Legend Financial Advisors, Inc. ETFs

Legend Financial Advisors, Inc.

$151 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
QQQ Invesco Qqq Trust, Series 1	$0	$14.1 Billion 9.34% of portfolio	25,480	Q2 2025 Reduced 2.12%
IAU Ishares Gold Trust	$54.9B	$13.7 Billion 9.08% of portfolio	219,061	Q2 2025 Reduced 8.36%
SOXX Ishares Semiconductor ETF	$0	$13.4 Billion 8.88% of portfolio	56,025	Q2 2025 Added 1.59%
FNDX Schwab Fundamental U S Large C	$0	$9.39 Billion 6.24% of portfolio	382,532	Q2 2025 Reduced 0.86%
COPX Global X Copper Miners ETF	$0	$9.31 Billion 6.19% of portfolio	206,983	Q2 2025 Reduced 1.25%
XME Spdr Ser Tr Spdr S&P Metals &	$0	$8.28 Billion 5.5% of portfolio	123,205	Q2 2025 Reduced 1.79%
VIOV Vanguard S&P Small Cap 600 Val	$0	$8.25 Billion 5.48% of portfolio	96,376	Q2 2025 Reduced 0.86%
VO Vanguard Mid Cap ETF	$0	$8.19 Billion 5.44% of portfolio	29,282	Q2 2025 Reduced 10.98%
IAK Ishares Tr	$0	$6.84 Billion 4.55% of portfolio	50,879	Q2 2025 Reduced 1.44%
RCD Invesco ETF Tr S&P 500 Equal W	$0	$6.84 Billion 4.54% of portfolio	128,526	Q2 2025 Added 0.38%
DJP Barclays Bank PLC	$0	$6.68 Billion 4.44% of portfolio	196,620	Q2 2025 Reduced 0.65%
IDMO Invesco ETF Tr Ii S&P Intl Dev	$0	$6.02 Billion 4.0% of portfolio	117,485	Q2 2025 Added 11.31%
SPSM Spdr Portfolio S&P 600 Small C	$0	$1.89 Billion 1.26% of portfolio	44,433	Q2 2025 Reduced 15.13%
XLE Energy Sector Spdr	$0	$1.65 Billion 1.1% of portfolio	19,457	Q2 2025 Added 3.74%
SCHG Schwab Strategic Tr Us Large C	$0	$718 Million 0.48% of portfolio	24,564	Q2 2025 Reduced 2.72%
RSP Invesco S&P 500 Equal Weight E	$0	$168 Million 0.11% of portfolio	926	Q2 2025 New
XLY Select Sector Spdr Consumer Di	$0	$156 Million 0.1% of portfolio	716	Q2 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$96 Million 0.06% of portfolio	226	Q2 2025 New
SPY Spdr S&P 500 ETF Trust	$0	$39.8 Million 0.03% of portfolio	64	Q2 2025 New
IHI Ishares Tr Dow Jones Us Medica	$0	$35.5 Million 0.02% of portfolio	567	Q2 2025 New
FINX Global X Fds Fintech ETF (De)	$0	$34.2 Million 0.02% of portfolio	1,000	Q2 2025 New
RHS Invesco ETF Tr S&P 500 Equal W	$0	$32.6 Million 0.02% of portfolio	1,088	Q2 2025 New
VUG Vanguard Growth ETF	$0	$31.1 Million 0.02% of portfolio	71	Q2 2025 New
VTV Vanguard Value ETF	$0	$30.9 Million 0.02% of portfolio	175	Q2 2025 New
MLPA Global X Mlp ETF	$0	$25.1 Million 0.02% of portfolio	500	Q2 2025 New
KRE Spdr S&P Regional Banking ETF	$0	$25 Million 0.02% of portfolio	420	Q2 2025 New
FXL First Tr Exchange Traded Fd Fi	$0	$20.9 Million 0.01% of portfolio	133	Q2 2025 New
QTEC First Trust Nasdaq 100 Technol	$0	$20 Million 0.01% of portfolio	94	Q2 2025 New
SPHB Invesco ETF Tr Ii S&P 500 High	$0	$19.9 Million 0.01% of portfolio	204	Q2 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$18.8 Million 0.01% of portfolio	66	Q2 2025 New
FCOM Fidelity Covington Tr Msci Com	$0	$18.3 Million 0.01% of portfolio	283	Q2 2025 New
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$18.1 Million 0.01% of portfolio	218	Q2 2025 New
FDN First Tr Fd Dow Jones	$0	$17.5 Million 0.01% of portfolio	65	Q2 2025 New
RYT Invesco S&P 500 Equal Weight T	$0	$17.1 Million 0.01% of portfolio	420	Q2 2025 New
SCHX Schwab Strategic Tr Us Large C	$0	$14.9 Million 0.01% of portfolio	611	Q2 2025 New
MGK Vanguard Mega Cap Growth ETF	$0	$14.6 Million 0.01% of portfolio	40	Q2 2025 New
IJR Ishares Core S&P Sm Cap ETF	$0	$14.2 Million 0.01% of portfolio	130	Q2 2025 New
BITO Proshares Tr Bitcoin Strategy	$0	$10.8 Million 0.01% of portfolio	500	Q2 2025 New
PAPR Innovator U.S. Equity Power Bu	$0	$10.6 Million 0.01% of portfolio	283	Q2 2025 New
DLN Wisdomtree Tr U.S Largecap Div	$0	$8.54 Million 0.01% of portfolio	104	Q2 2025 New
LIT Global X Fds Global X Lithium	$0	$8.28 Million 0.01% of portfolio	216	Q2 2025 New
FAD First Tr Multi Cap Growth Alph	$0	$7.34 Million 0.0% of portfolio	50	Q2 2025 New
ERTH Invesco ETF Tr Invesco Msci Su	$0	$7.05 Million 0.0% of portfolio	166	Q2 2025 New
ISCG Ishares Morningstar Small Cap	$0	$6.72 Million 0.0% of portfolio	135	Q2 2025 New
UAPR Innovator U.S. Equity Ultra Bu	$0	$5.54 Million 0.0% of portfolio	177	Q2 2025 New
IWO Ishares Russell 2000 Gwt ETF	$0	$3.14 Million 0.0% of portfolio	11	Q2 2025 New
USFR Wisdomtree Floating Rate Treas	$0	$2.97 Million 0.0% of portfolio	59	Q2 2025 New
MSOS Advisorshares Tr Pure Us Canna	$0	$2.89 Million 0.0% of portfolio	1,199	Q2 2025 New
XLV Select Sector Spdr Fund Health	$0	$1.62 Million 0.0% of portfolio	12	Q2 2025 New
SCHB Schwab Strategic Tr Us Broad M	$0	$1.43 Million 0.0% of portfolio	60	Q2 2025 New

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