Legend Financial Advisors, Inc.
CIK 1781948 · Holdings on Jun 30, 2026 · First reported Jul 20, 2026
Top ten holdings
Q2 2026- SOXX11.16%
- QQQ10.18%
- IAU7.59%
- VO6.75%
- FNDX6.72%
- VIOV6.58%
- LCR5.77%
- DJP4.79%
- IAK4.66%
- IDMO4.25%
Share classes counted separately68.45%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IAUWeight decreased · -2.39 pp9.98% → 7.59%Shares +1.33K (+0.76%)
- SOXXWeight increased · +1.99 pp9.17% → 11.16%Shares -12.62K (-29.17%)
- DJPWeight decreased · -1.40 pp6.19% → 4.79%Shares -6.63K (-3.33%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SOXXISHARES SEMICONDUCTOR ETFISHARES SEMICDTR View history and evidence | $19.64M | 11.16% | 30.65K shares | 9.17% → 11.16%+1.99 pp -12.62K (-29.17%) | Reduced | ▾ |
| 02 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $17.92M | 10.18% | 24.33K shares | 9.32% → 10.18%+0.86 pp -727 (-2.90%) | Reduced | ▾ |
| 03 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $13.36M | 7.59% | 176.99K shares | 9.98% → 7.59%-2.39 pp +1.33K (+0.76%) | Added | ▾ |
| 04 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $11.88M | 6.75% | 147.47K shares | 6.55% → 6.75%+0.20 pp +112.11K (+317.11%) | Added | ▾ |
| 05 | FNDXSCHWAB FNDMNTL US LRG CO ETFFUNDAMENTAL US L View history and evidence | $11.82M | 6.72% | 380.22K shares | 6.87% → 6.72%-0.15 pp -2.38K (-0.62%) | Reduced | ▾ |
| 06 | VIOVVANGUARD S&P SMALL-CAP 600 VSMLCP 600 VAL View history and evidence | $11.58M | 6.58% | 98.73K shares | 6.55% → 6.58%+0.03 pp -1.07K (-1.07%) | Reduced | ▾ |
| 07 | LCRLEUTHOLD CORE ETFLEUTH CORE ETF View history and evidence | $10.15M | 5.77% | 255.22K shares | 6.05% → 5.77%-0.28 pp +3.36K (+1.33%) | Added | ▾ |
| 08 | DJPIPATH BLOOMBERG COMMODITY INDJUBS CMDT ETN36 View history and evidence | $8.43M | 4.79% | 192.78K shares | 6.19% → 4.79%-1.40 pp -6.63K (-3.33%) | Reduced | ▾ |
| 09 | IAKISHARES U.S. INSURANCE ETFU.S. INSRNCE ETF View history and evidence | $8.21M | 4.66% | 58.39K shares | 4.59% → 4.66%+0.07 pp +2.88K (+5.19%) | Added | ▾ |
| 10 | IDMOINVESCO S&P INTERNATIONAL DES&P INTL MOMNT View history and evidence | $7.48M | 4.25% | 124.01K shares | 4.42% → 4.25%-0.17 pp -1.16K (-0.93%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FISV FISERV INC | Non-derivative | -6,844 | -$381.89K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1781948 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-20
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 176007982
}Research all 40 reported holdings.
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