Institutional Fund
Legend Financial Advisors, Inc.
Pittsburgh, PACIK 17819485 filings on record
Portfolio Value
$155.12M
Q1 2026
Holdings
38
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-6.1%
from $165.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Gold Tr10.0%
- Invesco Qqq Tr9.3%
- Ishares Tr9.2%
- Schwab Strategic Tr6.9%
- Vanguard Admiral Fds Inc6.5%
- Vanguard Index Fds6.5%
- Other51.6%
Portfolio Holdings
38 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Gold Tr | 175.7K | $15.49M | 10.0% | −18.9K | Reduced |
| 2 | Invesco Qqq Tr | 25.1K | $14.46M | 9.3% | +323 | Added |
| 3 | Ishares Tr | 43.3K | $14.22M | 9.2% | −5.3K | Reduced |
| 4 | Schwab Strategic Tr | 382.6K | $10.66M | 6.9% | +206 | Added |
| 5 | Vanguard Admiral Fds Inc | 99.8K | $10.15M | 6.5% | +2.0K | Added |
| 6 | Vanguard Index Fds | 35.4K | $10.15M | 6.5% | +5.8K | Added |
| 7 | Barclays Bank PLC | 199.4K | $9.60M | 6.2% | −6.3K | Reduced |
| 8 | Managed Portfolio Series | 251.9K | $9.39M | 6.1% | +3.9K | Added |
| 9 | Ishares Tr | 55.5K | $7.12M | 4.6% | +947 | Added |
| 10 | Spdr Series Trust | 65.9K | $7.12M | 4.6% | −26.4K | Reduced |
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