Legend Financial Advisors, Inc. holds a focused book of 40 stocks worth $176.0M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Alphabet Inc-CL C and trimmed Ishares Semiconductor ETF. Their largest long position is Ishares Semiconductor ETF at 11% of the equity book. Cloning the disclosed picks since 2024 would be +50% (+25.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1781948/holdings"
Use Arkolith to show Legend Financial Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.3 points over this window.
Growth of $10,000 cloning Legend Financial Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
29% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR ISHARES SEMICDTR | $19.6M | 30.6K | 11.2% | ▼−29% Reduced · −13K sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $17.9M | 24.3K | 10.2% | ▼−2.9% Reduced · −727 sh | |
| 3 | Ishares Gold TR ISHARES NEW | $13.4M | 177.0K | 7.6% | ▲+0.8% Added · +1K sh | |
| 4 | Vanguard Index FDS MID CAP ETF | $11.9M | 147.5K | 6.8% | ▲+317% Added · +112K sh | |
| 5 | Schwab Strategic TR FUNDAMENTAL US L | $11.8M | 380.2K | 6.7% | ▼−0.6% Reduced · −2K sh | |
| 6 | Vanguard Admiral FDS Inc SMLCP 600 VAL | $11.6M | 98.7K | 6.6% | ▼−1.1% Reduced · −1K sh | |
| 7 | Managed Portfolio Ser LEUTH CORE ETF | $10.1M | 255.2K | 5.8% | ▲+1.3% Added · +3K sh | |
| 8 | Barclays Bank PLC DJUBS CMDT ETN36 | $8.4M | 192.8K | 4.8% | ▼−3.3% Reduced · −7K sh | |
| 9 | Ishares TR U.S. INSRNCE ETF | $8.2M | 58.4K | 4.7% | ▲+5.2% Added · +3K sh | |
| 10 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $7.5M | 124.0K | 4.2% | ▼−0.9% Reduced · −1K sh | |
| 11 | SPDR Series Trust ST STR SP METAL | $6.7M | 62.5K | 3.8% | ▼−5.1% Reduced · −3K sh | |
| 12 | Global X FDS GLOBAL X COPPER | $6.3M | 82.0K | 3.6% | ▼−6.8% Reduced · −6K sh | |
| 13 | Altshares Trust MERGER ARBITRAGE | $5.6M | 189.1K | 3.2% | ▲+0.9% Added · +2K sh | |
| 14 | SPDR Series Trust ST STR SP600 SML | $3.8M | 66.4K | 2.2% | ▲+0.1% Added · +70 sh | |
| 15 | Intel Corp COM | $3.8M | 27.2K | 2.2% | ▼−2.2% Reduced · −626 sh | |
| 16 | Apple Inc COM | $3.1M | 10.7K | 1.8% | ▲+3.3% Added · +343 sh | |
| 17 | Credo Technology Group Holdi ORDINARY SHARES | $2.6M | 9.5K | 1.5% | ▼−2.4% Reduced · −230 sh | |
| 18 | Modine MFG Co COM | $2.0M | 7.6K | 1.1% | ▼−18% Reduced · −2K sh | |
| 19 | Select Sector SPDR TR ST STR ENERG ETF | $2.0M | 37.7K | 1.1% | ▼−14% Reduced · −6K sh | |
| 20 | Alphabet Inc CAP STK CL C | $2.0M | 5.6K | 1.1% | ▲New New position | |
| 21 | Amazon Com Inc COM | $1.9M | 8.0K | 1.1% | ▲+0.2% Added · +13 sh | |
| 22 | Berkshire Hathaway Inc Del CL B NEW | $1.6M | 3.2K | 0.9% | ▲+1.8% Added · +58 sh | |
| 23 | First Solar Inc COM | $1.3M | 5.4K | 0.7% | ▲+12% Added · +576 sh | |
| 24 | Remitly Global Inc COM | $1.3M | 56.1K | 0.7% | ▲New New position | |
| 25 | Copa Holdings Sa CL A | $1.2M | 8.0K | 0.7% | ▲+0.2% Added · +14 sh | |
| 26 | Ea Series Trust FREEDOM 100 EM | $1.2M | 15.8K | 0.7% | ▲+1.6% Added · +253 sh | |
| 27 | Bancorp Inc Del COM | $1.1M | 17.8K | 0.6% | ▲+33% Added · +4K sh | |
| 28 | Evercore Inc CLASS A | $1.1M | 3.2K | 0.6% | ▼−0.3% Reduced · −9 sh | |
| 29 | Dlocal Ltd CLASS A COM | $1.1M | 83.4K | 0.6% | ▼−0.3% Reduced · −282 sh | |
| 30 | Nmi Hldgs Inc COM | $975K | 23.7K | 0.6% | ▲+27% Added · +5K sh | |
| 31 | Pan Amern Silver Corp COM | $893K | 19.9K | 0.5% | ▼−30% Reduced · −8K sh | |
| 32 | Barrick MNG Corp COM SHS | $820K | 22.3K | 0.5% | ▲+0.2% Added · +38 sh | |
| 33 | Autoliv Inc COM | $752K | 6.5K | 0.4% | ▼−0.3% Reduced · −19 sh | |
| 34 | Visa Inc COM CL A | $638K | 1.9K | 0.4% | —Held | |
| 35 | Schwab Strategic TR US LCAP GR ETF | $500K | 14.8K | 0.3% | ▼−3.1% Reduced · −468 sh | |
| 36 | PPL Corp COM | $308K | 8.5K | 0.2% | —Held | |
| 37 | Donaldson Inc COM | $278K | 3.1K | 0.2% | —Held | |
| 38 | JPMorgan Chase & Co COM | $260K | 794 | 0.1% | ▼−8.0% Reduced · −69 sh | |
| 39 | Eli Lilly & Co COM | $231K | 193 | 0.1% | ▲New New position | |
| 40 | NextEra Energy Inc COM | $224K | 2.6K | 0.1% | ▼−19% Reduced · −593 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 40 | $176.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 38 | $155.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 37 | $165.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 39 | $163.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 171 | $150.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 37 | $136.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 7, 2025 | 267 | $141.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 157 | $144.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.