account_balance
Investment manager · 13F filer · SEC CIK 1781948
Legend Financial Advisors, Inc.
Reported value$176Mas of Jun 30, 2026
Positions40 3 new, 1 sold out
Top 10 weight68.4%SOXX alone is 11%
FiledJul 2020 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SOXXiShares Tr
11.2%Trimmed −29%
QQQInvesco QQQ Tr
10.2%Trimmed −3%
IAUiShares Gold Trust
7.6%
VOVanguard Index FDS
6.8%Added +4%
FNDXSchwab Strategic Tr
6.7%
VIOVVanguard Admiral FDS Inc
6.6%
LCRManaged Portfolio Ser
5.8%
DJPBarclays Bank PLC
4.8%Trimmed −3%
IAKiShares Tr
4.7%Added +5%
IDMOInvesco Exch Traded Fd Tr II
4.2%
XMESPDR Series Trust
3.8%−5%
COPXGlobal X FDS
3.6%
SOXXiShares Tr
11.2%Trimmed −29%
QQQInvesco QQQ Tr
10.2%Trimmed −3%
IAUiShares Gold Trust
7.6%
VOVanguard Index FDS
6.8%+4%
FNDXSchwab Strategic Tr
6.7%
VIOVVanguard Admiral FDS Inc
6.6%
LCRManaged Portfolio Ser
5.8%
DJPBarclays Bank PLC
4.8%
IAKiShares Tr
4.7%
IDMO4.2%
XME3.8%
COPX3.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SOXX iShares Tr 11.2% Trimmed −29%
QQQ Invesco QQQ Tr 10.2% Trimmed −3%
IAU iShares Gold Trust 7.6% HeldVO Vanguard Index FDS 6.8% Added +4%
FNDX Schwab Strategic Tr 6.7% Held
VIOV Vanguard Admiral FDS Inc 6.6% Held
LCR Managed Portfolio Ser 5.8% Held
DJP Barclays Bank PLC 4.8% Trimmed −3%IAK iShares Tr 4.7% Added +5%
IDMO Invesco Exch Traded Fd Tr II 4.2% Held
XME SPDR Series Trust 3.8% Trimmed −5%
COPX Global X FDS 3.6% Trimmed −7%
What changed
Biggest moves since Mar 31, 2026
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