Legend Financial Advisors, Inc.
Follow13F 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
| Security | Shares change | Approx. 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
| Security | Shares change | Approx. 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.
Back to all 39 share positions
Sold out in Q3 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| RSPINVESCO EXCHANGE TRADED FD T | 926 | $168K | shares |
| XLYSELECT SECTOR SPDR TR | 716 | $156K | shares |
| PNCPNC FINL SVCS GROUP INC | 695 | $130K | shares |
| STBAS & T BANCORP INC | 3,374 | $128K | shares |
| VVISA INC | 301 | $107K | shares |
| IWFISHARES TR | 226 | $96K | shares |
| BNYBANK OF NY MELLON CORP | 1,036 | $94.4K | shares |
| AMGNAMGEN INC | 287 | $80K | shares |
| APAMARTISAN PARTNERS ASSET MGMT | 1,700 | $75.4K | shares |
| MSFTMICROSOFT CORP | 138 | $68.6K | shares |
| GOOGLALPHABET INC | 380 | $67K | shares |
| COPCONOCOPHILLIPS | 689 | $61.8K | shares |
| MOALTRIA GROUP INC | 1,000 | $58.6K | shares |
| OMFONEMAIN HLDGS INC | 1,000 | $57K | shares |
| MAMASTERCARD INCORPORATED | 100 | $56.2K | shares |
| NVDANVIDIA CORPORATION | 350 | $55.3K | shares |
| VZVERIZON COMMUNICATIONS INC | 1,276 | $55.2K | shares |
| WHRWHIRLPOOL CORP | 500 | $50.7K | shares |
| GOOGALPHABET INC | 280 | $49.7K | shares |
| TAT&T INC | 1,648 | $47.7K | shares |
| ENBENBRIDGE INC | 1,000 | $45.3K | shares |
| IIPRINNOVATIVE INDL PPTYS INC | 800 | $44.2K | shares |
| PSXPHILLIPS 66 | 350 | $41.8K | shares |
| METMETLIFE INC | 500 | $40.2K | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 64 | $39.8K | shares |
| ROKROCKWELL AUTOMATION INC | 117 | $38.9K | shares |
| GNRCGENERAC HLDGS INC | 250 | $35.8K | shares |
| IHIISHARES TR | 567 | $35.5K | shares |
| ORCLORACLE CORP | 157 | $34.3K | shares |
| FINXGLOBAL X FDS | 1,000 | $34.2K | shares |
| QSRRESTAURANT BRANDS INTL INC | 500 | $33.1K | shares |
| CMCSACOMCAST CORP NEW | 919 | $32.8K | shares |
| RSPSINVESCO EXCHANGE TRADED FD T | 1,088 | $32.6K | shares |
| MCDMCDONALDS CORP | 109 | $31.9K | shares |
| VUGVANGUARD INDEX FDS | 71 | $31.1K | shares |
| VTVVANGUARD INDEX FDS | 175 | $30.9K | shares |
| PEPPEPSICO INC | 216 | $28.5K | shares |
| HDHOME DEPOT INC | 76 | $27.9K | shares |
| AVGOBROADCOM INC | 100 | $27.6K | shares |
| HASIHA SUSTAINABLE INFRA CAP INC | 1,000 | $26.9K | shares |
| MLPAGLOBAL X FDS | 500 | $25.1K | shares |
| KRESPDR SERIES TRUST | 420 | $25K | shares |
| MRKMERCK & CO INC | 310 | $24.6K | shares |
| CEFSPROTT ASSET MANAGEMENT LP | 808 | $24.3K | shares |
| FLNGFLEX LNG LTD | 1,000 | $22K | shares |
| FXLFIRST TR EXCHANGE-TRADED FD | 133 | $20.9K | shares |
| QTECFIRST TR EXCHANGE-TRADED FD | 94 | $20K | shares |
| SPHBINVESCO EXCH TRADED FD TR II | 204 | $19.9K | shares |
| YUMYUM BRANDS INC | 131 | $19.4K | shares |
| VOTVANGUARD INDEX FDS | 66 | $18.8K | shares |
| FCOMFIDELITY COVINGTON TRUST | 283 | $18.3K | shares |
| CARRCARRIER GLOBAL CORPORATION | 250 | $18.3K | shares |
| CBCHUBB LIMITED | 63 | $18.3K | shares |
| XBISPDR SERIES TRUST | 218 | $18.1K | shares |
| FDNFIRST TR EXCHANGE-TRADED FD | 65 | $17.5K | shares |
| RSPTINVESCO EXCHANGE TRADED FD T | 420 | $17.1K | shares |
| MPCMARATHON PETE CORP | 98 | $16.3K | shares |
| PGPROCTER & GAMBLE CO | 101 | $16K | shares |
| UNHUNITEDHEALTH GROUP INC | 51 | $15.9K | shares |
| SCHXSCHWAB STRATEGIC TR | 611 | $14.9K | shares |
| MGKVANGUARD WORLD FD | 40 | $14.6K | shares |
| IJRISHARES TR | 130 | $14.2K | shares |
| GSGOLDMAN SACHS GROUP INC | 20 | $14.2K | shares |
| GDGENERAL DYNAMICS CORP | 45 | $13.1K | shares |
| MSMORGAN STANLEY | 87 | $12.3K | shares |
| BABOEING CO | 54 | $11.3K | shares |
| DLBDOLBY LABORATORIES INC | 150 | $11.2K | shares |
| YieldMax MSTR Option Income…YieldMax MSTR Option Income Strat… | 500 | $11.1K | shares |
| CHKPCHECK POINT SOFTWARE TECH LT | 50 | $11.1K | shares |
| TRVTRAVELERS COMPANIES INC | 41 | $11K | shares |
| BITOPROSHARES TR | 500 | $10.8K | shares |
| SMCYTIDAL TRUST II | 500 | $10.6K | shares |
| PAPRINNOVATOR ETFS TRUST | 283 | $10.6K | shares |
| ACNACCENTURE PLC IRELAND | 34 | $10.2K | shares |
| CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 125 | $9.75K | shares |
| JNJJOHNSON & JOHNSON | 63 | $9.62K | shares |
| UNPUNION PAC CORP | 41 | $9.43K | shares |
| TIDAL TRUST IITIDAL TRUST II | 1,000 | $9.13K | shares |
| NXPINXP SEMICONDUCTORS N V | 41 | $8.96K | shares |
| CSCOCISCO SYS INC | 125 | $8.67K | shares |
| SNOYTIDAL TRUST II | 500 | $8.62K | shares |
| CVSCVS HEALTH CORP | 125 | $8.62K | shares |
| DLNWISDOMTREE TR | 104 | $8.54K | shares |
| LITGLOBAL X FDS | 216 | $8.28K | shares |
| EMNEASTMAN CHEM CO | 100 | $7.47K | shares |
| CLCOLGATE PALMOLIVE CO | 82 | $7.45K | shares |
| FADFIRST TR EXCHANGE-TRADED ALP | 50 | $7.34K | shares |
| NOWSERVICENOW INC | 7 | $7.2K | shares |
| ERTHINVESCO EXCHANGE TRADED FD T | 166 | $7.05K | shares |
| STZCONSTELLATION BRANDS INC | 43 | $7K | shares |
| LRCXLAM RESEARCH CORP | 70 | $6.81K | shares |
| ISCGISHARES TR | 135 | $6.72K | shares |
| QCOMQUALCOMM INC | 42 | $6.69K | shares |
| CITHE CIGNA GROUP | 20 | $6.61K | shares |
| UALUNITED AIRLS HLDGS INC | 83 | $6.61K | shares |
| MFCMANULIFE FINL CORP | 200 | $6.39K | shares |
| ATOATMOS ENERGY CORP | 38 | $5.86K | shares |
| NKENIKE INC | 82 | $5.83K | shares |
| UAPRINNOVATOR ETFS TRUST | 177 | $5.54K | shares |
| BDXBECTON DICKINSON & CO | 31 | $5.34K | shares |
| CCITIGROUP INC | 61 | $5.19K | shares |
| PFEPFIZER INC | 199 | $4.82K | shares |
| GMGENERAL MTRS CO | 96 | $4.72K | shares |
| LMTLOCKHEED MARTIN CORP | 10 | $4.63K | shares |
| TSNTYSON FOODS INC | 82 | $4.59K | shares |
| DMACDIAMEDICA THERAPEUTICS INC | 1,000 | $3.9K | shares |
| BGBUNGE GLOBAL SA | 45 | $3.61K | shares |
| DDOMINION ENERGY INC | 63 | $3.56K | shares |
| FELCFIDELITY COVINGTON TRUST | 99 | $3.42K | shares |
| IWOISHARES TR | 11 | $3.14K | shares |
| USFRWISDOMTREE TR | 59 | $2.97K | shares |
| MSOSADVISORSHARES TR | 1,199 | $2.89K | shares |
| SUNRISE COMMUNICATIONS AGSUNRISE COMMUNICATIONS AG | 47 | $2.66K | shares |
| VKTXVIKING THERAPEUTICS INC | 100 | $2.65K | shares |
| LBTYKLIBERTY GLOBAL LTD | 236 | $2.43K | shares |
| DISDISNEY WALT CO | 18 | $2.23K | shares |
| AMTAMERICAN TOWER CORP | 10 | $2.21K | shares |
| SNYSANOFI SA | 45 | $2.17K | shares |
| FSKFS KKR CAP CORP | 97 | $2.01K | shares |
| XLVSELECT SECTOR SPDR TR | 12 | $1.62K | shares |
| SCHBSCHWAB STRATEGIC TR | 60 | $1.43K | shares |
| CCICROWN CASTLE INC | 13 | $1.33K | shares |
| BACBANK OF AMER CORP | 12 | $558 | shares |
| SCHHSCHWAB STRATEGIC TR | 22 | $466 | shares |
| SCHFSCHWAB STRATEGIC TR | 20 | $442 | shares |
| LQDISHARES TR | 4 | $438 | shares |
| BRSLBRIGHTSTAR LOTTERY PLC | 27 | $427 | shares |
| ITOTISHARES TR | 3 | $405 | shares |
| VWOVANGUARD INTL EQUITY INDEX F | 8 | $396 | shares |
| PCYINVESCO EXCH TRADED FD TR II | 17 | $347 | shares |
| OGNORGANON & CO | 7 | $68 | shares |
| EMBCEMBECTA CORP | 7 | $68 | shares |
| TGBTASEKO MINES LTD | 20 | $63 | shares |
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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001781948-25-000006 | base | 2025-11-04 | acceptance time not in the bulk data set |