Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Legend Financial Advisors, Inc. (CIK 1781948) reported $155.1M across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IAU ($15.5M, 9.98%), QQQ ($14.5M, 9.32%), SOXX ($14.2M, 9.17%), FNDX ($10.7M, 6.87%), VO ($10.2M, 6.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | $15.5M | 9.98% | 175,659 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $14.5M | 9.32% | 25,061 | Added |
| 3 | SOXX | ISHARES TR | $14.2M | 9.17% | 43,273 | Trimmed |
| 4 | FNDX | SCHWAB STRATEGIC TR | $10.7M | 6.87% | 382,602 | Added |
| 5 | VO | VANGUARD INDEX FDS | $10.2M | 6.55% | 35,354 | Added |
| 6 | VIOV | VANGUARD ADMIRAL FDS INC | $10.2M | 6.55% | 99,795 | Added |
| 7 | DJP | BARCLAYS BANK PLC | $9.6M | 6.19% | 199,416 | Trimmed |
| 8 | LCR | MANAGED PORTFOLIO SERIES | $9.4M | 6.05% | 251,862 | Added |
| 9 | IAK | ISHARES TR | $7.1M | 4.59% | 55,507 | Added |
| 10 | XME | SPDR SERIES TRUST | $7.1M | 4.59% | 65,923 | Trimmed |
| 11 | IDMO | INVESCO EXCH TRADED FD TR II | $6.9M | 4.42% | 125,166 | Added |
| 12 | COPX | GLOBAL X FDS | $6.7M | 4.33% | 87,925 | Trimmed |
| 13 | ARB | ALTSHARES TRUST | $5.5M | 3.54% | 187,349 | Added |
| 14 | SPSM | SPDR SERIES TRUST | $3.2M | 2.07% | 66,364 | Added |
| 15 | XLE | SELECT SECTOR SPDR TR | $2.7M | 1.74% | 44,116 | Added |
| 16 | AAPL | APPLE INC | $2.6M | 1.69% | 10,358 | Trimmed |
| 17 | MOD | MODINE MFG CO | $2.0M | 1.28% | 9,185 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $1.7M | 1.07% | 7,951 | Trimmed |
| 19 | PAAS | PAN AMERN SILVER CORP | $1.6M | 1.00% | 28,410 | Trimmed |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.5M | 0.98% | 3,159 | Added |
| 21 | INTC | INTEL CORP | $1.2M | 0.79% | 27,866 | Trimmed |
| 22 | DLO | DLOCAL LTD | $1.1M | 0.70% | 83,655 | New |
| 23 | EVR | EVERCORE INC | $960,904 | 0.62% | 3,219 | Added |
| 24 | FSLR | FIRST SOLAR INC | $955,330 | 0.62% | 4,843 | Added |
| 25 | B | BARRICK MNG CORP | $909,168 | 0.59% | 22,289 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31