Legend Financial Advisors, Inc.
•CIK: 1781948•Filing: Q4 2025
**Legend Financial Advisors, Inc.** manages $165M across a concentrated portfolio of 37 positions. The fund exhibits a strong technology and commodity tilt, evidenced by top holdings including IAU* ($15.8M), NDQ ($15.2M), and SOXX ($14.6M). Significant allocations are also directed toward energy and diversified sectors, with COPX ($11.7M) and FNDX ($10.4M) anchoring the mid-tier holdings. This structure suggests a tactical approach capitalizing on growth sectors and cyclical commodity plays.
Total AUM
$165.1M
QoQ Performance
+1.2%
Positions
34
Top 10 Concentration
68.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IAU*
NDQ
SOXX
COPX
FNDX
XME
VIOV
LCR
IAU*9.6%
NDQ9.2%
SOXX8.9%
COPX7.1%
FNDX6.3%
XME5.8%
VIOV5.8%
LCR5.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other94.6%
Technology2.4%
Financial1.5%
Consumer1.1%
Healthcare0.2%
Utilities0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑12 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023