Legend Financial Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
38
Total value ($000)
$155,122
Net value change ($000)
-10,028 (-6.1%)
New positions
4
Sold out positions
3
Turnover %
7.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ATMP 1,863 24.1%
VO 1,582 18.5%
DLO 1,085 NEW
CRDO 911 NEW
FRDM 851 NEW
XLE 737 37.5%
SPSM 709 28.4%
MOD 708 55.2%
VIOV 593 6.2%
PPL 324 NEW
Top Reduces (Value $000, Stocks/ETFs)
RSPD -7,419 -100.0%
COPX -5,034 -42.9%
XME -2,445 -25.6%
CRBG -766 -100.0%
QQQ -732 -4.8%
B -702 -43.6%
SOXX -402 -2.7%
AAPL -354 -11.9%
SCHG -319 -41.8%
IAK -307 -4.1%
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