13F Insight
DOSSIER · 13F-HR · Q1 2026

Legend Financial Advisors, Inc.

$155M in tracked AUM across 38 positions as of Q1 2026.

LF
CIK 0001781948 · last filed Mar 31, 2026
Total AUM
$155M
as of Q1 2026
Holdings
38
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 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...

The portfolio is highly diversified, consisting of 37 holdings, with no single position exceeding 10% of the total assets. The largest holding, IAU, represents 9.56%, indicating a risk-managed approach that avoids concentration risk in any single security. The portfolio is split almost evenly between ETFs/aggregated instruments and individual equities/unknown classifications, suggesting a "core-satellite" strategy where broad market exposure is complemented by specific tactical plays.

Key Holdings

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IAU
ISHARES GOLD TR
$15M176K10.0%02
QQQ
INVESCO QQQ TR
$14M25K9.3%03
SOXX
ISHARES TR
$14M43K9.2%04
FNDX
SCHWAB STRATEGIC TR
$11M383K6.9%05
VIOV
VANGUARD ADMIRAL FDS INC
$10M100K6.5%06
VO
VANGUARD INDEX FDS
$10M35K6.5%07
DJP
BARCLAYS BANK PLC
$10M199K6.2%08
LCR
MANAGED PORTFOLIO SERIES
$9M252K6.1%09
IAK
ISHARES TR
$7M56K4.6%10
XME
SPDR SERIES TRUST
$7M66K4.6%

Filing history

2026Q1Mar 31
$155M▼ 6.1%
38 positionsView →2025Q4Dec 31
$165M▲ 1.2%
37 positionsView →2025Q3Sep 30
$163M▲ 8.4%
39 positionsView →2025Q2Jun 30
$151M▲ 10.6%
171 positionsLocked2025Q1Mar 31
$136M▼ 3.9%
37 positionsLocked2024Q4Dec 31
$142M▼ 2.2%
267 positionsLocked2024Q3Sep 30
$145M▲ 2.8%
157 positionsLocked2024Q2Jun 30
$141M▲ 2.1%
292 positionsLocked2024Q1Mar 31
$138M▲ 10.9%
185 positionsLocked2023Q4Dec 31
$124M▲ 6.2%
193 positionsLocked2023Q3Sep 30
$117M▼ 2.2%
188 positionsLocked2023Q2Jun 30
$120M▲ 0.6%
238 positionsLocked
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