Legend Financial Advisors, Inc. holds a focused book of 40 reported positions worth $176.0M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-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 reported non-option book.
Legend Financial Advisors, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
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
+3 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Legend Financial Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Josh Arnold Investment Consultant, LLC | 4 / 40 | $113.5M |
| Hoffman, Alan N Investment Management | 4 / 40 | $120.0M |
| H&H International Investment, LLC | 4 / 40 | $13.3B |
| Daniel Investment Group, Inc. | 6 / 40 | $114.8M |
| Independent Investors Inc | 7 / 40 | $325.6M |
| Ardent Capital Management, Inc. | 8 / 40 | $134.5M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 4 / 40 | $249.7M |
| Private Capital Advisors, Inc. | 7 / 40 | $603.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Legend Financial Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 20d | 40 | $176.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 24d | 38 | $155.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 37 | $165.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 35d | 39 | $163.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 16d | 171 | $150.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 37 | $136.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 7, 2025 | 7d | 267 | $141.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 18d | 157 | $144.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.