025 New
$443B
$9.62 Million 0.01% of portfolio
63
Q2 2025 New
$86.3B
$13.1 Million 0.01% of portfolio
45
Q2 2025 New
$112B
$18.3 Million 0.01% of portfolio
63
Q2 2025 New
$280B
$8.67 Million 0.01% of portfolio
125
Q2 2025 New
$241B
$12.3 Million 0.01% of portfolio
87
Q2 2025 New
$4.7B
$11.2 Million 0.01% of portfolio
150
Q2 2025 New
$1.22B
$22 Million 0.01% of portfolio
1,000
Q2 2025 New
$136B
$9.43 Million 0.01% of portfolio
41
Q2 2025 New
$58.9B
$8.96 Million 0.01% of portfolio
41
Q2 2025 New
$41.5B
$19.4 Million 0.01% of portfolio
131
Q2 2025 New
$85.4B
$16.3 Million 0.01% of portfolio
98
Q2 2025 New
$61.4B
$11 Million 0.01% of portfolio
41
Q2 2025 New
$245B
$14.2 Million 0.01% of portfolio
20
Q2 2025 New
$66.4B
$18.3 Million 0.01% of portfolio
250
Q2 2025 New
$138B
$11.3 Million 0.01% of portfolio
54
Q2 2025 New
$177B
$10.2 Million 0.01% of portfolio
34
Q2 2025 New
$27.8B
$11.1 Million 0.01% of portfolio
50
Q2 2025 New
$261B
$15.9 Million 0.01% of portfolio
51
Q2 2025 New
$9.28B
$7.47 Million 0.0% of portfolio
100
Q2 2025 New
$15.6B
$4.59 Million 0.0% of portfolio
82
Q2 2025 New
$2.92B
$427,000 0.0% of portfolio
27
Q2 2025 New
$108B
$2.21 Million 0.0% of portfolio
10
Q2 2025 New
$178B
$6.69 Million 0.0% of portfolio
42
Q2 2025 New
$110B
$4.63 Million 0.0% of portfolio
10
Q2 2025 New
$89.7B
$6.61 Million 0.0% of portfolio
20
Q2 2025 New
$58.8B
$6.39 Million 0.0% of portfolio
200
Q2 2025 New
$126B
$2.17 Million 0.0% of portfolio
45
Q2 2025 New
$95B
$5.83 Million 0.0% of portfolio
82
Q2 2025 New
$28.3B
$7 Million 0.0% of portfolio
43
Q2 2025 New
$0
$2.01 Million 0.0% of portfolio
97
Q2 2025 New
$2.56B
$68,000 0.0% of portfolio
7
Q2 2025 New
$74.4B
$4.72 Million 0.0% of portfolio
96
Q2 2025 New
$48.9B
$3.56 Million 0.0% of portfolio
63
Q2 2025 New
$130M
$3.9 Million 0.0% of portfolio
1,000
Q2 2025 New
$73.8B
$7.45 Million 0.0% of portfolio
82
Q2 2025 New
$620M
$68,000 0.0% of portfolio
7
Q2 2025 New
$388B
$558,000 0.0% of portfolio
12
Q2 2025 New
$22.1B
$5.86 Million 0.0% of portfolio
38
Q2 2025 New
$2.57B
$2.65 Million 0.0% of portfolio
100
Q2 2025 New
$29.3B
$6.61 Million 0.0% of portfolio
83
Q2 2025 New
$52.4B
$5.34 Million 0.0% of portfolio
31
Q2 2025 New
$142B
$4.82 Million 0.0% of portfolio
199
Q2 2025 New
$222B
$2.23 Million 0.0% of portfolio
18
Q2 2025 New
$185B
$5.19 Million 0.0% of portfolio
61
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $151 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 137 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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