Legend Financial Advisors, Inc. Diversified Active

Name: Legend Financial Advisors, Inc. Q2 2026 13F Filing | 13F Explorer
Creator: Legend Financial Advisors, Inc.
Published: 2026-07-20

Location: Pittsburgh, PA

CIK: 0001781948 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 20, 2026

Total Value: $176M (100.0% shares, 0.0% debt)

Holdings (40)

New Positions (3)

GOOG ALPHABET INC 1.1%

Value $1.982M Shares 5,608 Est. Cost $353.34 Unrealized —

RELY REMITLY GLOBAL INC 0.7%

Value $1.257M Shares 56,074 Est. Cost $22.41 Unrealized —

LLY ELI LILLY & CO 0.1%

Value $231K Shares 193 Est. Cost $1199.43 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	ALPHABET INC	5,608	$1.982M	1.1%	$353.34	—	CAP STK CL C	02079K107
RELY	REMITLY GLOBAL INC	56,074	$1.257M	0.7%	$22.41	—	COM	75960P104
LLY	ELI LILLY & CO	193	$231K	0.1%	$1199.43	—	COM	532457108

Increased Positions (9)

VO VANGUARD INDEX FDS 6.8%

Value $11.88M (+17.0%) Shares 147,466 (+317.1%) Est. Cost $315.11 Unrealized —

IAK ISHARES TR 4.7%

Value $8.207M (+15.2%) Shares 58,386 (+5.2%) Est. Cost $90.00 Unrealized —

LCR MANAGED PORTFOLIO SER 5.8%

Value $10.15M (+8.1%) Shares 255,221 (+1.3%) Est. Cost $36.26 Unrealized —

AAPL APPLE INC 1.8%

Value $3.096M (+17.8%) Shares 10,701 (+3.3%) Est. Cost $154.91 Unrealized —

TBBK BANCORP INC DEL 0.6%

Value $1.118M (+54.5%) Shares 17,841 (+32.6%) Est. Cost $33.02 Unrealized —

FSLR FIRST SOLAR INC 0.7%

Value $1.279M (+33.8%) Shares 5,419 (+11.9%) Est. Cost $165.68 Unrealized —

FRDM EA SERIES TRUST 0.7%

Value $1.153M (+35.6%) Shares 15,817 (+1.6%) Est. Cost $54.94 Unrealized —

NMIH NMI HLDGS INC 0.6%

Value $975K (+38.9%) Shares 23,740 (+26.8%) Est. Cost $25.92 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%

Value $1.61M (+6.3%) Shares 3,217 (+1.8%) Est. Cost $316.58 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VO	VANGUARD INDEX FDS	147,466 (+317.1%)	$11.88M (+17.0%)	6.8%	$315.11	—	MID CAP ETF	922908629
IAK	ISHARES TR	58,386 (+5.2%)	$8.207M (+15.2%)	4.7%	$90.00	—	U.S. INSRNCE ETF	464288786
LCR	MANAGED PORTFOLIO SER	255,221 (+1.3%)	$10.15M (+8.1%)	5.8%	$36.26	—	LEUTH CORE ETF	56167R606
AAPL	APPLE INC	10,701 (+3.3%)	$3.096M (+17.8%)	1.8%	$154.91	—	COM	037833100
TBBK	BANCORP INC DEL	17,841 (+32.6%)	$1.118M (+54.5%)	0.6%	$33.02	—	COM	05969A105
FSLR	FIRST SOLAR INC	5,419 (+11.9%)	$1.279M (+33.8%)	0.7%	$165.68	—	COM	336433107
FRDM	EA SERIES TRUST	15,817 (+1.6%)	$1.153M (+35.6%)	0.7%	$54.94	—	FREEDOM 100 EM	02072L607
NMIH	NMI HLDGS INC	23,740 (+26.8%)	$975K (+38.9%)	0.6%	$25.92	—	COM	629209305
BRK/B	BERKSHIRE HATHAWAY INC DEL	3,217 (+1.8%)	$1.61M (+6.3%)	0.9%	$316.58	—	CL B NEW	084670702

Exited Positions (1)

FISV FISERV INC 0.2%

Value $382K Shares 6,844 Est. Cost $117.72 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FISV	FISERV INC	6,844	$382K	0.2%	$117.72	—	—	337738108

Decreased Positions (14)

SOXX ISHARES TR 11.2%

Value $19.64M (+38.1%) Shares 30,649 (-29.2%) Est. Cost $283.52 Unrealized —

QQQ INVESCO QQQ TR 10.2%

Value $17.92M (+23.9%) Shares 24,334 (-2.9%) Est. Cost $348.73 Unrealized —

INTC INTEL CORP 2.2%

Value $3.804M (+209.3%) Shares 27,240 (-2.2%) Est. Cost $38.55 Unrealized —

CRDO CREDO TECHNOLOGY GROUP HOLDI 1.5%

Value $2.577M (+182.8%) Shares 9,477 (-2.4%) Est. Cost $131.33 Unrealized —

VIOV VANGUARD ADMIRAL FDS INC 6.6%

Value $11.58M (+14.1%) Shares 98,727 (-1.1%) Est. Cost $13670.37 Unrealized —

DJP BARCLAYS BANK PLC 4.8%

Value $8.427M (-12.2%) Shares 192,783 (-3.3%) Est. Cost $33.88 Unrealized —

XLE SELECT SECTOR SPDR TR 1.1%

Value $2.005M (-25.8%) Shares 37,749 (-14.4%) Est. Cost $67.49 Unrealized —

PAAS PAN AMERN SILVER CORP 0.5%

Value $893K (-42.5%) Shares 19,931 (-29.8%) Est. Cost $26.00 Unrealized —

XME SPDR SERIES TRUST 3.8%

Value $6.688M (-6.1%) Shares 62,547 (-5.1%) Est. Cost $45.04 Unrealized —

COPX GLOBAL X FDS 3.6%

Value $6.309M (-6.0%) Shares 81,970 (-6.8%) Est. Cost $128.71 Unrealized —

NEE NEXTERA ENERGY INC 0.1%

Value $224K (-23.3%) Shares 2,556 (-18.8%) Est. Cost $68.57 Unrealized —

SCHG SCHWAB STRATEGIC TR 0.3%

Value $500K (+12.6%) Shares 14,789 (-3.1%) Est. Cost $47.42 Unrealized —

MOD MODINE MFG CO 1.1%

Value $2.023M (+1.6%) Shares 7,577 (-17.5%) Est. Cost $21.66 Unrealized —

JPM JPMORGAN CHASE & CO 0.1%

Value $260K (+2.4%) Shares 794 (-8.0%) Est. Cost $110.39 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SOXX	ISHARES TR	30,649 (-29.2%)	$19.64M (+38.1%)	11.2%	$283.52	—	ISHARES SEMICDTR	464287523
QQQ	INVESCO QQQ TR	24,334 (-2.9%)	$17.92M (+23.9%)	10.2%	$348.73	—	UNIT SER 1	46090E103
INTC	INTEL CORP	27,240 (-2.2%)	$3.804M (+209.3%)	2.2%	$38.55	—	COM	458140100
CRDO	CREDO TECHNOLOGY GROUP HOLDI	9,477 (-2.4%)	$2.577M (+182.8%)	1.5%	$131.33	—	ORDINARY SHARES	G25457105
VIOV	VANGUARD ADMIRAL FDS INC	98,727 (-1.1%)	$11.58M (+14.1%)	6.6%	$13670.37	—	SMLCP 600 VAL	921932778
DJP	BARCLAYS BANK PLC	192,783 (-3.3%)	$8.427M (-12.2%)	4.8%	$33.88	—	DJUBS CMDT ETN36	06738C778
XLE	SELECT SECTOR SPDR TR	37,749 (-14.4%)	$2.005M (-25.8%)	1.1%	$67.49	—	ST STR ENERG ETF	81369Y506
PAAS	PAN AMERN SILVER CORP	19,931 (-29.8%)	$893K (-42.5%)	0.5%	$26.00	—	COM	697900108
XME	SPDR SERIES TRUST	62,547 (-5.1%)	$6.688M (-6.1%)	3.8%	$45.04	—	ST STR SP METAL	78464A755
COPX	GLOBAL X FDS	81,970 (-6.8%)	$6.309M (-6.0%)	3.6%	$128.71	—	GLOBAL X COPPER	37954Y830
NEE	NEXTERA ENERGY INC	2,556 (-18.8%)	$224K (-23.3%)	0.1%	$68.57	—	COM	65339F101
SCHG	SCHWAB STRATEGIC TR	14,789 (-3.1%)	$500K (+12.6%)	0.3%	$47.42	—	US LCAP GR ETF	808524300
MOD	MODINE MFG CO	7,577 (-17.5%)	$2.023M (+1.6%)	1.1%	$21.66	—	COM	607828100
JPM	JPMORGAN CHASE & CO	794 (-8.0%)	$260K (+2.4%)	0.1%	$110.39	—	COM	46625H100

Unchanged Positions (14)

IAU ISHARES GOLD TR 7.6%

Value $13.36M Shares 176,990 Est. Cost $33.54 Unrealized —

FNDX SCHWAB STRATEGIC TR 6.7%

Value $11.82M Shares 380,221 Est. Cost $1216.56 Unrealized —

SPSM SPDR SERIES TRUST 2.2%

Value $3.831M Shares 66,434 Est. Cost $40.76 Unrealized —

IDMO INVESCO EXCH TRADED FD TR II 4.2%

Value $7.476M Shares 124,008 Est. Cost $45.38 Unrealized —

CPA COPA HOLDINGS SA 0.7%

Value $1.246M Shares 8,011 Est. Cost $72.43 Unrealized —

AMZN AMAZON COM INC 1.1%

Value $1.898M Shares 7,964 Est. Cost $146.63 Unrealized —

EVR EVERCORE INC 0.6%

Value $1.096M Shares 3,210 Est. Cost $247.19 Unrealized —

ARB ALTSHARES TRUST 3.2%

Value $5.602M Shares 189,058 Est. Cost $26.30 Unrealized —

B BARRICK MNG CORP 0.5%

Value $820K Shares 22,327 Est. Cost $19.29 Unrealized —

V VISA INC 0.4%

Value $638K Shares 1,859 Est. Cost $340.38 Unrealized —

ALV AUTOLIV INC 0.4%

Value $752K Shares 6,474 Est. Cost $82.71 Unrealized —

PPL PPL CORP 0.2%

Value $308K Shares 8,471 Est. Cost $36.23 Unrealized —

DCI DONALDSON INC 0.2%

Value $278K Shares 3,092 Est. Cost $86.42 Unrealized —

DLO DLOCAL LTD 0.6%

Value $1.083M Shares 83,373 Est. Cost $13.58 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IAU	ISHARES GOLD TR	176,990	$13.36M	7.6%	$33.54	—	ISHARES NEW	464285204
FNDX	SCHWAB STRATEGIC TR	380,221	$11.82M	6.7%	$1216.56	—	FUNDAMENTAL US L	808524771
SPSM	SPDR SERIES TRUST	66,434	$3.831M	2.2%	$40.76	—	ST STR SP600 SML	78468R853
IDMO	INVESCO EXCH TRADED FD TR II	124,008	$7.476M	4.2%	$45.38	—	S&P INTL MOMNT	46138E222
CPA	COPA HOLDINGS SA	8,011	$1.246M	0.7%	$72.43	—	CL A	P31076105
AMZN	AMAZON COM INC	7,964	$1.898M	1.1%	$146.63	—	COM	023135106
EVR	EVERCORE INC	3,210	$1.096M	0.6%	$247.19	—	CLASS A	29977A105
ARB	ALTSHARES TRUST	189,058	$5.602M	3.2%	$26.30	—	MERGER ARBITRAGE	02210T108
B	BARRICK MNG CORP	22,327	$820K	0.5%	$19.29	—	COM SHS	06849F108
V	VISA INC	1,859	$638K	0.4%	$340.38	—	COM CL A	92826C839
ALV	AUTOLIV INC	6,474	$752K	0.4%	$82.71	—	COM	052800109
PPL	PPL CORP	8,471	$308K	0.2%	$36.23	—	COM	69351T106
DCI	DONALDSON INC	3,092	$278K	0.2%	$86.42	—	COM	257651109
DLO	DLOCAL LTD	83,373	$1.083M	0.6%	$13.58	—	CLASS A COM	G29018101