13F Filings History of Legend Financial Advisors, Inc.

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$165,149,531
Signature - Title
Cody Branson - Compliance Consultant
Location
Pittsburgh, PA
Summary
This page shows a list of all the recent 13F filings made by Legend Financial Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legend Financial Advisors, Inc. reported 37 stock holdings with total value $165,149,531 as of Q4 2025. Top holdings included IAU, QQQ, SOXX, COPX, and FNDX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 37 $165,149,531 +$3,334,795 -$9,821,339 -$6,486,544 IAU, QQQ, SOXX, COPX, FNDX 13F-HR 23 Jan 2026, 16:29
Q3 2025 39 $163,119,857 +$1,375,338 -$6,944,301 -$5,568,963 IAU, QQQ, SOXX, COPX, XME 13F-HR 04 Nov 2025, 14:30
Q2 2025 171 $150,519,502 +$16,611,700 -$13,430,078 +$3,181,622 QQQ, IAU, SOXX, FNDX, COPX 13F-HR 16 Jul 2025, 10:34
Q1 2025 37 $136,128,754 +$8,897,139 -$13,582,015 -$4,684,876 IAU, QQQ, SOXX, FNDX, VO 13F-HR 14 May 2025, 14:05
Q4 2024 267 $141,726,149 +$10,157,332 -$2,360,082 +$7,797,250 VO, IAU, QQQ, SOXX, FNDX 13F-HR 07 Jan 2025, 16:42
Q3 2024 157 $144,857,897 +$3,087,823 -$7,339,703 -$4,251,880 IAU, VO, QQQ, SOXX, COPX 13F-HR 17 Oct 2024, 17:44
Q2 2024 292 $140,937,649 +$4,168,090 -$2,716,472 +$1,451,618 QQQ, SOXX, VO, IAU, FNDX 13F-HR 26 Jul 2024, 14:04
Q1 2024 185 $138,000,957 +$13,578,969 -$2,339,061 +$11,239,908 VO, SOXX, IAU, QQQ, COPX 13F-HR 17 Apr 2024, 14:24
Q4 2023 193 $124,423,297 +$893,073 -$5,834,652 -$4,941,579 VO, IAU, QQQ, SOXX, FNDX 13F-HR 31 Jan 2024, 16:10
Q3 2023 188 $117,201,960 +$5,723,648 -$1,604,873 +$4,118,775 IAU, QQQ, VO, SOXX, LCR 13F-HR 13 Nov 2023, 13:37
Q2 2023 207 $119,811,784 +$3,667,633 -$7,651,179 -$3,983,546 IAU, VO, QQQ, SOXX, LCR 13F-HR 09 Aug 2023, 11:54
Q1 2023 229 $119,061,067 +$6,701,823 -$5,099,845 +$1,601,978 IAU, QQQ, SOXX, VO, LCR 13F-HR 26 Apr 2023, 16:07
Q4 2022 243 $114,413,516 +$25,540,163 -$23,060,831 +$2,479,332 IAU, VO, QQQ, LCR, SOXX 13F-HR 30 Jan 2023, 11:21
Q3 2022 233 $106,421,608 +$17,525,911 -$3,915,881 +$13,610,030 IAU, QQQ, LCR, LIT, SOXX 13F-HR 18 Nov 2022, 12:35
Q2 2022 31 $96,776,000 +$42,685,560 -$45,073,476 -$2,387,916 IAU, QQQ, LIT, SOXX, KRE 13F-HR 08 Aug 2022, 14:23
Q1 2022 39 $100,806,000 +$21,418,369 -$25,724,521 -$4,306,152 IAU, QQQ, SOXX, SWAN, PALL 13F-HR 12 May 2022, 16:24
Q4 2021 41 $143,354,000 +$26,056,513 -$43,689,939 -$17,633,426 QQQ, SOXX, SWAN, IAU, ARKK 13F-HR 14 Feb 2022, 11:35
Q3 2021 39 $156,214,000 +$14,737,466 -$1,328,316 +$13,409,150 IAU, QQQ, ARKK, SOXX, ARKG 13F-HR 15 Nov 2021, 15:26
Q2 2021 37 $155,377,000 +$144,738,838 -$3,240,945 +$141,497,893 IAU, ARKK, QQQ, ARKG, SOXX 13F-HR 02 Aug 2021, 12:14
Q1 2021 15 $13,179,000 +$2,588,335 -$110,612,759 -$108,024,424 IAU, ARKK, ARKG, QQQ, SOXX 13F-HR 17 May 2021, 14:12
Q4 2020 28 $123,407,000 +$2,992,748 -$29,329,383 -$26,336,635 ARKK, IAU, ARKG, QQQ, SOXX 13F-HR 16 Feb 2021, 14:22
Q3 2020 29 $126,420,000 +$4,745,083 -$54,844,270 -$50,099,187 IAU, ARKK, QQQ, ARKG, SOXX 13F-HR 12 Nov 2020, 14:05
Q2 2020 29 $158,993,000 +$55,283,263 -$21,452,485 +$33,830,778 QQQ, USFR, IAU, ARKK, SOXX 13F-HR 18 Aug 2020, 10:59
Q1 2020 29 $111,376,000 +$54,390,879 -$57,985,261 -$3,594,382 USFR, QQQ, EMTY, SPY, IAU 13F-HR 15 May 2020, 14:58
Q4 2019 30 $117,108,000 +$2,073,545 -$12,610,978 -$10,537,433 PALL, QQQ, SOXX, ANGL, VNQ 13F-HR 20 Feb 2020, 15:56
Q3 2019 33 $117,668,000 +$2,132,103 -$1,017,622 +$1,114,481 PALL, QQQ, ANGL, SOXX, VNQ 13F-HR 23 Dec 2019, 15:41
Q2 2019 34 $113,535,000 +$31,400,432 -$7,485,684 +$23,914,748 PALL, QQQ, ANGL, SOXX, VNQ 13F-HR 13 Aug 2019, 11:15
Q1 2019 34 $84,214,000 +$25,268,725 -$5,108,160 +$20,160,565 PALL, QQQ, SOXX, ITA, IAU 13F-HR 08 Aug 2019, 08:17
Q4 2018 27 $54,635,000 $0 $0 $0 QQQ, SOXX, ITA, ARKK, PST 13F-HR 08 Aug 2019, 08:10