Legend Financial Advisors, Inc.
All 13F Filings
- Location
- Pittsburgh, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 176,008
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 40 | 176,008 | 13F-HR | Legend Financial Advisors, Inc. |
| Q1 2026 | 4/24/2026 | 38 | 155,122 | 13F-HR | Legend Financial Advisors, Inc. |
| Q4 2025 | 1/23/2026 | 37 | 165,150 | 13F-HR | Legend Financial Advisors, Inc. |
| Q3 2025 | 11/4/2025 | 39 | 163,120 | 13F-HR | Legend Financial Advisors, Inc. |
| Q2 2025 | 7/16/2025 | 171 | 150,520 | 13F-HR | Legend Financial Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 44.63 K | 25.4% | 0 | 1.185 K | -1.185 K |
| ETFs | 131.4 K | 74.6% | 22.07 K | 0 | 22.07 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
176,008
Holdings
40
QoQ value change ($000)
20,886
(13.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.