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Legend Financial Advisors, Inc.

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13F filer, CIK 1781948, PITTSBURGH, PA

Legend Financial Advisors, Inc. reported $155,121,619 across 38 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-24. Its ten largest share positions make up 69.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001781948-26-000002

Period
2026-03-31
Reported value
$155M
Holdings
38
Top 10 weight
69.86%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOadded+5,820$1.67M
DLOnew+83,655$1.09M
CRDOnew+9,707$911K
FRDMnew+15,564$851K
SPSMadded+13,064$631K

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
RSPDexited-130,086-$7.42M
COPXreduced-75,699-$5.78M
XMEreduced-26,395-$2.85M
SOXXreduced-5,286-$1.74M
IAUreduced-18,897-$1.67M

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, Q1 2026

Share positions as resolved from 13F-HR 0001781948-26-000002, largest first. % of portfolio is the value over $155,121,619, 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; 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; 2026Q1: 175,659 shares 175,659$15.5M9.98%-18,897Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 25,061 shares 25,061$14.5M9.32%+323Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 43,273 shares 43,273$14.2M9.17%-5,286Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 382,602 shares 382,602$10.7M6.87%+206Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 99,795 shares 99,795$10.2M6.55%+2,004Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 35,354 shares 35,354$10.2M6.55%+5,820Timeline
DJPBARCLAYS BANK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 199,416 shares 199,416$9.6M6.19%-6,288Timeline
LCRMANAGED PORTFOLIO SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252,081 shares; 2025Q3: 255,160 shares; 2025Q4: 248,002 shares; 2026Q1: 251,862 shares 251,862$9.39M6.05%+3,860Timeline
IAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 55,507 shares 55,507$7.12M4.59%+947Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 65,923 shares 65,923$7.12M4.59%-26,395Timeline
IDMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,543 shares; 2025Q2: 117,485 shares; 2025Q3: 118,394 shares; 2025Q4: 118,914 shares; 2026Q1: 125,166 shares 125,166$6.86M4.42%+6,252Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 87,925 shares 87,925$6.71M4.33%-75,699Timeline
ARBALTSHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 187,349 shares 187,349$5.49M3.54%+7,549Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 66,364 shares 66,364$3.21M2.07%+13,064Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,755 shares; 2025Q2: 19,457 shares; 2025Q3: 20,791 shares; 2025Q4: 43,974 shares; 2026Q1: 44,116 shares 44,116$2.7M1.74%+142Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,358 shares 10,358$2.63M1.69%-614Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,185 shares 9,185$1.99M1.28%-417Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,951 shares 7,951$1.66M1.07%-246Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 31,091 shares; 2025Q3: 31,720 shares; 2025Q4: 28,623 shares; 2026Q1: 28,410 shares 28,410$1.55M1%-213Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,159 shares 3,159$1.51M0.98%+41Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 27,866 shares 27,866$1.23M0.79%-451Timeline
DLODLOCAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,655 shares 83,655$1.09M0.7%newTimeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,182 shares; 2025Q2: 3,206 shares; 2025Q3: 3,246 shares; 2025Q4: 3,217 shares; 2026Q1: 3,219 shares 3,219$961K0.62%+2Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,843 shares 4,843$955K0.62%+25Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,707 shares 9,707$911K0.59%newTimeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,740 shares; 2025Q3: 45,139 shares; 2025Q4: 36,995 shares; 2026Q1: 22,289 shares 22,289$909K0.59%-14,706Timeline
CPACOPA HOLDINGS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,997 shares 7,997$909K0.59%-53Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,564 shares 15,564$851K0.55%newTimeline
TBBKBANCORP INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,459 shares 13,459$723K0.47%+77Timeline
NMIHNMI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 18,726 shares 18,726$702K0.45%+61Timeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,493 shares 6,493$683K0.44%+32Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 1,658 shares; 2025Q1: 1,658 shares; 2025Q2: 301 shares; 2025Q3: not reported; 2025Q4: 1,859 shares; 2026Q1: 1,859 shares 1,859$562K0.36%0Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,257 shares 15,257$444K0.29%-8,140Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,844 shares 6,844$382K0.25%0Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,471 shares 8,471$324K0.21%newTimeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,149 shares 3,149$292K0.19%0Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,092 shares; 2025Q1: 3,092 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,092 shares; 2026Q1: 3,092 shares 3,092$262K0.17%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 863 shares; 2026Q1: 863 shares 863$254K0.16%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
RSPDINVESCO EXCHANGE TRADED FD T130,086$7.42Mshares
CRBGCOREBRIDGE FINL INC25,404$766Kshares
LLYELI LILLY & CO275$296Kshares

How Q1 2026 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 0001781948-26-000002 base2026-04-24acceptance time not in the bulk data set