Legend Financial Advisors, Inc. Portfolio Holdings

Legend Financial Advisors, Inc.

  • $163 Billion
  • Q3 2025

Legend Financial Advisors, Inc. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $15.9B, Invesco Qqq Trust, Series 1 with a value of $14.8B, Ishares Semiconductor ETF with a value of $14.1B, Global X Copper Miners ETF with a value of $11.9B, and Spdr Ser Tr Spdr S&P Metals & with a value of $10.1B.

Examining the 13F form we can see an increase of $12.6B in the current position value, from $151B to 163B.

Legend Financial Advisors, Inc. is based out at Pittsburgh, PA

Below you can find more details about Legend Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $163 Billion
ETFs: $127 Billion
Technology: $6.27 Billion
Financial Services: $6.18 Billion
Consumer Cyclical: $4 Billion
Basic Materials: $1.23 Billion
Industrials: $941 Million
Consumer Defensive: $548 Million
Utilities: $238 Million
Other: $229 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$65.3B
$15.9 Billion 9.73% of portfolio
218,042
Q3 2025 Reduced 0.47%
$0
$14.8 Billion 9.07% of portfolio
24,635
Q3 2025 Reduced 3.32%
$0
$14.1 Billion 8.65% of portfolio
52,017
Q3 2025 Reduced 7.15%
$0
$11.9 Billion 7.27% of portfolio
198,215
Q3 2025 Reduced 4.24%
$0
$10.1 Billion 6.17% of portfolio
107,994
Q3 2025 Reduced 12.35%
$0
$10.1 Billion 6.16% of portfolio
382,370
Q3 2025 Reduced 0.04%
Managed Portfolio Series
-
$9.69 Billion 5.94% of portfolio
-
Q3 2025 Added 1.22%
$0
$9.2 Billion 5.64% of portfolio
96,616
Q3 2025 Added 0.25%
$0
$8.63 Billion 5.29% of portfolio
29,390
Q3 2025 Added 0.37%
$0
$7.37 Billion 4.52% of portfolio
127,775
Q3 2025 Reduced 0.58%
$0
$7.18 Billion 4.4% of portfolio
202,527
Q3 2025 Added 3.0%
$0
$6.97 Billion 4.28% of portfolio
52,036
Q3 2025 Added 2.27%
$0
$6.39 Billion 3.92% of portfolio
118,394
Q3 2025 Added 0.77%
$0
$5.07 Billion 3.11% of portfolio
174,987
Q3 2025 Added 0.32%
$4.3T
$2.85 Billion 1.74% of portfolio
11,176
Q3 2025 Reduced 0.31%
$0
$2.1 Billion 1.29% of portfolio
45,359
Q3 2025 Added 2.08%
$2.39T
$1.83 Billion 1.12% of portfolio
8,312
Q3 2025 Added 2.14%
$662B
$1.59 Billion 0.97% of portfolio
3,157
Q3 2025 Added 7.2%
Barrick Mng Corp
-
$1.48 Billion 0.91% of portfolio
-
Q3 2025 Added 0.89%
$6.87B
$1.38 Billion 0.84% of portfolio
9,680
Q3 2025 Added 0.38%
$8.11B
$1.23 Billion 0.75% of portfolio
31,720
Q3 2025 Added 2.02%
$11.6B
$1.09 Billion 0.67% of portfolio
3,246
Q3 2025 Added 1.25%
$27B
$1.09 Billion 0.67% of portfolio
4,945
Q3 2025 Added 4.02%
$3.46B
$1.03 Billion 0.63% of portfolio
13,687
Q3 2025 Reduced 1.04%
$143B
$987 Million 0.61% of portfolio
29,432
Q3 2025 Reduced 4.0%
$3.59B
$941 Million 0.58% of portfolio
7,920
Q3 2025 Added 2.31%
$79.5B
$882 Million 0.54% of portfolio
6,844
Q3 2025 Reduced 5.05%
$18.8B
$819 Million 0.5% of portfolio
25,556
Q3 2025 Added 2.63%
$10.5B
$803 Million 0.49% of portfolio
6,504
Q3 2025 Added 1.96%
$0
$784 Million 0.48% of portfolio
24,564
Q2 2025 Reduced 2.72%
$3.18B
$717 Million 0.44% of portfolio
18,700
Q3 2025 Added 3.87%
$14.5B
$669 Million 0.41% of portfolio
1,910
Q3 2025 Added 0.79%
$2.1B
$548 Million 0.34% of portfolio
41,689
Q3 2025 Added 3.38%
$881B
$272 Million 0.17% of portfolio
863
Q3 2024 Reduced 12.21%
$19.5B
$262 Million 0.16% of portfolio
500
Q3 2025 New
$168B
$238 Million 0.15% of portfolio
3,149
Q1 2025 Reduced 8.7%
$971B
$229 Million 0.14% of portfolio
300
Q3 2024 Reduced 14.29%
$46.4B
$207 Million 0.13% of portfolio
859
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $163 Billion
  • Prior Value $151 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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