Legend Financial Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
37
Total value ($000)
$165,150
Net value change ($000)
+2,030 (1.2%)
New positions
2
Sold out positions
4
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: 4/24/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
V 652 NEW
ATMP 559 7.8%
SOXX 521 3.7%
IAK 454 6.5%
QQQ 407 2.8%
SPSM 397 18.9%
VIOV 360 3.9%
FNDX 349 3.5%
DCI 274 NEW
PAAS 254 20.7%
Top Reduces (Value $000, Stocks/ETFs)
EG -669 -100.0%
NOMD -548 -100.0%
XME -499 -5.0%
FISV -422 -47.8%
TYL -262 -100.0%
LCR -247 -2.5%
WDAY -207 -100.0%
TBBK -121 -11.8%
COPX -108 -0.9%
MOD -94 -6.8%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type