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Legend Financial Advisors, Inc.

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13F filer, CIK 1781948, PITTSBURGH, PA

Legend Financial Advisors, Inc. reported $165,149,531 across 37 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-23. Its ten largest share positions make up 68.21% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001781948-26-000001

Period
2025-12-31
Reported value
$165M
Holdings
37
Top 10 weight
68.21%
New
2
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XLEadded+23,183$1.04M
Vnew+1,859$652K
SPSMadded+7,941$372K
IAKadded+2,524$344K
DCInew+3,092$274K

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
COPXreduced-34,591-$2.48M
IAUreduced-23,486-$1.91M
XMEreduced-15,676-$1.62M
SOXXreduced-3,458-$1.04M
EGexited-1,910-$669K

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, Q4 2025

Share positions as resolved from 13F-HR 0001781948-26-000001, largest first. % of portfolio is the value over $165,149,531, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,215 shares; 2024Q4: 269,453 shares; 2025Q1: 239,050 shares; 2025Q2: 219,061 shares; 2025Q3: 218,042 shares; 2025Q4: 194,556 shares 194,556$15.8M9.56%-23,486Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,896 shares; 2024Q4: 25,964 shares; 2025Q1: 26,033 shares; 2025Q2: 25,480 shares; 2025Q3: 24,635 shares; 2025Q4: 24,738 shares 24,738$15.2M9.2%+103Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,508 shares; 2024Q4: 50,014 shares; 2025Q1: 55,146 shares; 2025Q2: 56,025 shares; 2025Q3: 52,017 shares; 2025Q4: 48,559 shares 48,559$14.6M8.85%-3,458Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,307 shares; 2024Q4: 215,868 shares; 2025Q1: 209,603 shares; 2025Q2: 206,983 shares; 2025Q3: 198,215 shares; 2025Q4: 163,624 shares 163,624$11.7M7.11%-34,591Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,836 shares; 2024Q4: 408,425 shares; 2025Q1: 385,869 shares; 2025Q2: 382,532 shares; 2025Q3: 382,370 shares; 2025Q4: 382,396 shares 382,396$10.4M6.3%+26Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,266 shares; 2024Q4: 124,406 shares; 2025Q1: 125,445 shares; 2025Q2: 123,205 shares; 2025Q3: 107,994 shares; 2025Q4: 92,318 shares 92,318$9.57M5.79%-15,676Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,621 shares; 2024Q4: 91,757 shares; 2025Q1: 97,213 shares; 2025Q2: 96,376 shares; 2025Q3: 96,616 shares; 2025Q4: 97,791 shares 97,791$9.56M5.79%+1,175Timeline
LCRMANAGED PORTFOLIO SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252,081 shares; 2025Q3: 255,160 shares; 2025Q4: 248,002 shares 248,002$9.45M5.72%-7,158Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,086 shares; 2024Q4: 51,585 shares; 2025Q1: 32,894 shares; 2025Q2: 29,282 shares; 2025Q3: 29,390 shares; 2025Q4: 29,534 shares 29,534$8.57M5.19%+144Timeline
DJPBARCLAYS BANK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,667 shares; 2024Q4: 209,809 shares; 2025Q1: 197,912 shares; 2025Q2: 196,620 shares; 2025Q3: 202,527 shares; 2025Q4: 205,704 shares 205,704$7.74M4.68%+3,177Timeline
IAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,064 shares; 2024Q4: 53,330 shares; 2025Q1: 51,624 shares; 2025Q2: 50,879 shares; 2025Q3: 52,036 shares; 2025Q4: 54,560 shares 54,560$7.43M4.5%+2,524Timeline
RSPDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,153 shares; 2024Q4: 136,817 shares; 2025Q1: 128,043 shares; 2025Q2: 128,526 shares; 2025Q3: 127,775 shares; 2025Q4: 130,086 shares 130,086$7.42M4.49%+2,311Timeline
IDMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,543 shares; 2025Q2: 117,485 shares; 2025Q3: 118,394 shares; 2025Q4: 118,914 shares 118,914$6.61M4%+520Timeline
ARBALTSHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,452 shares; 2024Q4: 160,666 shares; 2025Q1: 171,240 shares; 2025Q2: 174,436 shares; 2025Q3: 174,987 shares; 2025Q4: 179,800 shares 179,800$5.23M3.16%+4,813Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,911 shares; 2024Q4: 7,982 shares; 2025Q1: 7,974 shares; 2025Q2: 11,211 shares; 2025Q3: 11,176 shares; 2025Q4: 10,972 shares 10,972$2.98M1.81%-204Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,960 shares; 2024Q4: 85,131 shares; 2025Q1: 52,353 shares; 2025Q2: 44,433 shares; 2025Q3: 45,359 shares; 2025Q4: 53,300 shares 53,300$2.5M1.51%+7,941Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,755 shares; 2025Q2: 19,457 shares; 2025Q3: 20,791 shares; 2025Q4: 43,974 shares 43,974$1.97M1.19%+23,183Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,778 shares; 2024Q4: 8,029 shares; 2025Q1: 7,996 shares; 2025Q2: 8,138 shares; 2025Q3: 8,312 shares; 2025Q4: 8,197 shares 8,197$1.89M1.15%-115Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,740 shares; 2025Q3: 45,139 shares; 2025Q4: 36,995 shares 36,995$1.61M0.98%-8,144Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,749 shares; 2024Q4: 2,946 shares; 2025Q1: 2,945 shares; 2025Q2: 2,945 shares; 2025Q3: 3,157 shares; 2025Q4: 3,118 shares 3,118$1.57M0.95%-39Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 31,091 shares; 2025Q3: 31,720 shares; 2025Q4: 28,623 shares 28,623$1.48M0.9%-3,097Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,650 shares; 2024Q4: 9,929 shares; 2025Q1: 9,984 shares; 2025Q2: 9,643 shares; 2025Q3: 9,680 shares; 2025Q4: 9,602 shares 9,602$1.28M0.78%-78Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,537 shares; 2024Q4: 4,662 shares; 2025Q1: 4,726 shares; 2025Q2: 4,754 shares; 2025Q3: 4,945 shares; 2025Q4: 4,818 shares 4,818$1.26M0.76%-127Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,182 shares; 2025Q2: 3,206 shares; 2025Q3: 3,246 shares; 2025Q4: 3,217 shares 3,217$1.09M0.66%-29Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,388 shares; 2024Q4: 31,793 shares; 2025Q1: 31,242 shares; 2025Q2: 30,659 shares; 2025Q3: 29,432 shares; 2025Q4: 28,317 shares 28,317$1.04M0.63%-1,115Timeline
CPACOPA HOLDINGS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,286 shares; 2024Q4: 7,692 shares; 2025Q1: 7,722 shares; 2025Q2: 7,741 shares; 2025Q3: 7,920 shares; 2025Q4: 8,050 shares 8,050$971K0.59%+130Timeline
TBBKBANCORP INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,889 shares; 2024Q4: 13,796 shares; 2025Q1: 13,859 shares; 2025Q2: 13,831 shares; 2025Q3: 13,687 shares; 2025Q4: 13,382 shares 13,382$904K0.55%-305Timeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: 6,344 shares; 2025Q1: 6,386 shares; 2025Q2: 6,379 shares; 2025Q3: 6,504 shares; 2025Q4: 6,461 shares 6,461$767K0.46%-43Timeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,813 shares; 2024Q4: 25,764 shares; 2025Q1: 25,918 shares; 2025Q2: 24,901 shares; 2025Q3: 25,556 shares; 2025Q4: 25,404 shares 25,404$766K0.46%-152Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,199 shares; 2024Q4: 31,666 shares; 2025Q1: 25,250 shares; 2025Q2: 24,564 shares; 2025Q3: 24,564 shares; 2025Q4: 23,397 shares 23,397$763K0.46%-1,167Timeline
NMIHNMI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,576 shares; 2024Q4: 18,684 shares; 2025Q1: 18,829 shares; 2025Q2: 18,003 shares; 2025Q3: 18,700 shares; 2025Q4: 18,665 shares 18,665$761K0.46%-35Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 1,658 shares; 2025Q1: 1,658 shares; 2025Q2: 301 shares; 2025Q3: not reported; 2025Q4: 1,859 shares 1,859$652K0.39%newTimeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,526 shares; 2024Q4: 7,208 shares; 2025Q1: 7,208 shares; 2025Q2: 7,208 shares; 2025Q3: 6,844 shares; 2025Q4: 6,844 shares 6,844$460K0.28%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 275 shares 275$296K0.18%-25Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 863 shares 863$278K0.17%0Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,092 shares; 2025Q1: 3,092 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,092 shares 3,092$274K0.17%newTimeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,897 shares; 2024Q4: 3,449 shares; 2025Q1: 3,149 shares; 2025Q2: 3,149 shares; 2025Q3: 3,149 shares; 2025Q4: 3,149 shares 3,149$253K0.15%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
EGEVEREST GROUP LTD1,910$669Kshares
NOMDNOMAD FOODS LTD41,689$548Kshares
TYLTYLER TECHNOLOGIES INC500$262Kshares
WDAYWORKDAY INC859$207Kshares

How Q4 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 0001781948-26-000001 base2026-01-23acceptance time not in the bulk data set