DOSSIER · 13F-HR · Q2 2026
Legend Financial Advisors, Inc.
$176M in tracked AUM across 40 positions as of Q2 2026.
LF
CIK 0001781948 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Legend Financial Advisors, Inc. has reported a substantial expansion in assets under management (AUM), with the total portfolio value growing by 164.3% quarter-over-quarter, rising from $62.49M to $165.15M. This significant capital infusion coincides with a major restructuring of the portfolio. The number of holdings increased modestly, but the turnover was exceptionally high: 22 new positions were initiated while 3 were sold out, and 7 positions w...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
Showing 12 of 30