Legend Financial Advisors, Inc. Portfolio Holdings
Legend Financial Advisors, Inc.
- $165 Billion
- Q4 2025
Legend Financial Advisors, Inc. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $165 Billion distributed in 37 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $15.8B, Invesco Qqq Trust, Series 1 with a value of $15.2B, Ishares Semiconductor ETF with a value of $14.6B, Global X Copper Miners ETF with a value of $11.7B, and Schwab Fundamental U S Large C with a value of $10.4B.
Examining the 13F form we can see an increase of $2.03B in the current position value, from $163B to 165B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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