Legend Financial Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
40
Total value ($000)
$176,008
Net value change ($000)
+20,886 (13.5%)
New positions
3
Sold out positions
1
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SOXX 5,417 38.1%
QQQ 3,455 23.9%
INTC 2,574 209.3%
GOOGL 1,982 NEW
VO 1,728 17.0%
CRDO 1,666 182.9%
VIOV 1,431 14.1%
RELY 1,257 NEW
FNDX 1,170 11.0%
IAK 1,086 15.3%
Top Reduces (Value $000, Stocks/ETFs)
IAU -2,122 -13.7%
ATMP -1,173 -12.2%
XLE -698 -25.8%
PAAS -659 -42.5%
XME -432 -6.1%
COPX -404 -6.0%
FISV -382 -100.0%
B -89 -9.8%
NEE -68 -23.3%
PPL -16 -4.9%
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