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Legend Financial Advisors, Inc.

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13F filer, CIK 1781948, PITTSBURGH, PA

Legend Financial Advisors, Inc. reported $163,119,857 across 39 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-04. Its ten largest share positions make up 68.44% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001781948-25-000006

Period
2025-09-30
Reported value
$163M
Holdings
39
Top 10 weight
68.44%
New
1
Sold out
133

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TYLnew+500$262K
DJPadded+5,907$209K
IAKadded+1,157$155K
XLEadded+1,334$119K
LCRadded+3,079$117K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
XMEreduced-15,211-$1.42M
SOXXreduced-4,008-$1.09M
COPXreduced-8,768-$524K
QQQreduced-845-$507K
RSPexited-926-$168K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001781948-25-000006, largest first. % of portfolio is the value over $163,119,857, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,215 shares; 2024Q4: 269,453 shares; 2025Q1: 239,050 shares; 2025Q2: 219,061 shares; 2025Q3: 218,042 shares 218,042$15.9M9.73%-1,019Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,896 shares; 2024Q4: 25,964 shares; 2025Q1: 26,033 shares; 2025Q2: 25,480 shares; 2025Q3: 24,635 shares 24,635$14.8M9.07%-845Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,508 shares; 2024Q4: 50,014 shares; 2025Q1: 55,146 shares; 2025Q2: 56,025 shares; 2025Q3: 52,017 shares 52,017$14.1M8.65%-4,008Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,307 shares; 2024Q4: 215,868 shares; 2025Q1: 209,603 shares; 2025Q2: 206,983 shares; 2025Q3: 198,215 shares 198,215$11.9M7.27%-8,768Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,266 shares; 2024Q4: 124,406 shares; 2025Q1: 125,445 shares; 2025Q2: 123,205 shares; 2025Q3: 107,994 shares 107,994$10.1M6.17%-15,211Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,836 shares; 2024Q4: 408,425 shares; 2025Q1: 385,869 shares; 2025Q2: 382,532 shares; 2025Q3: 382,370 shares 382,370$10.1M6.16%-162Timeline
LCRMANAGED PORTFOLIO SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252,081 shares; 2025Q3: 255,160 shares 255,160$9.69M5.94%+3,079Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,621 shares; 2024Q4: 91,757 shares; 2025Q1: 97,213 shares; 2025Q2: 96,376 shares; 2025Q3: 96,616 shares 96,616$9.2M5.64%+240Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,086 shares; 2024Q4: 51,585 shares; 2025Q1: 32,894 shares; 2025Q2: 29,282 shares; 2025Q3: 29,390 shares 29,390$8.63M5.29%+108Timeline
RSPDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,153 shares; 2024Q4: 136,817 shares; 2025Q1: 128,043 shares; 2025Q2: 128,526 shares; 2025Q3: 127,775 shares 127,775$7.37M4.52%-751Timeline
DJPBARCLAYS BANK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,667 shares; 2024Q4: 209,809 shares; 2025Q1: 197,912 shares; 2025Q2: 196,620 shares; 2025Q3: 202,527 shares 202,527$7.18M4.4%+5,907Timeline
IAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,064 shares; 2024Q4: 53,330 shares; 2025Q1: 51,624 shares; 2025Q2: 50,879 shares; 2025Q3: 52,036 shares 52,036$6.97M4.28%+1,157Timeline
IDMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,543 shares; 2025Q2: 117,485 shares; 2025Q3: 118,394 shares 118,394$6.39M3.92%+909Timeline
ARBALTSHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,452 shares; 2024Q4: 160,666 shares; 2025Q1: 171,240 shares; 2025Q2: 174,436 shares; 2025Q3: 174,987 shares 174,987$5.07M3.11%+551Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,911 shares; 2024Q4: 7,982 shares; 2025Q1: 7,974 shares; 2025Q2: 11,211 shares; 2025Q3: 11,176 shares 11,176$2.85M1.74%-35Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,960 shares; 2024Q4: 85,131 shares; 2025Q1: 52,353 shares; 2025Q2: 44,433 shares; 2025Q3: 45,359 shares 45,359$2.1M1.29%+926Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,755 shares; 2025Q2: 19,457 shares; 2025Q3: 20,791 shares 20,791$1.86M1.14%+1,334Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,778 shares; 2024Q4: 8,029 shares; 2025Q1: 7,996 shares; 2025Q2: 8,138 shares; 2025Q3: 8,312 shares 8,312$1.83M1.12%+174Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,749 shares; 2024Q4: 2,946 shares; 2025Q1: 2,945 shares; 2025Q2: 2,945 shares; 2025Q3: 3,157 shares 3,157$1.59M0.97%+212Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,740 shares; 2025Q3: 45,139 shares 45,139$1.48M0.91%+399Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,650 shares; 2024Q4: 9,929 shares; 2025Q1: 9,984 shares; 2025Q2: 9,643 shares; 2025Q3: 9,680 shares 9,680$1.38M0.84%+37Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 31,091 shares; 2025Q3: 31,720 shares 31,720$1.23M0.75%+629Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,182 shares; 2025Q2: 3,206 shares; 2025Q3: 3,246 shares 3,246$1.09M0.67%+40Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,537 shares; 2024Q4: 4,662 shares; 2025Q1: 4,726 shares; 2025Q2: 4,754 shares; 2025Q3: 4,945 shares 4,945$1.09M0.67%+191Timeline
TBBKBANCORP INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,889 shares; 2024Q4: 13,796 shares; 2025Q1: 13,859 shares; 2025Q2: 13,831 shares; 2025Q3: 13,687 shares 13,687$1.03M0.63%-144Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,388 shares; 2024Q4: 31,793 shares; 2025Q1: 31,242 shares; 2025Q2: 30,659 shares; 2025Q3: 29,432 shares 29,432$987K0.61%-1,227Timeline
CPACOPA HOLDINGS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,286 shares; 2024Q4: 7,692 shares; 2025Q1: 7,722 shares; 2025Q2: 7,741 shares; 2025Q3: 7,920 shares 7,920$941K0.58%+179Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,526 shares; 2024Q4: 7,208 shares; 2025Q1: 7,208 shares; 2025Q2: 7,208 shares; 2025Q3: 6,844 shares 6,844$882K0.54%-364Timeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,813 shares; 2024Q4: 25,764 shares; 2025Q1: 25,918 shares; 2025Q2: 24,901 shares; 2025Q3: 25,556 shares 25,556$819K0.5%+655Timeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: 6,344 shares; 2025Q1: 6,386 shares; 2025Q2: 6,379 shares; 2025Q3: 6,504 shares 6,504$803K0.49%+125Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,199 shares; 2024Q4: 31,666 shares; 2025Q1: 25,250 shares; 2025Q2: 24,564 shares; 2025Q3: 24,564 shares 24,564$784K0.48%0Timeline
NMIHNMI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,576 shares; 2024Q4: 18,684 shares; 2025Q1: 18,829 shares; 2025Q2: 18,003 shares; 2025Q3: 18,700 shares 18,700$717K0.44%+697Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1,860 shares; 2025Q1: 1,869 shares; 2025Q2: 1,895 shares; 2025Q3: 1,910 shares 1,910$669K0.41%+15Timeline
NOMDNOMAD FOODS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,327 shares; 2025Q3: 41,689 shares 41,689$548K0.34%+1,362Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 863 shares 863$272K0.17%0Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares 500$262K0.16%newTimeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,897 shares; 2024Q4: 3,449 shares; 2025Q1: 3,149 shares; 2025Q2: 3,149 shares; 2025Q3: 3,149 shares 3,149$238K0.15%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300$229K0.14%0Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 859 shares; 2025Q3: 859 shares 859$207K0.13%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 133. All 133

SecurityShares beforeValue beforeType
RSPINVESCO EXCHANGE TRADED FD T926$168Kshares
XLYSELECT SECTOR SPDR TR716$156Kshares
PNCPNC FINL SVCS GROUP INC695$130Kshares
STBAS & T BANCORP INC3,374$128Kshares
VVISA INC301$107Kshares
IWFISHARES TR226$96Kshares
BNYBANK OF NY MELLON CORP1,036$94.4Kshares
AMGNAMGEN INC287$80Kshares
APAMARTISAN PARTNERS ASSET MGMT1,700$75.4Kshares
MSFTMICROSOFT CORP138$68.6Kshares
GOOGLALPHABET INC380$67Kshares
COPCONOCOPHILLIPS689$61.8Kshares
MOALTRIA GROUP INC1,000$58.6Kshares
OMFONEMAIN HLDGS INC1,000$57Kshares
MAMASTERCARD INCORPORATED100$56.2Kshares
NVDANVIDIA CORPORATION350$55.3Kshares
VZVERIZON COMMUNICATIONS INC1,276$55.2Kshares
WHRWHIRLPOOL CORP500$50.7Kshares
GOOGALPHABET INC280$49.7Kshares
TAT&T INC1,648$47.7Kshares
ENBENBRIDGE INC1,000$45.3Kshares
IIPRINNOVATIVE INDL PPTYS INC800$44.2Kshares
PSXPHILLIPS 66350$41.8Kshares
METMETLIFE INC500$40.2Kshares
SPYSTATE STR SPDR S&P 500 ETF T64$39.8Kshares
ROKROCKWELL AUTOMATION INC117$38.9Kshares
GNRCGENERAC HLDGS INC250$35.8Kshares
IHIISHARES TR567$35.5Kshares
ORCLORACLE CORP157$34.3Kshares
FINXGLOBAL X FDS1,000$34.2Kshares
QSRRESTAURANT BRANDS INTL INC500$33.1Kshares
CMCSACOMCAST CORP NEW919$32.8Kshares
RSPSINVESCO EXCHANGE TRADED FD T1,088$32.6Kshares
MCDMCDONALDS CORP109$31.9Kshares
VUGVANGUARD INDEX FDS71$31.1Kshares
VTVVANGUARD INDEX FDS175$30.9Kshares
PEPPEPSICO INC216$28.5Kshares
HDHOME DEPOT INC76$27.9Kshares
AVGOBROADCOM INC100$27.6Kshares
HASIHA SUSTAINABLE INFRA CAP INC1,000$26.9Kshares
MLPAGLOBAL X FDS500$25.1Kshares
KRESPDR SERIES TRUST420$25Kshares
MRKMERCK & CO INC310$24.6Kshares
CEFSPROTT ASSET MANAGEMENT LP808$24.3Kshares
FLNGFLEX LNG LTD1,000$22Kshares
FXLFIRST TR EXCHANGE-TRADED FD133$20.9Kshares
QTECFIRST TR EXCHANGE-TRADED FD94$20Kshares
SPHBINVESCO EXCH TRADED FD TR II204$19.9Kshares
YUMYUM BRANDS INC131$19.4Kshares
VOTVANGUARD INDEX FDS66$18.8Kshares
FCOMFIDELITY COVINGTON TRUST283$18.3Kshares
CARRCARRIER GLOBAL CORPORATION250$18.3Kshares
CBCHUBB LIMITED63$18.3Kshares
XBISPDR SERIES TRUST218$18.1Kshares
FDNFIRST TR EXCHANGE-TRADED FD65$17.5Kshares
RSPTINVESCO EXCHANGE TRADED FD T420$17.1Kshares
MPCMARATHON PETE CORP98$16.3Kshares
PGPROCTER & GAMBLE CO101$16Kshares
UNHUNITEDHEALTH GROUP INC51$15.9Kshares
SCHXSCHWAB STRATEGIC TR611$14.9Kshares
MGKVANGUARD WORLD FD40$14.6Kshares
IJRISHARES TR130$14.2Kshares
GSGOLDMAN SACHS GROUP INC20$14.2Kshares
GDGENERAL DYNAMICS CORP45$13.1Kshares
MSMORGAN STANLEY87$12.3Kshares
BABOEING CO54$11.3Kshares
DLBDOLBY LABORATORIES INC150$11.2Kshares
YieldMax MSTR Option Income…YieldMax MSTR Option Income Strat…500$11.1Kshares
CHKPCHECK POINT SOFTWARE TECH LT50$11.1Kshares
TRVTRAVELERS COMPANIES INC41$11Kshares
BITOPROSHARES TR500$10.8Kshares
SMCYTIDAL TRUST II500$10.6Kshares
PAPRINNOVATOR ETFS TRUST283$10.6Kshares
ACNACCENTURE PLC IRELAND34$10.2Kshares
CTSHCOGNIZANT TECHNOLOGY SOLUTIO125$9.75Kshares
JNJJOHNSON & JOHNSON63$9.62Kshares
UNPUNION PAC CORP41$9.43Kshares
TIDAL TRUST IITIDAL TRUST II1,000$9.13Kshares
NXPINXP SEMICONDUCTORS N V41$8.96Kshares
CSCOCISCO SYS INC125$8.67Kshares
SNOYTIDAL TRUST II500$8.62Kshares
CVSCVS HEALTH CORP125$8.62Kshares
DLNWISDOMTREE TR104$8.54Kshares
LITGLOBAL X FDS216$8.28Kshares
EMNEASTMAN CHEM CO100$7.47Kshares
CLCOLGATE PALMOLIVE CO82$7.45Kshares
FADFIRST TR EXCHANGE-TRADED ALP50$7.34Kshares
NOWSERVICENOW INC7$7.2Kshares
ERTHINVESCO EXCHANGE TRADED FD T166$7.05Kshares
STZCONSTELLATION BRANDS INC43$7Kshares
LRCXLAM RESEARCH CORP70$6.81Kshares
ISCGISHARES TR135$6.72Kshares
QCOMQUALCOMM INC42$6.69Kshares
CITHE CIGNA GROUP20$6.61Kshares
UALUNITED AIRLS HLDGS INC83$6.61Kshares
MFCMANULIFE FINL CORP200$6.39Kshares
ATOATMOS ENERGY CORP38$5.86Kshares
NKENIKE INC82$5.83Kshares
UAPRINNOVATOR ETFS TRUST177$5.54Kshares
BDXBECTON DICKINSON & CO31$5.34Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001781948-25-000006 base2025-11-04acceptance time not in the bulk data set