Legend Financial Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
39
Total value ($000)
$163,120
Net value change ($000)
+12,600 (8.4%)
New positions
1
Sold out positions
133
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
COPX 2,541 27.3%
IAU 2,206 16.1%
XME 1,782 21.5%
VIOV 953 11.6%
QQQ 734 5.2%
SOXX 730 5.5%
FNDX 669 7.1%
LCR 574 6.3%
B 548 58.9%
AAPL 546 23.7%
Top Reduces (Value $000, Stocks/ETFs)
FISV -361 -29.0%
RSP -168 -100.0%
XLY -156 -100.0%
NOMD -137 -20.0%
PNC -130 -100.0%
STBA -128 -100.0%
V -107 -100.0%
IWF -96 -100.0%
BK -94 -100.0%
AMGN -80 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type