Legend Financial Advisors, Inc. ETF holdings
Pittsburgh, PA
Reported $141.0M in 16 ETFs in its Form 13F for June 30, 2026.
ETF value
$141.0M
ETFs held
16
Change from prior quarter
+9.1%
With price moves
ETFs as a share of its 13F
80.1%
of $176.0M
Top 10 of 16 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SOXX | iShares Semiconductor ETF | $19.6M | 30,649 | −12,624 shares |
| QQQ | Invesco QQQ Trust | $17.9M | 24,334 | −727 shares |
| IAU | iShares Gold Trust | $13.4M | 176,990 | +1,331 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $11.9M | 147,466 | +112,112 shares |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $11.8M | 380,221 | −2,381 shares |
| VIOV | Vanguard S&P Small-Cap 600 Value ETF | $11.6M | 98,727 | −1,068 shares |
| LCR | Leuthold Core ETF | $10.1M | 255,221 | +3,359 shares |
| DJP | iPath Bloomberg Commodity Index Total Return(SM) ETN | $8.4M | 192,783 | −6,633 shares |
| IAK | iShares U.S. Insurance ETF | $8.2M | 58,386 | +2,879 shares |
| IDMO | Invesco S&P International Developed Momentum ETF | $7.5M | 124,008 | −1,158 shares |
6 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001781948. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Legend Financial Advisors, Inc. own?
Legend Financial Advisors, Inc. reported 16 ETF positions worth $141.0M in its Form 13F for June 30, 2026. The largest was SOXX, at $19.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.